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  5. WOLPERT & ASSOCIATES, P.A.

WOLPERT & ASSOCIATES, P.A.

Company Details

Entity Name: WOLPERT & ASSOCIATES, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 28 Jan 1985 (40 years ago)
Document Number: M10576
FEI/EIN Number 592488616
Address: 8400 NW 123rd Way, Parkland, FL, 33076, US
Mail Address: 8400 NW 123rd Way, Parkland, FL, 33076, US
ZIP code: 33076
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WOLPERT & ASSOCIATES, P. A. 401(K) PLAN 2017 592488616 2018-07-02 WOLPERT & ASSOCIATES, P.A. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 201 ALHAMBRA CIRCLE, SUITE 701, CORAL GABLES, FL, 33134

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing ANTHONY WOLPERT
Valid signature Filed with authorized/valid electronic signature
WOLPERT & ASSOCIATES, P.A. 401(K) PLAN 2017 592488616 2018-07-02 WOLPERT & ASSOCIATES, P.A. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 201 ALHAMBRA CIRCLE, SUITE 701, CORAL GABLES, FL, 33134

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing ANTHONY WOLPERT
Valid signature Filed with authorized/valid electronic signature
WOLPERT & ASSOCIATES, P.A. 401(K) PLAN 2016 592488616 2017-07-19 WOLPERT & ASSOCIATES, P.A. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 7315 S.W. 87TH AVENUE, SUITE 200, MIAMI, FL, 331735473

Signature of
Role Plan administrator
Date 2017-07-19
Name of individual signing ANTHONY WOLPERT
Valid signature Filed with authorized/valid electronic signature
WOLPERT & ASSOCIATES, P.A. 401(K) PLAN 2015 592488616 2016-09-06 WOLPERT & ASSOCIATES, P.A. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 7315 S.W. 87TH AVENUE, SUITE 200, MIAMI, FL, 331735473

Signature of
Role Plan administrator
Date 2016-09-06
Name of individual signing ANTHONY WOLPERT
Valid signature Filed with authorized/valid electronic signature
WOLPERT & ASSOCIATES, P.A. 401(K) PLAN 2014 592488616 2015-10-12 WOLPERT & ASSOCIATES, P.A. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 7315 S.W. 87TH AVENUE, SUITE 200, MIAMI, FL, 331735473

Signature of
Role Plan administrator
Date 2015-10-12
Name of individual signing ANTHONY WOLPERT
Valid signature Filed with authorized/valid electronic signature
WOLPERT & ASSOCIATES, P.A. 401(K) PLAN 2013 592488616 2014-08-21 WOLPERT & ASSOCIATES, P.A. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 7315 S.W. 87TH AVENUE, SUITE 200, MIAMI, FL, 331735473

Signature of
Role Plan administrator
Date 2014-08-21
Name of individual signing REBECCA TORRES
Valid signature Filed with authorized/valid electronic signature
WOLPERT & ASSOCIATES, P.A. 401(K) PLAN 2012 592488616 2013-08-30 WOLPERT & ASSOCIATES, P.A. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 7315 S.W. 87TH AVENUE, SUITE 200, MIAMI, FL, 331735473

Signature of
Role Plan administrator
Date 2013-08-30
Name of individual signing REBECCA TORRES
Valid signature Filed with authorized/valid electronic signature
WOLPERT & ASSOCIATES, P.A. 401(K) PLAN 2011 592488616 2012-07-03 WOLPERT & ASSOCIATES, P.A. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 7315 S.W. 87TH AVENUE, SUITE 200, MIAMI, FL, 331735473

Plan administrator’s name and address
Administrator’s EIN 592488616
Plan administrator’s name WOLPERT & ASSOCIATES, P.A.
Plan administrator’s address 7315 S.W. 87TH AVENUE, SUITE 200, MIAMI, FL, 331735473
Administrator’s telephone number 3055951572

Signature of
Role Plan administrator
Date 2012-07-03
Name of individual signing CAMERON KELLY
Valid signature Filed with authorized/valid electronic signature
WOLPERT & ASSOCIATES, P.A. DEFINED BENEFIT PLAN 2011 592488616 2012-02-08 WOLPERT & ASSOCIATES, P.A. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 7315 SW 87 AVENUE, SUITE 200, MIAMI, FL, 331735473

Plan administrator’s name and address
Administrator’s EIN 592488616
Plan administrator’s name WOLPERT & ASSOCIATES, P.A.
Plan administrator’s address 7315 SW 87 AVENUE, SUITE 200, MIAMI, FL, 331735473
Administrator’s telephone number 3055951572

Signature of
Role Plan administrator
Date 2012-02-08
Name of individual signing CAMERON KELLY
Valid signature Filed with authorized/valid electronic signature
WOLPERT & ASSOCIATES, P.A. 401(K) PLAN 2010 592488616 2011-03-22 WOLPERT & ASSOCIATES, P.A. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541211
Sponsor’s telephone number 3055951572
Plan sponsor’s address 7315 S.W. 87TH AVENUE, SUITE 200, MIAMI, FL, 331735473

Plan administrator’s name and address
Administrator’s EIN 592488616
Plan administrator’s name WOLPERT & ASSOCIATES, P.A.
Plan administrator’s address 7315 S.W. 87TH AVENUE, SUITE 200, MIAMI, FL, 331735473
Administrator’s telephone number 3055951572

Signature of
Role Plan administrator
Date 2011-03-22
Name of individual signing CAMERON KELLY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WOLPERT ANTHONY H Agent 8400 NW 123rd Way, Parkland, FL, 33076

President

Name Role Address
WOLPERT ANTHONY H President 8400 NW 123rd Way, Parkland, FL, 33076

Director

Name Role Address
WOLPERT ANTHONY H Director 8400 NW 123rd Way, Parkland, FL, 33076
wolpert Ryan Director 8400 NW 123rd Way, Parkland, FL, 33076

Secretary

Name Role Address
wolpert Ryan Secretary 8400 NW 123rd Way, Parkland, FL, 33076

Treasurer

Name Role Address
wolpert Ryan Treasurer 8400 NW 123rd Way, Parkland, FL, 33076

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2022-03-30 No data No data
NAME CHANGE AMENDMENT 2000-06-28 WOLPERT & ASSOCIATES, P.A. No data
NAME CHANGE AMENDMENT 1987-04-27 WOLPERT & KAUFMAN, P.A. No data

Related by officers

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Related by address

8400 NW 123rd Way, Parkland, FL, 33076, US

GATEWAY CAPITAL MANAGEMENT, LLC

8400 NW 123rd Way, Parkland, FL, 33076, US

GATEWAY CAPITAL MANAGEMENT, LLC

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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