Search icon

WHEELER FINANCIAL SERVICES, PLLC

Company claim

Is this your business?

Get access!

Company Details

Name: WHEELER FINANCIAL SERVICES, PLLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 22 Aug 2006 (19 years ago)
Organization Date: 22 Aug 2006 (19 years ago)
Last Annual Report: 27 Jun 2024 (a year ago)
Managed By: Members
Organization Number: 0645476
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 535 WELLINGTON WAY, SUITE 240, LEXINGTON, KY 40503
Place of Formation: KENTUCKY

Organizer

Name Role
LAFE J. WHEELER Organizer

Member

Name Role
LAFE WHEELER Member

Registered Agent

Name Role
LAFE WHEELER Registered Agent

Form 5500 Series

Employer Identification Number (EIN):
205421654
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
7
Sponsors Telephone Number:

Assumed Names

Name Status Expiration Date
MCCORD & WHEELER FINANCIAL SERVICES, PLLC Inactive 2012-12-12

Filings

Name File Date
Annual Report 2024-06-27
Annual Report 2023-05-11
Annual Report 2022-03-07
Annual Report 2021-05-24
Annual Report 2020-06-16

USAspending Awards / Financial Assistance

Date:
2021-03-10
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:
50332.65
Total Face Value Of Loan:
50332.65
Date:
2020-04-09
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:
-100.00
Total Face Value Of Loan:
50300.00

Paycheck Protection Program

Jobs Reported:
6
Initial Approval Amount:
$50,400
Date Approved:
2020-04-03
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$50,300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$50,594.81
Servicing Lender:
Central Bank & Trust Co.
Use of Proceeds:
Payroll: $50,300
Jobs Reported:
7
Initial Approval Amount:
$50,332.65
Date Approved:
2021-03-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$50,332.65
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$50,573.13
Servicing Lender:
Central Bank & Trust Co.
Use of Proceeds:
Payroll: $50,328.65
Utilities: $1

Reviews Leave a review

This company hasn't received any reviews.

Sources: Kentucky Secretary of State