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TOWNSEND FINANCIAL PLANNING, LLC

Company Details

Name: TOWNSEND FINANCIAL PLANNING, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 28 Mar 2011 (14 years ago)
Organization Date: 28 Mar 2011 (14 years ago)
Last Annual Report: 24 Apr 2024 (a year ago)
Managed By: Managers
Organization Number: 0787984
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40353
City: Mount Sterling, Camargo, Mt Sterling
Primary County: Montgomery County
Principal Office: 36 E. MAIN STREET, MT. STERLING, KY 40353
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TOWNSEND FINANCIAL PLANNING, LLC 401(K) PLAN 2023 451333724 2024-09-13 TOWNSEND FINANCIAL PLANNING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 8594982020
Plan sponsor’s address 36 EAST MAIN STREET, MOUNT STERLING, KY, 40353

Member

Name Role
Harrison Nicholas Bailey Member

Organizer

Name Role
MELODY TOWNSEND Organizer

Registered Agent

Name Role
MELODY TOWNSEND Registered Agent

Manager

Name Role
Melody Townsend Manager

Filings

Name File Date
Annual Report 2024-04-24
Amendment 2023-12-05
Annual Report 2023-04-14
Annual Report 2022-04-14
Registered Agent name/address change 2021-04-05
Principal Office Address Change 2021-04-05
Annual Report 2021-04-05
Annual Report 2020-06-16
Annual Report 2019-04-25
Annual Report 2018-04-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6344947006 2020-04-06 0457 PPP 44 E Main St, MOUNT STERLING, KY, 40353-1414
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45933.77
Loan Approval Amount (current) 45933.77
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26908
Servicing Lender Name Whitaker Bank, Inc
Servicing Lender Address 2001 Pleasant Ridge Dr, LEXINGTON, KY, 40509-2416
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address MOUNT STERLING, MONTGOMERY, KY, 40353-1414
Project Congressional District KY-06
Number of Employees 5
NAICS code 921130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 26908
Originating Lender Name Whitaker Bank, Inc
Originating Lender Address LEXINGTON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 46264.24
Forgiveness Paid Date 2020-12-30

Sources: Kentucky Secretary of State