| Name: | WINEBRENNER FINANCIAL SERVICES, INC. |
| Legal type: | Kentucky Corporation |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 07 Feb 2001 (24 years ago) |
| Organization Date: | 07 Feb 2001 (24 years ago) |
| Last Annual Report: | 12 Feb 2025 (2 months ago) |
| Organization Number: | 0510195 |
| Industry: | Holding and other Investment Offices |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40033 |
| City: | Lebanon, Calvary |
| Primary County: | Marion County |
| Principal Office: | PO BOX 927, 101 W. MAIN ST, LEBANON, KY 40033 |
| Place of Formation: | KENTUCKY |
| Authorized Shares: | 2000 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WINEBRENNER FINANCIAL 401(K) SAFE HARBOR PLAN | 2023 | 611383865 | 2024-07-10 | WINEBRENNER FINANCIAL SERVICES, INC. | 4 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-10 |
| Name of individual signing | ANTHONY WARREN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2706999600 |
| Plan sponsor’s address | 101 WEST MAIN STREET, LEBANON, KY, 40033 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-31 |
| Name of individual signing | ANTHONY WARREN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2706999600 |
| Plan sponsor’s address | 101 WEST MAIN STREET, LEBANON, KY, 40033 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-07 |
| Name of individual signing | ANTHONY WARREN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2706999600 |
| Plan sponsor’s address | 101 WEST MAIN STREET, LEBANON, KY, 40033 |
Signature of
| Role | Plan administrator |
| Date | 2021-09-28 |
| Name of individual signing | ADAM WARREN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| David Michael Winebrenner, Jr. | President |
| Name | Role |
|---|---|
| DAVID M. WINEBRENNER, JR. | Incorporator |
| Name | Role |
|---|---|
| DAVID M. WINEBRENNER, JR. | Registered Agent |
| Name | File Date |
|---|---|
| Annual Report | 2025-02-12 |
| Annual Report | 2024-02-29 |
| Annual Report | 2023-03-15 |
| Annual Report | 2022-03-07 |
| Annual Report | 2021-06-18 |
| Annual Report | 2020-09-14 |
| Annual Report | 2019-07-22 |
| Principal Office Address Change | 2018-04-16 |
| Annual Report | 2018-04-16 |
| Registered Agent name/address change | 2018-04-16 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 6312197001 | 2020-04-06 | 0457 | PPP | 101 West Main Street, LEBANON, KY, 40033-1236 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Program | Program Status | Average Hourly Wage | Project Cost | Incentive Amount | Initial Jobs | New Jobs | Date of Action | Approval Type |
|---|---|---|---|---|---|---|---|---|
| KSBTC - Kentucky Small Business Tax Credit | Inactive | 11.72 | $20,727 | $3,500 | 1 | 1 | 2016-03-31 | Final |
Sources: Kentucky Secretary of State
