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TAYLOR ADVISORS, INC.

Company Details

Name: TAYLOR ADVISORS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 13 Feb 2002 (23 years ago)
Organization Date: 13 Feb 2002 (23 years ago)
Last Annual Report: 25 Jun 2024 (a year ago)
Organization Number: 0531086
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 700 N. HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY
Authorized Shares: 1000

Director

Name Role
Todd Taylor Director
Adam Sokolic Director
Mariane Lee Director
Kenneth S. DeVries Director

Registered Agent

Name Role
CORPORATION SERVICE COMPANY Registered Agent

President

Name Role
Todd Taylor President

Secretary

Name Role
Kenneth S. DeVries Secretary

Treasurer

Name Role
Kenneth S. DeVries Treasurer

Incorporator

Name Role
MARK A. SMEDAL Incorporator

U.S. Small Business Administration Profile

The U.S. Small Business Administration (SBA) helps Americans start, grow, and build resilient businesses.

Note: SBA was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns; preserve free competitive enterprise; and maintain and strengthen the overall economy of our nation. SBA reviews Congressional and testifies on behalf of small businesses. It assesses the impact of regulatory burden on small businesses.

Phone Number:
E-mail Address:
Contact Person:
SASHA ANTSKAITIS
User ID:
P0892798

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

Unique Entity ID:
H8LMKKY1ADJ3
CAGE Code:
4UYG7
UEI Expiration Date:
2026-04-23

Business Information

Activation Date:
2025-04-25
Initial Registration Date:
2007-08-28

Form 5500 Series

Employer Identification Number (EIN):
364490045
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
8
Sponsors Telephone Number:

Filings

Name File Date
Annual Report 2024-06-25
Annual Report 2023-06-09
Annual Report 2022-08-23
Registered Agent name/address change 2022-03-03
Annual Report 2021-04-15

USAspending Awards / Contracts

Procurement Instrument Identifier:
89303023CNE000004
Award Or Idv Flag:
AWARD
Award Type:
DEFINITIVE CONTRACT
Awarding Agency Name:
Department of Energy
Performance Start Date:
2023-04-27
Total Dollars Obligated:
0.00
Current Total Value Of Award:
399665.21
Potential Total Value Of Award:
1029106.69
Description:
THE PURPOSE OF MODIFICATION P01 IS TO EXERCISE OPTION PERIOD 1 AND INCREASE FUNDING. REQ 24NE000108 $93,616.61 THE PERIOD OF PERFORMANCE IS: BASE PERIOD 04/26/23 TO 04/25/24 OPTION YEAR 1 04/26/24 TO 04/25/25 OPTION YEAR 2 04/26/25 TO 04/25/26
Naics Code:
522310: MORTGAGE AND NONMORTGAGE LOAN BROKERS
Product Or Service Code:
R704: SUPPORT- MANAGEMENT: AUDITING
Procurement Instrument Identifier:
89303019FGC400002
Award Or Idv Flag:
AWARD
Award Type:
DELIVERY ORDER
Awarding Agency Name:
Department of Energy
Performance Start Date:
2019-09-24
Total Dollars Obligated:
86486.05
Current Total Value Of Award:
361373.72
Potential Total Value Of Award:
953258.54
Description:
FIRM FIXED PRICE GSA FSS TASK ORDER AWARD (FOLLOW-ON TO DE-DT0007316) FOR INVESTMENT CONSULTING SERVICES (ICS) TO THE DEPARTMENT OF ENERGY (DOE), OFFICE OF THE GENERAL COUNSEL, OFFICE OF STANDARD CONTRACT MANAGEMENT (OSCM) REGARDING STRATEGY AND INVE
Naics Code:
522310: MORTGAGE AND NONMORTGAGE LOAN BROKERS
Product Or Service Code:
R704: SUPPORT- MANAGEMENT: AUDITING
Procurement Instrument Identifier:
DEDT0007316
Award Or Idv Flag:
AWARD
Award Type:
DELIVERY ORDER
Awarding Agency Name:
Department of Energy
Performance Start Date:
2014-04-17
Total Dollars Obligated:
67385.20
Current Total Value Of Award:
417756.11
Potential Total Value Of Award:
417756.11
Description:
IGF::OT::IGF; TAS::89 0228::TAS - FIRM FIXED PRICE GSA FSS TASK ORDER AWARD (FOLLOW-ON TO DE-DT0000345)FOR INVESTMENT CONSULTING SERVICES (ICS) TO THE DEPARTMENT OF ENERGY (DOE), OFFICE OF THE GENERAL COUNSEL, OFFICE OF STANDARD CONTRACT MANAGEMENT (OSCM) REGARDING STRATEGY AND INVESTMENTS IN THE NUCLEAR WASTE FUND (NWF OR `THE FUND ).
Naics Code:
522310: MORTGAGE AND NONMORTGAGE LOAN BROKERS
Product Or Service Code:
R704: SUPPORT- MANAGEMENT: AUDITING

USAspending Awards / Financial Assistance

Date:
2020-04-14
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:
227300.00
Total Face Value Of Loan:
227300.00

Paycheck Protection Program

Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
227300
Current Approval Amount:
227300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
229863.44

Sources: Kentucky Secretary of State