Linda S. Lubitz, Cfp, P.A.

Florida
Registered In
01/03/1997
Incorp. Date

Company Summary

Linda S. Lubitz, Cfp, P.A. at 121 Alhambra Plz STE 1000, Coral Gables, FL 33134 lists Boone Linda S and Boone Norman of Miami, FL as the associates.

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit
Status
Active
EIN
65-0718667
Website
Email
*****@meirawealth.com
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Boone Linda S Registered Agent
830 SW 67 CT, MIAMI, FL 33156 (View Past Addresses)
Boone Linda S President
8830 SW 67 CT, MIAMI, FL 33156 (View Past Addresses)
Boone Norman Vice President
8830 SW 67 CT, MIAMI, FL 33156
121 ALHAMBRA PLZ STE 1000, CORAL GABLES, FL 33134 View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Meira
Coral Gables, FL
Meira Wealth
Coral Gables, FL Coral Gables, FL
The Lubitz Financial Group
Miami, FL

Financial Information for Linda S. Lubitz, Cfp, P.A.

Form 5500

MEIRA

121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134 (305) 670-4440 EIN:65-0718667 Plan Admin:Linda Lubitz Boone
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMEIRA RETIREMENT PLAN Plan #002 Participants BOY/EOY11 / 10 Assets BOY/EOY$321,984 / $312,146 2023 MEIRA RETIREMENT PLAN - Plan #002 11 / 10 $321,984 / $312,146
2022 Plan NameMEIRA RETIREMENT PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$756,691 / $321,984 2022 MEIRA RETIREMENT PLAN - Plan #002 10 / 10 $756,691 / $321,984
2021 Plan NameLUBITZ RETIREMENT PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$2,270,556 / $756,691 2021 LUBITZ RETIREMENT PLAN - Plan #002 8 / 10 $2,270,556 / $756,691
2020 Plan NameLUBITZ RETIREMENT PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,939,445 / $2,270,556 2020 LUBITZ RETIREMENT PLAN - Plan #002 7 / 7 $1,939,445 / $2,270,556
2019 Plan NameLUBITZ RETIREMENT PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,625,696 / $1,939,445 2019 LUBITZ RETIREMENT PLAN - Plan #002 7 / 7 $1,625,696 / $1,939,445
Benefit & Retirement Plans based on Form 5500.
Address Match:121 Alhambra Plz Ste 1000 Coral Gables, FL
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Person/City Match:Boone Linda S - Miami, FL
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor
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