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OAKSTONE ACADEMY PALM BEACH CORPORATION - Florida Company Profile

Company Details

Entity Name: OAKSTONE ACADEMY PALM BEACH CORPORATION
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
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: 03 Feb 2011 (14 years ago)
Document Number: N11000001193
FEI/EIN Number 274878735

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

Address: 345 South Military Trail, School Administration Office, West Palm Beach, FL, 33415, US
Mail Address: 345 South Military Trail, School Administration Office, West Palm Beach, FL, 33415, US
ZIP code: 33415
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAKSTONE ACADEMY PALM BEACH 401(K) PROFIT SHARING PLAN & TRUST 2023 274878735 2024-07-11 OAKSTONE ACADEMY PALM BEACH 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 5615857800
Plan sponsor’s address 345 S MILITARY TRL, WEST PALM BEACH, FL, 33415

Signature of

Role Plan administrator
Date 2024-07-11
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
OAKSTONE ACADEMY PALM BEACH 401(K) PROFIT SHARING PLAN & TRUST 2022 274878735 2023-06-26 OAKSTONE ACADEMY PALM BEACH 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 5615857800
Plan sponsor’s address 345 S MILITARY TRL, WEST PALM BEACH, FL, 33415

Signature of

Role Plan administrator
Date 2023-06-26
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
OAKSTONE ACADEMY PALM BEACH 401(K) PROFIT SHARING PLAN & TRUST 2021 274878735 2022-07-21 OAKSTONE ACADEMY PALM BEACH 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 5615857800
Plan sponsor’s address 345 S MILITARY TRL, WEST PALM BEACH, FL, 33415

Signature of

Role Plan administrator
Date 2022-07-21
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
OAKSTONE ACADEMY PALM BEACH 401(K) PROFIT SHARING PLAN & TRUST 2020 274878735 2021-06-04 OAKSTONE ACADEMY PALM BEACH 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 5615857800
Plan sponsor’s address 345 S MILITARY TRL, WEST PALM BEACH, FL, 33415

Signature of

Role Plan administrator
Date 2021-06-04
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
OAKSTONE ACADEMY PALM BEACH 401(K) PROFIT SHARING PLAN & TRUST 2019 274878735 2020-06-02 OAKSTONE ACADEMY PALM BEACH 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 5615857800
Plan sponsor’s address 345 S MILITARY TRL, WEST PALM BEACH, FL, 33415

Signature of

Role Plan administrator
Date 2020-06-02
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
OAKSTONE ACADEMY PALM BEACH CO 401 K PROFIT SHARING PLAN TRUST 2018 274878735 2019-05-21 OAKSTONE ACADEMY PALM BEACH 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 5615857800
Plan sponsor’s address 345 S MILITARY TRL, WEST PALM BEACH, FL, 33415

Plan administrator’s name and address

Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of

Role Plan administrator
Date 2019-05-21
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
OAKSTONE ACADEMY PALM BEACH CO 401 K PROFIT SHARING PLAN TRUST 2017 274878735 2018-05-14 OAKSTONE ACADEMY PALM BEACH 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 5615857800
Plan sponsor’s address 345 S MILITARY TRL, WEST PALM BEACH, FL, 33415

Signature of

Role Plan administrator
Date 2018-05-14
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Krits Liat President 345 South Military Trail, West Palm Beach, FL, 33415
Benik Brett Treasurer 345 South Military Trail, West Palm Beach, FL, 33415
Landy Joseph Chief Executive Officer 345 South Military Tr., West Palm Beach, FL, 33415
Davies Denise Secretary 345 South Military Tr., West Palm Beach, FL, 33415
Krits Liat Agent 345 South Military Trail, West Palm Beach, FL, 33415

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2018-04-11 345 South Military Trail, School Administration Office, West Palm Beach, FL 33415 -
CHANGE OF MAILING ADDRESS 2018-04-11 345 South Military Trail, School Administration Office, West Palm Beach, FL 33415 -
REGISTERED AGENT ADDRESS CHANGED 2018-04-11 345 South Military Trail, School Administration Office, West Palm Beach, FL 33415 -
REGISTERED AGENT NAME CHANGED 2017-04-25 Krits, Liat -

Documents

Name Date
ANNUAL REPORT 2024-01-09
ANNUAL REPORT 2023-02-10
ANNUAL REPORT 2022-02-18
ANNUAL REPORT 2021-01-19
ANNUAL REPORT 2020-06-30
ANNUAL REPORT 2019-01-30
ANNUAL REPORT 2018-04-11
ANNUAL REPORT 2017-04-25
AMENDED ANNUAL REPORT 2016-02-05
ANNUAL REPORT 2016-01-26

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
27-4878735 Corporation Unconditional Exemption 345 SOUTH MILITARY TRAIL, WEST PALM BEACH, FL, 33415-2800 2012-09
In Care of Name % ANDREW MCGEARY
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2023-06
Asset 500,000 to 999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 549953
Income Amount 1318235
Form 990 Revenue Amount 1318235
National Taxonomy of Exempt Entities Education: Primary, Elementary Schools
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name OAKSTONE ACADEMY PALM BEACH CORPORATION
EIN 27-4878735
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name OAKSTONE ACADEMY PALM BEACH CORPORATION
EIN 27-4878735
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name OAKSTONE ACADEMY PALM BEACH CORPORATION
EIN 27-4878735
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name OAKSTONE ACADEMY PALM BEACH CORPORATION
EIN 27-4878735
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name OAKSTONE ACADEMY PALM BEACH CORPORATION
EIN 27-4878735
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name OAKSTONE ACADEMY PALM BEACH CORPORATION
EIN 27-4878735
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name OAKSTONE ACADEMY PALM BEACH CORPORATION
EIN 27-4878735
Tax Period 201706
Filing Type P
Return Type 990
File View File
Organization Name OAKSTONE ACADEMY PALM BEACH CORPORA
EIN 27-4878735
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4090967306 2020-04-29 0455 PPP 345 South Military Trail, WEST PALM BEACH, FL, 33415
Loan Status Date 2021-04-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 122197
Loan Approval Amount (current) 122197
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address WEST PALM BEACH, PALM BEACH, FL, 33415-1200
Project Congressional District FL-20
Number of Employees 14
NAICS code 611699
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 123288.08
Forgiveness Paid Date 2021-03-25

Date of last update: 01 Apr 2025

Sources: Florida Department of State