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PETERSON & MYERS, P.A. - Florida Company Profile

Company Details

Entity Name: PETERSON & MYERS, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

PETERSON & MYERS, P.A. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 08 Jun 1978 (47 years ago)
Last Event: CORPORATE MERGER
Event Date Filed: 30 Jun 2000 (25 years ago)
Document Number: 575188
FEI/EIN Number 591832339

Federal Employer Identification (FEI) Number assigned by the IRS.

Mail Address: PO BOX 24628, LAKELAND, FL, 33802-4628, US
Address: 225 East Lemon Street, Lakeland, FL, 33802, US
ZIP code: 33802
County: Polk
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PETERSON & MYERS, P.A. 401(K) PROFIT SHARING PLAN 2023 591832339 2024-07-10 PETERSON & MYERS, P.A. 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 8632943360
Plan sponsor’s address PO DRAWER 7068, WINTER HAVEN, FL, 338837608

Signature of

Role Plan administrator
Date 2024-07-10
Name of individual signing BRIAN A. FISHER
Valid signature Filed with authorized/valid electronic signature
PETERSON & MYERS, P.A. 401(K) PROFIT SHARING PLAN 2022 591832339 2023-05-21 PETERSON & MYERS, P.A. 77
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 8632943360
Plan sponsor’s address PO DRAWER 7068, WINTER HAVEN, FL, 338837608

Signature of

Role Plan administrator
Date 2023-05-21
Name of individual signing BRIAN A. FISHER
Valid signature Filed with authorized/valid electronic signature
PETERSON & MYERS, P.A. 401(K) PROFIT SHARING PLAN 2021 591832339 2022-07-27 PETERSON & MYERS, P.A. 74
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 8632943360
Plan sponsor’s address PO DRAWER 7068, WINTER HAVEN, FL, 338837608

Signature of

Role Plan administrator
Date 2022-07-27
Name of individual signing BRIAN A. FISHER
Valid signature Filed with authorized/valid electronic signature
PETERSON & MYERS, P.A. 401(K) PROFIT SHARING PLAN 2020 591832339 2021-07-23 PETERSON & MYERS, P.A. 76
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 8632943360
Plan sponsor’s address PO DRAWER 7608, WINTER HAVEN, FL, 338837608

Signature of

Role Plan administrator
Date 2021-07-23
Name of individual signing BRIAN A. FISHER
Valid signature Filed with authorized/valid electronic signature
PETERSON & MYERS, P.A. 401(K) PROFIT SHARING PLAN 2019 591832339 2020-09-22 PETERSON & MYERS, P.A. 72
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 8632943360
Plan sponsor’s address PO DRAWER 7608, WINTER HAVEN, FL, 338837608

Signature of

Role Plan administrator
Date 2020-09-22
Name of individual signing BRIAN A. FISHER
Valid signature Filed with authorized/valid electronic signature
PETERSON & MYERS, P.A. 401(K) PROFIT SHARING PLAN 2018 591832339 2019-07-10 PETERSON & MYERS, P.A. 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 8632943360
Plan sponsor’s address PO DRAWER 7608, WINTER HAVEN, FL, 338837608

Signature of

Role Plan administrator
Date 2019-07-10
Name of individual signing ROBERT C. CONNER
Valid signature Filed with authorized/valid electronic signature
PETERSON & MYERS, P.A. 401K PROFIT SHARING PLAN 2011 591832339 2012-06-26 PETERSON & MYERS, P.A. 88
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 541110
Sponsor’s telephone number 8636767611
Plan sponsor’s address PO BOX 1079, LAKE WALES, FL, 338591079

Plan administrator’s name and address

Administrator’s EIN 591832339
Plan administrator’s name PETERSON & MYERS, P.A.
Plan administrator’s address PO BOX 1079, LAKE WALES, FL, 338591079
Administrator’s telephone number 8636767611

Signature of

Role Plan administrator
Date 2012-06-26
Name of individual signing ROBERT C. CONNER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
PUTERBAUGH ROBERT E Treasurer 6505 SUNSET RIDGE, LAKELAND, FL, 33813
KNOWLTON KEVIN C Asst 1143 E. HIGHLAND DR., LAKELAND, FL, 33813
PAUL EDWARD B Asst 902 HANOVER WAY, LAKELAND, FL, 33813
RUSTER DEBORAH A Asst 25 LOMA LINDA, LAKELAND, FL, 33813
SENN STEPHEN R Asst 1805 LADY BOWERS TRAIL, LAKELAND, FL, 33809
ASHLEY KEVIN E Vice President 1410 CELEBRATION AVENUE, CELEBRATION, FL, 34747
FISHER BRIAN A Agent 225 East Lemon Street, Lakeland, FL, 33802

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-03-02 225 East Lemon Street, Suite 300, Lakeland, FL 33802 -
CHANGE OF MAILING ADDRESS 2021-03-02 225 East Lemon Street, Suite 300, Lakeland, FL 33802 -
REGISTERED AGENT ADDRESS CHANGED 2021-03-02 225 East Lemon Street, Suite 300, Lakeland, FL 33802 -
REGISTERED AGENT NAME CHANGED 2020-02-17 FISHER, BRIAN A -
MERGER 2000-06-30 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 100000030601
NAME CHANGE AMENDMENT 1996-04-15 PETERSON & MYERS, P.A. -
NAME CHANGE AMENDMENT 1990-07-23 PETERSON, MYERS, CRAIG, CREWS, BRANDON & PUTERBAUGH, P.A. -

Documents

Name Date
ANNUAL REPORT 2024-02-04
AMENDED ANNUAL REPORT 2023-03-09
ANNUAL REPORT 2023-02-02
ANNUAL REPORT 2022-02-09
ANNUAL REPORT 2021-03-02
ANNUAL REPORT 2020-02-17
ANNUAL REPORT 2019-03-07
ANNUAL REPORT 2018-02-27
ANNUAL REPORT 2017-03-09
ANNUAL REPORT 2016-02-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2167127105 2020-04-10 0455 PPP 242 W CENTRAL AVE, WINTER HAVEN, FL, 33880-2957
Loan Status Date 2022-01-31
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 1051300
Loan Approval Amount (current) 1051300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address WINTER HAVEN, POLK, FL, 33880-2957
Project Congressional District FL-18
Number of Employees 62
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 1062280.24
Forgiveness Paid Date 2021-05-04

Date of last update: 03 Apr 2025

Sources: Florida Department of State