Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Duval
    4. ›
  4. 32205
    5. ›
  5. THE GREATER SUM, INC.

THE GREATER SUM, INC. - Florida Company Profile

Company Details

Entity Name: THE GREATER SUM, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
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: 13 Apr 2016 (9 years ago)
Document Number: N16000003784
FEI/EIN Number 81-2326204

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1467 CHALLEN AVENUE, JACKSONVILLE, FL, 32205, US
Mail Address: 1467 CHALLEN AVENUE, JACKSONVILLE, FL, 32205, US
ZIP code: 32205
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE GREATER SUM, INC. 401(K) PLAN 2023 812326204 2024-05-02 THE GREATER SUM, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 813000
Sponsor’s telephone number 6505332907
Plan sponsor’s address 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-05-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
THE GREATER SUM, INC. 401(K) PLAN 2022 812326204 2023-05-26 THE GREATER SUM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 813000
Sponsor’s telephone number 6505332907
Plan sponsor’s address 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-05-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
THE GREATER SUM, INC. 401(K) PLAN 2021 812326204 2022-06-01 THE GREATER SUM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 813000
Sponsor’s telephone number 6505332907
Plan sponsor’s address 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-06-01
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
THE GREATER SUM, INC. 401(K) PLAN 2020 812326204 2021-07-16 THE GREATER SUM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 813000
Plan sponsor’s address 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-07-15
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
THE GREATER SUM, INC. 401(K) PLAN 2019 812326204 2020-06-24 THE GREATER SUM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 813000
Plan sponsor’s address 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-06-24
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
THE GREATER SUM, INC. 401(K) PLAN 2018 812326204 2019-10-03 THE GREATER SUM, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 813000
Plan sponsor’s address 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2019-10-03
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
THE GREATER SUM, INC. 401(K) PLAN 2017 812326204 2018-07-27 THE GREATER SUM, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-10-01
Business code 813000
Sponsor’s telephone number 9047429155
Plan sponsor’s address 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
DUBLISH PRABHA Director 520 Terry Ave #848, Seattle, WA, 98104
TAYLOR ANNA Exec 1467 Challen Avenue, JACKSONVILLE, FL, 32205
Hunsaker Justin C Director 2933 Lee Road, Shaker Heights, OH, 44120
Mandel Richard Director 218 Old Sudbury Road, Sudbury, MA, 01776
The Nichols Group Agent 1635 Eagle Harbor Pkwy, Suite 4, Fleming Island, FL, 32203
Lawrence Smith W Boar 11618 Shelby Jay Drive, Riverview, FL, 33579
Jackson Shona Boar 105 St Bernard Dr NE, Vienna, VA, 22180

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000115305 THE GREATER SUM FOUNDATION ACTIVE 2017-10-19 2027-12-31 - 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-04-22 The Nichols Group -
REGISTERED AGENT ADDRESS CHANGED 2022-04-22 1635 Eagle Harbor Pkwy, Suite 4, Fleming Island, FL 32203 -
CHANGE OF PRINCIPAL ADDRESS 2018-01-16 1467 CHALLEN AVENUE, JACKSONVILLE, FL 32205 -
CHANGE OF MAILING ADDRESS 2018-01-16 1467 CHALLEN AVENUE, JACKSONVILLE, FL 32205 -

Documents

Name Date
ANNUAL REPORT 2024-04-17
ANNUAL REPORT 2023-01-20
AMENDED ANNUAL REPORT 2022-04-22
ANNUAL REPORT 2022-04-18
ANNUAL REPORT 2021-03-26
ANNUAL REPORT 2020-02-03
ANNUAL REPORT 2019-02-04
ANNUAL REPORT 2018-01-31
Reg. Agent Change 2018-01-16
ANNUAL REPORT 2017-04-10

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
81-2326204 Corporation Unconditional Exemption 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205-7848 2016-09
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private operating foundation (other)
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 1595861
Income Amount 1150114
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Human Services: Human Service Organizations
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private operating foundation. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter
Final Letter(s) FinalLetter_81-2326204_THEGREATERSUMINC_06212016_02.tif
FinalLetter_81-2326204_THEGREATERSUMINC_06212016_01.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name GREATER SUM INC
EIN 81-2326204
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name GREATER SUM INC
EIN 81-2326204
Tax Period 201912
Filing Type E
Return Type 990PF
File View File
Organization Name GREATER SUM INC
EIN 81-2326204
Tax Period 201812
Filing Type E
Return Type 990PF
File View File
Organization Name GREATER SUM INC
EIN 81-2326204
Tax Period 201712
Filing Type E
Return Type 990PF
File View File
Organization Name GREATER SUM INC
EIN 81-2326204
Tax Period 201612
Filing Type P
Return Type 990PF
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5929087706 2020-05-01 0491 PPP 1467 CHALLEN AVE, JACKSONVILLE, FL, 32205-7848
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20948
Loan Approval Amount (current) 20948
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address JACKSONVILLE, DUVAL, FL, 32205-7848
Project Congressional District FL-04
Number of Employees 2
NAICS code 999990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21119.6
Forgiveness Paid Date 2021-02-25

Companies related by officers

TAYLOR ANNA

CAYLON CONCEPTS, LLC - Inactive
Florida Limited Liability Co. (2003 - 2008)

Companies related by address

No other companies in our directory share the same address as THE GREATER SUM, INC.

Date of last update: 02 May 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated