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  5. EXTELL FINANCIAL SERVICES INC.

EXTELL FINANCIAL SERVICES INC.

Company Details

Name: EXTELL FINANCIAL SERVICES INC.
Legal type: Foreign Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 02 Apr 2007 (18 years ago)
Authority Date: 02 Apr 2007 (18 years ago)
Last Annual Report: 17 Jun 2024 (10 months ago)
Organization Number: 0661206
Industry: Real Estate
Number of Employees: Medium (20-99)
ZIP code: 40223
City: Louisville, Anchorage, Blue Rdg Mnr, Blue Ridge Mano...
Primary County: Jefferson County
Principal Office: 9911 SHELBYVILLE ROAD, SUITE 200, LOUISVILLE, KY 40223
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2023 208593751 2024-10-08 EXTELL FINANCIAL SERVICES, INC. 108
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 5024993216
Plan sponsor’s address 9911 SHELBYVILLE RD, SUITE 200, LOUISVILLE, KY, 402232987

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing JULIE LONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing JULIE LONG
Valid signature Filed with authorized/valid electronic signature
EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2022 208593751 2023-10-09 EXTELL FINANCIAL SERVICES, INC. 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 5024993216
Plan sponsor’s address 9911 SHELBYVILLE RD, SUITE 200, LOUISVILLE, KY, 402232987

Signature of
Role Plan administrator
Date 2023-10-09
Name of individual signing JULIE LONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-09
Name of individual signing JULIE LONG
Valid signature Filed with authorized/valid electronic signature
EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2013 208593751 2014-10-13 EXTELL FINANCIAL SERVICES, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531390
Sponsor’s telephone number 5024990098
Plan sponsor’s address 9911 SHELBYVILLE RD, SUITE 200, LOUISVILLE, KY, 40223

Plan administrator’s name and address
Administrator’s EIN 208593751
Plan administrator’s name EXTELL FINANCIAL SERVICES, INC.
Plan administrator’s address 9911 SHELBYVILLE RD, SUITE 200, LOUISVILLE, KY, 40223
Administrator’s telephone number 5024990289

Signature of
Role Plan administrator
Date 2014-10-13
Name of individual signing JULIE LONG, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2012 208593751 2013-10-10 EXTELL FINANCIAL SERVICES, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531390
Sponsor’s telephone number 5024990098
Plan sponsor’s address 9911 SHELBYVILLE RD, SUITE 200, LOUISVILLE, KY, 40223

Plan administrator’s name and address
Administrator’s EIN 208593751
Plan administrator’s name EXTELL FINANCIAL SERVICES, INC.
Plan administrator’s address 9911 SHELBYVILLE RD, SUITE 200, LOUISVILLE, KY, 40223
Administrator’s telephone number 5024990289

Signature of
Role Plan administrator
Date 2013-10-10
Name of individual signing JULIE LONG, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-10
Name of individual signing JULIE LONG
Valid signature Filed with authorized/valid electronic signature
EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2011 208593751 2012-06-17 EXTELL FINANCIAL SERVICES, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531390
Sponsor’s telephone number 5024990098
Plan sponsor’s address 9911 SHELBYVILLE RD, SUITE 200, LOUISVILLE, KY, 40223

Plan administrator’s name and address
Administrator’s EIN 208593751
Plan administrator’s name EXTELL FINANCIAL SERVICES, INC.
Plan administrator’s address 9911 SHELBYVILLE RD, SUITE 200, LOUISVILLE, KY, 40223
Administrator’s telephone number 5024990289

Signature of
Role Plan administrator
Date 2012-06-17
Name of individual signing JULIE LONG, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2010 208593751 2011-07-29 EXTELL FINANCIAL SERVICES, INC. 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531390
Sponsor’s telephone number 5024990098
Plan sponsor’s address 9410 BUNSEN PARKWAY, SUITE 350, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 208593751
Plan administrator’s name EXTELL FINANCIAL SERVICES, INC.
Plan administrator’s address 9410 BUNSEN PARKWAY, SUITE 350, LOUISVILLE, KY, 40220
Administrator’s telephone number 5024990289

Signature of
Role Plan administrator
Date 2011-07-29
Name of individual signing JULIE LONG, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-29
Name of individual signing JULIE LONG
Valid signature Filed with authorized/valid electronic signature
EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN 2009 208593751 2010-10-07 EXTELL FINANCIAL SERVICES, INC. 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531390
Sponsor’s telephone number 5024990098
Plan sponsor’s address 9410 BUNSEN PARKWAY, SUITE 350, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 208593751
Plan administrator’s name EXTELL FINANCIAL SERVICES, INC.
Plan administrator’s address 9410 BUNSEN PARKWAY, SUITE 350, LOUISVILLE, KY, 40220
Administrator’s telephone number 5024990289

Signature of
Role Plan administrator
Date 2010-10-07
Name of individual signing JULIE LONG, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-07
Name of individual signing JULIE LONG
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
C T CORPORATION SYSTEM Registered Agent

Vice President

Name Role
LEANNE M ALLEN Vice President

Director

Name Role
JULIE A LONG Director

President

Name Role
JULIE A LONG President

Filings

Name File Date
Annual Report 2024-06-17
Annual Report 2023-06-07
Annual Report 2022-06-16
Annual Report 2021-06-01
Annual Report 2020-06-30
Annual Report 2019-06-20
Annual Report 2018-06-21
Annual Report 2017-05-18
Annual Report 2016-06-30
Annual Report 2015-06-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5384197006 2020-04-05 0457 PPP 9911 SHELBYVILLE RD, LOUISVILLE, KY, 40223-2907
Loan Status Date 2021-02-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 901400
Loan Approval Amount (current) 901400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40223-2907
Project Congressional District KY-03
Number of Employees 67
NAICS code 236220
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 908160.5
Forgiveness Paid Date 2021-01-07

Related by officers

JULIE A LONG

ALLEN & LONG, LLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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