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HALBERG & FOGG, PLLC - Florida Company Profile

Company Details

Entity Name: HALBERG & FOGG, PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company

HALBERG & FOGG, PLLC 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: 22 Aug 2018 (7 years ago)
Last Event: CONVERSION
Event Date Filed: 22 Aug 2018 (7 years ago)
Document Number: L18000201282
FEI/EIN Number 83-1486911

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

Address: 1615 FORUM PL STE 3-B, WEST PALM BEACH, FL 33401
Mail Address: 1615 FORUM PL STE 3-B, WEST PALM BEACH, FL 33401
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HALBERG & FOGG, PLLC 401(K) AND PROFIT SHARING PLAN AND TRUST 2023 831486911 2024-04-15 HALBERG & FOGG, PLLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541110
Sponsor’s telephone number 5616163000
Plan sponsor’s address 1615 FORUM PLACE, SUITE 3-B, WEST PALM BEACH, FL, 33401
HALBERG & FOGG, PLLC 401(K) AND PROFIT SHARING PLAN AND TRUST 2022 831486911 2023-04-28 HALBERG & FOGG, PLLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541110
Sponsor’s telephone number 5616163000
Plan sponsor’s address 1615 FORUM PLACE, SUITE 3-B, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2023-04-28
Name of individual signing DAVID HALBERG
Valid signature Filed with authorized/valid electronic signature
HALBERG & FOGG, PLLC 401(K) AND PROFIT SHARING PLAN AND TRUST 2021 831486911 2022-05-31 HALBERG & FOGG, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541110
Sponsor’s telephone number 5616163000
Plan sponsor’s address 1615 FORUM PLACE, SUITE 3-B, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2022-05-31
Name of individual signing DAVID HALBERG
Valid signature Filed with authorized/valid electronic signature
HALBERG & FOGG, PLLC 401(K) AND PROFIT SHARING PLAN AND TRUST 2020 831486911 2021-09-09 HALBERG & FOGG, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541110
Sponsor’s telephone number 5616163000
Plan sponsor’s address 1615 FORUM PLACE, SUITE 3-B, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2021-09-09
Name of individual signing DAVID HALBERG
Valid signature Filed with authorized/valid electronic signature
HALBERG & FOGG, PLLC 401(K) AND PROFIT SHARING PLAN AND TRUST 2019 831486911 2020-06-09 HALBERG & FOGG, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541110
Sponsor’s telephone number 5616163000
Plan sponsor’s address 1615 FORUM PLACE, SUITE 3-B, WEST PALM BEACH, FL, 33401

Key Officers & Management

Name Role Address
HELLER, ESQ, DAN P Agent 2701 PONCE DE LEON BLVD STE 301, CORAL GABLES, FL 33134
HALBERG, ESQ, DAVID J Manager 1615 FORUM PL STE 3-B, WEST PALM BEACH, FL 33401
FOGG, ESQ, RYAN A Manager 1615 FORUM PL STE 3-B, WEST PALM BEACH, FL 33401

Events

Event Type Filed Date Value Description
CONVERSION 2018-08-22 - CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P18000067513. CONVERSION NUMBER 500000184855

Documents

Name Date
ANNUAL REPORT 2025-01-09
ANNUAL REPORT 2024-01-11
ANNUAL REPORT 2023-01-13
ANNUAL REPORT 2022-01-21
ANNUAL REPORT 2021-01-28
ANNUAL REPORT 2020-02-19
ANNUAL REPORT 2019-02-07
Florida Limited Liability 2018-08-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1432657304 2020-04-28 0455 PPP 1615 FORUM PL STE 3-B, WEST PALM BEACH, FL, 33401
Loan Status Date 2021-08-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 74900
Loan Approval Amount (current) 74900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address WEST PALM BEACH, PALM BEACH, FL, 33401-0002
Project Congressional District FL-22
Number of Employees 6
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 78586
Originating Lender Name IberiaBank, A Division of First Horizon Bank
Originating Lender Address Lafayette, LA
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 75798.8
Forgiveness Paid Date 2021-07-14
4602518606 2021-03-18 0455 PPS 1615 Forum Pl Ste 3B, West Palm Beach, FL, 33401-2316
Loan Status Date 2021-11-16
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 61435
Loan Approval Amount (current) 61435
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address West Palm Beach, PALM BEACH, FL, 33401-2316
Project Congressional District FL-20
Number of Employees 5
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 67422
Originating Lender Name First Horizon Bank
Originating Lender Address MEMPHIS, TN
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 61760.95
Forgiveness Paid Date 2021-10-06

Date of last update: 17 Feb 2025

Sources: Florida Department of State