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EQUITY ADVISORS OF KENTUCKY, INC.

Company Details

Name: EQUITY ADVISORS OF KENTUCKY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 02 Jan 1997 (28 years ago)
Organization Date: 02 Jan 1997 (28 years ago)
Last Annual Report: 15 May 2024 (a year ago)
Organization Number: 0426384
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 2201 REGENCY RD, SUITE 504, LEXINGTON, KY 40503
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EQUITY ADVISORS RETIREMENT PLAN 2021 611313971 2022-04-27 EQUITY ADVISORS OF KENTUCKY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5024195959
Plan sponsor’s DBA name EQUITY ADVISORS
Plan sponsor’s address PO BOX 5009, WADDY, KY, 400760509

Signature of

Role Plan administrator
Date 2022-04-27
Name of individual signing BRIAN GUILLIOM
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
FON ROGERS III Registered Agent

President

Name Role
Fon Rogers III President

Vice President

Name Role
Eric Felty Vice President

Incorporator

Name Role
BRIAN A. GUILLIOM Incorporator

Filings

Name File Date
Principal Office Address Change 2024-06-21
Annual Report 2024-05-15
Annual Report Amendment 2023-05-01
Registered Agent name/address change 2023-05-01
Annual Report 2023-03-15
Annual Report 2022-03-05
Annual Report 2021-04-13
Annual Report 2020-03-11
Annual Report 2019-04-19
Principal Office Address Change 2018-04-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6788927001 2020-04-07 0457 PPP 3060 Waddy Road, WADDY, KY, 40076-5002
Loan Status Date 2021-02-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 75100
Loan Approval Amount (current) 75100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27569
Servicing Lender Name Stock Yards Bank & Trust Company
Servicing Lender Address 1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WADDY, SHELBY, KY, 40076-5002
Project Congressional District KY-04
Number of Employees 7
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 27909
Originating Lender Name Stock Yards Bank and Trust Company
Originating Lender Address Louisville, KY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 75659.08
Forgiveness Paid Date 2021-01-08

Sources: Kentucky Secretary of State