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MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ, P.A. - Florida Company Profile

Company Details

Entity Name: MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ, 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: 15 Dec 1992 (32 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 01 Jul 2019 (6 years ago)
Document Number: P92000012003
FEI/EIN Number 650374285

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

Address: 2400 SE FEDERAL HWY, 4TH FLOOR, STUART, FL, 34994, US
Mail Address: 2400 SE FEDERAL HWY, 4TH FLOOR, STUART, FL, 34994, US
ZIP code: 34994
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ P. A. 401K PROFIT SHARING PLAN 2023 650374285 2024-06-17 MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ, P.A. 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 7722861700
Plan sponsor’s address 2400 SE FEDERAL HIGHWAY, 4TH FLOOR, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2024-06-17
Name of individual signing STEVEN J. WOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-17
Name of individual signing STEVEN J. WOOD
Valid signature Filed with authorized/valid electronic signature
MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ P. A. 401K PROFIT SHARING PLAN 2022 650374285 2023-06-19 MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ, P.A. 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 7722861700
Plan sponsor’s address 2400 SE FEDERAL HIGHWAY, 4TH FLOOR, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2023-06-19
Name of individual signing STEVEN J. WOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-19
Name of individual signing STEVEN J. WOOD
Valid signature Filed with authorized/valid electronic signature
MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ P. A. 401K PROFIT SHARING PLAN 2021 650374285 2022-07-06 MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ, P.A. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 7722861700
Plan sponsor’s address 2400 SE FEDERAL HIGHWAY, 4TH FLOOR, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2022-07-06
Name of individual signing STEVEN J. WOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-06
Name of individual signing STEVEN J. WOOD
Valid signature Filed with authorized/valid electronic signature
MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ P. A. 401K PROFIT SHARING PLAN 2020 650374285 2021-05-07 MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ, P.A. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 7722861700
Plan sponsor’s address 2400 SE FEDERAL HIGHWAY, 4TH FLOOR, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2021-05-07
Name of individual signing STEVEN J. WOOD
Valid signature Filed with authorized/valid electronic signature
MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SHCULTZ P. A. 401K PROFIT SHARING PLAN 2019 650374285 2020-06-23 MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ, P.A. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541110
Sponsor’s telephone number 7722861700
Plan sponsor’s address 2400 SE FEDERAL HIGHWAY, 4TH FLOOR, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2020-06-23
Name of individual signing STEVEN J. WOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-23
Name of individual signing STEVEN J. WOOD
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
SUMMERS, ROBERT P Vice President 2400 SE FEDERAL HWY FOURTH FLOOR, STUART, FL, 34994
SUMMERS, ROBERT P. Agent 2400 SE FEDERAL HWY, STUART, FL, 34994
NORMAN KENNETH A Secretary 2400 SE FEDERAL HWY FOURTH FLOOR, STUART, FL, 34994
NORMAN KENNETH A Vice President 2400 SE FEDERAL HWY FOURTH FLOOR, STUART, FL, 34994
WOOD STEVEN Treasurer 2400 SE FEDERAL HWY FOURTH FLOOR, STUART, FL, 34994
WOOD STEVEN Vice President 2400 SE FEDERAL HWY FOURTH FLOOR, STUART, FL, 34994
WOOD STEVEN President 2400 SE FEDERAL HWY FOURTH FLOOR, STUART, FL, 34994
WOOD MARGARET E Vice President 2400 SE FEDERAL HWY FOURTH FLOOR, STUART, FL, 34994
SCHULTZ OWEN Vice President 2400 SE FEDERAL HWY, STUART, FL, 34994
MCCARTHY, TERENCE P. President 2400 SE FEDERAL HWY FOURTH FLOOR, STUART, FL, 34994

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2019-07-01 MCCARTHY, SUMMERS, WOOD, NORMAN, MELBY & SCHULTZ, P.A. -
NAME CHANGE AMENDMENT 2012-07-18 MCCARTHY, SUMMERS, BOBKO, WOOD, NORMAN, BASS & MELBY, P.A. -
NAME CHANGE AMENDMENT 2010-07-07 MCCARTHY, SUMMERS, BOBKO, WOOD, NORMAN, BASS & TAYLOR, P.A. -
NAME CHANGE AMENDMENT 2008-11-06 MCCARTHY, SUMMERS, BOBKO, WOOD & SAWYER, P.A. -
REGISTERED AGENT ADDRESS CHANGED 2008-03-12 2400 SE FEDERAL HWY, FOURTH FLOOR, STUART, FL 34994 -
CHANGE OF PRINCIPAL ADDRESS 2001-03-08 2400 SE FEDERAL HWY, 4TH FLOOR, STUART, FL 34994 -
CHANGE OF MAILING ADDRESS 2001-03-08 2400 SE FEDERAL HWY, 4TH FLOOR, STUART, FL 34994 -
NAME CHANGE AMENDMENT 2000-04-06 MCCARTHY, SUMMERS, BOBKO, WOOD, SAWYER & PERRY, P.A. -
NAME CHANGE AMENDMENT 1996-03-20 MCCARTHY, SUMMERS, BOBKO, MCKEY, WOOD & SAWYER, P.A. -
NAME CHANGE AMENDMENT 1995-01-26 MCCARTHY, SUMMERS, BOBKO & MCKEY, P.A. -

Documents

Name Date
ANNUAL REPORT 2025-01-27
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-03-16
ANNUAL REPORT 2022-02-14
ANNUAL REPORT 2021-03-02
ANNUAL REPORT 2020-02-19
AMENDED ANNUAL REPORT 2019-07-02
Name Change 2019-07-01
ANNUAL REPORT 2019-02-28
ANNUAL REPORT 2018-02-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7372857103 2020-04-14 0455 PPP 2400 SE FEDERAL HWY 4TH FLOOR, STUART, FL, 34994-4556
Loan Status Date 2021-05-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 439700
Loan Approval Amount (current) 439700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address STUART, MARTIN, FL, 34994-4556
Project Congressional District FL-21
Number of Employees 30
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 17616
Originating Lender Name Seacoast National Bank
Originating Lender Address STUART, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 444060.86
Forgiveness Paid Date 2021-04-22

Date of last update: 01 Mar 2025

Sources: Florida Department of State