Offit Kurman, P.A.

Bethesda, MD

California

Registered In

08/30/2022

Incorp. Date

Foreign

Registration Type

Maryland

Foreign Jurisdiction

Company Summary

Offit Kurman, P.A. at 7501 Wisconsin Avenue STE 1000 W, Bethesda, Md 20814 lists Timothy C. Lynch and Lisa Kloster of Bethesda, MD as associates.

Overview

Registered In

California

Incorporation Date

08/30/2022

Company Type

Stock Corporation - Out of State - Professional

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Maryland

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People

Csc - Lawyers Incorporating Service Registered 1505 Agent	2170 GATEWAY OAKS DRIVE STE 150 N, SACRAMENTO, CA 95833
Timothy C. Lynch CEO	7501 WISCONSIN AVENUE SUITE 1000 W, BETHESDA, MD 20814 (View Past Addresses)
Lisa Kloster Chief Financial Officer	7501 WISCONSIN AVENUE STE 1000 W, BETHESDA, MD 20814
John Raftery Vice President	7501 WISCONSIN AVENUE STE 1000 W, BETHESDA, MD 20814 (View Past Addresses)
Theodore A. Offit Secretary	7501 WISCONSIN AVENUE STE 1000 W, BETHESDA, MD 20814
Theodore A. Offit Chairperson of Board	7501 WISCONSIN AVENUE STE 1000 W, BETHESDA, MD 20814

Map & Locations

7501 WISCONSIN AVENUE STE 1000 W, BETHESDA, MD 20814 View Map

Financials

Financial Information for Offit Kurman, P.A.

Form 5500

OFFIT KURMAN, P.A.

7501 Wisconsin Avenue Suite 1000w, Bethesda, Md 20814 (410) 209-6431 EIN:52-1518021 Plan Admin:Kelly Leiras

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameOFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY594 / 639 Assets BOY/EOY$76,819,505 / $68,780,857	2022	OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	594 / 639	$76,819,505 / $68,780,857
2022	Plan NameOFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY522 / 0 Assets BOY/EOY$0 / $0	2022	OFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLAN - Plan #501	522 / 0	$0 / $0
2021	Plan NameOFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY519 / 582 Assets BOY/EOY$66,084,707 / $76,819,505	2021	OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	519 / 582	$66,084,707 / $76,819,505
2021	Plan NameOFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY472 / 0 Assets BOY/EOY$0 / $0	2021	OFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLAN - Plan #501	472 / 0	$0 / $0
2020	Plan NameOFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY516 / 513 Assets BOY/EOY$53,361,668 / $66,084,707	2020	OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	516 / 513	$53,361,668 / $66,084,707
2020	Plan NameOFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY434 / 0 Assets BOY/EOY$0 / $0	2020	OFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLAN - Plan #501	434 / 0	$0 / $0
2019	Plan NameOFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY418 / 511 Assets BOY/EOY$28,388,165 / $53,361,668	2019	OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN - Plan #001	418 / 511	$28,388,165 / $53,361,668
2019	Plan NameOFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY369 / 0 Assets BOY/EOY$0 / $0	2019	OFFIT KURMAN, P.A. EMPLOYEE BENEFIT PLAN - Plan #501	369 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

OFFIT KURMAN, P.A.

8171 Maple Lawn Blvd Suite 200, Fulton, MD 20759 Industry:Offices of Lawyers

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$7,072,905 Forgiven$7,155,067 LenderManufacturers and Traders Trust Company Jobs474	04/14/2020	$7,072,905	$7,155,067	Manufacturers and Traders Trust Company	474

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:7501 Wisconsin Avenue Ste 1000 W Bethesda, MD

Strategic Compliance Partners, LLC Registered in California	Bethesda, MD Fulton, MD		View Report

Person/City Match:Timothy C Lynch - Bethesda, MD

Offit Kurman, P.A., Inc. Registered in Florida	Bethesda, MD Tallahassee, FL (1 more)		View Report

Person/City Match:Theodore A Offit - Bethesda, MD

S + B Atlantic Avenue, LLC Registered in New York	Bethesda, MD	View Report
S + B Broadway, LLC Registered in New York	Bethesda, MD	View Report
S + B Chelsea, LLC Registered in New York	Fulton, MD	View Report
S + B Lexington, LLC Registered in New York	Bethesda, MD	View Report
S + B Murray Hill, LLC Registered in New York	Bethesda, MD (1 more)	View Report
S + B Upper East Side, LLC Registered in New York	Bethesda, MD (1 more)	View Report
S + B Upper West Side, LLC Registered in New York	Bethesda, MD	View Report
S + B Water Street, LLC Registered in New York	Bethesda, MD	View Report
Sugared + Bronzed, LLC Registered in New York	Fulton, MD	View Report
Strategic Compliance Partners, LLC Registered in North Carolina	Bethesda, MD Raleigh, NC	View Report
Strategic Compliance Partners, LLC Registered in Florida	Bethesda, MD Roy, UT (1 more)	View Report

View More in Bethesda, MD

Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration