| Name: | JEM FINANCIAL PLANNING LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 03 Dec 2008 (16 years ago) |
| Organization Date: | 03 Dec 2008 (16 years ago) |
| Last Annual Report: | 27 Mar 2024 (a year ago) |
| Managed By: | Members |
| Organization Number: | 0718630 |
| Industry: | Holding and other Investment Offices |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40509 |
| City: | Lexington |
| Primary County: | Fayette County |
| Principal Office: | 1795 ALYSHEBA WAY, SUITE 7104, LEXINGTON, KY 40509 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEM FINANCIAL PLANNING INDIVIDUAL 401(K) | 2019 | 263798373 | 2020-09-17 | JEM FINANCIAL PLANNING, LLC | 2 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2020-09-17 |
| Name of individual signing | ADAM WARREN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 003 |
| Effective date of plan | 2010-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8595438188 |
| Plan sponsor’s address | 1795 ALYSHEBA WAY, STE 7104, LEXINGTON, KY, 40509 |
Signature of
| Role | Plan administrator |
| Date | 2020-03-11 |
| Name of individual signing | JAMES ERIC MULLINS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 003 |
| Effective date of plan | 2010-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8595438188 |
| Plan sponsor’s address | 1795 ALYSHEBA WAY, STE 7104, LEXINGTON, KY, 40509 |
Signature of
| Role | Plan administrator |
| Date | 2020-03-11 |
| Name of individual signing | JAMES ERIC MULLINS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 003 |
| Effective date of plan | 2010-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8595438188 |
| Plan sponsor’s address | 1795 ALYSHEBA WAY, STE 7104, LEXINGTON, KY, 40509 |
Signature of
| Role | Plan administrator |
| Date | 2020-03-11 |
| Name of individual signing | JAMES ERIC MULLINS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| JAMES ERIC MULLINS | Registered Agent |
| Name | Role |
|---|---|
| JAMES ERIC MULLINS | Organizer |
| Name | Role |
|---|---|
| JAMES ERIC MULLINS | Member |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 714246 | Agent - Life | Inactive | 2009-09-24 | - | 2017-03-31 | - | - |
| Department of Insurance | DOI ID 714246 | Agent - Health | Inactive | 2009-09-24 | - | 2017-03-31 | - | - |
| Name | File Date |
|---|---|
| Annual Report | 2024-03-27 |
| Annual Report | 2023-06-28 |
| Annual Report | 2022-03-16 |
| Annual Report | 2021-03-24 |
| Annual Report | 2020-03-02 |
| Annual Report | 2019-05-02 |
| Annual Report | 2018-04-23 |
| Annual Report | 2017-04-28 |
| Annual Report | 2016-06-30 |
| Annual Report | 2015-06-01 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4118397108 | 2020-04-12 | 0457 | PPP | 1795 Alysheba Way Ste 7104, LEXINGTON, KY, 40509-2279 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
