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DUNCAN, SMITH & STILZ, P.S.C.

Company Details

Name: DUNCAN, SMITH & STILZ, P.S.C.
Legal type: Kentucky Professional Services Corp
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 15 Dec 1981 (43 years ago)
Organization Date: 15 Dec 1981 (43 years ago)
Last Annual Report: 04 Feb 2025 (a month ago)
Organization Number: 0162579
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 40502
City: Lexington
Primary County: Fayette County
Principal Office: 824 EUCLID AVE. #200, LEXINGTON, KY 40502
Place of Formation: KENTUCKY
Common No Par Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DUNCAN, SMITH & STILZ, P. S. C. 401(K) PROFIT SHARING PLAN 2022 610997274 2023-05-15 DUNCAN, SMITH & STILZ, P.S.C. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2023-05-15
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-15
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
DUNCAN, SMITH & STILZ, P.S.C. 401(K) PROFIT SHARING PLAN 2022 610997274 2023-05-15 DUNCAN, SMITH & STILZ, P.S.C. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2023-05-15
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-15
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
DUNCAN, SMITH & STILZ, P.S.C. 401(K) PROFIT SHARING PLAN 2021 610997274 2022-07-13 DUNCAN, SMITH & STILZ, P.S.C. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2022-07-13
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-13
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
DUNCAN, SMITH & STILZ, P.S.C. 401(K) PROFIT SHARING PLAN 2020 610997274 2021-05-20 DUNCAN, SMITH & STILZ, P.S.C. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2021-05-20
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-20
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
DUNCAN, SMITH & STILZ, P.S.C. 401(K) PROFIT SHARING PLAN 2019 610997274 2020-03-31 DUNCAN, SMITH & STILZ, P.S.C. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2020-03-31
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-03-31
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
DUNCAN, SMITH & STILZ, P.S.C. 401(K) PROFIT SHARING PLAN 2018 610997274 2019-07-17 DUNCAN, SMITH & STILZ, P.S.C. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2019-07-17
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-17
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
DUNCAN, SMITH & STILZ, P.S.C. 401(K) PROFIT SHARING PLAN 2017 610997274 2018-06-25 DUNCAN, SMITH & STILZ, P.S.C. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2018-06-25
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-25
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
DUNCAN, SMITH & STILZ, P.S.C. 401(K) PROFIT SHARING PLAN 2016 610997274 2017-03-02 DUNCAN, SMITH & STILZ, P.S.C. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2017-03-02
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-02
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
DUNCAN, SMITH & STILZ, P.S.C. 401(K) PROFIT SHARING PLAN 2015 610997274 2016-04-20 DUNCAN, SMITH & STILZ, P.S.C. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2016-04-20
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-20
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
DUNCAN, SMITH & STILZ, P.S.C. 401(K) PROFIT SHARING PLAN 2014 610997274 2015-06-10 DUNCAN, SMITH & STILZ, P.S.C. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2015-06-10
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-10
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/24/20140624141349P040142699333001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2014-06-24
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-24
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/07/20130607125822P040249244435001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 40502

Signature of

Role Plan administrator
Date 2013-06-07
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-07
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/27/20120627131228P040003076261001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address CHEVY CHASE CENTRE, 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 405021792

Plan administrator’s name and address

Administrator’s EIN 610997274
Plan administrator’s name DUNCAN SMITH & STILZ, P.S.C.
Plan administrator’s address CHEVY CHASE CENTRE, 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 405021792
Administrator’s telephone number 8592682221

Signature of

Role Plan administrator
Date 2012-06-27
Name of individual signing STEWART A. SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-06-27
Name of individual signing STEWART A SMITH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/06/16/20110616101628P040079137681001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 405021792

Plan administrator’s name and address

Administrator’s EIN 610997274
Plan administrator’s name DUNCAN SMITH & STILZ, P.S.C.
Plan administrator’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 405021792
Administrator’s telephone number 8592682221

Signature of

Role Plan administrator
Date 2011-06-16
Name of individual signing STEWART A. SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-06-16
Name of individual signing STEWART A. SMITH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/22/20100722132053P040390892337001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 8592682221
Plan sponsor’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 405021792

Plan administrator’s name and address

Administrator’s EIN 610997274
Plan administrator’s name DUNCAN SMITH & STILZ, P.S.C.
Plan administrator’s address 824 EUCLID AVENUE, SUITE 200, LEXINGTON, KY, 405021792
Administrator’s telephone number 8592682221

Signature of

Role Plan administrator
Date 2010-07-22
Name of individual signing STEWART A. SMITH
Valid signature Filed with authorized/valid electronic signature

President

Name Role
Stewart A. Smith President

Director

Name Role
Stewart A Smith Director
JOHN A. DUNCAN Director
JOHN G. SULLIVAN Director
STEWART A. SMITH Director
JAMES B. STILZ Director

Shareholder

Name Role
Stewart A. Smith Shareholder

Registered Agent

Name Role
STEWART A. SMITH Registered Agent

Incorporator

Name Role
JOHN A. DUNCAN Incorporator
JOHN B. SULLIVAN Incorporator
JAMES B. STILZ Incorporator
STEWART A. SMITH Incorporator

Former Company Names

Name Action
DUNCAN, SMITH & SULLIVAN, P.S.C. Old Name

Filings

Name File Date
Annual Report 2025-02-04
Annual Report 2024-03-06
Annual Report 2023-03-14
Annual Report 2022-03-07
Annual Report 2021-06-29
Annual Report 2020-06-29
Annual Report 2019-05-29
Annual Report 2018-04-12
Annual Report 2017-04-18
Annual Report 2016-03-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4321247104 2020-04-13 0457 PPP 824 EUCLID AVE, SUITE 200, LEXINGTON, KY, 40502-1742
Loan Status Date 2020-12-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 133200
Loan Approval Amount (current) 133200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26796
Servicing Lender Name Peoples Exchange Bank
Servicing Lender Address 101 N Main St, WINCHESTER, KY, 40391-2607
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40502-1742
Project Congressional District KY-06
Number of Employees 7
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 26796
Originating Lender Name Peoples Exchange Bank
Originating Lender Address WINCHESTER, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 133973.3
Forgiveness Paid Date 2020-11-19

Sources: Kentucky Secretary of State