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JOEL SCHMITZ CPA INC - Florida Company Profile

Company Details

Entity Name: JOEL SCHMITZ CPA INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

JOEL SCHMITZ CPA INC 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: 19 Apr 2012 (13 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 30 Jul 2014 (11 years ago)
Document Number: P12000037306
FEI/EIN Number 45-5123579

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

Address: 3435 19th St N, St Petersburg, FL, 33713, US
Mail Address: 33873 McNicol Rd, Lewes, DE, 19958, US
ZIP code: 33713
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JOEL SCHMITZ CPA INC 401(K) P/S PLAN 2022 455123579 2023-06-09 JOEL SCHMITZ CPA INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541211
Sponsor’s telephone number 7274718580
Plan sponsor’s address 517 OLIVER RD, VENUS, FL, 33960

Plan administrator’s name and address

Administrator’s EIN 455123579
Plan administrator’s name JOEL SCHMITZ CPA INC
Plan administrator’s address 517 OLIVER RD, VENUS, FL, 33960
Administrator’s telephone number 7274718580

Signature of

Role Plan administrator
Date 2023-06-09
Name of individual signing JOEL SCHMITZ
Valid signature Filed with authorized/valid electronic signature
JOEL SCHMITZ CPA INC 401(K) P/S PLAN 2021 455123579 2022-09-01 JOEL SCHMITZ CPA INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541211
Sponsor’s telephone number 7274718580
Plan sponsor’s address 2436 CENTRAL AVE, SAINT PETERSBURG, FL, 33712

Plan administrator’s name and address

Administrator’s EIN 455123579
Plan administrator’s name JOEL SCHMITZ CPA INC
Plan administrator’s address 2436 CENTRAL AVE, SAINT PETERSBURG, FL, 33712
Administrator’s telephone number 7274718580

Signature of

Role Plan administrator
Date 2022-09-01
Name of individual signing JOEL SCHMITZ
Valid signature Filed with authorized/valid electronic signature
JOEL SCHMITZ CPA INC 401(K) P/S PLAN 2020 455123579 2021-07-15 JOEL SCHMITZ CPA INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541211
Sponsor’s telephone number 7274718580
Plan sponsor’s address 2436 CENTRAL AVE, SAINT PETERSBURG, FL, 33712

Plan administrator’s name and address

Administrator’s EIN 455123579
Plan administrator’s name JOEL SCHMITZ CPA INC
Plan administrator’s address 2436 CENTRAL AVE, SAINT PETERSBURG, FL, 33712
Administrator’s telephone number 7274718580

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing JOEL SCHMITZ
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
SCHMITZ JOEL R President 33873 MCNICOL RD, LEWES, DE, 19958
LANG RICHARD M Secretary 33873 MCNICOL RD, LEWES, DE, 19958
JOEL SCHMITZ CPA INC Agent -

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G14000089524 JOEL SCHMITZ CPA EXPIRED 2014-09-02 2024-12-31 - 2436 CENTRAL AVE., ST. PETERSBURG, FL, 33712

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-01-03 3435 19th St N, St Petersburg, FL 33713 -
CHANGE OF MAILING ADDRESS 2024-01-03 3435 19th St N, St Petersburg, FL 33713 -
REGISTERED AGENT NAME CHANGED 2024-01-03 JOEL SCHMITZ CPA -
REGISTERED AGENT ADDRESS CHANGED 2024-01-03 3435 19TH ST N, ST PETERSBURG, FL 33713 -
NAME CHANGE AMENDMENT 2014-07-30 JOEL SCHMITZ CPA INC -

Documents

Name Date
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-02-09
ANNUAL REPORT 2022-03-31
ANNUAL REPORT 2021-04-07
ANNUAL REPORT 2020-06-13
ANNUAL REPORT 2019-03-20
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-04-06
ANNUAL REPORT 2016-04-26
ANNUAL REPORT 2015-04-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5113427807 2020-05-29 0455 PPP 2436 CENTRAL AVE, ST PETERSBURG, FL, 33712-1150
Loan Status Date 2021-03-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19955.02
Loan Approval Amount (current) 14955.02
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529050
Servicing Lender Name Square Capital, LLC
Servicing Lender Address 1455 Market Street, Suite 600, San Francisco, CA, 94103
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address ST PETERSBURG, PINELLAS, FL, 33712-1150
Project Congressional District FL-14
Number of Employees 5
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 223542
Originating Lender Name Celtic Bank Corporation
Originating Lender Address SALT LAKE CITY, UT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 15068.1
Forgiveness Paid Date 2021-03-02
5432258503 2021-02-27 0455 PPS 2436 Central Ave, St Petersburg, FL, 33712-1150
Loan Status Date 2021-11-17
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27040
Loan Approval Amount (current) 27040
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529471
Servicing Lender Name Itria Ventures LLC
Servicing Lender Address One Penn Plaza, Suite 4530, New York, NY, 10119
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address St Petersburg, PINELLAS, FL, 33712-1150
Project Congressional District FL-14
Number of Employees 3
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 529471
Originating Lender Name Itria Ventures LLC
Originating Lender Address New York, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 27198.48
Forgiveness Paid Date 2021-10-06

Date of last update: 02 Apr 2025

Sources: Florida Department of State