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Simon CPA & Company PSC

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Company Details

Name: Simon CPA & Company PSC
Legal type: Kentucky Professional Services Corp
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 28 Sep 2011 (14 years ago)
Organization Date: 28 Sep 2011 (14 years ago)
Last Annual Report: 18 Feb 2025 (4 months ago)
Organization Number: 0801367
Industry: Business Services
Number of Employees: Small (0-19)
ZIP code: 40223
City: Louisville, Anchorage, Blue Rdg Mnr, Blue Ridge Mano...
Primary County: Jefferson County
Principal Office: 9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
Place of Formation: KENTUCKY
Authorized Shares: 1000

Shareholder

Name Role
Sheri Hume Simon Shareholder

Organizer

Name Role
Sheri Hume Simon Organizer
H David Simon Organizer

Registered Agent

Name Role
Sheri Hume Simon Registered Agent

Incorporator

Name Role
Sheri Hume Simon Incorporator

President

Name Role
SHERI HUME SIMON President

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-06-25
Registered Agent name/address change 2023-06-28
Principal Office Address Change 2023-06-28
Annual Report 2023-06-28

USAspending Awards / Financial Assistance

Date:
2021-05-18
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
10897.00
Total Face Value Of Loan:
10897.00
Date:
2020-05-08
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
5900.00
Total Face Value Of Loan:
5900.00
Date:
2020-04-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
5000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
10900.00
Total Face Value Of Loan:
10900.00

Paycheck Protection Program

Date Approved:
2020-04-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
10900
Current Approval Amount:
10900
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
11005.97
Date Approved:
2021-05-18
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
10897
Current Approval Amount:
10897
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
11003.58

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Sources: Kentucky Secretary of State