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MCGREGOR & ASSOCIATES, INC.

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Company Details

Name: MCGREGOR & ASSOCIATES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
Organization Date: 21 Jan 1992 (34 years ago)
Last Annual Report: 06 Feb 2025 (7 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

Registered Agent

Name Role
FBT LLC LEXINGTON Registered Agent

President

Name Role
Todd A Wetzel President

Director

Name Role
Todd A Wetzel Director

Incorporator

Name Role
MARTY MCGREGOR Incorporator

Form 5500 Series

Employer Identification Number (EIN):
611211399
Plan Year:
2023
Number Of Participants:
21
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
21
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
27
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
22
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2020-04-07
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:
275000.00
Total Face Value Of Loan:
275000.00
Date:
2020-04-07
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:
275000.00
Total Face Value Of Loan:
275000.00

Paycheck Protection Program

Jobs Reported:
21
Initial Approval Amount:
$275,000
Date Approved:
2020-04-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$275,000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$277,459.72
Servicing Lender:
Central Bank & Trust Co.
Use of Proceeds:
Payroll: $258,000
Utilities: $2,000
Rent: $15,000

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Sources: Kentucky Secretary of State