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TOBIAS FINANCIAL ADVISORS, INC. - Florida Company Profile

Company Details

Entity Name: TOBIAS FINANCIAL ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

TOBIAS FINANCIAL ADVISORS, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 02 Jul 1990 (35 years ago)
Date of dissolution: 11 Oct 1991 (34 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 11 Oct 1991 (34 years ago)
Document Number: L85915
FEI/EIN Number 000000000

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

Address: 1 SW 129TH AVE., #408, PEMBROKE PINES, FL, 33027
Mail Address: 1 SW 129TH AVE., #408, PEMBROKE PINES, FL, 33027
ZIP code: 33027
County: Broward
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1802080 1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, 33324 1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, 33324 954-424-1660

Filings since 2024-10-30

Form type 13F-HR
File number 028-19737
Filing date 2024-10-30
Reporting date 2024-09-30
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Filings since 2024-08-19

Form type N-PX
File number 028-19737
Filing date 2024-08-19
Reporting date 2024-06-30
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Filings since 2024-08-13

Form type 13F-HR
File number 028-19737
Filing date 2024-08-13
Reporting date 2024-06-30
File View File

Filings since 2024-05-03

Form type 13F-HR
File number 028-19737
Filing date 2024-05-03
Reporting date 2024-03-31
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Filings since 2024-02-14

Form type 13F-HR
File number 028-19737
Filing date 2024-02-14
Reporting date 2023-12-31
File View File

Filings since 2023-11-03

Form type 13F-HR
File number 028-19737
Filing date 2023-11-03
Reporting date 2023-09-30
File View File

Filings since 2023-08-03

Form type 13F-HR
File number 028-19737
Filing date 2023-08-03
Reporting date 2023-06-30
File View File

Filings since 2023-04-24

Form type 13F-HR
File number 028-19737
Filing date 2023-04-24
Reporting date 2023-03-31
File View File

Filings since 2023-02-13

Form type 13F-HR
File number 028-19737
Filing date 2023-02-13
Reporting date 2022-12-31
File View File

Filings since 2022-11-14

Form type 13F-HR
File number 028-19737
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-08-12

Form type 13F-HR
File number 028-19737
Filing date 2022-08-12
Reporting date 2022-06-30
File View File

Filings since 2022-05-09

Form type 13F-HR
File number 028-19737
Filing date 2022-05-09
Reporting date 2022-03-31
File View File

Filings since 2022-02-09

Form type 13F-HR
File number 028-19737
Filing date 2022-02-09
Reporting date 2021-12-31
File View File

Filings since 2021-11-15

Form type 13F-HR
File number 028-19737
Filing date 2021-11-15
Reporting date 2021-09-30
File View File

Filings since 2021-08-12

Form type 13F-HR
File number 028-19737
Filing date 2021-08-12
Reporting date 2021-06-30
File View File

Filings since 2021-05-07

Form type 13F-HR
File number 028-19737
Filing date 2021-05-07
Reporting date 2021-03-31
File View File

Filings since 2021-02-12

Form type 13F-HR
File number 028-19737
Filing date 2021-02-12
Reporting date 2020-12-31
File View File

Filings since 2020-11-05

Form type 13F-HR
File number 028-19737
Filing date 2020-11-05
Reporting date 2020-06-30
File View File

Filings since 2020-11-05

Form type 13F-HR
File number 028-19737
Filing date 2020-11-05
Reporting date 2020-09-30
File View File

Filings since 2020-05-13

Form type 13F-HR
File number 028-19737
Filing date 2020-05-13
Reporting date 2020-03-31
File View File

Filings since 2020-02-04

Form type 13F-HR
File number 028-19737
Filing date 2020-02-04
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TOBIAS FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2023 591961720 2024-08-12 TOBIAS FINANCIAL ADVISORS, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 S. PINE ISLAND ROAD, SUITE 250, FORT LAUDERDALE, FL, 33324

Signature of

Role Plan administrator
Date 2024-08-12
Name of individual signing EDGAR COLLADO
Valid signature Filed with authorized/valid electronic signature
TOBIAS FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 591961720 2023-07-02 TOBIAS FINANCIAL ADVISORS, INC. 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 S. PINE ISLAND ROAD, SUITE 250, FORT LAUDERDALE, FL, 33324

Signature of

Role Plan administrator
Date 2023-07-02
Name of individual signing EDGAR COLLADO
Valid signature Filed with authorized/valid electronic signature
TOBIAS FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 591961720 2022-08-17 TOBIAS FINANCIAL ADVISORS, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, 33324

Signature of

Role Plan administrator
Date 2022-08-17
Name of individual signing EDGAR COLLADO
Valid signature Filed with authorized/valid electronic signature
TOBIAS FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 591961720 2021-10-01 TOBIAS FINANCIAL ADVISORS, INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, 33324

Signature of

Role Plan administrator
Date 2021-10-01
Name of individual signing EDGAR COLLADO
Valid signature Filed with authorized/valid electronic signature
TOBIAS FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 591961720 2020-08-12 TOBIAS FINANCIAL ADVISORS, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 S. PINE ISLAND ROAD SUITE 250, PLANTATION, FL, 33324

Signature of

Role Plan administrator
Date 2020-08-12
Name of individual signing EDGAR COLLADO
Valid signature Filed with authorized/valid electronic signature
TOBIAS FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 591961720 2019-06-17 TOBIAS FINANCIAL ADVISORS, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 S. PINE ISLAND ROAD SUITE 250, PLANTATION, FL, 33324

Signature of

Role Plan administrator
Date 2019-06-17
Name of individual signing EDGAR COLLADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-17
Name of individual signing EDGAR COLLADO
Valid signature Filed with authorized/valid electronic signature
TOBIAS FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 591961720 2018-07-16 TOBIAS FINANCIAL ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 S. PINE ISLAND ROAD SUITE 250, PLANTATION, FL, 33324

Signature of

Role Plan administrator
Date 2018-07-16
Name of individual signing EDGAR COLLADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-16
Name of individual signing EDGAR COLLADO
Valid signature Filed with authorized/valid electronic signature
TOBIAS FINANCIAL ADVISORS, INC. 401K PROFIT SHARI G PLAN AND TRUST 2016 591961720 2017-06-27 TOBIAS FINANCIAL ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 SOUTH PINE ISLAND ROAD #250, PLANTATION, FL, 33324
TOBIAS FINANCIAL ADVISORS, INC. 401K PROFIT SHARI G PLAN AND TRUST 2015 591961720 2016-03-22 TOBIAS FINANCIAL ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 SOUTH PINE ISLAND ROAD #250, PLANTATION, FL, 33324
TOBIAS FINANCIAL ADVISORS, INC. 401K PROFIT SHARI G PLAN AND TRUST 2014 591961720 2015-04-16 TOBIAS FINANCIAL ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9544241660
Plan sponsor’s address 1000 SOUTH PINE ISLAND ROAD #250, PLANTATION, FL, 33324

Key Officers & Management

Name Role Address
TOBIAS, BENJAMIN A. Director 1 SW 129TH AVE., #408, PEMBROKE PINES, FL
TOBIAS, BENJAMIN A. Agent 1 SW 129TH AVE., PEMBROKE PINES, FL, 33027

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 1991-10-11 - -

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1748467106 2020-04-10 0455 PPP 1000 S. Pine Island Road, Suite 250, Plantation, FL, 33324
Loan Status Date 2021-06-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 194400
Loan Approval Amount (current) 194400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Plantation, BROWARD, FL, 33324-0001
Project Congressional District FL-25
Number of Employees 14
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 196434.54
Forgiveness Paid Date 2021-05-06

Date of last update: 02 Apr 2025

Sources: Florida Department of State