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  5. O'CONNELL & GOLDBERG, INC.

O'CONNELL & GOLDBERG, INC.

Company Details

Entity Name: O'CONNELL & GOLDBERG, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 21 May 1993 (32 years ago)
Document Number: P93000036934
FEI/EIN Number 65-0411377
Address: 501 E. LAS OLAS BLVD, SUITE 300, FORT LAUDERDALE, FL 33301
Mail Address: 501 E. LAS OLAS BLVD, SUITE 300, FORT LAUDERDALE, FL 33301
ZIP code: 33301
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
O'CONNELL & GOLDBERG, INC. CASH BALANCE PLAN 2023 650411377 2024-10-07 O'CONNELL & GOLDBERG, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 501 E LAS OLAS BLVD, SUITE 300, FORT LAUDERDALE, FL, 33301

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature
O'CONNELL & GOLDBERG, INC. 401(K) PROFIT SHARING PLAN 2023 650411377 2024-10-07 O'CONNELL & GOLDBERG, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 501 E. LAS OLAS BLVD., SUITE #300, FORT LAUDERDALE, FL, 33301

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature
O'CONNELL & GOLDBERG, INC. CASH BALANCE PLAN 2022 650411377 2023-10-04 O'CONNELL & GOLDBERG, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 1955 HARRISON STREET, SUITE 100, HOLLYWOOD, FL, 33020

Signature of
Role Plan administrator
Date 2023-10-04
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature
OCONNELL & GOLDBERG, INC. 401(K) PROFIT SHARING PLAN 2022 650411377 2023-10-11 O'CONNELL & GOLDBERG, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 1955 HARRISON STREET, SUITE 100, HOLLYWOOD, FL, 33020

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature
OCONNELL & GOLDBERG, INC. 401(K) PROFIT SHARING PLAN 2021 650411377 2022-10-03 O'CONNELL & GOLDBERG, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 1955 HARRISON STREET, SUITE 100, HOLLYWOOD, FL, 33020

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature
O'CONNELL & GOLDBERG, INC. CASH BALANCE PLAN 2021 650411377 2022-10-03 O'CONNELL & GOLDBERG, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 1955 HARRISON STREET, SUITE 100, HOLLYWOOD, FL, 33020

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature
O'CONNELL & GOLDBERG, INC. CASH BALANCE PLAN 2020 650411377 2021-08-26 O'CONNELL & GOLDBERG, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 1955 HARRISON STREET, SUITE 100, HOLLYWOOD, FL, 33020

Signature of
Role Plan administrator
Date 2021-08-26
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature
OCONNELL & GOLDBERG, INC. 401(K) PROFIT SHARING PLAN 2020 650411377 2021-09-22 O'CONNELL & GOLDBERG, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 1955 HARRISON STREET, SUITE 100, HOLLYWOOD, FL, 33020

Signature of
Role Plan administrator
Date 2021-09-22
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature
OCONNELL & GOLDBERG, INC. 401(K) PROFIT SHARING PLAN 2019 650411377 2020-10-08 O'CONNELL & GOLDBERG, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 1955 HARRISON STREET, SUITE 100, HOLLYWOOD, FL, 33020

Signature of
Role Plan administrator
Date 2020-10-08
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature
O'CONNELL & GOLDBERG, INC. CASH BALANCE PLAN 2019 650411377 2020-10-06 O'CONNELL & GOLDBERG, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9549649098
Plan sponsor’s address 1955 HARRISON STREET, SUITE 100, HOLLYWOOD, FL, 33020

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing BARBARA GOLDBERG
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GOLDBERG, BARBARA W Agent 501 E Las Olas Blvd, SUITE 300, Ft Lauderdale, FL 33301

Chief Executive Officer

Name Role Address
GOLDBERG, BARBARA W Chief Executive Officer 501 E Las Olas Blvd, Suite 300 Ft Lauderdale, FL 33301

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-02-05 501 E Las Olas Blvd, SUITE 300, Ft Lauderdale, FL 33301 No data
CHANGE OF PRINCIPAL ADDRESS 2023-09-08 501 E. LAS OLAS BLVD, SUITE 300, FORT LAUDERDALE, FL 33301 No data
CHANGE OF MAILING ADDRESS 2023-09-08 501 E. LAS OLAS BLVD, SUITE 300, FORT LAUDERDALE, FL 33301 No data
REGISTERED AGENT NAME CHANGED 2010-07-13 GOLDBERG, BARBARA W No data

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-03-09
ANNUAL REPORT 2021-02-22
ANNUAL REPORT 2020-03-20
ANNUAL REPORT 2019-04-05
ANNUAL REPORT 2018-02-06
ANNUAL REPORT 2017-01-09
Reg. Agent Change 2016-08-15
ANNUAL REPORT 2016-01-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9413797203 2020-04-28 0455 PPP 1955 Harrison Street, HOLLYWOOD, FL, 33020-5178
Loan Status Date 2021-05-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 148500
Loan Approval Amount (current) 148500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17414
Servicing Lender Name Ocean Bank
Servicing Lender Address 780 NW 42nd Ave, MIAMI, FL, 33126-5540
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address HOLLYWOOD, BROWARD, FL, 33020-5178
Project Congressional District FL-25
Number of Employees 11
NAICS code 541613
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 17414
Originating Lender Name Ocean Bank
Originating Lender Address MIAMI, FL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 149915.84
Forgiveness Paid Date 2021-04-15

Related by officers

No related officers

Related by address

501 E. LAS OLAS BLVD, SUITE 300, FORT LAUDERDALE, FL 33301

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501 E. LAS OLAS BLVD, SUITE 300, FORT LAUDERDALE, FL 33301

PRISTINE REGENERATIVE NEXUS, LLC NAKAGAWA FAMILY FOUNDATION, INC.

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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