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LAMKIN WEALTH MANAGEMENT LLC

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Company Details

Name: LAMKIN WEALTH MANAGEMENT LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 18 Nov 2003 (22 years ago)
Organization Date: 18 Nov 2003 (22 years ago)
Last Annual Report: 24 Mar 2025 (2 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

Registered Agent

Name Role
MARK T. LAMKIN Registered Agent

Manager

Name Role
Mark T Lamkin Manager

Organizer

Name Role
MARK T. LAMKIN Organizer

Form 5500 Series

Employer Identification Number (EIN):
611384002
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
12
Sponsors Telephone Number:

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 2025-03-24
Annual Report 2024-07-30
Annual Report 2023-03-29
Annual Report 2022-03-07
Annual Report 2021-03-09

USAspending Awards / Financial Assistance

Date:
2021-01-23
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:
53451.42
Total Face Value Of Loan:
53451.42
Date:
2020-07-09
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
118700.00
Total Face Value Of Loan:
118700.00
Date:
2020-06-29
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
8000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-08
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:
55100.00
Total Face Value Of Loan:
55100.00

Paycheck Protection Program

Date Approved:
2021-01-20
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
53451.42
Current Approval Amount:
53451.42
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
53789.95
Date Approved:
2020-04-08
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
55100
Current Approval Amount:
55100
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
55579.06

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Sources: Kentucky Secretary of State