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JAMES K. DUERR, CPA, P.C.

Branch

Company Details

Entity Name: JAMES K. DUERR, CPA, P.C.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Active
Date Filed: 25 Oct 2004 (20 years ago)
Branch of: JAMES K. DUERR, CPA, P.C., NEW YORK (Company Number 2604335)
Document Number: F04000006087
FEI/EIN Number 113588581
Mail Address: PO BOX 617586, ORLANDO, FL, 32861, US
Address: 5401 S. Kirkman Rd.,, ORLANDO, FL, 32819, US
ZIP code: 32819
County: Orange
Place of Formation: NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JAMES K. DUERR, CPA, P.C. 401K PLAN 2023 113588581 2024-08-26 JAMES K. DUERR, CPA, P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s mailing address 5401 S KIRKMAN RD STE 310, ORLANDO, FL, 328197937
Plan sponsor’s address 5401 S KIRKMAN RD STE 310, ORLANDO, FL, 328197937

Number of participants as of the end of the plan year

Active participants 1
Retired or separated participants receiving benefits 1
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2024-08-26
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-26
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
JAMES K. DUERR, CPA, P.C. 401K PLAN 2022 113588581 2023-08-31 JAMES K. DUERR, CPA, P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s mailing address 5401 S KIRKMAN RD STE 310, ORLANDO, FL, 328197937
Plan sponsor’s address 5401 S KIRKMAN RD STE 310, ORLANDO, FL, 328197937

Number of participants as of the end of the plan year

Active participants 1
Retired or separated participants receiving benefits 1
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2023-08-31
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-31
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
JAMES K. DUERR, CPA, P.C. 2021 113588581 2022-08-09 JAMES K. DUERR, CPA, P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s mailing address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700
Plan sponsor’s address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700

Number of participants as of the end of the plan year

Active participants 1
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2022-08-09
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-09
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
JAMES K DUERR CPA PC 401K PLAN 2020 113588581 2021-06-14 JAMES K. DUERR, CPA, P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s mailing address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700
Plan sponsor’s address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700

Number of participants as of the end of the plan year

Active participants 1
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2021-06-14
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-14
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
JAMES K DUERR CPA PC 401K PLAN 2019 113588581 2020-09-01 JAMES K. DUERR, CPA, P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s mailing address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700
Plan sponsor’s address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700

Number of participants as of the end of the plan year

Active participants 1
Retired or separated participants receiving benefits 1
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2020-09-01
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-01
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
JAMES K. DUERR, CPA, P.C. 401K PLAN 2016 113588581 2017-09-05 JAMES K. DUERR, CPA, P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s DBA name SBR USA, INC.
Plan sponsor’s mailing address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700
Plan sponsor’s address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2017-09-05
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-05
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
JAMES K. DUERR, CPA, P.C. 401K PLAN 2015 113588581 2016-07-26 JAMES K. DUERR, CPA, P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s mailing address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700
Plan sponsor’s address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 328355700

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2016-07-26
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-26
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
JAMES K. DUERR, CPA P.C. 401K PLAN 2014 113588581 2015-08-29 JAMES K. DUERR, CPA, P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s mailing address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 32835
Plan sponsor’s address 1601 PARK CENTER DR STE 6A, ORLANDO, FL, 32835

Number of participants as of the end of the plan year

Active participants 2

Signature of

Role Plan administrator
Date 2015-08-29
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-08-29
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
JAMES K. DUERR CPA, P.C. 401K PLAN 2012 113588581 2013-09-07 JAMES K. DUERR, CPA P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s mailing address 1601 PARK CENTER DRIVE, SUITE 6A, ORLANDO, FL, 32835
Plan sponsor’s address 1601 PARK CENTER DRIVE, SUITE 6A, ORLANDO, FL, 32835

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2013-09-07
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-07
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature
JAMES K. DUERR, CPA, P.C. 401K PLAN 2010 113588581 2012-01-29 JAMES K. DUERR CPA, P.C. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-10-01
Business code 541211
Sponsor’s telephone number 4072984646
Plan sponsor’s mailing address 1601 PARK CENTER DRIVE, SUITE 6A, ORLANDO, FL, 32835
Plan sponsor’s address 1601 PARK CENTER DRIVE, SUITE 6A, ORLANDO, FL, 32835

Plan administrator’s name and address

Administrator’s EIN 113588581
Plan administrator’s name JAMES K. DUERR CPA, P.C.
Plan administrator’s address 1601 PARK CENTER DRIVE, SUITE 6A, ORLANDO, FL, 32835
Administrator’s telephone number 4072984646

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2012-01-29
Name of individual signing JAMES DUERR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
SMALL BUSINESS RESOURCES USA, INC. Agent

President

Name Role Address
DUERR JAMES K President PO BOX 617586, ORLANDO, FL, 32861

Secretary

Name Role Address
DUERR JAMES K Secretary PO BOX 617586, ORLANDO, FL, 32861

Treasurer

Name Role Address
DUERR JAMES K Treasurer PO BOX 617586, ORLANDO, FL, 32861

Vice President

Name Role Address
Duerr MOLLIE A Vice President PO BOX 617586, ORLANDO, FL, 32861

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2023-03-09 5401 S. Kirkman Rd.,, Suite 310, ORLANDO, FL 32819 No data
CHANGE OF PRINCIPAL ADDRESS 2022-11-17 5401 S. Kirkman Rd.,, Suite 310, ORLANDO, FL 32819 No data
CHANGE OF MAILING ADDRESS 2022-11-17 5401 S. Kirkman Rd.,, Suite 310, ORLANDO, FL 32819 No data
REGISTERED AGENT NAME CHANGED 2005-04-29 SMALL BUSINESS RESOURCES USA, INC. No data

Documents

Name Date
ANNUAL REPORT 2024-03-13
ANNUAL REPORT 2023-03-09
ANNUAL REPORT 2022-02-16
ANNUAL REPORT 2021-01-23
ANNUAL REPORT 2020-01-23
ANNUAL REPORT 2019-04-09
ANNUAL REPORT 2018-01-29
ANNUAL REPORT 2017-01-25
ANNUAL REPORT 2016-01-16
ANNUAL REPORT 2015-01-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4894447309 2020-04-30 0491 PPP 1601 Park Center Dr Ste 6A, Orlando, FL, 32835
Loan Status Date 2021-03-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 13967.5
Loan Approval Amount (current) 13967.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Orlando, ORANGE, FL, 32835-1001
Project Congressional District FL-10
Number of Employees 1
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 14073.5
Forgiveness Paid Date 2021-02-09

Date of last update: 02 Feb 2025

Sources: Florida Department of State