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Cornerstone Retirement Advisors, Inc.

Company Details

Name: Cornerstone Retirement Advisors, Inc.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 07 May 2013 (12 years ago)
Organization Date: 07 May 2013 (12 years ago)
Last Annual Report: 24 Jun 2024 (10 months ago)
Organization Number: 0857030
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 41056
City: Maysville, Sardis
Primary County: Mason County
Principal Office: 901 US Highway 68, Maysville, KY 41056
Place of Formation: KENTUCKY
Authorized Shares: 2000

Officer

Name Role
GARY M. MITCHELL Officer
MACKENZIE F BENNETT Officer
ALEXANDRA D MITCHELL Officer

Incorporator

Name Role
Gary M Mitchell Incorporator

Registered Agent

Name Role
Gary M Mitchell 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 1287091 Agent - Life Pending Replacement 2023-07-24 - - 2025-03-31 -
Department of Insurance DOI ID 1287091 Agent - Health Pending Replacement 2023-07-24 - - 2025-03-31 -

Filings

Name File Date
Annual Report 2024-06-24
Annual Report 2023-04-23
Annual Report 2022-07-07
Annual Report 2021-03-21
Annual Report 2020-03-15
Annual Report 2019-04-06
Annual Report 2018-05-05
Annual Report 2017-03-27
Annual Report 2016-03-16
Annual Report 2015-05-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4769007002 2020-04-04 0457 PPP 901 US HIGHWAY 68, MAYSVILLE, KY, 41056-9188
Loan Status Date 2021-11-03
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 40100
Loan Approval Amount (current) 40100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 124319
Servicing Lender Name CenterBank
Servicing Lender Address 744 State Rte 28, MILFORD, OH, 45150-1831
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MAYSVILLE, MASON, KY, 41056-9188
Project Congressional District KY-04
Number of Employees 4
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 124319
Originating Lender Name CenterBank
Originating Lender Address MILFORD, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 40616.84
Forgiveness Paid Date 2021-07-22

Sources: Kentucky Secretary of State