COSTELLOW MANAGEMENT INC

Company Details

Name:	COSTELLOW MANAGEMENT INC
Legal type:	Kentucky Corporation
Status:	Active
Standing:	Good
Profit or Non-Profit:	Profit
File Date:	22 Jun 2005 (20 years ago)
Organization Date:	22 Jun 2005 (20 years ago)
Last Annual Report:	17 Feb 2025 (2 months ago)
Organization Number:	0615876
Industry:	Insurance Agents, Brokers and Service
Number of Employees:	Small (0-19)
ZIP code:	42103
City:	Bowling Green
Primary County:	Warren County
Principal Office:	1677 GOSHEN CHURCH SOUTH RD, BOWLING GREEN, KY 42103
Place of Formation:	KENTUCKY
Authorized Shares:	100

Name	Role
Wayburn Allen Costellow	Director

Name	Role
W ALLEN COSTELLOW	Incorporator

Name	Role
Wayburn Allen Costellow	President

Name	Role
W ALLEN COSTELLOW	Registered Agent

Department	License Number	License Type / Line of Authority	Status	Issue Date	Effective Date	Inactive Date	Expiry Date	Address
Department of Insurance	DOI ID 614755	Agent - Casualty	Inactive	2006-09-22	-	2009-03-28	-	-
Department of Insurance	DOI ID 614755	Agent - Property	Inactive	2006-09-22	-	2009-03-28	-	-
Department of Insurance	DOI ID 614755	Agent - Life	Active	2005-09-14	-	-	2027-03-31	-
Department of Insurance	DOI ID 614755	Agent - Health	Active	2005-09-14	-	-	2027-03-31	-

Name	Action
COSTELLOW & ASSOCIATES, INC.	Old Name
WEALTH CONCEPTS ADVISORY GROUP, INC.	Old Name
PLANNINGRX ADVISORS INC	Old Name
LEGACY RETIREMENT SOLUTIONS, INC.	Old Name
LIFETIME SOLUTIONS, INC.	Old Name
LEGACY PLANS, INC	Old Name
LIFETIME MARKETING GROUP, INC.	Old Name
LEGACY PLANS, INC.	Old Name
LEGACY RETIREMENT SERVICES, INC.	Old Name
COSTELLOW AGENCY, INC.	Old Name
SOUTHERN KENTUCKY ADVISORS, INC.	Old Name

Name	File Date
Annual Report	2025-02-17
Annual Report	2024-03-07
Principal Office Address Change	2023-08-28
Registered Agent name/address change	2023-03-20
Annual Report	2023-03-20
Annual Report	2022-04-29
Principal Office Address Change	2022-04-29
Amendment	2021-07-09
Principal Office Address Change	2021-06-21
Annual Report	2021-04-12
Principal Office Address Change	2021-04-12
Reinstatement Approval Letter UI	2020-04-21
Reinstatement Approval Letter Revenue	2020-04-21
Principal Office Address Change	2020-04-21
Reinstatement	2020-04-21
Reinstatement Certificate of Existence	2020-04-21
Reinstatement Approval Letter Revenue	2020-04-16
Administrative Dissolution	2019-10-16
Annual Report	2018-08-22
Registered Agent name/address change	2018-08-22

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

6954197101

2020-04-14

0457

PPP

730 FAIRVIEW AVE SUITE B5, BOWLING GREEN, KY, 42101-2369

Loan Status Date	2021-02-24
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	16509.67
Loan Approval Amount (current)	16509.67
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27217
Servicing Lender Name	Independence Bank of Kentucky
Servicing Lender Address	2425 Frederica St, OWENSBORO, KY, 42301-5437
Rural or Urban Indicator	R
Hubzone	Y
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	BOWLING GREEN, WARREN, KY, 42101-2369
Project Congressional District	KY-02
Number of Employees	3
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	27217
Originating Lender Name	Independence Bank of Kentucky
Originating Lender Address	OWENSBORO, KY
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	16601.96
Forgiveness Paid Date	2021-02-16

4088088310

2021-01-22

0457

PPS

730 Fairview Ave Ste B5, Bowling Green, KY, 42101-2369

Loan Status Date	2021-07-15
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	31790
Loan Approval Amount (current)	31790
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27217
Servicing Lender Name	Independence Bank of Kentucky
Servicing Lender Address	2425 Frederica St, OWENSBORO, KY, 42301-5437
Rural or Urban Indicator	R
Hubzone	Y
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	Bowling Green, WARREN, KY, 42101-2369
Project Congressional District	KY-02
Number of Employees	4
NAICS code	524210
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	27217
Originating Lender Name	Independence Bank of Kentucky
Originating Lender Address	OWENSBORO, KY
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	31911.06
Forgiveness Paid Date	2021-06-15