OpenERISA

Stern, Drake, Isbell & Associates, P.A.

Tampa, FL, 33603

EIN 59-1202496
Plans
3
Total participants
484
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
621111
Plan sponsors in FloridaHealth Care & Social Assistance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF016Stern, Drake, Isbell & Associates, P.A. Profit Sharing And 401(K) Plan60
2024Form 5500-SF018Stern, Drake, Isbell & Associates, P. A. Cash Balance Plan0
2023Form 5500-SF001Stern, Drake, Isbell & Associates, P.A. Profit Sharing And 401(K) Plan62
2023Form 5500-SF018Stern, Drake, Isbell & Associates, P. A. Cash Balance Plan57
2022Form 5500-SF001Stern, Drake, Isbell & Associates, P.A. Profit Sharing And 401(K) Plan55
2022Form 5500-SF018Stern, Drake, Isbell & Associates, P. A. Cash Balance Plan52
2021Form 5500-SF016Stern, Drake, Isbell & Associates, P.A. Profit Sharing And 401(K) Plan55
2021Form 5500-SF018Stern, Drake, Isbell & Associates, P. A. Cash Balance Plan50
2020Form 5500-SF016Stern, Drake, Isbell & Associates, P.A. Profit Sharing And 401(K) Plan46
2020Form 5500-SF018Stern, Drake, Isbell & Associates, P. A. Cash Balance Plan47

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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