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WEALTHCARE, LLC

Company Details

Name: WEALTHCARE, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 01 Feb 2005 (20 years ago)
Organization Date: 01 Feb 2005 (20 years ago)
Last Annual Report: 17 Feb 2025 (2 months ago)
Managed By: Members
Organization Number: 0604975
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 42420
City: Henderson
Primary County: Henderson County
Principal Office: 238 SECOND STREET, HENDERSON, KY 42420
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2023 300296679 2024-07-25 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523210
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2024-07-22
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-22
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2022 300296679 2023-07-21 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2023-07-21
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-21
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2021 300296679 2022-07-29 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2022-07-29
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2020 300296679 2021-07-30 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2021-07-30
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-30
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2019 300296679 2020-07-29 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2020-07-29
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-29
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2018 300296679 2019-09-30 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2019-09-28
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-28
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
ERICK T. DALTON Registered Agent

Member

Name Role
ERICK DALTON Member

Organizer

Name Role
ERICK T. DALTON Organizer
MARK B. WEAVER Organizer

Filings

Name File Date
Annual Report 2025-02-17
Annual Report 2024-08-22
Annual Report 2023-08-15
Annual Report Amendment 2022-09-28
Annual Report 2022-08-10
Annual Report 2021-09-09
Annual Report 2020-06-30
Annual Report 2019-07-16
Annual Report 2018-05-17
Annual Report 2017-03-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8481957004 2020-04-08 0457 PPP 238 2ND ST, HENDERSON, KY, 42420-3138
Loan Status Date 2021-03-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 107358.67
Loan Approval Amount (current) 107358.67
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27590
Servicing Lender Name Farmers Bank & Trust Company
Servicing Lender Address 201 S Main St, MARION, KY, 42064-1542
Rural or Urban Indicator R
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address HENDERSON, HENDERSON, KY, 42420-3138
Project Congressional District KY-01
Number of Employees 8
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27590
Originating Lender Name Farmers Bank & Trust Company
Originating Lender Address MARION, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 108241.07
Forgiveness Paid Date 2021-02-09

Related by officers

ERICK T. DALTON

WEALTHCARE PROPERTIES, LLC TRI-STATE DONOR MOTIVATION, LLC ABIDE HOLDINGS, INC. BETHEL FARMS, LLC

ERICK DALTON

WEALTHCARE PROPERTIES, LLC TRI-STATE DONOR MOTIVATION, LLC Second Street Tech Ventures LLC ABIDE HOLDINGS, INC.

MARK B. WEAVER

MARK B. WEAVER FAMILY, LLC WEALTHCARE PROPERTIES, LLC TRI-STATE DONOR MOTIVATION, LLC SERENITY WEALTH COUNSELING, INC.

Related by address

238 SECOND STREET, HENDERSON, KY 42420

WEALTHCARE PROPERTIES, LLC TRI-STATE DONOR MOTIVATION, LLC ABIDE HOLDINGS, INC. SERENITY WEALTH COUNSELING, INC.

Sources: Kentucky Secretary of State

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