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STEPHEN J. MORHOLT, CPA, LLC

Company Details

Entity Name: STEPHEN J. MORHOLT, CPA, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 20 Oct 1997
Business ALEI: 0574301
Annual report due: 31 Mar 2025
NAICS code: 541211 - Offices of Certified Public Accountants
Business address: 8 WICKETT ST. SUITE 8D, PINE MEADOW, CT, 06061, United States
Mailing address: P.O. BOX 595, NEW HARTFORD, CT, United States, 06057
ZIP code: 06061
County: Litchfield
Place of Formation: CONNECTICUT
E-Mail: stephenjmorholtcpa@gmail.com

Officer

Name Role Business address Residence address
STEPHEN J. MORHOLT Officer SUITE 8D, 8 WICKETT STREET, PINE MEADOW, CT, 06061, United States 90 PEARL STREET, TORRINGTON, CT, 06790, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
STEPHEN J MORHOLT Agent 8 WICKETT ST. SUITE 8D, PINE MEADOW, CT, 06061, United States PO BOX 595, NEW HARTFORD, CT, 06057, United States +1 860-738-2000 STEPHENJMORHOLTCPA@GMAIL.COM 90 PEARL STREET, TORRINGTON, CT, 06790, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012178892 2024-04-01 No data Annual Report Annual Report No data
BF-0011261919 2023-04-02 No data Annual Report Annual Report No data
BF-0010414978 2022-05-11 No data Annual Report Annual Report 2022
0007308235 2021-04-24 No data Annual Report Annual Report 2021
0006790687 2020-02-24 No data Annual Report Annual Report 2020
0006489606 2019-03-25 No data Annual Report Annual Report 2019
0006166996 2018-04-21 No data Annual Report Annual Report 2017
0006166998 2018-04-21 No data Annual Report Annual Report 2018
0005702261 2016-11-23 No data Annual Report Annual Report 2016
0005421549 2015-10-30 No data Annual Report Annual Report 2015

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7637718600 2021-03-24 0156 PPS 8 WICKETT ST STE 8D, PINE MEADOW, CT, 06061
Loan Status Date 2022-09-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 18387
Loan Approval Amount (current) 18387
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PINE MEADOW, LITCHFIELD, CT, 06061
Project Congressional District CT-01
Number of Employees 1
NAICS code 541213
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 18640.39
Forgiveness Paid Date 2022-08-11
5016387403 2020-05-11 0156 PPP 8 WICKETT ST STE 8D, PINE MEADOW, CT, 06061
Loan Status Date 2021-06-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 10842
Loan Approval Amount (current) 10842
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PINE MEADOW, LITCHFIELD, CT, 06061-0001
Project Congressional District CT-01
Number of Employees 1
NAICS code 541219
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 10946.56
Forgiveness Paid Date 2021-04-29

Date of last update: 10 Mar 2025

Sources: Connecticut's Official State Website