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THE BERNSTEIN FIRM LLC

Company Details

Entity Name: THE BERNSTEIN FIRM LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 12 May 2009 (16 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 08 Aug 2019 (5 years ago)
Document Number: L09000045799
FEI/EIN Number 270230575
Address: 255 PRIMERA BLVD., STE 160, LAKE MARY, FL, 32746, US
Mail Address: PO BOX 950095, LAKE MARY, FL, 32795, US
ZIP code: 32746
County: Seminole
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE BERNSTEIN FIRM LLC 401(K) PLAN 2023 270230575 2024-05-14 THE BERNSTEIN FIRM LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541110
Sponsor’s telephone number 8773076777
Plan sponsor’s address 255 PRIMERA BLVD, STE 160, LAKE MARY, FL, 32746

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-14
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
THE BERNSTEIN FIRM LLC 401(K) PLAN 2022 270230575 2023-05-27 THE BERNSTEIN FIRM LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541110
Sponsor’s telephone number 8773076777
Plan sponsor’s address 255 PRIMERA BLVD, STE 160, LAKE MARY, FL, 32746

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
THE BERNSTEIN FIRM LLC 401(K) PLAN 2021 270230575 2022-06-02 THE BERNSTEIN FIRM LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541110
Sponsor’s telephone number 8773076777
Plan sponsor’s address 255 PRIMERA BLVD, STE 160, LAKE MARY, FL, 32746

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-06-02
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
THE BERNSTEIN FIRM LLC 401(K) PLAN 2020 270230575 2021-05-28 THE BERNSTEIN FIRM LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541110
Sponsor’s telephone number 8773076777
Plan sponsor’s address 255 PRIMERA BLVD, STE 160, LAKE MARY, FL, 32746

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-05-28
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BERNSTEIN MARC Agent 255 PRIMERA BLVD, LAKE MARY, FL, 32746

Chief Financial Officer

Name Role Address
VERDEUR KYLE Chief Financial Officer 255 PRIMERA BLVD., STE 160, LAKE MARY, FL, 32746

Managing Member

Name Role Address
BERNSTEIN MARC Managing Member 255 PRIMERA BLVD., STE 160, LAKE MARY, FL, 32746

Vice President

Name Role Address
Bernstein Niccole Vice President 255 Primera Blvd, Lake Mary, FL, 32746

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000124937 DEVICE DOCTORZ OCOEE EXPIRED 2019-11-22 2024-12-31 No data 306 OCOEE APOPKA RD, STE 1, OCOEE, FL, 34761
G19000124936 DEVICE DOCTORZ EXPIRED 2019-11-22 2024-12-31 No data 990 W HWY 50, STE 103, CLERMONT, FL, 34711
G19000123280 THE BERNSTEIN FIRM LLC EXPIRED 2019-11-18 2024-12-31 No data 306 OCOEE APOPKA RD STE 1, OCOEE, FL, 34761
G19000069786 SMART TECH INSURANCE EXPIRED 2019-06-20 2024-12-31 No data 255 PRIMERA BLVD, STE 160, LAKE MARY, FL, 32746
G17000137229 ORLANDO FFL ACTIVE 2017-12-15 2027-12-31 No data 306 OCOEE APOPKA RD SUITE 3, OCOEE, FL, 34761
G17000136707 THE BERNSTEIN FIRM LLC EXPIRED 2017-12-14 2022-12-31 No data PO BOX 950095, LAKE MARY, FL, 32795
G16000126632 INSURE APPLE EXPIRED 2016-11-23 2021-12-31 No data PO BOX 950095, LAKE MARY, FL, 32795
G13000128011 DEVICE DOCTORZ EXPIRED 2013-12-29 2018-12-31 No data 990 W. HIGHWAY 50, SUITE 103, CLERMONT, FL, 34711
G12000038383 INSURE APPLE IPAD EXPIRED 2012-04-23 2017-12-31 No data 1035 PRIMERA BLVD, STE 1041, LAKE MARY, FL, 32746
G10000065092 INSURE APPLE IPHONE EXPIRED 2010-07-14 2015-12-31 No data PO BOX 950095, LAKE MARY, FL, 32795

Events

Event Type Filed Date Value Description
LC AMENDMENT 2019-08-08 No data No data
REGISTERED AGENT NAME CHANGED 2019-08-08 BERNSTEIN, MARC No data
LC AMENDMENT 2019-07-29 No data No data
CHANGE OF PRINCIPAL ADDRESS 2014-04-18 255 PRIMERA BLVD., STE 160, LAKE MARY, FL 32746 No data
REGISTERED AGENT ADDRESS CHANGED 2014-04-18 255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL 32746 No data

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J24000658623 ACTIVE 1000001014605 ORANGE 2024-09-30 2044-10-23 $ 1,158.62 STATE OF FLORIDA, DEPARTMENT OF REVENUE, ORLANDO SERVICE CENTER, 400 W ROBINSON ST STE N302, ORLANDO FL328011759
J24000658631 ACTIVE 1000001014608 ORANGE 2024-09-30 2044-10-23 $ 235,221.51 STATE OF FLORIDA, DEPARTMENT OF REVENUE, OUT OF STATE COLLECTIONS UNIT, 1415 W US HIGHWAY 90 STE 115, LAKE CITY FL320556156
J23000287086 ACTIVE 1000000952088 ORANGE 2023-05-12 2043-06-21 $ 15,799.06 STATE OF FLORIDA, DEPARTMENT OF REVENUE, ORLANDO SERVICE CENTER, 400 W ROBINSON ST STE N302, ORLANDO FL328011759

Court Cases

Title Case Number Docket Date Status
THE ACTIVITY GROUP, INC., PHLSTER LLC, Appellant(s) v. GUN DOG ARMORY, INC., CASEY HITE, THE BERNSTEIN FIRM LLC, PHILIP LURIE, Appellee(s). 6D2023-3806 2023-10-25 Open
Classification NOA Final - Circuit Civil - Other
Court 6th District Court of Appeal
Originating Court Circuit Court for the Ninth Judicial Circuit, Orange County
2022-CA-006526-O

Parties

Name THE ACTIVITY GROUP, INC.
Role Appellant
Status Active
Name PHLSTER LLC
Role Appellant
Status Active
Representations MATTHEW LAROSIERE, ESQ., ZACHARY Z. ZERMAY, ESQ.
Name GUN DOG ARMORY, INC.
Role Appellee
Status Active
Representations NIKIE POPOVICH
Name CASEY HITE
Role Appellee
Status Active
Representations NIKIE POPOVICH
Name THE BERNSTEIN FIRM LLC
Role Appellee
Status Active
Representations JULIANE BRUMBAUGH, ESQ., DANIELLE WATERS, ESQ.
Name PHILIP LURIE
Role Appellee
Status Active
Name Hon. Eric J. Netcher
Role Judge/Judicial Officer
Status Active
Name TIFFANY RUSSELL, CLERK
Role Lower Tribunal Clerk
Status Active

Docket Entries

Docket Date 2024-11-15
Type Notice
Subtype Notice of Agreed Extension of Time - Reply Brief
Description 30- RB DUE 12/18/2024
On Behalf Of PHLSTER LLC
Docket Date 2024-10-18
Type Brief
Subtype Answer Brief
Description APPELLEES' JOINT ANSWER BRIEF
On Behalf Of GUN DOG ARMORY, INC.
View View File
Docket Date 2024-09-30
Type Notice
Subtype Notice of Agreed Extension of Time - Answer Brief
Description 15- AB DUE 10/18/2024 (GUN DOG ARMORY and CASEY HITE)
On Behalf Of GUN DOG ARMORY, INC.
Docket Date 2024-08-14
Type Notice
Subtype Notice of Agreed Extension of Time - Answer Brief
Description 45- AB DUE 10/04/2024 (THE BERNSTEIN FIRM)
On Behalf Of THE BERNSTEIN FIRM LLC
Docket Date 2024-08-08
Type Notice
Subtype Notice of Agreed Extension of Time - Answer Brief
Description 45- AB DUE 10/03/2024 (GUN DOG ARMORY and CASEY HITE)
On Behalf Of GUN DOG ARMORY, INC.
Docket Date 2024-07-21
Type Brief
Subtype Amended Initial Brief
Description Amended Initial Brief
On Behalf Of PHLSTER LLC
View View File
Docket Date 2024-07-17
Type Misc. Events
Subtype Miscellaneous Docket Entry
Description AE PHILIP LURIE'S 07/11 ORDER RETURNED - NEW ADDRESS, FRW TIME EXP. UPDATED ADDRESS - RESENT ORDER. JB
Docket Date 2024-07-01
Type Motions Relating to Oral Argument
Subtype Motion/Request for Oral Argument
Description Request for Oral Argument
On Behalf Of PHLSTER LLC
Docket Date 2024-07-01
Type Brief
Subtype Initial Brief
Description Initial Brief
On Behalf Of PHLSTER LLC
View View File
Docket Date 2024-06-28
Type Notice
Subtype Notice
Description NOTICE OF UNAVAILABILITY
On Behalf Of GUN DOG ARMORY, INC.
Docket Date 2024-05-17
Type Misc. Events
Subtype Status Report
Description Status Report re record
On Behalf Of TIFFANY RUSSELL, CLERK
Docket Date 2024-05-06
Type Record
Subtype Record on Appeal
Description NETCHER - 275 PAGES
On Behalf Of TIFFANY RUSSELL, CLERK
Docket Date 2024-05-01
Type Motions Extensions
Subtype Motion for Extension of Time for Record & EOT/Toll Briefing
Description MOTION TO CONTINUE BRIEFING DEADLINES AND TO COMPEL THE CLERK TO PROVIDE THE RECORD
On Behalf Of PHLSTER LLC
Docket Date 2024-03-21
Type Order
Subtype Order on Motion For Substitution of Counsel
Description ORD-GRANT SUBSTIT. OF COUNSEL ~ The motion for substitution of counsel is granted. Attorney Popovich is substituted as counsel of record for appellees Gun Dog Armory, Inc. and Casey Hite, and attorney Desai is relieved of further appellate responsibilities.
Docket Date 2024-03-05
Type Order
Subtype Order on Unsuccessful Mediation
Description Mediation Unsuccessful ~ The above-referenced case has been noted as an unsuccessful mediation. Accordingly, the ten day time period for filing directions to the clerk and designations to the court reporter, the fifty-day time period for preparing the record and serving copies of the index, the sixty-day time period for filing the record on appeal, and the seventy-day time period for filing of Appellant's Initial Brief shall commence as of the date of this order.
Docket Date 2024-03-01
Type Mediation
Subtype Mediation Report
Description Mediation Report ~ LOCATED IN IDCA CONFIDENTIAL
Docket Date 2024-01-30
Type Notice
Subtype Notice of Appearance
Description Notice of Appearance
On Behalf Of GUN DOG ARMORY, INC.
Docket Date 2024-01-30
Type Motions Relating to Parties and Counsel
Subtype Motion For Substitution of Counsel
Description Motion For Substitution of Counsel
On Behalf Of GUN DOG ARMORY, INC.
Docket Date 2024-01-02
Type Mediation
Subtype Mediation Questionnaire
Description Mediation Questionnaire ~ LOCATED IN IDCA CONFIDENTIAL
On Behalf Of PHLSTER LLC
Docket Date 2023-12-12
Type Mediation
Subtype Mediation Questionnaire
Description Mediation Questionnaire ~ ***LOCATED IN iDCA CONFIDENTIAL***
On Behalf Of THE BERNSTEIN FIRM LLC
Docket Date 2023-12-08
Type Order
Subtype Order
Description Second Mediation Order ~ Pursuant to the Order of this court dated November 16, 2023, all parties were required to file mediation forms with this Court within 10 days of the date of that Order. At this time, the parties’ Mediation Questionnaires have not yet been received. Within 5 days from the date of this order, upload the required forms via the Statewide Florida Courts E-Filing Portal so that this case may timely proceed. Failure to timely comply may result in the imposition of sanctions.
Docket Date 2023-11-21
Type Mediation
Subtype Confidential Statement
Description Confidential Statement ~ LOCATED IN IDCA CONFIDENTIAL
On Behalf Of THE BERNSTEIN FIRM LLC
Docket Date 2023-11-20
Type Mediation
Subtype Confidential Statement
Description Confidential Statement ~ LOCATED IN IDCA CONFIDENTIAL
On Behalf Of PHLSTER LLC
Docket Date 2023-11-16
Type Order
Subtype Mediation Order to Counsel
Description Initial Mediation Order ~ This case is being reviewed by the Court to determine whether it isappropriate for appellate mediation. Parties must visit the Court's website,https://6dca.flcourts.gov, to find the Mediation Questions & Answers,Mediation Questionnaire, and Confidential Statement RegardingAppropriateness of Appellate Mediation that must be completed and filed withthe Court.Within 10 days from the date of this order, the Mediation Questionnaireand the Confidential Statement Regarding Appropriateness of AppellateMediation must be e-filed through the Statewide Florida Courts E-Filing Portal.BE ADVISED THAT OPPOSING COUNSEL SHOULD NOT BE SERVED COPIESOF THE CONFIDENTIAL STATEMENT REGARDING APPROPRIATENESS OFAPPELLATE MEDIATION. When filing the Confidential Statement through theStatewide Florida Courts E-Filing Portal, DO NOT CHECK "SERVE ALL."FAILURE TO ENSURE ALL BOXES FOR E-SERVICE ARE UNCHECKED WILLRESULT IN PARTIES BEING SERVED AND WAIVER OF CONFIDENTIALITY.If you are not representing a party in this appeal and therefore do notintend to submit the Mediation Questionnaire and Confidential Statement, youmust file a Notice of Non-Representation, electronically, within ten days of thedate of this order in order for the Court to remove your designation as counselof record.
Docket Date 2023-11-16
Type Mediation
Subtype Notice of Case under Consideration for Mediation
Description Case Under Consideration for Mediation Notice ~ This case is now under consideration for appellate mediation, and adecision will be made shortly whether to order mediation. An order will beissued advising you of that decision. If mediation is ordered, the time forpreparing the record will not begin to run until the mediation process iscomplete.If you have questions regarding this Court's appellate mediationprogram, you may view the Court's website, https://6dca.flcourts.gov/, underthe "Mediation" tab for further information. If you have any questions regardingthe Court's mediation program, you may contact the mediation coordinator at(863) 940-6041.
Docket Date 2023-11-08
Type Notice
Subtype Amended Notice of Appeal
Description Amended Notice of Appeal
On Behalf Of PHLSTER LLC
Docket Date 2023-11-07
Type Misc. Events
Subtype Case Filing Fee Paid through Portal
Description Case Filing Fee Paid through Portal
On Behalf Of PHLSTER LLC
Docket Date 2023-11-07
Type Notice
Subtype Amended Notice of Appeal
Description Amended Notice of Appeal ~ AMENDED NOTICE OF APPEAL
On Behalf Of PHLSTER LLC
Docket Date 2023-11-03
Type Letter
Subtype Acknowledgment Letter
Description Acknowledgment Letter 1
Docket Date 2023-10-25
Type Misc. Events
Subtype Fee Status
Description FP:Fee Paid Through Portal
Docket Date 2023-10-25
Type Notice
Subtype Notice of Appeal
Description Notice of Appeal Filed ~ WITH ORDER
On Behalf Of PHLSTER LLC
Docket Date 2024-12-19
Type Brief
Subtype Reply Brief
Description Reply Brief
On Behalf Of PHLSTER LLC
View View File
Docket Date 2024-07-11
Type Order
Subtype Amended/Additional Filing(s) Needed
Description The initial brief does not comply with the additional briefing requirements of this court as set forth in the Sixth District Court of Appeal Administrative Order 24-01. Specifically, the initial brief does not contain a statement as to each issue presented, where in the record on appeal the issue was raised and ruled on. Appellant shall file a corrected brief within ten days from the date of this order. A compliant brief would include an entry in the table of contents entitled "Statement of Preservation" that indicates the section in the initial brief where this information appears. AO 24-01 can be accessed at https://6dca.flcourts.gov/Clerk-s-Office/Administrative-Orders.
View View File
Docket Date 2024-05-14
Type Order
Subtype Order on Motion for Extension of Time
Description Appellants' motion to continue briefing deadlines is treated as a motion for extension of time for transmission of the record on appeal and is granted to the extent that the clerk of the lower tribunal shall transmit the record on appeal to this Court within fifteen days from the date of this order. Within five days from the date of this order, the clerk of the lower tribunal shall provide a status report concerning the record on appeal.
View View File
Docket Date 2024-01-09
Type Order
Subtype Order of Referral to Mediation
Description Order of Referral to Mediation ~ The foregoing case, having been reviewed by the Court, is hereby referred to Appellate Mediation. All appellate deadlines, including for preparing the record and filing briefs, will not begin to run until an order is issued that this case will not proceed to mediation or, if mediation is ordered, until the mediation process is complete.Within 10 days from the date of this Order, Appellant(s) must complete and file with this Court the Response to Order of Referral to Mediation, which is available on this Court’s website, https://6dca.flcourts.gov. If the parties agree on a Florida Supreme Court Certified mediator, the Court will enter an order appointing that mediator for this case. If the parties are not able to agree on a mediator, the Court will appoint a mediator from the Supreme Court list of approved mediators. A mediator need not be certified as an appellate mediator to be appointed.
Docket Date 2023-11-03
Type Order
Subtype Order on Filing Fee
Description fee - civil; atty ~ This appeal has been filed without a filing fee required by section35.22(2)(a), Florida Statutes, Florida Statutes.If the attorney for appellant has not already done so, they shall forwardthe required $300.00 filing fee or, if applicable, a certificate or order of thelower tribunal finding appellant insolvent pursuant to section 57.081, FloridaStatutes, within twenty days from the date of this order.If this court does not receive either of the above within the prescribedtime, this appeal may be subject to dismissal without further notice.

Documents

Name Date
ANNUAL REPORT 2024-04-30
ANNUAL REPORT 2023-04-30
ANNUAL REPORT 2022-04-27
ANNUAL REPORT 2021-05-01
ANNUAL REPORT 2020-06-11
LC Amendment 2019-08-08
LC Amendment 2019-07-29
AMENDED ANNUAL REPORT 2019-06-13
ANNUAL REPORT 2019-04-30
ANNUAL REPORT 2018-04-20

Date of last update: 03 Jan 2025

Sources: Florida Department of State