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Estate Planning Group, PSC

Company Details

Name: Estate Planning Group, PSC
Legal type: Kentucky Professional Services Corp
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 09 Apr 2012 (13 years ago)
Organization Date: 09 Apr 2012 (13 years ago)
Last Annual Report: 25 Feb 2025 (2 months ago)
Organization Number: 0826411
Industry: Legal Services
Number of Employees: Small (0-19)
ZIP code: 40223
City: Louisville, Anchorage, Blue Rdg Mnr, Blue Ridge Mano...
Primary County: Jefferson County
Principal Office: 10525 TIMBERWOOD CIRCLE, SUITE 201, LOUISVILLE, KY 40223
Place of Formation: KENTUCKY
Authorized Shares: 10

Director

Name Role
Cheryl E. Bruner Director

Shareholder

Name Role
Cheryl E. Bruner Shareholder

Incorporator

Name Role
R Michael Pitt Incorporator

Organizer

Name Role
R Michael Pitt Organizer

Registered Agent

Name Role
Cheryl E. Bruner Registered Agent

President

Name Role
Cheryl E. Bruner President

Assumed Names

Name Status Expiration Date
PITT & EMISON Inactive 2020-02-02
PITT & FRANK ESTATE PLANNING GROUP Inactive 2017-04-11

Filings

Name File Date
Annual Report 2025-02-25
Registered Agent name/address change 2025-02-25
Annual Report 2024-03-18
Annual Report 2023-05-02
Annual Report 2022-03-08
Annual Report 2021-03-13
Certificate of Assumed Name 2020-03-24
Annual Report 2020-02-13
Annual Report 2019-05-14
Annual Report 2018-05-31

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8104387200 2020-04-28 0457 PPP 10525 Timberwood Circle, Suite 201, LOUISVILLE, KY, 40223-5399
Loan Status Date 2021-08-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 22200
Loan Approval Amount (current) 22200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27569
Servicing Lender Name Stock Yards Bank & Trust Company
Servicing Lender Address 1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40223-5399
Project Congressional District KY-03
Number of Employees 2
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27909
Originating Lender Name Stock Yards Bank and Trust Company
Originating Lender Address Louisville, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 22463.32
Forgiveness Paid Date 2021-07-06

Sources: Kentucky Secretary of State