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BERKOWITZ & ASSOCIATES, P.A. - Florida Company Profile

Company Details

Entity Name: BERKOWITZ & ASSOCIATES, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

BERKOWITZ & ASSOCIATES, 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: 05 May 1999 (26 years ago)
Document Number: P99000040827
FEI/EIN Number 650926379

Federal Employer Identification (FEI) Number assigned by the IRS.

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

Key Officers & Management

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

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-30 750 South Dixie Highway, Boca Raton, FL 33432 -
CHANGE OF MAILING ADDRESS 2024-04-30 750 South Dixie Highway, Boca Raton, FL 33432 -
REGISTERED AGENT ADDRESS CHANGED 2024-04-30 750 South Dixie Highway, Boca Raton, FL 33432 -

Documents

Name Date
ANNUAL REPORT 2024-04-30
ANNUAL REPORT 2023-04-29
ANNUAL REPORT 2022-04-27
ANNUAL REPORT 2021-04-26
ANNUAL REPORT 2020-06-30
ANNUAL REPORT 2019-04-29
ANNUAL REPORT 2018-04-22
ANNUAL REPORT 2017-04-27
ANNUAL REPORT 2016-04-27
ANNUAL REPORT 2015-04-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9348727000 2020-04-09 0455 PPP 2101 N. Corporate Blvd., BOCA RATON, FL, 33431-7364
Loan Status Date 2021-06-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 33330
Loan Approval Amount (current) 33330
Undisbursed Amount 0
Franchise Name -
Lender Location ID 111901
Servicing Lender Name LendingClub Bank, National Association
Servicing Lender Address 2701 N Thanksgiving Way, LEHI, UT, 84043
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOCA RATON, PALM BEACH, FL, 33431-7364
Project Congressional District FL-23
Number of Employees 3
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 111901
Originating Lender Name LendingClub Bank, National Association
Originating Lender Address LEHI, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 33689.22
Forgiveness Paid Date 2021-05-18
1511538700 2021-03-27 0455 PPS 5301 N Federal Hwy Ste 110, Boca Raton, FL, 33487-4914
Loan Status Date 2023-01-07
Loan Status Charged Off
Loan Maturity in Months 35
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 24766
Loan Approval Amount (current) 24766
Undisbursed Amount 0
Franchise Name -
Lender Location ID 111901
Servicing Lender Name LendingClub Bank, National Association
Servicing Lender Address 2701 N Thanksgiving Way, LEHI, UT, 84043
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Boca Raton, PALM BEACH, FL, 33487-4914
Project Congressional District FL-23
Number of Employees 2
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 111901
Originating Lender Name LendingClub Bank, National Association
Originating Lender Address LEHI, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount -
Forgiveness Paid Date -

Date of last update: 02 Apr 2025

Sources: Florida Department of State