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  5. LAMKIN WEALTH MANAGEMENT LLC

LAMKIN WEALTH MANAGEMENT LLC

Company Details

Name: LAMKIN WEALTH MANAGEMENT LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 18 Nov 2003 (21 years ago)
Organization Date: 18 Nov 2003 (21 years ago)
Last Annual Report: 30 Jul 2024 (7 months ago)
Managed By: Managers
Organization Number: 0572369
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40243
City: Louisville, Douglass Hills, Douglass Hls, Middletown...
Primary County: Jefferson County
Principal Office: 901 LILY CREEK ROAD, STE 102, LOUISVILLE, KY 40243
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LAMKIN WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 611384002 2024-05-30 LAMKIN WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523120
Sponsor’s telephone number 5026906764
Plan sponsor’s address 901 LILY CREEK RD STE 102, LOUISVILLE, KY, 402432820
LAMKIN WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 611384002 2023-05-23 LAMKIN WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523120
Sponsor’s telephone number 5026906764
Plan sponsor’s address 901 LILY CREEK RD STE 102, LOUISVILLE, KY, 402432820
LAMKIN WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 611384002 2022-06-07 LAMKIN WEALTH MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523120
Sponsor’s telephone number 5026906764
Plan sponsor’s address 901 LILY CREEK RD STE 102, LOUISVILLE, KY, 402432820
LAMKIN WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 611384002 2021-06-07 LAMKIN WEALTH MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523120
Sponsor’s telephone number 5026906764
Plan sponsor’s address 901 LILY CREEK RD STE 102, LOUISVILLE, KY, 402432820
LAMKIN WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 611384002 2020-05-12 LAMKIN WEALTH MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523120
Sponsor’s telephone number 5026906764
Plan sponsor’s address 901 LILY CREEK RD STE 102, LOUISVILLE, KY, 402432820

Registered Agent

Name Role
MARK T. LAMKIN Registered Agent

Manager

Name Role
Mark T Lamkin Manager

Organizer

Name Role
MARK T. LAMKIN Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 1011566 Agent - Variable Life and Variable Annuities Denied - - - - -
Department of Insurance DOI ID 1011566 Agent - Life Inactive 2018-09-24 - 2024-03-31 - -
Department of Insurance DOI ID 1011566 Agent - Health Inactive 2018-09-24 - 2024-03-31 - -

Filings

Name File Date
Annual Report 2024-07-30
Annual Report 2023-03-29
Annual Report 2022-03-07
Annual Report 2021-03-09
Annual Report 2020-06-01
Annual Report 2019-05-17
Annual Report 2018-08-02
Annual Report 2017-07-03
Registered Agent name/address change 2016-10-16
Principal Office Address Change 2016-07-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8114287002 2020-04-08 0457 PPP 901 LILY CREEK RD, STE 102, LOUISVILLE, KY, 40243-2808
Loan Status Date 2021-03-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 55100
Loan Approval Amount (current) 55100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40243-2808
Project Congressional District KY-03
Number of Employees 3
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 55579.06
Forgiveness Paid Date 2021-02-23
2344348306 2021-01-20 0457 PPS 901 Lily Creek Rd Ste 102, Louisville, KY, 40243-2820
Loan Status Date 2021-10-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 53451.42
Loan Approval Amount (current) 53451.42
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27287
Servicing Lender Name River City Bank, Inc
Servicing Lender Address 500 S 6th St, LOUISVILLE, KY, 40202-2312
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40243-2820
Project Congressional District KY-03
Number of Employees 7
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27287
Originating Lender Name River City Bank, Inc
Originating Lender Address LOUISVILLE, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 53789.95
Forgiveness Paid Date 2021-09-24

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Mark T Lamkin

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Related by address

No related companies by address

Sources: Kentucky Secretary of State

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