| Name: | DAVID L. HELMERS & ASSOCIATES, PLLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 16 Nov 2001 (23 years ago) |
| Organization Date: | 16 Nov 2001 (23 years ago) |
| Last Annual Report: | 29 Jun 2024 (10 months ago) |
| Managed By: | Managers |
| Organization Number: | 0525658 |
| Industry: | Miscellaneous Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40502 |
| City: | Lexington |
| Primary County: | Fayette County |
| Principal Office: | 115 DESHA ROAD, LEXINGTON, KY 40502 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID L HELMERS & ASSOCIATES PLLC CBS BENEFIT PLAN | 2023 | 611400164 | 2024-04-29 | DAVID L HELMERS & ASSOCIATES PLLC | 1 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2024-04-29 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2022-09-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8592522927 |
| Plan sponsor’s address | 115 DESHA ROAD, LEXINGTON, KY, 40502 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2023-12-27 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| David L Helmers | Manager |
| Name | Role |
|---|---|
| DAVID L. HELMERS | Organizer |
| Name | Role |
|---|---|
| DAVID L. HELMERS | Registered Agent |
| Name | Status | Expiration Date |
|---|---|---|
| RANDOM CAT PRESENTS | Inactive | 2024-01-18 |
| THE OTHER SIDE MEDIATION SERVICES | Inactive | 2018-06-12 |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-29 |
| Annual Report | 2023-06-13 |
| Registered Agent name/address change | 2022-06-30 |
| Annual Report | 2022-06-30 |
| Principal Office Address Change | 2022-03-30 |
| Annual Report | 2021-06-28 |
| Annual Report | 2020-06-16 |
| Annual Report | 2019-06-12 |
| Certificate of Assumed Name | 2019-01-18 |
| Annual Report | 2018-06-29 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5991747007 | 2020-04-06 | 0457 | PPP | 110 E THIRD ST, LEXINGTON, KY, 40508-1826 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
