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WEALTHCARE, LLC

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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 (4 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

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

Form 5500 Series

Employer Identification Number (EIN):
300296679
Plan Year:
2023
Number Of Participants:
13
Sponsors DBA Name:
AMERIPRISE FINANCIAL ADVISOR
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
13
Sponsors DBA Name:
AMERIPRISE FINANCIAL ADVISOR
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
13
Sponsors DBA Name:
AMERIPRISE FINANCIAL ADVISOR
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
13
Sponsors DBA Name:
AMERIPRISE FINANCIAL ADVISOR
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
13
Sponsors DBA Name:
AMERIPRISE FINANCIAL ADVISOR
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

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:
107358.67
Total Face Value Of Loan:
107358.67

Paycheck Protection Program

Date Approved:
2020-04-08
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
107358.67
Current Approval Amount:
107358.67
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
108241.07

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Sources: Kentucky Secretary of State