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COWAN FINANCIAL SERVICES, LLC

Company Details

Name: COWAN FINANCIAL SERVICES, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 27 Jan 2011 (14 years ago)
Organization Date: 27 Jan 2011 (14 years ago)
Last Annual Report: 14 Mar 2024 (a year ago)
Managed By: Members
Organization Number: 0780734
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 42501
City: Somerset, Acorn, Alcalde, Elihu, Poplarville, Publ...
Primary County: Pulaski County
Principal Office: 100 CHURCH STREET, SOMERSET, KY 42501
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COWAN FINANCIAL SERVICES 401K 2023 274697428 2024-10-20 COWAN FINANCIAL SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-07-01
Business code 523120
Sponsor’s telephone number 6068022373
Plan sponsor’s address 100 CHURCH ST., SOMERSET, KY, 42501

Signature of

Role Plan administrator
Date 2024-10-20
Name of individual signing KERRY COWAN
Valid signature Filed with authorized/valid electronic signature
COWAN FINANCIAL SERVICES 401K 2022 274697428 2023-08-31 COWAN FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-07-01
Business code 523120
Sponsor’s telephone number 6068022373
Plan sponsor’s address 100 CHURCH ST., SOMERSET, KY, 42501

Signature of

Role Plan administrator
Date 2023-08-31
Name of individual signing KERRY COWAN
Valid signature Filed with authorized/valid electronic signature
COWAN FINANCIAL SERVICES 401K 2021 274697428 2022-08-09 COWAN FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-07-01
Business code 523120
Sponsor’s telephone number 6068022373
Plan sponsor’s address 100 CHURCH ST., SOMERSET, KY, 42501

Signature of

Role Plan administrator
Date 2022-08-09
Name of individual signing KERRY COWAN
Valid signature Filed with authorized/valid electronic signature
COWAN FINANCIAL SERVICES 401K 2020 274697428 2021-08-11 COWAN FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-07-01
Business code 523120
Sponsor’s telephone number 6068022373
Plan sponsor’s address 100 CHURCH ST., SOMERSET, KY, 42501

Signature of

Role Plan administrator
Date 2021-08-11
Name of individual signing KERRY COWAN
Valid signature Filed with authorized/valid electronic signature

Member

Name Role
KERRY COWAN Member

Registered Agent

Name Role
KERRY COWAN Registered Agent

Organizer

Name Role
KERRY COWAN Organizer

Filings

Name File Date
Annual Report 2024-03-14
Annual Report 2023-03-21
Annual Report 2022-04-28
Annual Report 2021-03-15
Annual Report 2020-03-23
Annual Report 2019-01-03
Annual Report 2018-04-23
Annual Report 2017-06-06
Annual Report 2016-03-23
Annual Report 2015-05-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5875247002 2020-04-06 0457 PPP 100 CHURCH ST, SOMERSET, KY, 42501-1681
Loan Status Date 2021-03-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 13862
Loan Approval Amount (current) 13862
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27888
Servicing Lender Name The Salyersville National Bank
Servicing Lender Address 43 E Maple St, SALYERSVILLE, KY, 41465
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address SOMERSET, PULASKI, KY, 42501-1681
Project Congressional District KY-05
Number of Employees 2
NAICS code 523999
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27888
Originating Lender Name The Salyersville National Bank
Originating Lender Address SALYERSVILLE, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 13961
Forgiveness Paid Date 2021-02-16

Sources: Kentucky Secretary of State