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MYERS, BRETTHOLTZ & COMPANY, P.A.

Company Details

Entity Name: MYERS, BRETTHOLTZ & COMPANY, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 25 Sep 1984 (40 years ago)
Document Number: M05677
FEI/EIN Number 592445709
Address: 12671 WHITEHALL DRIVE, FT. MYERS, FL, 33907-2626, US
Mail Address: 12671 WHITEHALL DRIVE, FT. MYERS, FL, 33907-2626, US
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2023 592445709 2024-08-20 MYERS, BRETTHOLTZ & COMPANY, P.A. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2022 592445709 2023-09-05 MYERS, BRETTHOLTZ & COMPANY, P.A. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2021 592445709 2022-07-20 MYERS, BRETTHOLTZ & COMPANY, P.A. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2020 592445709 2021-07-20 MYERS, BRETTHOLTZ & COMPANY, P.A. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2019 592445709 2020-08-28 MYERS, BRETTHOLTZ & COMPANY, P.A. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2018 592445709 2019-07-19 MYERS, BRETTHOLTZ & COMPANY, P.A. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2017 592445709 2018-07-12 MYERS, BRETTHOLTZ & COMPANY, P.A. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2016 592445709 2017-08-08 MYERS, BRETTHOLTZ & COMPANY, P.A. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828

Signature of

Role Plan administrator
Date 2017-08-08
Name of individual signing STEVEN M. BRETTHOLTZ
Valid signature Filed with authorized/valid electronic signature
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2015 592445709 2016-09-20 MYERS, BRETTHOLTZ & COMPANY, P.A. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828

Signature of

Role Plan administrator
Date 2016-09-20
Name of individual signing STEVEN M. BRETTHOLTZ
Valid signature Filed with authorized/valid electronic signature
MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2014 592445709 2015-09-04 MYERS, BRETTHOLTZ & COMPANY, P.A. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541211
Sponsor’s telephone number 2399395775
Plan sponsor’s address 12671 WHITEHALL DRIVE, FORT MYERS, FL, 339073828

Signature of

Role Plan administrator
Date 2015-09-04
Name of individual signing STEVEN M. BRETTHOLTZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRETTHOLTZ STEVEN M Agent 12671 WHITEHALL DRIVE, FT. MYERS, FL, 33907

President

Name Role Address
BRETTHOLTZ STEVE M President 12671 WHITEHALL DR., FORT MYERS, FL, 33907

Secretary

Name Role Address
SAMPSON LORI A Secretary 12671 WHITEHALL DRIVE, FORT MYERS, FL, 33907

Treasurer

Name Role Address
Coleman Jennifer Treasurer 12671 Whitehall Drive, Fort Myers, FL, 33907

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 1999-08-18 MYERS, BRETTHOLTZ & COMPANY, P.A. No data
NAME CHANGE AMENDMENT 1993-10-14 MYERS, BRETTHOLTZ & LILES, P.A. No data
NAME CHANGE AMENDMENT 1985-12-26 RICHARD ALLEN MYERS & CO., P.A. No data

Date of last update: 02 Jan 2025

Sources: Florida Department of State