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KENTUCKY PLANNING PARTNERS, LLC

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Company Details

Name: KENTUCKY PLANNING PARTNERS, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 16 Jun 2005 (20 years ago)
Organization Date: 16 Jun 2005 (20 years ago)
Last Annual Report: 22 Mar 2024 (a year ago)
Managed By: Managers
Organization Number: 0613940
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY

Registered Agent

Name Role
ROBERT A. DAVENPORT Registered Agent

Manager

Name Role
ROBERT A DAVENPORT Manager
Kenneth A O'Neil Manager

Organizer

Name Role
ROBERT L. GOODIN, JR. Organizer

Form 5500 Series

Employer Identification Number (EIN):
421686045
Plan Year:
2023
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
8
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 656679 Agent - Variable Life and Variable Annuities Denied - - - - -
Department of Insurance DOI ID 656679 Agent - Life Active 2021-06-10 - - 2027-03-31 -
Department of Insurance DOI ID 656679 Agent - Health Active 2021-06-10 - - 2027-03-31 -

Filings

Name File Date
Annual Report 2024-03-22
Annual Report 2023-05-18
Annual Report 2022-05-25
Annual Report 2021-05-25
Annual Report 2020-06-03

USAspending Awards / Financial Assistance

Date:
2020-04-28
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:
80440.00
Total Face Value Of Loan:
80440.00

Trademarks

Serial Number:
88697552
Mark:
KPP
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2019-11-19
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
KPP

Goods And Services

For:
Financial services, namely, retirement fund investment services; estate and financial planning services; cash management; providing financial information in the field of retirement planning; retirement plan administration services; investment management services; securities brokerage services
First Use:
2005-06-16
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98779178
Mark:
KPP KENTUCKY PLANNING PARTNERS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2024-09-30
Mark Literal Elements:
KPP KENTUCKY PLANNING PARTNERS

Goods And Services

For:
Financial services, namely, retirement fund investment services; estate and financial planning services; cash management; providing financial information in the field of retirement planning; retirement plan administration services; investment management services; securities brokerage services.
First Use:
2005-06-16
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
80440
Current Approval Amount:
80440
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
81003.08

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Sources: Kentucky Secretary of State