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WEALTH MANAGEMENT AND RETIREMENT PLANNING, INC.

Company Details

Name: WEALTH MANAGEMENT AND RETIREMENT PLANNING, INC.
Legal type: Kentucky Corporation
Status: Inactive
Standing: Good
Profit or Non-Profit: Profit
File Date: 20 Oct 2004 (20 years ago)
Organization Date: 20 Oct 2004 (20 years ago)
Last Annual Report: 20 Mar 2023 (2 years ago)
Organization Number: 0597371
ZIP code: 41472
City: West Liberty, Blairs Mill, Blaze, Caney, Cottle, Dingu...
Primary County: Morgan County
Principal Office: WEALTH MANAGEMENT & RETIREMENT PLANNING, INC., PO BOX 233, WEST LIBERTY, KY 41472
Place of Formation: KENTUCKY
Authorized Shares: 100

Registered Agent

Name Role
JIMMY R LEWIS Registered Agent

President

Name Role
jimmy Lewis President

Director

Name Role
Jimmy Lewis Director

Incorporator

Name Role
JIMMY R LEWIS Incorporator

Filings

Name File Date
Dissolution 2023-12-28
Annual Report 2023-03-20
Registered Agent name/address change 2023-03-20
Principal Office Address Change 2022-08-22
Annual Report 2022-08-22
Annual Report 2021-03-10
Annual Report 2020-02-19
Annual Report 2019-04-25
Annual Report 2018-04-12
Annual Report 2017-04-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7901467209 2020-04-28 0457 PPP 118 Lewis Street, MOREHEAD, KY, 40351-1485
Loan Status Date 2020-12-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17400
Loan Approval Amount (current) 17400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27970
Servicing Lender Name Bank of the Mountains Inc
Servicing Lender Address 204, Court St, West Liberty, KY, 41472
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address MOREHEAD, ROWAN, KY, 40351-1485
Project Congressional District KY-05
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 27970
Originating Lender Name Bank of the Mountains Inc
Originating Lender Address West Liberty, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 17480.54
Forgiveness Paid Date 2021-02-16

Sources: Kentucky Secretary of State