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Heartfelt Solutions, PLLC

Company Details

Name: Heartfelt Solutions, PLLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 10 Feb 2012 (13 years ago)
Organization Date: 10 Feb 2012 (13 years ago)
Last Annual Report: 03 Mar 2025 (2 months ago)
Managed By: Members
Organization Number: 0813728
Industry: Health Services
Number of Employees: Medium (20-99)
ZIP code: 40220
City: Louisville, Cambridge, Houston Acres, Hurstbourne Ac...
Primary County: Jefferson County
Principal Office: 8920 STONE GREEN WAY, STE. 100, LOUISVILLE, KY 40220
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HEARTFELT SOLUTIONS PLLC CBS BENEFIT PLAN 2023 454514125 2024-12-30 HEARTFELT SOLUTIONS PLLC 15
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-09-01
Business code 541400
Sponsor’s telephone number 5029158343
Plan sponsor’s address 800 STONE CREEK PKWY, LOUISVILLE, KY, 40223

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
HEARTFELT SOLUTIONS PLLC CBS BENEFIT PLAN 2022 454514125 2023-12-27 HEARTFELT SOLUTIONS PLLC 17
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-09-01
Business code 541400
Sponsor’s telephone number 5029158343
Plan sponsor’s address 800 STONE CREEK PKWY, LOUISVILLE, KY, 40223

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
HEARTFELT SOLUTIONS PLLC CBS BENEFIT PLAN 2021 454514125 2022-12-29 HEARTFELT SOLUTIONS PLLC 13
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-09-01
Business code 541400
Sponsor’s telephone number 5029158343
Plan sponsor’s address 800 STONE CREEK PKWY, LOUISVILLE, KY, 40223

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

Organizer

Name Role
Jason Matthew Keller Organizer

Registered Agent

Name Role
JASON M KELLER Registered Agent

Member

Name Role
Jason Matthew Keller Member

Assumed Names

Name Status Expiration Date
HEARTFELT SOLUTIONS LEARNING CENTER Inactive 2022-05-18
HEARTFELT SOLUTIONS BEHAVIORAL HEALTH SERVICES Inactive 2022-05-18
HEARTFELT ACADEMY Inactive 2022-05-18
HEARTFELT SOLUTIONS ABA CENTER Inactive 2022-05-18

Filings

Name File Date
Annual Report 2025-03-03
Annual Report 2024-03-19
Annual Report 2023-03-17
Annual Report 2022-03-11
Annual Report 2021-02-16
Registered Agent name/address change 2021-02-16
Annual Report 2020-03-20
Annual Report 2019-05-09
Registered Agent name/address change 2018-06-04
Annual Report 2018-06-04

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9486657001 2020-04-09 0457 PPP 800 STONE CREEK PKWY Ste 7, LOUISVILLE, KY, 40223-5317
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 166000
Loan Approval Amount (current) 166000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40223-5317
Project Congressional District KY-03
Number of Employees 38
NAICS code 624190
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 167235.78
Forgiveness Paid Date 2021-01-12

Sources: Kentucky Secretary of State