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DAVID SHERBERG DMD PL - Florida Company Profile

Company Details

Entity Name: DAVID SHERBERG DMD PL
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

DAVID SHERBERG DMD PL is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 19 Nov 2013 (11 years ago)
Document Number: L13000161950
FEI/EIN Number 46-4143573

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 5008 34th Street South, St. Petersburg, FL, 33711, US
Mail Address: 5008 34th St. South, St. Petersburg, FL, 33711, US
ZIP code: 33711
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT INCOME SECURITY PLAN-BAYWAY DENTAL 2023 464143573 2024-08-20 DAVID SHERBERG DMD PL 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 621210
Sponsor’s telephone number 7279142707
Plan sponsor’s address 5008 34TH STREET S, ST. PETERSBURG, FL, 33711

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2024-08-20
Name of individual signing STEVEN STOUT
Valid signature Filed with authorized/valid electronic signature
RETIREMENT INCOME SECURITY PLAN-BAYWAY DENTAL 2023 464143573 2024-08-02 DAVID SHERBERG DMD PL 6
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 621210
Sponsor’s telephone number 7279142707
Plan sponsor’s address 5008 34TH STREET S, ST. PETERSBURG, FL, 33711

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2024-08-02
Name of individual signing STEVEN STOUT
Valid signature Filed with authorized/valid electronic signature
RETIREMENT INCOME SECURITY PLAN-BAYWAY DENTAL 2022 464143573 2023-07-24 DAVID SHERBERG DMD PL 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 621210
Sponsor’s telephone number 7279142707
Plan sponsor’s address 5008 34TH STREET S, ST. PETERSBURG, FL, 33711

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2023-07-24
Name of individual signing STEVEN STOUT
Valid signature Filed with authorized/valid electronic signature
RETIREMENT INCOME SECURITY PLAN-BAYWAY DENTAL 2021 464143573 2022-07-26 DAVID SHERBERG DMD PL 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 621210
Sponsor’s telephone number 7279142707
Plan sponsor’s address 5008 34TH STREET S, ST. PETERSBURG, FL, 33711

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing STEVEN STOUT
Valid signature Filed with authorized/valid electronic signature
RETIREMENT INCOME SECURITY PLAN-BAYWAY DENTAL 2020 464143573 2021-07-22 DAVID SHERBERG DMD PL 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 621210
Sponsor’s telephone number 7279142705
Plan sponsor’s address 5008 34TH STREET S, ST. PETERSBURG, FL, 33711

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2021-07-22
Name of individual signing STEVEN STOUT
Valid signature Filed with authorized/valid electronic signature
RETIREMENT INCOME SECURITY PLAN-BAYWAY DENTAL 2019 464143573 2020-07-02 DAVID SHERBERG DMD PL 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 621210
Sponsor’s telephone number 7279142705
Plan sponsor’s address 5008 34TH STREET S, ST. PETERSBURG, FL, 33711

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2020-07-02
Name of individual signing STEVEN STOUT
Valid signature Filed with authorized/valid electronic signature
RETIREMENT INCOME SECURITY PLAN-BAYWAY DENTAL 2018 464143573 2019-07-23 DAVID SHERBERG DMD PL 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 621210
Sponsor’s telephone number 7279142705
Plan sponsor’s address 5008 34TH STREET S, ST. PETERSBURG, FL, 33711

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2019-07-23
Name of individual signing STEVEN STOUT
Valid signature Filed with authorized/valid electronic signature
RETIREMENT INCOME SECURITY PLAN-BAYWAY DENTAL 2017 464143573 2018-07-27 DAVID SHERBERG DMD PL 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 621210
Sponsor’s telephone number 7279142705
Plan sponsor’s address 5008 34TH STREET S, ST. PETERSBURG, FL, 33711

Plan administrator’s name and address

Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2018-07-27
Name of individual signing SPENCER BARCLAY
Valid signature Filed with authorized/valid electronic signature
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BAYWAY DENTAL 2016 464143573 2017-07-28 DAVID SHERBERG DMD PL 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 621210
Sponsor’s telephone number 7279142705
Plan sponsor’s address 5008 34TH STREET S, ST. PETERSBURG, FL, 33711

Plan administrator’s name and address

Administrator’s EIN 205354793
Plan administrator’s name BENEFITGUARD, LLC
Plan administrator’s address 877 EAST 1200 SOUTH, #1272, OREM, UT, 84097
Administrator’s telephone number 8778602664

Signature of

Role Plan administrator
Date 2017-07-28
Name of individual signing SPENCER BARCLAY
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
SHERBERG DAVID Manager 5008 34th Street South, St Petersburg, FL, 33711
SHERBERG DAVID Agent 5008 34th Street South, St. Petersburg, FL, 33711

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000117115 PATIENT CHOICE FINANCIAL EXPIRED 2017-10-24 2022-12-31 - 5008 34TH ST S., SAINT PETERSBURG, FL, 33711
G14000076504 BAYWAY DENTAL ACTIVE 2014-07-24 2029-12-31 - 5008 34TH STREET SOUTH, ST PETERSBURG, FL, 33711

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2022-04-25 5008 34th Street South, St. Petersburg, FL 33711 -
CHANGE OF PRINCIPAL ADDRESS 2021-02-02 5008 34th Street South, St. Petersburg, FL 33711 -
CHANGE OF MAILING ADDRESS 2015-02-13 5008 34th Street South, St. Petersburg, FL 33711 -

Documents

Name Date
ANNUAL REPORT 2024-03-25
ANNUAL REPORT 2023-03-08
ANNUAL REPORT 2022-04-25
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-04-07
ANNUAL REPORT 2019-04-25
ANNUAL REPORT 2018-04-25
ANNUAL REPORT 2017-01-24
ANNUAL REPORT 2016-03-08
ANNUAL REPORT 2015-02-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7123328310 2021-01-27 0455 PPS 6230 Fairway Bay Blvd S, Gulfport, FL, 33707-3974
Loan Status Date 2021-09-28
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 77355
Loan Approval Amount (current) 77355
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Gulfport, PINELLAS, FL, 33707-3974
Project Congressional District FL-13
Number of Employees 7
NAICS code 621210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 77795.82
Forgiveness Paid Date 2021-08-26
2564007402 2020-05-06 0455 PPP 5008 34TH ST S, ST PETERSBURG, FL, 33711-4514
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 77355
Loan Approval Amount (current) 77355
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ST PETERSBURG, PINELLAS, FL, 33711-4514
Project Congressional District FL-14
Number of Employees 9
NAICS code 339116
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 78005.63
Forgiveness Paid Date 2021-03-10

Date of last update: 01 May 2025

Sources: Florida Department of State