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WELLS HOLDINGS, INC.

WELLS HOLDINGS, INC.

Company Details

Name:	WELLS HOLDINGS, INC.
Legal type:	Kentucky Corporation
Status:	Active
Standing:	Good
Profit or Non-Profit:	Profit
File Date:	14 Jan 2004 (21 years ago)
Organization Date:	14 Jan 2004 (21 years ago)
Last Annual Report:	21 Aug 2024 (8 months ago)
Organization Number:	0576426
Industry:	Engineering, Accounting, Research, Management & Related Services
Number of Employees:	Small (0-19)
ZIP code:	41042
City:	Florence
Primary County:	Boone County
Principal Office:	6900 Houston Road, Suite 38, FLORENCE, KY 41042
Place of Formation:	KENTUCKY
Authorized Shares:	1000

Unique Entity ID

Unique Entity ID

Expiration Date

Physical Address

Mailing Address

Y2P3C7S8MQD9

2024-01-24

6900 HOUSTON RD STE 38, FLORENCE, KY, 41042, 4886, USA

6900 HOUSTON RD STE 38, FLORENCE, KY, 41042, 4886, USA

Business Information

Doing Business As	WE
URL	http://www.wellsengineering.com
Congressional District	04
State/Country of Incorporation	KY, USA
Activation Date	2023-01-26
Initial Registration Date	2009-09-08
Entity Start Date	2004-01-14
Fiscal Year End Close Date	Dec 31

Service Classifications

NAICS Codes	541330
Product and Service Codes	R425

Points of Contacts

Electronic Business
Title	PRIMARY POC
Name	PATRICK WELLS
Role	PRESIDENT & CEO
Address	6900 HOUSTON RD, SUITE 38, FLORENCE, KY, 41042, 4886, USA

Title	ALTERNATE POC
Name	PATTY MARTIN
Role	OFFICE MANAGER
Address	6900 HOUSTON RD., FLORENCE, KY, 41042, 4886, USA

Government Business
Title	PRIMARY POC
Name	PATRICK WELLS
Role	PRESIDENT & CEO
Address	6900 HOUSTON RD., SUITE 38, FLORENCE, KY, 41042, 4886, USA

Title	ALTERNATE POC
Name	PATTY MARTIN
Role	OFFICE MANAGER
Address	6900 HOUSTON RD., FLORENCE, KY, 41042, 4886, USA

Past Performance	Information not Available

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

WELLS ENGINEERING PSC 401 (K) PLAN

2023

200391638

2024-04-09

WELLS ENGINEERING PSC

14

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

WELLS ENGINEERING PSC 401 (K) PLAN

2023

200391638

2024-04-09

WELLS ENGINEERING PSC

13

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

WELLS ENGINEERING PSC 401 (K) PLAN

2022

200391638

2023-05-27

WELLS ENGINEERING PSC

11

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

WELLS ENGINEERING PSC 401 (K) PLAN

2021

200391638

2022-02-22

WELLS ENGINEERING PSC

11

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

WELLS ENGINEERING PSC 401 (K) PLAN

2020

200391638

2021-02-08

WELLS ENGINEERING PSC

14

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

WELLS ENGINEERING PSC 401 (K) PLAN

2019

200391638

2020-02-11

WELLS ENGINEERING PSC

8

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

WELLS ENGINEERING PSC 401 (K) PLAN

2018

200391638

2019-02-06

WELLS ENGINEERING PSC

9

Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

WELLS ENGINEERING PSC 401 (K) PLAN

2018

200391638

2019-09-16

WELLS ENGINEERING PSC

9

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

WELLS ENGINEERING PSC 401 (K) PLAN

2017

200391638

2019-02-06

WELLS ENGINEERING PSC

9

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

WELLS ENGINEERING PSC 401 (K) PLAN

2017

200391638

2018-05-07

WELLS ENGINEERING PSC

9

Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

File	https://efast2-filings-public.s3.amazonaws.com/prd/2017/01/31/20170131152402P040000848679001.pdf
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

Signature of

Role	Plan administrator
Date	2017-01-31
Name of individual signing	PATRICK WELLS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2016/02/11/20160211075323P030179208999001.pdf
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

Signature of

Role	Plan administrator
Date	2016-02-11
Name of individual signing	PATRICK WELLS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2015/03/03/20150303064955P040115929575001.pdf
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

Signature of

Role	Plan administrator
Date	2015-03-03
Name of individual signing	PATRICK WELLS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2014/03/11/20140311084631P040286910657001.pdf
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

Signature of

Role	Plan administrator
Date	2014-03-11
Name of individual signing	PATRICK WELLS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2013/02/19/20130219092318P030031068325001.pdf
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

Signature of

Role	Plan administrator
Date	2013-02-19
Name of individual signing	PATRICK WELLS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/06/20120606133157P040030416210001.pdf
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042

Plan administrator’s name and address

Administrator’s EIN	200391638
Plan administrator’s name	WELLS ENGINEERING PSC
Plan administrator’s address	6900 HOUSTON ROAD, SUITE 38, FLORENCE, KY, 41042
Administrator’s telephone number	8592827538

Signature of

Role	Plan administrator
Date	2012-06-06
Name of individual signing	PATRICK WELLS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2011/05/19/20110519200701P030290705760001.pdf
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, FLORENCE, KY, 41042

Plan administrator’s name and address

Administrator’s EIN	200391638
Plan administrator’s name	WELLS ENGINEERING PSC
Plan administrator’s address	6900 HOUSTON ROAD, FLORENCE, KY, 41042
Administrator’s telephone number	8592827538

Signature of

Role	Plan administrator
Date	2011-05-19
Name of individual signing	PATRICK WELLS
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2010/08/23/20100823140504P030153950338001.pdf
Three-digit plan number (PN)	001
Effective date of plan	2007-01-01
Business code	541330
Sponsor’s telephone number	8592827538
Plan sponsor’s address	6900 HOUSTON ROAD, FLORENCE, KY, 41042

Plan administrator’s name and address

Administrator’s EIN	200391638
Plan administrator’s name	WELLS ENGINEERING PSC
Plan administrator’s address	6900 HOUSTON ROAD, FLORENCE, KY, 41042
Administrator’s telephone number	8592827538

Signature of

Role	Plan administrator
Date	2010-08-23
Name of individual signing	SHARI COX
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2010-08-23
Name of individual signing	SHARI CIX
Valid signature	Filed with authorized/valid electronic signature

President

Name	Role
Patrick Atana Wells	President

Incorporator

Name	Role
PATRICK A. WELLS	Incorporator

Registered Agent

Name	Role
FBT LLC	Registered Agent

Former Company Names

Name	Action
WELLS HOLDINGS, INC.	Type Conversion
WELLS ENGINEERING, PSC	Old Name

Filings

Name	File Date
Annual Report	2024-08-21
Amendment	2023-09-05
Articles of Incorporation	2023-09-05
Annual Report	2023-06-02
Annual Report	2022-05-23
Annual Report	2021-06-22
Annual Report	2020-05-08
Annual Report	2019-04-24
Annual Report	2018-06-06
Annual Report	2017-05-15
Annual Report	2016-03-23
Annual Report	2015-04-20
Annual Report	2014-04-03
Annual Report	2013-06-19
Annual Report	2012-02-13
Annual Report	2011-05-24
Annual Report	2010-09-13
Annual Report	2009-06-02
Annual Report	2008-06-17
Annual Report	2007-06-19

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

6530037008

2020-04-07

0457

PPP

6900 Houston Road, Ste 38, FLORENCE, KY, 41042-4883

Loan Status Date	2021-01-12
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	270830
Loan Approval Amount (current)	270830
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27569
Servicing Lender Name	Stock Yards Bank & Trust Company
Servicing Lender Address	1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator	U
Hubzone	Y
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	FLORENCE, BOONE, KY, 41042-4883
Project Congressional District	KY-04
Number of Employees	18
NAICS code	541330
Borrower Race	White
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Corporation
Originating Lender ID	27909
Originating Lender Name	Stock Yards Bank and Trust Company
Originating Lender Address	Louisville, KY
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	272793.52
Forgiveness Paid Date	2020-12-31

1703958506

2021-02-19

0457

PPS

6900 Houston Rd Ste 38, Florence, KY, 41042-4886

Loan Status Date	2021-09-15
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	222050
Loan Approval Amount (current)	222050
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27569
Servicing Lender Name	Stock Yards Bank & Trust Company
Servicing Lender Address	1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator	U
Hubzone	Y
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	Florence, BOONE, KY, 41042-4886
Project Congressional District	KY-04
Number of Employees	14
NAICS code	541330
Borrower Race	White
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Corporation
Originating Lender ID	27909
Originating Lender Name	Stock Yards Bank and Trust Company
Originating Lender Address	Louisville, KY
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	223166.42
Forgiveness Paid Date	2021-08-25

Sources: Kentucky Secretary of State