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  5. SCOTT J. SCHWARTZ, P.A.

SCOTT J. SCHWARTZ, P.A.

Company Details

Name: SCOTT J. SCHWARTZ, P.A.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 11 Aug 1998 (27 years ago)
Business ID: 659854
ZIP code: 39401
County: Forrest
State of Incorporation: MISSISSIPPI
Principal Office Address: 711 Hardy Street;Hattiesburg, MS 39401

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2023 640897886 2024-07-11 SCOTT J. SCHWARTZ, P.A. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY ST., HATTIESBURG, MS, 39401

Plan administrator’s name and address
Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of
Role Plan administrator
Date 2024-07-11
Name of individual signing GINA FLORA
Valid signature Filed with authorized/valid electronic signature
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2022 640897886 2023-07-07 SCOTT J. SCHWARTZ, P.A. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY STREET, HATTIESBURG, MS, 39401

Plan administrator’s name and address
Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of
Role Plan administrator
Date 2023-07-07
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2021 640897886 2022-07-11 SCOTT J. SCHWARTZ, P.A. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY STREET, HATTIESBURG, MS, 39401

Plan administrator’s name and address
Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of
Role Plan administrator
Date 2022-07-11
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2020 640897886 2021-08-06 SCOTT J. SCHWARTZ, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY STREET, HATTIESBURG, MS, 39401

Plan administrator’s name and address
Administrator’s EIN 463340706
Plan administrator’s name GOLDLEAF PARTNERS FIDUCIARY SERVICES
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8668828442

Signature of
Role Plan administrator
Date 2021-08-06
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2019 640897886 2020-06-24 SCOTT J. SCHWARTZ, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY STREET, HATTIESBURG, MS, 39401

Plan administrator’s name and address
Administrator’s EIN 463340706
Plan administrator’s name GOLDLEAF PARTNERS FIDUCIARY SERVICES
Plan administrator’s address 8009 34TH AVENUE SOUTH, SUITE 320, MINNEAPOLIS, MN, 55425
Administrator’s telephone number 8668828442

Signature of
Role Plan administrator
Date 2020-06-24
Name of individual signing JESSICA MARSON
Valid signature Filed with authorized/valid electronic signature
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2018 640897886 2019-05-28 SCOTT J. SCHWARTZ, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY STREET, HATTIESBURG, MS, 39401

Plan administrator’s name and address
Administrator’s EIN 463340706
Plan administrator’s name GOLDLEAF PARTNERS FIDUCIARY SERVICES
Plan administrator’s address 8009 34TH AVENUE SOUTH, SUITE 320, MINNEAPOLIS, MN, 55425
Administrator’s telephone number 8668828442

Signature of
Role Plan administrator
Date 2019-05-28
Name of individual signing JESSICA MARSON
Valid signature Filed with authorized/valid electronic signature
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2017 640897886 2018-06-15 SCOTT J. SCHWARTZ, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY STREET, HATTIESBURG, MS, 39401

Plan administrator’s name and address
Administrator’s EIN 463340706
Plan administrator’s name GOLDLEAF PARTNERS FIDUCIARY SERVICES
Plan administrator’s address 8009 34TH AVENUE SOUTH, SUITE 320, MINNEAPOLIS, MN, 55425
Administrator’s telephone number 8668828442

Signature of
Role Plan administrator
Date 2018-06-15
Name of individual signing JESSICA MARSON
Valid signature Filed with authorized/valid electronic signature
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2016 640897886 2017-07-24 SCOTT J. SCHWARTZ, P.A. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY STREET, HATTIESBURG, MS, 39401

Signature of
Role Plan administrator
Date 2017-07-24
Name of individual signing NEIL FRINK
Valid signature Filed with authorized/valid electronic signature
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2015 640897886 2016-07-13 SCOTT J. SCHWARTZ, P.A. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY ST, HATTIESBURG, MS, 39401

Signature of
Role Plan administrator
Date 2016-07-13
Name of individual signing SCOTT J. SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST 2014 640897886 2015-05-04 SCOTT J. SCHWARTZ, P.A. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY STREET, HATTIESBURG, MS, 39401

Signature of
Role Plan administrator
Date 2015-05-04
Name of individual signing SCOTT J. SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/29/20140729173835P040020469647001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 6014501160
Plan sponsor’s address 711 HARDY STREET, HATTIESBURG, MS, 39401

Signature of
Role Plan administrator
Date 2014-07-29
Name of individual signing SCOTT J. SCHWARTZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
SCOTT J SCHWARTZ Agent 711 Hardy Street;PO Box 191, Hattiesburg, MS 39403

Director

Name Role Address
Scott J Schwartz Director 711 Hardy Street, Hattiesburg, MS 39401

President

Name Role Address
Scott J Schwartz President 711 Hardy Street, Hattiesburg, MS 39401

Treasurer

Name Role Address
Scott J Schwartz Treasurer 711 Hardy Street, Hattiesburg, MS 39401

Incorporator

Name Role Address
Scott J Schwartz Incorporator 229 W Pine St, Po Box 15116, Hattiesburg, MS 39403

Filings

Type Status Filed Date Description
Annual Report Filed 2025-02-20 Annual Report For SCOTT J. SCHWARTZ, P.A.
Annual Report Filed 2024-02-07 Annual Report For SCOTT J. SCHWARTZ, P.A.
Annual Report Filed 2023-01-22 Annual Report For SCOTT J. SCHWARTZ, P.A.
Annual Report Filed 2022-02-11 Annual Report For SCOTT J. SCHWARTZ, P.A.
Annual Report Filed 2021-02-11 Annual Report For SCOTT J. SCHWARTZ, P.A.
Annual Report Filed 2020-02-24 Annual Report For SCOTT J. SCHWARTZ, P.A.
Annual Report Filed 2019-03-05 Annual Report For SCOTT J. SCHWARTZ, P.A.
Annual Report Filed 2018-02-10 Annual Report For SCOTT J. SCHWARTZ, P.A.
Annual Report Filed 2017-01-31 Annual Report For SCOTT J. SCHWARTZ, P.A.
Annual Report Filed 2016-02-08 Annual Report For SCOTT J. SCHWARTZ, P.A.

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1833577109 2020-04-10 0470 PPP 711 HARDY ST, HATTIESBURG, MS, 39401-3666
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 37100
Loan Approval Amount (current) 37100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39334
Servicing Lender Name Trustmark National Bank
Servicing Lender Address 248 E Capitol St, JACKSON, MS, 39201-2503
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address HATTIESBURG, FORREST, MS, 39401-3666
Project Congressional District MS-04
Number of Employees 3
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 39334
Originating Lender Name Trustmark National Bank
Originating Lender Address JACKSON, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37375.16
Forgiveness Paid Date 2021-01-13
2847798510 2021-02-22 0470 PPS 711 Hardy St, Hattiesburg, MS, 39401-3666
Loan Status Date 2022-02-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 37109
Loan Approval Amount (current) 37109
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Hattiesburg, FORREST, MS, 39401-3666
Project Congressional District MS-04
Number of Employees 2
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 39334
Originating Lender Name Trustmark National Bank
Originating Lender Address JACKSON, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37386.55
Forgiveness Paid Date 2021-11-26

Related by officers

Scott J Schwartz

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Related by address

No related companies by address

Date of last update: 17 Mar 2025

Sources: Mississippi Secretary of State

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