Search icon

HELTON-WHITE AND ASSOCIATES, INC.

Company Details

Name: HELTON-WHITE AND ASSOCIATES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 19 Aug 2010 (15 years ago)
Organization Date: 19 Aug 2010 (15 years ago)
Last Annual Report: 17 Feb 2025 (25 days ago)
Organization Number: 0769587
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42327
City: Calhoun, W Louisville, West Louisville
Primary County: McLean County
Principal Office: 235 Main Street, PO Box 248, CALHOUN, KY 42327
Place of Formation: KENTUCKY
Authorized Shares: 100

Treasurer

Name Role
Belinda Helton Treasurer

Vice President

Name Role
W. C. Helton Vice President

Officer

Name Role
Terri L Yewell Officer

President

Name Role
Van H. Helton President

Director

Name Role
Van H Helton Director

Incorporator

Name Role
VAN HELTON Incorporator

Registered Agent

Name Role
VAN HELTON Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 734661 Agent - Life Active 2010-08-17 - - 2026-03-31 -
Department of Insurance DOI ID 734661 Agent - Health Active 2010-08-17 - - 2026-03-31 -

Former Company Names

Name Action
HELTON AND ASSOCIATES, INC. Old Name

Filings

Name File Date
Annual Report 2025-02-17
Annual Report 2024-04-05
Annual Report 2023-06-02
Principal Office Address Change 2023-06-02
Registered Agent name/address change 2023-06-02
Annual Report 2022-03-23
Annual Report 2021-04-30
Annual Report 2020-03-20
Annual Report Amendment 2019-11-20
Annual Report 2019-03-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7644527201 2020-04-28 0457 PPP 273 MAIN ST PO BOX 248, CALHOUN, KY, 42327-0248
Loan Status Date 2021-03-02
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 12430.95
Loan Approval Amount (current) 12430.95
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27217
Servicing Lender Name Independence Bank of Kentucky
Servicing Lender Address 2425 Frederica St, OWENSBORO, KY, 42301-5437
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CALHOUN, MCLEAN, KY, 42327-0248
Project Congressional District KY-02
Number of Employees 3
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 27217
Originating Lender Name Independence Bank of Kentucky
Originating Lender Address OWENSBORO, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 12521.54
Forgiveness Paid Date 2021-01-25

Sources: Kentucky Secretary of State