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WISHLIST PLANNING, LLC

Company Details

Name: WISHLIST PLANNING, LLC
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Good
Profit or Non-Profit: Profit
File Date: 23 Oct 2006 (18 years ago)
Organization Date: 23 Oct 2006 (18 years ago)
Last Annual Report: 27 Aug 2021 (4 years ago)
Managed By: Managers
Organization Number: 0649490
ZIP code: 42303
City: Owensboro
Primary County: Daviess County
Principal Office: 2708 NEW HARTFORD RD, OWENSBORO, KY 42303
Place of Formation: KENTUCKY

Manager

Name Role
Heath Burton Greenwell Manager

Registered Agent

Name Role
HEATH B. GREENWELL Registered Agent

Organizer

Name Role
HEATH B. GREENWELL Organizer

Former Company Names

Name Action
(NQ) AESOP'S WISDOM, LLC Merger
WISHLIST PLANNING, LLC Merger

Assumed Names

Name Status Expiration Date
GREENWELL & ASSOCIATES, A FINANCIAL ADVISORY PRACTICE OF AMERIPRISE FINANCIAL, INC. Inactive 2015-12-17
GREENWELL & ASSOCIATES Inactive 2015-11-22

Filings

Name File Date
Annual Report 2021-08-27
Annual Report 2020-06-26
Annual Report 2019-06-28
Reinstatement Certificate of Existence 2018-02-22
Reinstatement 2018-02-22
Reinstatement Approval Letter Revenue 2018-02-22
Principal Office Address Change 2018-02-22
Registered Agent name/address change 2018-02-22
Administrative Dissolution Return 2017-11-09
Administrative Dissolution 2017-10-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8113597707 2020-05-01 0457 PPP 2708 NEW RD, OWENSBORO, KY, 42303
Loan Status Date 2021-01-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17902
Loan Approval Amount (current) 17902
Undisbursed Amount 0
Franchise Name -
Lender Location ID 53803
Servicing Lender Name U.S. Bank, National Association
Servicing Lender Address 425 Walnut St, CINCINNATI, OH, 45202-3956
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address OWENSBORO, DAVIESS, KY, 42303-0100
Project Congressional District KY-02
Number of Employees 2
NAICS code 999990
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 53803
Originating Lender Name U.S. Bank, National Association
Originating Lender Address CINCINNATI, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 18009.91
Forgiveness Paid Date 2020-12-09

Sources: Kentucky Secretary of State