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WISDOM TREE TECHNOLOGIES LLC

Company Details

Name: WISDOM TREE TECHNOLOGIES LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 11 Jan 2007 (18 years ago)
Organization Date: 11 Jan 2007 (18 years ago)
Last Annual Report: 21 May 2024 (a year ago)
Managed By: Managers
Organization Number: 0654794
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 42071
City: Murray
Primary County: Calloway County
Principal Office: 926 N. 16TH STREET, MURRAY, KY 42071
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
SGQRQYCNHSH1 2024-11-19 926 N 16TH ST, MURRAY, KY, 42071, 1552, USA 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA

Business Information

URL http://www.wttnae.com
Congressional District 01
State/Country of Incorporation KY, USA
Activation Date 2023-11-22
Initial Registration Date 2007-03-09
Entity Start Date 2012-06-29
Fiscal Year End Close Date Dec 12

Service Classifications

NAICS Codes 325412, 339113, 518210, 541211, 541330, 541511, 541512, 541513, 541519, 541611, 541612, 541690, 541930, 541990, 561110, 561210, 561320, 561421, 561422, 561499, 561611, 561920, 561990, 611420, 611430, 611710, 621112, 621330, 621399, 621512, 621999, 622110, 624190, 624230, 624310
Product and Service Codes B538, Q999, R423

Points of Contacts

Electronic Business
Title PRIMARY POC
Name SCOTT R. ALLEN
Role CEO/PRESIDENT
Address 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA
Title ALTERNATE POC
Name SCOTT ALLEN
Address 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA
Government Business
Title PRIMARY POC
Name SCOTT R. ALLEN
Address 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA
Title ALTERNATE POC
Name SCOTT ALLEN
Address 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN 2023 455599162 2024-12-30 WISDOM TREE TECHNOLOGIES 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541511
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 42071

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2023 455599162 2024-02-07 WISDOM TREE TECHNOLOGIES, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of

Role Plan administrator
Date 2024-02-07
Name of individual signing SCOTT ALLEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN 2022 455599162 2023-12-27 WISDOM TREE TECHNOLOGIES 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541511
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 42071

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2022 455599162 2023-03-08 WISDOM TREE TECHNOLOGIES, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of

Role Plan administrator
Date 2023-03-08
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN 2021 455599162 2022-12-29 WISDOM TREE TECHNOLOGIES 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541511
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 42071

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN 2020 455599162 2021-12-14 WISDOM TREE TECHNOLOGIES 2
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541511
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 42071

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2018 455599162 2019-04-11 WISDOM TREE TECHNOLOGIES, INC. 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of

Role Plan administrator
Date 2019-04-11
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-11
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2017 455599162 2018-02-16 WISDOM TREE TECHNOLOGIES, INC. 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of

Role Plan administrator
Date 2018-02-16
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-02-16
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2016 455599162 2017-04-11 WISDOM TREE TECHNOLOGIES, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of

Role Plan administrator
Date 2017-04-11
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-11
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2015 455599162 2016-04-21 WISDOM TREE TECHNOLOGIES, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of

Role Plan administrator
Date 2016-04-21
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-21
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/04/08/20150408123919P040223913921001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of

Role Plan administrator
Date 2015-04-08
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-08
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/18/20140718154531P040014817343001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of

Role Plan administrator
Date 2014-07-18
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-18
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/11/20130711130008P030292861139001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of

Role Plan administrator
Date 2013-07-11
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-11
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/12/20120712102159P030001906146001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Plan administrator’s name and address

Administrator’s EIN 562634647
Plan administrator’s name WISDOM TREE TECHNOLOGIES, INC.
Plan administrator’s address 926 N 16TH ST, MURRAY, KY, 420711524
Administrator’s telephone number 2707618733

Signature of

Role Plan administrator
Date 2012-07-12
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-12
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
SCOTT ALLEN Registered Agent

Manager

Name Role
SCOTT R. ALLEN Manager

Organizer

Name Role
SCOTT R. ALLEN Organizer
GREGORY D. POE Organizer

Incorporator

Name Role
SCOTT RANDALL ALLEN Incorporator

Former Company Names

Name Action
WISDOM TREE TECHNOLOGIES INC. Type Conversion

Filings

Name File Date
Annual Report 2024-05-21
Annual Report 2023-03-17
Annual Report 2022-05-17
Annual Report 2021-09-03
Annual Report 2020-06-03
Annual Report 2019-05-01
Annual Report 2018-04-12
Annual Report 2017-05-15
Registered Agent name/address change 2016-02-25
Annual Report 2016-02-25

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
No data IDV N0017819D8842 2019-01-02 No data No data
Unique Award Key CONT_IDV_N0017819D8842_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 0.00
Potential Award Amount 10000000000.00

Description

Title SEAPORT-NXG
NAICS Code 541330: ENGINEERING SERVICES
Product and Service Codes R499: SUPPORT- PROFESSIONAL: OTHER

Recipient Details

Recipient WISDOM TREE TECHNOLOGIES LLC
UEI SGQRQYCNHSH1
Recipient Address UNITED STATES, 926 N 16TH ST, MURRAY, CALLOWAY, KENTUCKY, 420711524

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
4659705007 Small Business Administration 59.012 - 7(A) LOAN GUARANTEES No data No data PATRIOT EXPRESS
Recipient WISDOM TREE TECHNOLOGIES INC.
Recipient Name Raw WISDOM TREE TECHNOLOGIES INC.
Recipient Address 926 NORTH 16TH STREET., MURRAY, CALLOWAY, KENTUCKY, 42071-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 3395.00
Face Value of Direct Loan 350000.00
Link View Page

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5443198700 2021-04-02 0457 PPP 926 N 16th St, Murray, KY, 42071-1552
Loan Status Date 2021-11-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 712540.98
Loan Approval Amount (current) 712540.98
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27599
Servicing Lender Name FNB Bank, Inc.
Servicing Lender Address 101 E Broadway St, MAYFIELD, KY, 42066-2317
Rural or Urban Indicator R
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Murray, CALLOWAY, KY, 42071-1552
Project Congressional District KY-01
Number of Employees 107
NAICS code 518210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27599
Originating Lender Name FNB Bank, Inc.
Originating Lender Address MAYFIELD, KY
Gender Male Owned
Veteran Veteran
Forgiveness Amount 716677.68
Forgiveness Paid Date 2021-10-29

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P0847282 WISDOM TREE TECHNOLOGIES LLC - SGQRQYCNHSH1 926 N 16TH ST, MURRAY, KY, 42071-1540
Capabilities Statement Link https://certify.sba.gov/capabilities/SGQRQYCNHSH1
Phone Number 270-761-8733
Fax Number 270-761-8734
E-mail Address wttinc@murray-ky.net
WWW Page http://www.wttnae.com
E-Commerce Website -
Contact Person SCOTT ALLEN
County Code (3 digit) 035
Congressional District 01
Metropolitan Statistical Area -
CAGE Code 4PHS4
Year Established 2012
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications Native American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Service-Disabled Veteran, Veteran
Business Development Servicing Office KENTUCKY DISTRICT OFFICE (SBA office code 0457)
Capabilities Narrative Wisdom Tree Technologies, LLC (WTT) is a Native-American owned, SBA 8(a) certified (Multiple 8a contracts awarded) and CVE Certified Service Disabled Veteran-Owned Small Business (SDVOSB) located in a HUBZone. The company was formed in 2007, in Murray, Kentucky. WTT serves the IT / Telecom Industries, National Defense, Law Enforcement, National Security, Special Operations, Inter-Agency, and Social Complexity Communities.
Special Equipment/Materials US Army Information Technology: Wisdom Tree Technologies provides the US Army with IT Services that assist and support its mission to provide computer support to HQ staff and personnel; Customized computer, automated business systems training and IT support at Ft. Knox, KY. Mission Support Training: Our Company developed subject matter expertise, and primary technical competency in direct support of the USSOCOM Counter Threat Finance (CTF) Program. WTT also led the establishment of training development in support of USSOCOM/Naval Special Warfare Training Curriculum. Technology Insertion: Proprietary tools to support Counter Threat Finance Analysis for Special Operation; including pre-deployment training for Naval Special Warfare. Persistent Surveillance and Analysis: Persistent surveillance technology in a tactical environment to support combat operations, force protection, border surveillance, disaster relief, and intelligence collection.
Business Type Percentages (none given)
Keywords SBA 8(a) Certified, SDVOSB and CVE Certified, InformationTechnology Support Services, Information Assurance/Cyber Security, Intelligence Analysis, Client Services/Helpdesk, Systems Integration, Surveillance and Reconnaissance, Imagery, Research, Studies, Assessment, Professional Consulting, Management Consulting, Financial Analysis, Test, Evaluation, Training Development, Health Practitioners, Facilities Management, Scientific Consulting, Consulting, Administrative Services, Support Services
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name Scott R. Allen
Role Founder

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified Yes
Service-Disabled Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certification Date 2022-08-23
Service-Disabled Veteran-Owned Small Business Certification Expiration Date 2027-08-23

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 518210
NAICS Code's Description Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
Buy Green Yes
Code 541211
NAICS Code's Description Offices of Certified Public Accountants
Buy Green Yes
Code 541330
NAICS Code's Description Engineering ServicesGeneral $22.50m Small Business Size Standard: [Yes]Special $41.50m Military and Aerospace Equipment and Military Weapons: [Yes]Special $41.50m Contracts and Subcontracts for Engineering Services Awarded Under the National Energy Policy Act of 1992: [Yes]Special $41.50m Marine Engineering and Naval Architecture: [Yes] (4)
Buy Green Yes
Code 541511
NAICS Code's Description Custom Computer Programming Services
Buy Green Yes
Code 541512
NAICS Code's Description Computer Systems Design Services
Buy Green Yes
Code 541513
NAICS Code's Description Computer Facilities Management Services
Buy Green Yes
Code 541519
NAICS Code's Description Other Computer Related ServicesGeneral $30.00m Small Business Size Standard: [Yes]Special 150 Employees Information Technology Value Added Resellers: [Yes] (4)
Buy Green Yes
Code 541612
NAICS Code's Description Human Resources Consulting Services
Buy Green Yes
Code 541690
NAICS Code's Description Other Scientific and Technical Consulting Services
Buy Green Yes
Code 541930
NAICS Code's Description Translation and Interpretation Services
Buy Green Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Buy Green Yes
Code 561110
NAICS Code's Description Office Administrative Services
Buy Green Yes
Code 561210
NAICS Code's Description Facilities Support Services
Buy Green Yes
Code 561320
NAICS Code's Description Temporary Help Services
Buy Green Yes
Code 561421
NAICS Code's Description Telephone Answering Services
Buy Green Yes
Code 561422
NAICS Code's Description Telemarketing Bureaus and Other contact Centers
Buy Green Yes
Code 561499
NAICS Code's Description All Other Business Support Services
Buy Green Yes
Code 561611
NAICS Code's Description Investigation and Personal Background Check Services
Buy Green Yes
Code 561990
NAICS Code's Description All Other Support Services
Buy Green Yes
Code 611420
NAICS Code's Description Computer Training
Buy Green Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Buy Green Yes
Code 611710
NAICS Code's Description Educational Support Services
Buy Green Yes
Code 621112
NAICS Code's Description Offices of Physicians, Mental Health Specialists
Buy Green Yes
Code 621330
NAICS Code's Description Offices of Mental Health Practitioners (except Physicians)
Buy Green Yes
Code 621399
NAICS Code's Description Offices of All Other Miscellaneous Health Practitioners
Buy Green Yes
Code 621512
NAICS Code's Description Diagnostic Imaging Centers
Buy Green Yes
Code 621999
NAICS Code's Description All Other Miscellaneous Ambulatory Health Care Services
Buy Green Yes
Code 624190
NAICS Code's Description Other Individual and Family Services
Buy Green Yes
Code 624230
NAICS Code's Description Emergency and Other Relief Services
Buy Green Yes
Code 624310
NAICS Code's Description Vocational Rehabilitation Services
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Government Spending

Branch Date of Service Fiscal Year Cabinet Department Classification Item Name Amount
Executive 2024-09-11 2025 Cabinet for Economic Development Econ Dev - Office Of The Secretary Misc Commodities & Other Exp Promotional Entertainment Exp 3638.31
Executive 2024-09-05 2025 Cabinet for Economic Development Econ Dev - Office Of The Secretary Misc Commodities & Other Exp Promotional Entertainment Exp 350

Financial Incentive

Program Program Status Average Hourly Wage Project Cost Incentive Amount Initial Jobs New Jobs Date of Action Approval Type
KSBTC - Kentucky Small Business Tax Credit Inactive 17.66 $20,075 $3,500 5 1 2015-04-30 Final

Sources: Kentucky Secretary of State