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  5. Schwartz, Orgler, Jordan & Williams, PLLC

Schwartz, Orgler, Jordan & Williams, PLLC

Company Details

Name: Schwartz, Orgler, Jordan & Williams, PLLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 01 Jan 1998 (27 years ago)
Business ID: 731972
ZIP code: 39507
County: Harrison
State of Incorporation: MISSISSIPPI
Principal Office Address: 2137 E. PASS ROADGulfport, MS 39507
Historical names: Schwartz, Orgler & Jordan, PLLC
FARISH, SCHWARTZ & ORGLER, PLLC

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2023 640891242 2024-07-11 SCHWARTZ, ORGLER & JORDAN, PLLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2137 E, SUITE B, GULFPORT, MS, 39507

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 ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2022 640891242 2023-07-12 SCHWARTZ, ORGLER & JORDAN, PLLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 PASS ROAD, SUITE B, BILOXI, MS, 39531

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 2023-07-12
Name of individual signing TIFFANY CHENARD
Valid signature Filed with authorized/valid electronic signature
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2021 640891242 2022-07-11 SCHWARTZ, ORGLER & JORDAN, PLLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 PASS ROAD, SUITE B, BILOXI, MS, 39531

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
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2020 640891242 2021-08-13 SCHWARTZ, ORGLER & JORDAN, PLLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 PASS ROAD, SUITE B, BILOXI, MS, 39531

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 2021-08-13
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2019 640891242 2020-06-24 SCHWARTZ, ORGLER & JORDAN, PLLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 PASS ROAD, SUITE B, BILOXI, MS, 39531

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
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2018 640891242 2019-07-20 SCHWARTZ, ORGLER & JORDAN, PLLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 PASS ROAD, SUITE B, BILOXI, MS, 39531

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 2019-07-20
Name of individual signing JESSICA MARSON
Valid signature Filed with authorized/valid electronic signature
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2017 640891242 2018-06-15 SCHWARTZ, ORGLER & JORDAN, PLLC 20
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 PASS ROAD, SUITE B, BILOXI, MS, 39531

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
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2017 640891242 2019-07-16 SCHWARTZ, ORGLER & JORDAN, PLLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 PASS ROAD, SUITE B, BILOXI, MS, 39531

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 2019-07-16
Name of individual signing JESSICA MARSON
Valid signature Filed with authorized/valid electronic signature
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2016 640891242 2017-04-24 SCHWARTZ, ORGLER & JORDAN, PLLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 - B PASS ROAD, BILOXI, MS, 39531

Signature of
Role Plan administrator
Date 2017-04-24
Name of individual signing ROBERT SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 2015 640891242 2016-10-10 SCHWARTZ, ORGLER & JORDAN, PLLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 - B PASS ROAD, BILOXI, MS, 39531

Signature of
Role Plan administrator
Date 2016-10-10
Name of individual signing ROBERT SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/04/27/20150427094337P040260434145001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 - B PASS ROAD, BILOXI, MS, 39531

Signature of
Role Plan administrator
Date 2015-04-27
Name of individual signing ROBERT T. SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/17/20140717100630P030043248791001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2283887441
Plan sponsor’s address 2355 - B PASS ROAD, BILOXI, MS, 39531

Signature of
Role Plan administrator
Date 2014-07-17
Name of individual signing ROBERT T. SCHWARTZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Schwartz, Robert Agent 2355-B Pass Road, Biloxi, MS 39532

Manager

Name Role Address
Mark C Orgler Manager 12206 HIGHWAY 49, GULFPORT, MS 39503

Member

Name Role Address
Robert T Schwartz Member 2355 PASS ROAD, BILOXI, MS 39531

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-04-02 Annual Report For Schwartz, Orgler, Jordan & Williams, PLLC
Amendment Form Filed 2023-06-01 Amendment For Schwartz, Orgler & Jordan, PLLC
Annual Report LLC Filed 2023-02-08 Annual Report For Schwartz, Orgler & Jordan, PLLC
Annual Report LLC Filed 2022-06-14 Annual Report For Schwartz, Orgler & Jordan, PLLC
Annual Report LLC Filed 2021-01-25 Annual Report For Schwartz, Orgler & Jordan, PLLC
Annual Report LLC Filed 2020-03-31 Annual Report For Schwartz, Orgler & Jordan, PLLC
Annual Report LLC Filed 2019-03-19 Annual Report For Schwartz, Orgler & Jordan, PLLC
Annual Report LLC Filed 2018-02-20 Annual Report For Schwartz, Orgler & Jordan, PLLC
Annual Report LLC Filed 2017-02-02 Annual Report For Schwartz, Orgler & Jordan, PLLC
Annual Report LLC Filed 2016-10-03 Annual Report For Schwartz, Orgler & Jordan, PLLC

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2891227101 2020-04-11 0470 PPP 2355 PASS ROAD SUITE B, BILOXI, MS, 39531-2237
Loan Status Date 2021-06-04
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 259088
Loan Approval Amount (current) 308600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39232
Servicing Lender Name Hancock Whitney Bank
Servicing Lender Address 2510 14th St One Hancock Plz, GULFPORT, MS, 39501
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BILOXI, HARRISON, MS, 39531-2237
Project Congressional District MS-04
Number of Employees 14
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 39232
Originating Lender Name Hancock Whitney Bank
Originating Lender Address GULFPORT, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 311874.59
Forgiveness Paid Date 2021-05-04

Related by officers

Schwartz, Robert

SHOPPES AT POPPS FERRY WEST, INC. Schmitt Delano, LLC The Village at Tradition Village Center Association, Inc Guardian Contractors of Biloxi, LLC TREBAY Properties, LLC Phoenix Construction & Development Group, LLC

Mark C Orgler

ORGLER HOLDINGS, LLC Clayton Enterprises, LLC Eagle Dawg Properties, LLC Mississippi Gulf Coast Goat Cheese, LLC Sun-Ray Pool Services, LLC The Woods, Lot 3, L.L.C. Gulfport Storage Services, LLC Busy Moms, LLC Hight Home Builders, LLC Right Down Town Properties, LLC

Robert T Schwartz

SOUTHLAND PROPERTY MANAGEMENT COMPANY, LLC RED FISH PROPERTIES, LLC Southwind Townhome Homewoner's Association J.J. Company, Ltd., Inc. M T Properties, Inc. Blue Sky Land Company, LLC Advanced Collision of Hattiesburg, Inc. Coastal Properties Management, LLC Duke Properties, LLC Courtney Lane, LLC

Related by address

2137 E. PASS ROADGulfport, MS 39507

RED FISH PROPERTIES, LLC

Date of last update: 20 Mar 2025

Sources: Mississippi Secretary of State

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