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  5. MARK A. SCHWAB & ASSOCIATES, INC.

MARK A. SCHWAB & ASSOCIATES, INC.

Company Details

Entity Name: MARK A. SCHWAB & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 27 Nov 1990 (34 years ago)
Document Number: S15349
FEI/EIN Number 650246872
Address: 3882 SW Coquina Cove Way, Palm City, FL, 34990, US
Mail Address: 3882 SW Coquina Cove Way, Palm City, FL, 34990, US
ZIP code: 34990
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 650246872 2022-03-22 MARK A. SCHWAB & ASSOCIATES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7722863910
Plan sponsor’s address 3882 SW COQUINA COVE WAY, SUITE 102, PALM CITY, FL, 34990

Signature of
Role Plan administrator
Date 2022-03-22
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 650246872 2021-07-12 MARK A. SCHWAB & ASSOCIATES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7722863910
Plan sponsor’s address 3882 SW COQUINA COVE WAY, SUITE 102, PALM CITY, FL, 34990

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 650246872 2020-06-06 MARK A. SCHWAB & ASSOCIATES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7722863910
Plan sponsor’s address 3882 SW COQUINA COVE WAY, SUITE 102, PALM CITY, FL, 34990

Signature of
Role Plan administrator
Date 2020-06-06
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 650246872 2019-08-18 MARK A. SCHWAB & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7722863910
Plan sponsor’s address 3882 SW COQUINA COVE WAY, SUITE 102, PALM CITY, FL, 34990

Signature of
Role Plan administrator
Date 2019-08-18
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 650246872 2018-03-03 MARK A. SCHWAB & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 7722863910
Plan sponsor’s address 3882 SW COQUINA COVE WAY, SUITE 102, PALM CITY, FL, 34990

Signature of
Role Plan administrator
Date 2018-03-03
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 650246872 2018-01-07 MARK A. SCHWAB & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 9543463499
Plan sponsor’s address 7401 WILES ROAD, SUITE 252, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2018-01-07
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 650246872 2016-05-05 MARK A. SCHWAB & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 9543463499
Plan sponsor’s address 7401 WILES ROAD, SUITE 252, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2016-05-05
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 650246872 2015-10-01 MARK A. SCHWAB & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 9543463499
Plan sponsor’s address 7401 WILES ROAD, SUITE 252, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2015-10-01
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 650246872 2014-10-08 MARK A. SCHWAB & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 9543463499
Plan sponsor’s address 7401 WILES ROAD, SUITE 252, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2014-10-08
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature
MARK A. SCHWAB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 650246872 2013-05-09 MARK A. SCHWAB & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541600
Sponsor’s telephone number 9543463499
Plan sponsor’s address 7401 WILES ROAD, SUITE 252, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2013-05-09
Name of individual signing MARK A SCHWAB
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
SCHWAB, MARK A Agent 3882 SW Coquina Cove Way, Palm City, FL, 34990

President

Name Role Address
SCHWAB MARK A President 3882 SW Coquina Cove Way, Palm City, FL, 34990

Related by officers

SCHWAB MARK A

NDC INVESTMENTS, INC.

Related by address

No related companies by address

Date of last update: 03 Jan 2025

Sources: Florida Department of State

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