David Lerner Associates, Inc.

Florida
Registered In
04/28/1986
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

David Lerner Associates, Inc. at 568 Yamato Rd FL 3rd, Boca Raton, FL 33487 lists Chodosh Alan and Dempsey John Jjr. of Syosset, NY as the associates.

Registered In
Florida
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New York
Company Type
Foreign Profit
Status
Inactive
EIN
11-2374466
Website
Email
***************@davidlerner.com
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SEC | EDGAR Sunbiz Trellis.Law Recent News
Dearce, Joseph Registered Agent
568 YAMATO RD, BOCA RATON, FL 33487
Chodosh Alan CFO
PO BOX 9006- 477 JERICHO TURNPIKE, SYOSSET, NY 11791
Dempsey John Jjr. President/Secretary/Director
PO BOX 9006- 477 JERICHO TURNPIKE, SYOSSET, NY 11791
568 YAMATO RD FL 3RD, BOCA RATON, FL 33487 View Map
PO BOX 9006- 477 JERICHO TURNPIKE, SYOSSET, NY 11791 (Mailing) View Map

Financial Information for David Lerner Associates, Inc.

Form 5500

DAVID LERNER ASSOCIATES, INC.

PO Box 9006 477 Jericho Turnpike, Syosset, Ny 11791 (516) 921-4200 EIN:11-2374466 Plan Admin:Martin Walcoe
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameDAVID LERNER ASSOCIATES, INC. 401K PLAN Plan #001 Participants BOY/EOY239 / 223 Assets BOY/EOY$53,626,471 / $44,581,068 2022 DAVID LERNER ASSOCIATES, INC. 401K PLAN - Plan #001 239 / 223 $53,626,471 / $44,581,068
2022 Plan NameDAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY193 / 0 Assets BOY/EOY$0 / $0 2022 DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN - Plan #501 193 / 0 $0 / $0
2021 Plan NameDAVID LERNER ASSOCIATES, INC. 401K PLAN Plan #001 Participants BOY/EOY249 / 237 Assets BOY/EOY$46,723,768 / $53,626,471 2021 DAVID LERNER ASSOCIATES, INC. 401K PLAN - Plan #001 249 / 237 $46,723,768 / $53,626,471
2021 Plan NameDAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY208 / 0 Assets BOY/EOY$0 / $0 2021 DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN - Plan #501 208 / 0 $0 / $0
2020 Plan NameDAVID LERNER ASSOCIATES, INC. 401K PLAN Plan #001 Participants BOY/EOY282 / 249 Assets BOY/EOY$44,240,994 / $46,723,768 2020 DAVID LERNER ASSOCIATES, INC. 401K PLAN - Plan #001 282 / 249 $44,240,994 / $46,723,768
2020 Plan NameDAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY247 / 0 Assets BOY/EOY$0 / $0 2020 DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN - Plan #501 247 / 0 $0 / $0
2019 Plan NameDAVID LERNER ASSOCIATES, INC. 401K PLAN Plan #001 Participants BOY/EOY379 / 282 Assets BOY/EOY$38,372,085 / $44,240,994 2019 DAVID LERNER ASSOCIATES, INC. 401K PLAN - Plan #001 379 / 282 $38,372,085 / $44,240,994
2019 Plan NameDAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY273 / 0 Assets BOY/EOY$0 / $0 2019 DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN - Plan #501 273 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

DAVID LERNER ASSOCIATES, INC.

477 Jericho Turnpike, SYOSSET, NY 11791-4510 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$4,006,870 Forgiven$4,052,428 LenderThe Huntington National Bank Jobs231 04/11/2020 $4,006,870 $4,052,428 The Huntington National Bank 231
PPP Loans based on Paycheck Protection Program.
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View Report
David Lerner Associates, Inc. Registered in New York
Syosset, NY View Report
David Lerner Associates, Inc. Registered in Virginia
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David Lerner Associates, Inc. Registered in North Carolina
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Person/City Match:Chodosh Alan - Syosset, NY
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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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