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JILL S. SCHWARTZ & ASSOCIATES, P.A.

Company Details

Entity Name: JILL S. SCHWARTZ & ASSOCIATES, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 08 Feb 1993 (32 years ago)
Document Number: P93000011488
FEI/EIN Number 593169058
Address: 655 MORSE BLVD., SUITE 212, WINTER PARK, FL, 32789, US
Mail Address: 655 W. MORSE BLVD., SUITE 212, WINTER PARK, FL, 32789, US
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JILL S, SCHWARTZ & ASSOCIATES, P.A. RETIREMENT & SAVINGS PLAN 2023 593169058 2024-07-31 JILL S. SCHWARTZ & ASSOCIATES, P.A. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 WEST MORSE BLVD., SUITE 212, WINTER PARK, FL, 32789
JILL S, SCHWARTZ & ASSOCIATES, P.A. RETIREMENT & SAVINGS PLAN 2022 593169058 2023-09-08 JILL S. SCHWARTZ & ASSOCIATES, P.A. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 WEST MORSE BLVD., SUITE 212, WINTER PARK, FL, 32789
JILL S, SCHWARTZ & ASSOCIATES, P.A. RETIREMENT & SAVINGS PLAN 2021 593169058 2022-07-29 JILL S. SCHWARTZ & ASSOCIATES, P.A. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 WEST MORSE BLVD., SUITE 212, WINTER PARK, FL, 32789
JILL S. SCHWARTZ & ASSOCIATES, P.A. RETIREMENT & SAVINGS PLAN 2020 593169058 2021-08-31 JILL S. SCHWARTZ & ASSOCIATES, P.A. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 WEST MORSE BLVD., SUITE 212, WINTER PARK, FL, 32789
JILL S. SCHWARTZ & ASSOCIATES, P.A. RETIREMENT & SAVINGS PLAN 2019 593169058 2020-09-08 JILL S. SCHWARTZ & ASSOCIATES, P.A. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 WEST MORSE BLVD., SUITE 212, WINTER PARK, FL, 32789
JILL S. SCHWARTZ & ASSOCIATES PA RETIREMENT & SAVINGS PLAN 2018 593169058 2019-09-26 JILL S. SCHWARTZ & ASSOCIATES, P.A. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 MORSE BOULEVARD, SUITE 212, WINTER PARK, FL, 32789

Signature of

Role Plan administrator
Date 2019-09-26
Name of individual signing JILL SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
JILL S. SCHWARTZ & ASSOCIATES, P.A. RETIREMENT AND SAVINGS PLAN 2017 593169058 2018-10-09 JILL S. SCHWARTZ & ASSOCIATES, P.A. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 W. MORSE BOULEVARD, SUITE 212, WINTER PARK, FL, 32789
JILL S. SCHWARTZ & ASSOCIATES, P.A. RETIREMENT AND SAVINGS PLAN 2016 593169058 2017-10-15 JILL S. SCHWARTZ & ASSOCIATES, P.A. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 W. MORSE BOULEVARD, SUITE 212, WINTER PARK, FL, 32789
JILL S. SCHWARTZ & ASSOCIATES, P.A. RETIREMENT AND SAVINGS PLAN 2015 593169058 2016-09-07 JILL S. SCHWARTZ & ASSOCIATES, P.A. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 W. MORSE BOULEVARD, SUITE 212, WINTER PARK, FL, 32789
JILL S. SCHWARTZ & ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 593169058 2016-09-07 JILL S. SCHWARTZ & ASSOCIATES, P.A. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541110
Sponsor’s telephone number 4076478911
Plan sponsor’s address 655 W. MORSE BOULEVARD, SUITE 212, WINTER PARK, FL, 32789

Agent

Name Role Address
SCHWARTZ JILL S Agent 655 W. MORSE BLVD., WINTER PARK, FL, 32789

Director

Name Role Address
SCHWARTZ JILL S Director 655 W. MORSE BLVD., WINTER PARK, FL, 32789

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 1995-05-12 JILL S. SCHWARTZ & ASSOCIATES, P.A. No data

Date of last update: 03 Jan 2025

Sources: Florida Department of State