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MCGREGOR & ASSOCIATES, INC.

Company Details

Name: MCGREGOR & ASSOCIATES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
Organization Date: 21 Jan 1992 (33 years ago)
Last Annual Report: 06 Feb 2025 (2 months ago)
Organization Number: 0295616
Industry: Business Services
Number of Employees: Medium (20-99)
ZIP code: 40513
City: Lexington
Primary County: Fayette County
Principal Office: 997 GOVERNORS LANE, SUITE 175, LEXINGTON, KY 40513
Place of Formation: KENTUCKY
Authorized Shares: 2000

President

Name Role
Todd A. Wetzel President

Vice President

Name Role
Lauren M. Johnson Vice President

Secretary

Name Role
Lauren M. Johnson Secretary

Director

Name Role
Todd A. Wetzel Director
Lauren M. Johnson Director
Kathy G. Keaton Director

Incorporator

Name Role
BRIAN A. RITCHIE Incorporator

Registered Agent

Name Role
FBT LLC LEXINGTON Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 397865 Agent - Life Denied - - - - -
Department of Insurance DOI ID 397865 Agent - Health Denied - - - - -
Department of Insurance DOI ID 397865 Administrator - Not Applicable Inactive 1992-07-23 - 2001-03-31 - -

Former Company Names

Name Action
BENEFITS SOLUTIONS, INC. Merger

Filings

Name File Date
Annual Report 2025-02-06
Annual Report 2024-07-17
Annual Report 2023-03-22
Registered Agent name/address change 2023-03-17
Annual Report 2022-03-07
Annual Report 2021-02-09
Registered Agent name/address change 2021-01-27
Annual Report 2020-06-01
Annual Report Amendment 2019-09-09
Registered Agent name/address change 2019-09-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6145557004 2020-04-06 0457 PPP 997 GOVERNORS LN Suite 175, LEXINGTON, KY, 40513-1093
Loan Status Date 2021-04-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 275000
Loan Approval Amount (current) 275000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27196
Servicing Lender Name Central Bank & Trust Co.
Servicing Lender Address 300 W Vine St, LEXINGTON, KY, 40507-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40513-1093
Project Congressional District KY-06
Number of Employees 21
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 27196
Originating Lender Name Central Bank & Trust Co.
Originating Lender Address LEXINGTON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 277459.72
Forgiveness Paid Date 2021-03-05

Sources: Kentucky Secretary of State