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  5. SHAFRITZ AND ASSOCIATES, P.A.

SHAFRITZ AND ASSOCIATES, P.A.

Company Details

Entity Name: SHAFRITZ AND ASSOCIATES, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 22 May 1997 (28 years ago)
Last Event: AMENDMENT AND NAME CHANGE
Event Date Filed: 31 Dec 2014 (10 years ago)
Document Number: P97000046328
FEI/EIN Number 650766015
Address: 601 N Congress Ave, Ste 424, DELRAY BEACH, FL, 33445, US
Mail Address: 601 N Congress Ave, Ste 424, DELRAY BEACH, FL, 33445, US
ZIP code: 33445
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHAFRITZ AND ASSOCIATES, P.A. CASH BALANCE PLAN 2023 650766015 2024-06-14 SHAFRITZ AND ASSOCIATES, P.A. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445
SHAFRITZ AND ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2023 650766015 2024-06-14 SHAFRITZ AND ASSOCIATES, P.A. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445
SHAFRITZ AND ASSOCIATES, P.A. CASH BALANCE PLAN 2022 650766015 2023-04-26 SHAFRITZ AND ASSOCIATES, P.A. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445
SHAFRITZ AND ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2022 650766015 2023-04-26 SHAFRITZ AND ASSOCIATES, P.A. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445
SHAFRITZ AND ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2021 650766015 2022-10-10 SHAFRITZ AND ASSOCIATES, P.A. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445
SHAFRITZ AND ASSOCIATES, P.A. CASH BALANCE PLAN 2021 650766015 2022-10-14 SHAFRITZ AND ASSOCIATES, P.A. 17
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445
SHAFRITZ AND ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2020 650766015 2021-07-27 SHAFRITZ AND ASSOCIATES, P.A. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445
SHAFRITZ AND ASSOCIATES, P.A. CASH BALANCE PLAN 2020 650766015 2021-07-27 SHAFRITZ AND ASSOCIATES, P.A. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445
SHAFRITZ AND ASSOCIATES, P.A. CASH BALANCE PLAN 2019 650766015 2020-10-09 SHAFRITZ AND ASSOCIATES, P.A. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445
SHAFRITZ AND ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN 2019 650766015 2020-10-09 SHAFRITZ AND ASSOCIATES, P.A. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541110
Sponsor’s telephone number 5612787828
Plan sponsor’s address 601 CONGRESS AVENUE, SUITE 424, DELRAY BEACH, FL, 33445

Agent

Name Role Address
SHAFRITZ HUGH Agent 601 N Congress Ave, Ste 424, DELRAY BEACH, FL, 33445

President

Name Role Address
SHAFRITZ HUGH President 601 N Congress Ave, Ste 424, DELRAY BEACH, FL, 33445

Director

Name Role Address
SHAFRITZ HUGH Director 601 N Congress Ave, Ste 424, DELRAY BEACH, FL, 33445

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2015-11-17 601 N Congress Ave, Ste 424, DELRAY BEACH, FL 33445 No data
REGISTERED AGENT ADDRESS CHANGED 2015-11-17 601 N Congress Ave, Ste 424, DELRAY BEACH, FL 33445 No data
CHANGE OF MAILING ADDRESS 2015-11-17 601 N Congress Ave, Ste 424, DELRAY BEACH, FL 33445 No data
AMENDMENT AND NAME CHANGE 2014-12-31 SHAFRITZ AND ASSOCIATES, P.A. No data
AMENDMENT AND NAME CHANGE 2013-08-09 SHAFRITZ AND DINKIN, P.A. No data
NAME CHANGE AMENDMENT 2005-07-08 SHAFRITZ AND BRATEN, P.A. No data
NAME CHANGE AMENDMENT 2002-03-18 SHAFRITZ AND DINKIN, P.A. No data

Documents

Name Date
ANNUAL REPORT 2025-01-21
ANNUAL REPORT 2024-01-24
ANNUAL REPORT 2023-01-17
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-18
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-03
ANNUAL REPORT 2018-01-09
ANNUAL REPORT 2017-01-16
ANNUAL REPORT 2016-01-19

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Related by address

601 N Congress Ave, Ste 424, DELRAY BEACH, FL, 33445, US

DOVE INVESTMENT CORP. SUNSHINE EQUITY FUND LLC AMK HOLDING CORP. F. A. MANAGEMENT SOLUTIONS, INC.

601 N Congress Ave, Ste 424, DELRAY BEACH, FL, 33445, US

DOVE INVESTMENT CORP. SUNSHINE EQUITY FUND LLC AMK HOLDING CORP. F. A. MANAGEMENT SOLUTIONS, INC.

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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