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COHEN & GRIEB, P.A.

Company Details

Entity Name: COHEN & GRIEB, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 14 Sep 2000 (24 years ago)
Document Number: P00000087605
FEI/EIN Number 593670150
Address: 4890 West Kennedy Blvd, TAMPA, FL, 33609, US
Mail Address: 4890 West Kennedy Blvd., TAMPA, FL, 33609, US
ZIP code: 33609
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COHEN & GRIEB, P. A. 401(K) PLAN 2023 593670150 2024-07-14 COHEN & GRIEB, P. A. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 8132827243
Plan sponsor’s address 4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609

Plan administrator’s name and address

Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of

Role Plan administrator
Date 2024-07-14
Name of individual signing HOLLY WAMBACH
Valid signature Filed with authorized/valid electronic signature
COHEN & GRIEB, P. A. 401(K) PLAN 2022 593670150 2023-10-05 COHEN & GRIEB, P. A. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 8132827243
Plan sponsor’s address 4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609

Plan administrator’s name and address

Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of

Role Plan administrator
Date 2023-10-05
Name of individual signing TIFFANY CHENARD
Valid signature Filed with authorized/valid electronic signature
COHEN & GRIEB, P. A. 401(K) PLAN 2021 593670150 2022-07-12 COHEN & GRIEB, P. A. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541213
Sponsor’s telephone number 8132827243
Plan sponsor’s address 4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609

Signature of

Role Plan administrator
Date 2022-07-12
Name of individual signing MARC GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
COHEN & GRIEB, P. A. 401(K) PLAN 2020 593670150 2021-07-20 COHEN & GRIEB, P. A. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 8132827234
Plan sponsor’s address 4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609

Signature of

Role Plan administrator
Date 2021-07-20
Name of individual signing MARC GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
COHEN & GRIEB, P. A. 401(K) PLAN 2019 593670150 2020-07-20 COHEN & GRIEB, P. A. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 8132827234
Plan sponsor’s address 4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609

Signature of

Role Plan administrator
Date 2020-07-20
Name of individual signing ROBERT V. GRIEB
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-20
Name of individual signing ROBERT GRIEB
Valid signature Filed with authorized/valid electronic signature
COHEN & GRIEB, P. A. 401(K) PLAN 2018 593670150 2019-07-13 COHEN & GRIEB, P. A. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 8132827234
Plan sponsor’s address 4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609

Signature of

Role Plan administrator
Date 2019-07-13
Name of individual signing ROBERT V. GRIEB
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-13
Name of individual signing ROBERT V. GRIEB
Valid signature Filed with authorized/valid electronic signature
COHEN & GRIEB, P. A. 401(K) PLAN 2017 593670150 2018-07-11 COHEN & GRIEB, P. A. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 8132827234
Plan sponsor’s address 4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609

Signature of

Role Plan administrator
Date 2018-07-11
Name of individual signing ROBERT V. GRIEB
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-11
Name of individual signing ROBERT V. GRIEB
Valid signature Filed with authorized/valid electronic signature
COHEN & GRIEB, P. A. 401(K) PLAN 2016 593670150 2017-07-14 COHEN & GRIEB, P. A. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 8137397200
Plan sponsor’s address 4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609

Signature of

Role Plan administrator
Date 2017-07-14
Name of individual signing ROBERT V. GRIEB
Valid signature Filed with authorized/valid electronic signature
COHEN & GRIEB, P. A. 401(K) PLAN 2015 593670150 2016-09-23 COHEN & GRIEB, P. A. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 8137397200
Plan sponsor’s address 500 N. WESTSHORE BLVD, SUITE 700, TAMPA, FL, 336091913

Signature of

Role Plan administrator
Date 2016-09-23
Name of individual signing ROBERT V. GRIEB
Valid signature Filed with authorized/valid electronic signature
COHEN & GRIEB, P. A. 401(K) PLAN 2014 593670150 2015-07-28 COHEN & GRIEB, P. A. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 8137397200
Plan sponsor’s address 500 N. WESTSHORE BLVD, SUITE 700, TAMPA, FL, 336091913

Signature of

Role Plan administrator
Date 2015-07-28
Name of individual signing ROBERT V. GRIEB
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GOLDSTEIN MARC Agent 4890 West Kennedy Blvd, TAMPA, FL, 33609

Vice President

Name Role Address
Hamblin Jason Vice President 626 34th Avenue N., St. Petersburg, FL, 33704

President

Name Role Address
GRIEB ROBERT President 3611 W. Jetton Avenue, TAMPA, FL, 33629

Treasurer

Name Role Address
Goldstein Marc Treasurer 17606 Lake Key Drive, Odessa, FL, 33556

Events

Event Type Filed Date Value Description
AMENDED AND RESTATEDARTICLES 2004-03-04 No data No data

Date of last update: 02 Jan 2025

Sources: Florida Department of State