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TERRY & ASSOCIATES, CPA

Company Details

Name: TERRY & ASSOCIATES, CPA
Legal type: Kentucky Professional Services Corp
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 20 Sep 1993 (32 years ago)
Organization Date: 20 Sep 1993 (32 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Organization Number: 0320430
Industry: Depository Institutions
Number of Employees: Small (0-19)
ZIP code: 41017
City: Ft Mitchell, Bromley, Covington, Crescent Park, Cresc...
Primary County: Kenton County
Principal Office: 2865 Chancellor Drive, Suite 240, Crestview Hills, KY 41017
Place of Formation: KENTUCKY
Authorized Shares: 1000

Shareholder

Name Role
David A Terry Shareholder
Denise M Coop Shareholder

Incorporator

Name Role
DAVID A. TERRY, CPA Incorporator

Sole Officer

Name Role
David A Terry Sole Officer

Director

Name Role
DAVID A. TERRY, CPA Director

Registered Agent

Name Role
DAVID A. TERRY Registered Agent

Former Company Names

Name Action
DAVID A. TERRY, CPA, P.S.C. Old Name

Filings

Name File Date
Annual Report 2024-02-28
Registered Agent name/address change 2024-02-28
Principal Office Address Change 2024-02-28
Annual Report 2023-03-16
Annual Report 2022-05-17
Annual Report 2021-04-05
Annual Report 2020-03-10
Amendment 2019-08-28
Annual Report Amendment 2019-08-28
Annual Report 2019-05-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1842837803 2020-05-22 0457 PPP 6903 BURLINGTON PIKE Suite B, FLORENCE, KY, 41042-1618
Loan Status Date 2021-02-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 50500
Loan Approval Amount (current) 50500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 116820
Servicing Lender Name Heritage Bank, Inc.
Servicing Lender Address 1818 Florence, Burlington, KY, 41005
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address FLORENCE, BOONE, KY, 41042-1618
Project Congressional District KY-04
Number of Employees 6
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 116820
Originating Lender Name Heritage Bank, Inc.
Originating Lender Address Burlington, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 50855.58
Forgiveness Paid Date 2021-02-04

Sources: Kentucky Secretary of State