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STEFFEN FINANCIAL GROUP, INC.

Company Details

Name: STEFFEN FINANCIAL GROUP, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 10 Sep 2007 (18 years ago)
Organization Date: 10 Sep 2007 (18 years ago)
Last Annual Report: 17 Feb 2025 (2 months ago)
Organization Number: 0673260
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41042
City: Florence
Primary County: Boone County
Principal Office: 75 CAVALIER BLVD., SUITE 316, FLORENCE, KY 41042
Place of Formation: KENTUCKY
Authorized Shares: 1000

President

Name Role
John Bernard Steffen President

Director

Name Role
John Bernard Steffen Director

Incorporator

Name Role
JOHN B. STEFFEN Incorporator

Registered Agent

Name Role
JOHN B. STEFFEN Registered Agent

Assumed Names

Name Status Expiration Date
RETIREMENT SECURITY GROUP Inactive 2024-01-21

Filings

Name File Date
Annual Report 2025-02-17
Annual Report 2024-08-05
Annual Report 2023-08-02
Annual Report 2022-03-30
Annual Report 2021-06-22
Annual Report 2020-07-06
Annual Report 2019-06-24
Name Renewal 2018-08-06
Annual Report 2018-04-26
Annual Report 2017-05-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6795108007 2020-06-30 0457 PPP 75 CAVALIER BLVD, FLORENCE, KY, 41042-1684
Loan Status Date 2021-06-08
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17100
Loan Approval Amount (current) 17100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27196
Servicing Lender Name Central Bank & Trust Co.
Servicing Lender Address 300 W Vine St, LEXINGTON, KY, 40507-1621
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address FLORENCE, BOONE, KY, 41042-1684
Project Congressional District KY-04
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 27196
Originating Lender Name Central Bank & Trust Co.
Originating Lender Address LEXINGTON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 17248.67
Forgiveness Paid Date 2021-05-19

Sources: Kentucky Secretary of State