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CHAD SHULTZ CPA, PA - Florida Company Profile

Company Details

Entity Name: CHAD SHULTZ CPA, PA
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

CHAD SHULTZ CPA, PA 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: 22 Dec 2014 (10 years ago)
Document Number: P14000101167
FEI/EIN Number 47-2599659

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

Address: 1450 Flagler Avenue, Suite 7, JACKSONVILLE, FL, 32207, US
Mail Address: 1450 Flagler Avenue, Suite 7, JACKSONVILLE, FL, 32207, US
ZIP code: 32207
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHAD SHULTZ, CPA, PA 401(K) PLAN 2023 472599659 2024-07-03 CHAD SHULTZ, CPA, PA 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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 2024-07-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
CHAD SHULTZ, CPA, PA 401(K) PLAN 2023 472599659 2024-11-12 CHAD SHULTZ, CPA, PA 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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 2024-11-12
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
CHAD SHULTZ, CPA, PA 401(K) PLAN 2022 472599659 2023-06-20 CHAD SHULTZ, CPA, PA 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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 2023-06-20
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
CHAD SHULTZ, CPA, PA 401(K) PLAN 2021 472599659 2022-06-07 CHAD SHULTZ, CPA, PA 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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 2022-06-07
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
CHAD SHULTZ, CPA, PA 401(K) PLAN 2020 472599659 2021-04-30 CHAD SHULTZ, CPA, PA 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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 2021-04-30
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
CHAD SHULTZ, CPA, PA 401(K) PLAN 2019 472599659 2020-06-03 CHAD SHULTZ, CPA, PA 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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 2020-06-03
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
CHAD SHULTZ, CPA, PA 401(K) PLAN 2018 472599659 2019-07-17 CHAD SHULTZ, CPA, PA 7
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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 2019-07-17
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
CHAD SHULTZ, CPA, PA 401(K) PLAN 2018 472599659 2020-05-18 CHAD SHULTZ, CPA, PA 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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 2020-05-18
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
CHAD SHULTZ, CPA, PA 401(K) PLAN 2018 472599659 2020-05-06 CHAD SHULTZ, CPA, PA 7
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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 2020-05-06
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
CHAD SHULTZ, CPA, PA 401(K) PLAN 2017 472599659 2018-07-27 CHAD SHULTZ, CPA, PA 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 541211
Sponsor’s telephone number 9044001238
Plan sponsor’s address 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207

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
SHULTZ CHAD A President 1450 Flagler Avenue, JACKSONVILLE, FL, 32207
Shultz Stefanie Secretary 1450 Flagler Avenue, JACKSONVILLE, FL, 32207
SHULTZ CHAD A Agent 1450 Flagler Avenue, JACKSONVILLE, FL, 32207

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000077625 LAW ACCOUNTANTS ACTIVE 2020-07-02 2025-12-31 - 1450 FLAGLER AVENUE, SUITE 2, JACKSONVILLE, FL, 32207
G20000077631 TRUSTY TAXES ACTIVE 2020-07-02 2025-12-31 - 1450 FLAGLER AVE, SUITE 2, JACKSONVILLE, FL, 32207
G14000131685 STARTUPSCPA EXPIRED 2014-12-30 2024-12-31 - 1450 FLAGLER AVENUE, SUITE 2, JACKSONVILLE, FL, 32207

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-02-05 1450 Flagler Avenue, Suite 7, JACKSONVILLE, FL 32207 -
CHANGE OF MAILING ADDRESS 2024-02-05 1450 Flagler Avenue, Suite 7, JACKSONVILLE, FL 32207 -
REGISTERED AGENT ADDRESS CHANGED 2024-02-05 1450 Flagler Avenue, Suite 7, JACKSONVILLE, FL 32207 -

Documents

Name Date
ANNUAL REPORT 2025-01-20
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-04-28
ANNUAL REPORT 2022-04-22
ANNUAL REPORT 2021-02-08
ANNUAL REPORT 2020-01-02
ANNUAL REPORT 2019-01-02
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-12
ANNUAL REPORT 2016-01-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8789257710 2020-05-01 0491 PPP 1450 Flagler Avenue Suite 2, Jacksonville, FL, 32207
Loan Status Date 2021-02-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 37299
Loan Approval Amount (current) 37299
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Jacksonville, DUVAL, FL, 32207-0500
Project Congressional District FL-05
Number of Employees 2
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 456756
Originating Lender Name Cross River Bank
Originating Lender Address TEANECK, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37549.36
Forgiveness Paid Date 2021-01-11

Date of last update: 02 Apr 2025

Sources: Florida Department of State