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JEM FINANCIAL PLANNING LLC

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Company Details

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 (17 years ago)
Organization Date: 03 Dec 2008 (17 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

Registered Agent

Name Role
JAMES ERIC MULLINS Registered Agent

Organizer

Name Role
JAMES ERIC MULLINS Organizer

Member

Name Role
JAMES ERIC MULLINS Member

Form 5500 Series

Employer Identification Number (EIN):
263798373
Plan Year:
2019
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
2
Sponsors Telephone Number:

Licenses

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 - -

Filings

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

USAspending Awards / Financial Assistance

Date:
2020-04-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
32250.00
Total Face Value Of Loan:
32250.00

Paycheck Protection Program

Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
32250
Current Approval Amount:
32250
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
32674.63

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Sources: Kentucky Secretary of State