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KATZ CAPITAL MANAGEMENT LLC

Company Details

Entity Name: KATZ CAPITAL MANAGEMENT LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Company
Status: Active
Date Filed: 10 Mar 2023 (2 years ago)
Document Number: M23000003154
FEI/EIN Number N/A
Address: 2023 W PLATT ST, TAMPA, FL 33606
Mail Address: 2023 W PLATT ST, TAMPA, FL 33606
ZIP code: 33606
County: Hillsborough
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KATZ CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 274690564 2024-05-06 KATZ CAPITAL MANAGEMENT LLC 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8133021845
Plan sponsor’s address 2023 W PLATT ST - STE 223, TAMPA, FL, 336061736

Plan administrator’s name and address

Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of

Role Plan administrator
Date 2024-05-06
Name of individual signing ERISA FIDUCIARY SERVICES
Valid signature Filed with authorized/valid electronic signature
KATZ CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 274690564 2023-04-08 KATZ CAPITAL MANAGEMENT LLC 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8133021845
Plan sponsor’s address 2023 W PLATT ST - STE 223, TAMPA, FL, 336061736

Plan administrator’s name and address

Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of

Role Plan administrator
Date 2023-04-08
Name of individual signing ERISA FIDUCIARY SERVICES
Valid signature Filed with authorized/valid electronic signature
KATZ CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 274690564 2022-04-08 KATZ CAPITAL MANAGEMENT LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8133021845
Plan sponsor’s address 2023 W PLATT ST - STE 223, TAMPA, FL, 336061736

Plan administrator’s name and address

Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of

Role Plan administrator
Date 2022-04-08
Name of individual signing ERISA FIDUCIARY SERVICES
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATE CREATIONS NETWORK INC. Agent

Manager

Name Role Address
KATZ, BRIAN Manager 2023 W PLATT ST, TAMPA, FL 33606

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000033531 KATZ CAPITAL ACTIVE 2023-03-13 2028-12-31 No data 2023 W PLATT ST, TAMPA, FL, 33606

Documents

Name Date
ANNUAL REPORT 2024-04-22
Foreign Limited 2023-03-10

Date of last update: 10 Jan 2025

Sources: Florida Department of State