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EXCELLENCE IN LEAN, LLC

Company Details

Name: EXCELLENCE IN LEAN, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 30 Apr 2010 (15 years ago)
Organization Date: 30 Apr 2010 (15 years ago)
Last Annual Report: 18 Feb 2025 (2 months ago)
Managed By: Managers
Organization Number: 0762145
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 42503
City: Somerset
Primary County: Pulaski County
Principal Office: 80 LAKE CLIFF DRIVE, SOMERSET, KY 42503
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EXCELLENCE IN LEAN CBS BENEFIT PLAN 2023 272436121 2024-12-30 EXCELLENCE IN LEAN 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 541330
Sponsor’s telephone number 6064254562
Plan sponsor’s address 80 LAKE CLIFF DRIVE, SOMERSET, KY, 42503

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
EXCELLENCE IN LEAN CBS BENEFIT PLAN 2022 272436121 2023-12-27 EXCELLENCE IN LEAN 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 541330
Sponsor’s telephone number 6064254562
Plan sponsor’s address 80 LAKE CLIFF DRIVE, SOMERSET, KY, 42503

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
EXCELLENCE IN LEAN CBS BENEFIT PLAN 2021 272436121 2022-12-29 EXCELLENCE IN LEAN 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 541330
Sponsor’s telephone number 6064254562
Plan sponsor’s address 80 LAKE CLIFF DRIVE, SOMERSET, KY, 42503

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
EXCELLENCE IN LEAN CBS BENEFIT PLAN 2020 272436121 2021-12-14 EXCELLENCE IN LEAN 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 541330
Sponsor’s telephone number 6064254562
Plan sponsor’s address 80 LAKE CLIFF DRIVE, SOMERSET, KY, 42503

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
EXCELLENCE IN LEAN CBS BENEFIT PLAN 2019 272436121 2020-12-23 EXCELLENCE IN LEAN 2
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 541330
Sponsor’s telephone number 6064254562
Plan sponsor’s address 80 LAKE CLIFF DRIVE, SOMERSET, KY, 42503

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role
Michael Timothy Garland Manager

Registered Agent

Name Role
MICHAEL GARLAND Registered Agent

Organizer

Name Role
MICHAEL GARLAND Organizer

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-03-06
Annual Report 2023-03-16
Annual Report 2022-03-12
Annual Report 2021-02-10
Annual Report 2020-02-13
Annual Report 2019-04-26
Annual Report 2018-04-16
Annual Report 2017-04-25
Annual Report 2016-03-23

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1276618307 2021-01-16 0457 PPS 80 Lake Cliff Dr, Somerset, KY, 42503-9728
Loan Status Date 2021-08-05
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20875
Loan Approval Amount (current) 20875
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26835
Servicing Lender Name Citizens Bank
Servicing Lender Address 411 Dysart Way, MOUNT VERNON, KY, 40456
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Somerset, PULASKI, KY, 42503-9728
Project Congressional District KY-05
Number of Employees 2
NAICS code 541330
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 26835
Originating Lender Name Citizens Bank
Originating Lender Address MOUNT VERNON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20970.51
Forgiveness Paid Date 2021-07-13
3948767204 2020-04-27 0457 PPP 80 LAKE CLIFF DR, SOMERSET, KY, 42503-9728
Loan Status Date 2020-11-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 43750
Loan Approval Amount (current) 20875
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26835
Servicing Lender Name Citizens Bank
Servicing Lender Address 411 Dysart Way, MOUNT VERNON, KY, 40456
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SOMERSET, PULASKI, KY, 42503-9728
Project Congressional District KY-05
Number of Employees 2
NAICS code 541330
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 26835
Originating Lender Name Citizens Bank
Originating Lender Address MOUNT VERNON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20964.22
Forgiveness Paid Date 2020-10-09

Sources: Kentucky Secretary of State