Myers, Brettholtz & Company, P.A.

Florida
Registered In
09/25/1984
Incorp. Date

Company Summary

Myers, Brettholtz & Company, P.A. at 12671 Whitehall Dr, Fort Myers, FL 33907 lists Brettholtz Steve M and Sampson Lori A of Fort Myers, FL as associates.

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit
Status
Active
EIN
59-2445709
Email
************@mbcopa.com
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Brettholtz Steven M Registered Agent
12671 WHITEHALL DR, FORT MYERS, FL 33907
Brettholtz Steve M President
12671 WHITEHALL DR, FORT MYERS, FL 33907
Sampson Lori A Secretary
12671 WHITEHALL DR, FORT MYERS, FL 33907
Coleman Jennifer Treasurer
12671 WHITEHALL DR, FORT MYERS, FL 33907
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12671 WHITEHALL DR, FORT MYERS, FL 33907 View Map

Financial Information for Myers, Brettholtz & Company, P.A.

Form 5500

MYERS, BRETTHOLTZ & COMPANY, P.A.

12671 Whitehall Drive, Fort Myers, FL 33907 (239) 939-5775 EIN:59-2445709 Plan Admin:Steven M. Brettholtz
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$4,935,067 / $4,517,353 2022 MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN - Plan #001 22 / 23 $4,935,067 / $4,517,353
2021 Plan NameMYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 20 Assets BOY/EOY$4,150,047 / $4,935,067 2021 MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN - Plan #001 23 / 20 $4,150,047 / $4,935,067
2020 Plan NameMYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 21 Assets BOY/EOY$3,456,942 / $4,150,047 2020 MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN - Plan #001 26 / 21 $3,456,942 / $4,150,047
2019 Plan NameMYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 26 Assets BOY/EOY$2,801,515 / $3,456,942 2019 MYERS, BRETTHOLTZ & COMPANY, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN - Plan #001 27 / 26 $2,801,515 / $3,456,942
Benefit & Retirement Plans based on Form 5500.
PPP Loans

MYERS, BRETTHOLTZ & COMPANY, PA

12671 Whitehall Drive, FORT MYERS, FL 33907-3626 Industry:Offices of Certified Public Accountants
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$330,393 Forgiven$333,425 LenderEdison National Bank Jobs23 04/11/2020 $330,393 $333,425 Edison National Bank 23
PPP Loans based on Paycheck Protection Program.
Address Match:12671 Whitehall Dr Fort Myers, FL
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration
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