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OAK BOOKKEEPING AND TAX, INC.

Company Details

Name: OAK BOOKKEEPING AND TAX, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 27 Nov 1985 (39 years ago)
Organization Date: 27 Nov 1985 (39 years ago)
Last Annual Report: 01 Aug 2024 (7 months ago)
Organization Number: 0208790
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 41075
City: Fort Thomas, Kenton Vale, Newport
Primary County: Campbell County
Principal Office: 18 N. FT. THOMAS AVE., SUITE 210, FORT THOMAS, KY 41075
Place of Formation: KENTUCKY
Authorized Shares: 100

Registered Agent

Name Role
KATHERINE G. PINELO Registered Agent

President

Name Role
Katherine G Pinelo President

Vice President

Name Role
Robert W Dale Vice President

Director

Name Role
KATHERINE G. PINELO Director

Incorporator

Name Role
KAREN PLAGEMAN Incorporator
KATHERINE G. PINELO Incorporator
MARIAN MARCELLA W. GERHA Incorporator

Filings

Name File Date
Annual Report 2024-08-01
Annual Report 2023-08-02
Reinstatement Certificate of Existence 2022-10-24
Reinstatement Approval Letter UI 2022-10-24
Reinstatement 2022-10-24
Reinstatement Approval Letter Revenue 2022-10-24
Administrative Dissolution 2022-10-04
Reinstatement Certificate of Existence 2021-10-27
Reinstatement Approval Letter Revenue 2021-10-27
Reinstatement Approval Letter UI 2021-10-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9912267104 2020-04-15 0457 PPP 18 FORT THOMAS AVE, FORT THOMAS, KY, 41075
Loan Status Date 2023-07-28
Loan Status Paid in Full
Loan Maturity in Months 5
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 18932.5
Loan Approval Amount (current) 18932.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FORT THOMAS, CAMPBELL, KY, 41075-0001
Project Congressional District KY-04
Number of Employees 5
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount -
Forgiveness Paid Date -

Sources: Kentucky Secretary of State