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BERT & ASSOCIATES, INC. - Florida Company Profile

Company Details

Entity Name: BERT & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

BERT & ASSOCIATES, INC. 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: 29 Apr 1991 (34 years ago)
Document Number: S49447
FEI/EIN Number 650279052

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

Address: 6610 N UNIVERSITY DR SUITE 250, TAMARAC, FL, 33321, US
Mail Address: 6610 N UNIVERSITY DR SUITE 250, TAMARAC, FL, 33321, US
ZIP code: 33321
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BERTUCELLI DANIEL President 5008 IBIS COURT, COCONUT CREEK, FL, 33073
BERTUCELLI DANIEL Treasurer 5008 IBIS COURT, COCONUT CREEK, FL, 33073
BERTUCELLI ARIENNE V Secretary 5008 IBIS COURT, COCONUT CREEK, FL, 33073
BERTUCELLI DANIEL L Agent 6610 N UNIVERSITY DRIVE, TAMARAC, FL, 33321

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2006-09-15 BERTUCELLI, DANIEL L -
REGISTERED AGENT ADDRESS CHANGED 2006-09-15 6610 N UNIVERSITY DRIVE, SUITE 250, TAMARAC, FL 33321 -
CHANGE OF PRINCIPAL ADDRESS 2004-11-04 6610 N UNIVERSITY DR SUITE 250, TAMARAC, FL 33321 -
CHANGE OF MAILING ADDRESS 2004-11-04 6610 N UNIVERSITY DR SUITE 250, TAMARAC, FL 33321 -

Documents

Name Date
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-05
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-02-06
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-20
ANNUAL REPORT 2015-01-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1390577708 2020-05-01 0455 PPP 6610 N UNIVERSITY DR STE 250, TAMARAC, FL, 33321
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 30000
Loan Approval Amount (current) 30000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TAMARAC, BROWARD, FL, 33321-0001
Project Congressional District FL-20
Number of Employees 4
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 30221.32
Forgiveness Paid Date 2021-01-28
9947508307 2021-01-31 0455 PPS 6610 N University Dr Ste 250, Tamarac, FL, 33321-4071
Loan Status Date 2021-10-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 28767
Loan Approval Amount (current) 28767
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tamarac, BROWARD, FL, 33321-4071
Project Congressional District FL-20
Number of Employees 5
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 28943.98
Forgiveness Paid Date 2021-09-17

Date of last update: 02 Apr 2025

Sources: Florida Department of State