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STEVENS FINANCIAL GROUP, LLC

Company Details

Name: STEVENS FINANCIAL GROUP, LLC
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Good
Profit or Non-Profit: Profit
File Date: 29 Jan 2008 (17 years ago)
Organization Date: 29 Jan 2008 (17 years ago)
Last Annual Report: 12 Feb 2021 (4 years ago)
Managed By: Members
Organization Number: 0684039
ZIP code: 41094
City: Walton
Primary County: Boone County
Principal Office: 405 WEXFORD DRIVE, WALTON, KY 41094
Place of Formation: KENTUCKY

Registered Agent

Name Role
LISA D. MARSHALL Registered Agent

Member

Name Role
Chad Harlan Stevens Member

Organizer

Name Role
CHAD STEVENS Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 675202 Agent - Life Inactive 2018-06-27 - 2022-03-31 - -

Filings

Name File Date
Dissolution 2021-09-17
Annual Report 2021-02-12
Annual Report Amendment 2020-02-26
Reinstatement Certificate of Existence 2020-02-24
Reinstatement 2020-02-24
Reinstatement Approval Letter Revenue 2020-02-24
Administrative Dissolution 2019-10-16
Annual Report 2018-03-20
Annual Report 2017-06-30
Annual Report 2016-01-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5296288800 2021-04-17 0457 PPP 405 Wexford Dr, Walton, KY, 41094-8373
Loan Status Date 2022-10-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 7045
Loan Approval Amount (current) 7045
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Walton, BOONE, KY, 41094-8373
Project Congressional District KY-04
Number of Employees 1
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Single Member LLC
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 7140.89
Forgiveness Paid Date 2022-08-31

Sources: Kentucky Secretary of State