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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
Fictitious names: Ucran & Company LLC (trading name, 2020-10-05 - )

Industry & Business Activity

NAICS

541213 Tax Preparation Services

This U.S. industry comprises establishments (except offices of CPAs) engaged in providing tax return preparation services without also providing accounting, bookkeeping, billing, or payroll processing services. Basic knowledge of tax law and filing requirements is required. Learn more at the U.S. Census Bureau

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4355597004 2020-04-03 0165 PPP 651 PUTNAM PIKE, GREENVILLE, RI, 02828-1401
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 93000
Loan Approval Amount (current) 93000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address GREENVILLE, PROVIDENCE, RI, 02828-1401
Project Congressional District RI-01
Number of Employees 9
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 93807.7
Forgiveness Paid Date 2021-02-26

Date of last update: 17 Oct 2024

Sources: Rhode Island Department of State