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  5. HEALTHCARE STRATEGIES, LLC

HEALTHCARE STRATEGIES, LLC

Company Details

Name: HEALTHCARE STRATEGIES, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 01 Dec 1999 (25 years ago)
Organization Date: 01 Dec 1999 (25 years ago)
Last Annual Report: 12 Feb 2025 (2 months ago)
Managed By: Members
Organization Number: 0484242
Industry: Business Services
Number of Employees: Small (0-19)
ZIP code: 40601
City: Frankfort, Hatton
Primary County: Franklin County
Principal Office: 175 Medical Heights Drive , FRANKFORT, KY 40601
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2023 611362178 2024-04-01 HEALTHCARE STRATEGIES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2022 611362178 2023-02-01 HEALTHCARE STRATEGIES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2021 611362178 2022-05-03 HEALTHCARE STRATEGIES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2022-05-03
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-03
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2020 611362178 2021-04-14 HEALTHCARE STRATEGIES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2021-04-14
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-14
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2019 611362178 2020-03-16 HEALTHCARE STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2020-03-15
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-03-15
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2018 611362178 2019-02-06 HEALTHCARE STRATEGIES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2019-02-06
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-02-06
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2017 611362178 2018-06-12 HEALTHCARE STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2018-06-08
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-08
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2016 611362178 2017-02-06 HEALTHCARE STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2017-02-06
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-06
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2015 611362178 2016-06-10 HEALTHCARE STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2016-06-10
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-10
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
HEALTHCARE STRATEGIES, LLC 401(K) PSP 2014 611362178 2015-05-15 HEALTHCARE STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2015-05-15
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-15
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/03/25/20140325080240P030310813393001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2014-03-21
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-03-21
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/06/20130506162449P030262695345001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Signature of
Role Plan administrator
Date 2013-05-06
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-06
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/04/23/20120423091413P040000839415001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Plan administrator’s name and address
Administrator’s EIN 611362178
Plan administrator’s name HEALTHCARE STRATEGIES, LLC
Plan administrator’s address 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601
Administrator’s telephone number 5022235641

Signature of
Role Plan administrator
Date 2012-04-20
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-04-20
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 611 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Plan administrator’s name and address
Administrator’s EIN 611362178
Plan administrator’s name HEALTHCARE STRATEGIES, LLC
Plan administrator’s address 611 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601
Administrator’s telephone number 5022235641

Signature of
Role Plan administrator
Date 2011-03-30
Name of individual signing DEVON BAKER
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-03-30
Name of individual signing DEVON BAKER
Valid signature Filed with incorrect/unrecognized electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/04/01/20110401142209P030035083137001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 611 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Plan administrator’s name and address
Administrator’s EIN 611362178
Plan administrator’s name HEALTHCARE STRATEGIES, LLC
Plan administrator’s address 611 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601
Administrator’s telephone number 5022235641

Signature of
Role Plan administrator
Date 2011-04-01
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-04-01
Name of individual signing JULIE THOMAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/20/20100720151359P030020993188001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 621111
Sponsor’s telephone number 5022235641
Plan sponsor’s address 611 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601

Plan administrator’s name and address
Administrator’s EIN 611362178
Plan administrator’s name HEALTHCARE STRATEGIES, LLC
Plan administrator’s address 611 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601
Administrator’s telephone number 5022235641

Signature of
Role Plan administrator
Date 2010-07-20
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-20
Name of individual signing JULIE HOWARD-THOMAS
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
JULIE THOMAS Registered Agent

Member

Name Role
John R. Lyon Member
Julie Thomas Member

Organizer

Name Role
JULIE THOMAS Organizer

Assumed Names

Name Status Expiration Date
HEALTHCARE STRATEGIES Inactive 2023-08-23

Filings

Name File Date
Annual Report 2025-02-12
Annual Report 2024-03-03
Reinstatement 2023-03-22
Principal Office Address Change 2023-03-22
Reinstatement Approval Letter Revenue 2023-03-22
Reinstatement Certificate of Existence 2023-03-22
Administrative Dissolution Return 2022-02-08
Administrative Dissolution 2021-10-19
Sixty Day Notice Return 2021-09-03
Annual Report 2020-02-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4565918303 2021-01-23 0457 PPS 298 Kings Daughters Dr, Frankfort, KY, 40601-6510
Loan Status Date 2022-01-14
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 22700
Loan Approval Amount (current) 22700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27631
Servicing Lender Name Traditional Bank, Inc.
Servicing Lender Address 49 W Main St, MOUNT STERLING, KY, 40353-1316
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Frankfort, FRANKLIN, KY, 40601-6510
Project Congressional District KY-01
Number of Employees 4
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27631
Originating Lender Name Traditional Bank, Inc.
Originating Lender Address MOUNT STERLING, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 22895.28
Forgiveness Paid Date 2021-12-07
9091927201 2020-04-28 0457 PPP 298 KINGS DAUGHTERS DRIVE, FRANKFORT, KY, 40601-6510
Loan Status Date 2021-06-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 25500
Loan Approval Amount (current) 25500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27631
Servicing Lender Name Traditional Bank, Inc.
Servicing Lender Address 49 W Main St, MOUNT STERLING, KY, 40353-1316
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FRANKFORT, FRANKLIN, KY, 40601-6510
Project Congressional District KY-01
Number of Employees 3
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27631
Originating Lender Name Traditional Bank, Inc.
Originating Lender Address MOUNT STERLING, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 25773.16
Forgiveness Paid Date 2021-05-26

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Sources: Kentucky Secretary of State

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