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BERKOWITZ & ASSOCIATES, P.A.

Company Details

Entity Name: BERKOWITZ & ASSOCIATES, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 05 May 1999 (26 years ago)
Document Number: P99000040827
FEI/EIN Number 650926379
Address: 750 South Dixie Highway, Boca Raton, FL, 33432, US
Mail Address: 750 South Dixie Highway, Boca Raton, FL, 33432, US
ZIP code: 33432
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BERKOWITZ & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2023 650926379 2024-09-06 BERKOWITZ & ASSOCIATES, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5619827800
Plan sponsor’s address 2700 NORTH MILITARY TRAIL, SUITE 150, BOCA RATON, FL, 33431

Signature of

Role Plan administrator
Date 2024-09-06
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-06
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature
BERKOWITZ & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2022 650926379 2023-09-30 BERKOWITZ & ASSOCIATES, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5619827800
Plan sponsor’s address 2700 NORTH MILITARY TRAIL, SUITE 150, BOCA RATON, FL, 33431

Signature of

Role Plan administrator
Date 2023-09-30
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-30
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature
BERKOWITZ & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2021 650926379 2022-09-28 BERKOWITZ & ASSOCIATES, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5619827800
Plan sponsor’s address 2700 NORTH MILITARY TRAIL, SUITE 150, BOCA RATON, FL, 33431

Signature of

Role Plan administrator
Date 2022-09-28
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-28
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature
BERKOWITZ & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2020 650926379 2021-10-02 BERKOWITZ & ASSOCIATES, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5619827800
Plan sponsor’s address 5301 NORTH FEDERAL HIGHWAY, SUITE 110, BOCA RATON, FL, 33487

Signature of

Role Plan administrator
Date 2021-10-02
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-02
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature
BERKOWITZ & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2019 650926379 2020-07-23 BERKOWITZ & ASSOCIATES, P.A. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 5619827800
Plan sponsor’s address 2101 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 33431

Signature of

Role Plan administrator
Date 2020-07-23
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-23
Name of individual signing IAN BERKOWITZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BERKOWITZ IAN M Agent 750 South Dixie Highway, Boca Raton, FL, 33432

President

Name Role Address
BERKOWITZ IAN M President 750 South Dixie Highway, Boca Raton, FL, 33432

Director

Name Role Address
BERKOWITZ IAN M Director 750 South Dixie Highway, Boca Raton, FL, 33432

Date of last update: 02 Jan 2025

Sources: Florida Department of State