Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Broward
    4. ›
  4. 33394
    5. ›
  5. HALICZER, PETTIS & SCHWAMM, P.A.

HALICZER, PETTIS & SCHWAMM, P.A. - Florida Company Profile

Company Details

Entity Name: HALICZER, PETTIS & SCHWAMM, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

HALICZER, PETTIS & SCHWAMM, P.A. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
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: 07 Feb 1996 (29 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 30 Dec 2004 (20 years ago)
Document Number: P96000011903
FEI/EIN Number 650641373

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: ONE FINANCIAL PLAZA, SEVENTH FLOOR, FT LAUDERDALE, FL, 33394, US
Mail Address: ONE FINANCIAL PLAZA, SEVENTH FLOOR, FT LAUDERDALE, FL, 33394, US
ZIP code: 33394
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2023 650641373 2024-04-05 HALICZER, PETTIS & SCHWAMM, P.A. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address 100 SE 3RD AVENUE, 7TH FLOOR, FORT LAUDERDALE, FL, 33394

Signature of
Role Plan administrator
Date 2024-04-05
Name of individual signing JAMES S. HALICZER
Valid signature Filed with authorized/valid electronic signature
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 650641373 2023-07-06 HALICZER, PETTIS & SCHWAMM, P.A. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address 100 SE 3RD AVENUE, 7TH FLOOR, FORT LAUDERDALE, FL, 33394

Signature of
Role Plan administrator
Date 2023-07-06
Name of individual signing JAMES S. HALICZER
Valid signature Filed with authorized/valid electronic signature
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 650641373 2022-05-09 HALICZER, PETTIS & SCHWAMM, P.A. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address 100 SE 3RD AVENUE, 7TH FLOOR, FORT LAUDERDALE, FL, 33394

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing JAMES S. HALICZER
Valid signature Filed with authorized/valid electronic signature
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 650641373 2021-09-17 HALICZER, PETTIS & SCHWAMM, P.A. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address ONE FINANCIAL PLAZA, SEVENTH FLOOR, FORT LAUDERDALE, FL, 33394
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 650641373 2020-02-13 HALICZER, PETTIS & SCHWAMM, P.A. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address ONE FINANCIAL PLAZA, SEVENTH FLOOR, FORT LAUDERDALE, FL, 33394
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 650641373 2019-10-03 HALICZER, PETTIS & SCHWAMM, P.A. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address ONE FINANCIAL PLAZA, SEVENTH FLOOR, FORT LAUDERDALE, FL, 33394
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 650641373 2018-05-04 HALICZER, PETTIS & SCHWAMM, P.A. 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address ONE FINANCIAL PLAZA, SEVENTH FLOOR, FORT LAUDERDALE, FL, 33394
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 650641373 2017-08-18 HALICZER, PETTIS & SCHWAMM, P.A. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address ONE FINANCIAL PLAZA, SEVENTH FLOOR, FORT LAUDERDALE, FL, 33394
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 650641373 2016-09-19 HALICZER, PETTIS & SCHWAMM, P.A. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address ONE FINANCIAL PLAZA, SEVENTH FLOOR, FORT LAUDERDALE, FL, 33394
HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 650641373 2015-06-08 HALICZER, PETTIS & SCHWAMM, P.A. 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 9545239922
Plan sponsor’s address ONE FINANCIAL PLAZA, SEVENTH FLOOR, FORT LAUDERDALE, FL, 33394

Key Officers & Management

Name Role Address
PETTIS EUGENE K President ONE FINANCIAL PLAZA, FT LAUDERDALE, FL, 33394
SCHWAMM RICHARD B Vice President ONE FINANCIAL PLAZA, FT LAUDERDALE, FL, 33394
SCHWAMM RICHARD B Secretary ONE FINANCIAL PLAZA, FT LAUDERDALE, FL, 33394
PETTIS EUGENE K Agent ONE FINANCIAL PLAZA, FT LAUDERDALE, FL, 33394

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2025-01-08 PETTIS, EUGENE K -
REGISTERED AGENT ADDRESS CHANGED 2007-01-26 ONE FINANCIAL PLAZA, SEVENTH FLOOR, FT LAUDERDALE, FL 33394 -
CHANGE OF PRINCIPAL ADDRESS 2007-01-26 ONE FINANCIAL PLAZA, SEVENTH FLOOR, FT LAUDERDALE, FL 33394 -
CHANGE OF MAILING ADDRESS 2007-01-26 ONE FINANCIAL PLAZA, SEVENTH FLOOR, FT LAUDERDALE, FL 33394 -
NAME CHANGE AMENDMENT 2004-12-30 HALICZER, PETTIS & SCHWAMM, P.A. -
NAME CHANGE AMENDMENT 2002-09-04 HALICZER PETTIS, P.A. -
REINSTATEMENT 1999-06-21 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 1998-10-16 - -

Documents

Name Date
AMENDED ANNUAL REPORT 2025-01-29
ANNUAL REPORT 2025-01-08
ANNUAL REPORT 2024-01-04
ANNUAL REPORT 2023-02-15
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9994127002 2020-04-09 0455 PPP 1 FINANCIAL PLZ 7TH FL, FORT LAUDERDALE, FL, 33394
Loan Status Date 2021-02-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 458500
Loan Approval Amount (current) 458500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FORT LAUDERDALE, BROWARD, FL, 33394-0001
Project Congressional District FL-23
Number of Employees 32
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 78586
Originating Lender Name IberiaBank, A Division of First Horizon Bank
Originating Lender Address Lafayette, LA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 461875.07
Forgiveness Paid Date 2021-01-12
2008518506 2021-02-19 0455 PPS 100 SE 7th St Fl 7, Fort Lauderdale, FL, 33301-3141
Loan Status Date 2022-01-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 423315
Loan Approval Amount (current) 423315
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Fort Lauderdale, BROWARD, FL, 33301-3141
Project Congressional District FL-23
Number of Employees 25
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 67422
Originating Lender Name First Horizon Bank
Originating Lender Address MEMPHIS, TN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 425654.99
Forgiveness Paid Date 2021-09-21

Companies related by officers

PETTIS EUGENE K

NET-CO LEGAL ALLIANCE LLC - Inactive
Florida Limited Liability Co. (2014 - 2017)
NET-CO LEGAL ALLIANCE LLC - Inactive
Florida Limited Liability Co. (2014 - 2017)
NEW MOUNT OLIVE BAPTIST CHURCH, INC. - Active
Domestic Non-Profit (1977 )
DREAMERS UNLIMITED, INC. - Inactive
Domestic Profit (2002 - 2003)

Companies related by address

No other companies in our directory share the same address as HALICZER, PETTIS & SCHWAMM, P.A.

Date of last update: 01 Mar 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated