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WILKERSON FINANCIAL GROUP LLC

Company Details

Name: WILKERSON FINANCIAL GROUP LLC
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Good
Profit or Non-Profit: Profit
File Date: 30 Aug 2007 (18 years ago)
Organization Date: 30 Aug 2007 (18 years ago)
Last Annual Report: 18 Mar 2024 (a year ago)
Managed By: Members
Organization Number: 0672570
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40601
City: Frankfort, Hatton
Primary County: Franklin County
Principal Office: 307 WASHINGTON STREET, FRANKFORT, KY 40601
Place of Formation: KENTUCKY

Member

Name Role
MICHAEL LAYNE WILKERSON II Member

Organizer

Name Role
WILLIAM LESTER LEGG Organizer

Registered Agent

Name Role
WILLIAM LESTER LEGG Registered Agent

Assumed Names

Name Status Expiration Date
CAPITAL IMPACT GROUP Inactive 2014-09-11

Filings

Name File Date
Dissolution 2024-08-27
Annual Report 2024-03-18
Annual Report 2023-08-03
Annual Report 2022-05-24
Annual Report 2021-07-29
Annual Report 2020-06-22
Annual Report 2019-06-18
Annual Report 2018-06-12
Principal Office Address Change 2017-06-29
Annual Report 2017-06-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7527687008 2020-04-07 0457 PPP 307 Washington Street, FRANKFORT, KY, 40601-1823
Loan Status Date 2020-11-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 41049.37
Loan Approval Amount (current) 41049.37
Undisbursed Amount 0
Franchise Name -
Lender Location ID 74995
Servicing Lender Name City National Bank of West Virginia
Servicing Lender Address 3601 MacCorkle Ave SE, Charleston, WV, 25304
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address FRANKFORT, FRANKLIN, KY, 40601-1823
Project Congressional District KY-01
Number of Employees 3
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 120831
Originating Lender Name City National Bank of West Virginia
Originating Lender Address Versailles, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 41274
Forgiveness Paid Date 2020-11-02
2068378405 2021-02-03 0457 PPS 307 Washington St, Frankfort, KY, 40601-1823
Loan Status Date 2021-07-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 42915
Loan Approval Amount (current) 42915
Undisbursed Amount 0
Franchise Name -
Lender Location ID 74995
Servicing Lender Name City National Bank of West Virginia
Servicing Lender Address 3601 MacCorkle Ave SE, Charleston, WV, 25304
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Frankfort, FRANKLIN, KY, 40601-1823
Project Congressional District KY-01
Number of Employees 4
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 120831
Originating Lender Name City National Bank of West Virginia
Originating Lender Address Versailles, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 43062.82
Forgiveness Paid Date 2021-06-15

Sources: Kentucky Secretary of State