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JONATHAN L. UCRAN, CPA, LLC

Company Details

Name: JONATHAN L. UCRAN, CPA, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 25 Oct 2012 (12 years ago)
Identification Number: 000794087
ZIP code: 02828
County: Providence County
Principal Address: 36 SMITH AVE, GREENVILLE, RI, 02828, USA
Purpose: TAX AND FINANCIAL SERVICES
NAICS: 541213 - Tax Preparation Services
Fictitious names: Ucran & Company LLC (trading name, 2020-10-05 - )

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JONATHAN L UCRAN CPA LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 461162547 2024-06-12 JONATHAN L UCRAN CPA LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4013495300
Plan sponsor’s address 36 SMITH AVENUE, GREENVILLE, RI, 02828

Signature of

Role Plan administrator
Date 2024-06-12
Name of individual signing JONATHAN UCRAN
Valid signature Filed with authorized/valid electronic signature
JONATHAN L UCRAN CPA LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 461162547 2023-07-04 JONATHAN L UCRAN CPA LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4013495300
Plan sponsor’s address 36 SMITH AVENUE, GREENVILLE, RI, 02828

Signature of

Role Plan administrator
Date 2023-07-04
Name of individual signing JONATHAN UCRAN
Valid signature Filed with authorized/valid electronic signature
JONATHAN L UCRAN CPA LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 461162547 2022-06-24 JONATHAN L UCRAN CPA LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4013495300
Plan sponsor’s address 651 PUTNAM PIKE, GREENVILLE, RI, 028281401

Signature of

Role Plan administrator
Date 2022-06-24
Name of individual signing JONATHAN L. UCRAN CPA
Valid signature Filed with authorized/valid electronic signature
JONATHAN L UCRAN CPA LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 461162547 2021-07-28 UCRAN & COMPANY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4013495300
Plan sponsor’s address 651 PUTNAM PIKE, GREENVILLE, RI, 028281401

Signature of

Role Plan administrator
Date 2021-07-28
Name of individual signing JONATHAN L. UCRAN CPA
Valid signature Filed with authorized/valid electronic signature
JONATHAN L UCRAN CPA LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 461162547 2020-07-30 JONATHAN L UCRAN CPA LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4013495300
Plan sponsor’s address 651 PUTNAM PIKE, GREENVILLE, RI, 028281401

Signature of

Role Plan administrator
Date 2020-07-30
Name of individual signing JONATHAN UCRAN
Valid signature Filed with authorized/valid electronic signature
JONATHAN L UCRAN CPA LLC 401 K PROFIT SHARING PLAN TRUST 2018 461162547 2019-07-29 JONATHAN L UCRAN CPA LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4013495300
Plan sponsor’s address 651 PUTNAM PIKE, GREENVILLE, RI, 028281401

Signature of

Role Plan administrator
Date 2019-07-29
Name of individual signing CHRISTINA A BORGES
Valid signature Filed with authorized/valid electronic signature
JONATHAN L UCRAN CPA LLC 401 K PROFIT SHARING PLAN TRUST 2017 461162547 2018-06-11 JONATHAN L UCRAN CPA LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4013495300
Plan sponsor’s address 651 PUTNAM PIKE, GREENVILLE, RI, 028281401

Signature of

Role Plan administrator
Date 2018-06-11
Name of individual signing JONATHAN UCRAN
Valid signature Filed with authorized/valid electronic signature
JONATHAN L UCRAN CPA LLC 401 K PROFIT SHARING PLAN TRUST 2016 461162547 2017-06-07 JONATHAN L UCRAN CPA LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4013495300
Plan sponsor’s address 651 PUTNAM PIKE, GREENVILLE, RI, 028281401

Signature of

Role Plan administrator
Date 2017-06-07
Name of individual signing JONATHAN L UCRAN
Valid signature Filed with authorized/valid electronic signature
JONATHAN L UCRAN CPA LLC 401 K PROFIT SHARING PLAN TRUST 2015 461162547 2016-06-09 JONATHAN L UCRAN CPA LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4013495300
Plan sponsor’s address 651 PUTNAM PIKE, GREENVILLE, RI, 028281401

Signature of

Role Plan administrator
Date 2016-06-09
Name of individual signing JONATHAN UCRAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WILLIAM T. GEORGE Agent 645 PUTNAM PIKE, GREENVILLE, RI, 02828, USA

Filings

Number Name File Date
202447938100 Annual Report 2024-03-04
202341721150 Annual Report - Amended 2023-09-15
202328580080 Annual Report 2023-02-13
202212720080 Annual Report 2022-03-11
202104619980 Annual Report 2021-11-02
202066955070 Annual Report 2020-10-19
202061251410 Fictitious Business Name Statement 2020-10-05
201926959010 Annual Report 2019-11-05
201880574960 Annual Report 2018-10-29
201750880890 Annual Report 2017-10-02

Date of last update: 17 Oct 2024

Sources: Rhode Island Department of State