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  5. SOMERSET ADVISORS LLC

SOMERSET ADVISORS LLC

Company Details

Name: SOMERSET ADVISORS LLC
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Bad
Profit or Non-Profit: Profit
File Date: 08 May 2014 (11 years ago)
Organization Date: 08 May 2014 (11 years ago)
Last Annual Report: 06 Aug 2020 (5 years ago)
Managed By: Managers
Organization Number: 0886752
ZIP code: 42501
City: Somerset, Acorn, Alcalde, Elihu, Poplarville, Publ...
Primary County: Pulaski County
Principal Office: 38 PUBLIC SQUARE, SOMERSET, KY 42501
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SOMERSET ADVISORS 401(K) RETIREMENT PLAN 2020 465574898 2021-05-12 SOMERSET ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6066780435
Plan sponsor’s address 38 PUBLIC SQUARE, SOMERSET, KY, 42503
SOMERSET ADVISORS 401(K) RETIREMENT PLAN 2020 465574898 2021-12-13 SOMERSET ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6066780435
Plan sponsor’s address 38 PUBLIC SQUARE, SOMERSET, KY, 42503
SOMERSET ADVISORS 401(K) RETIREMENT PLAN 2019 465574898 2020-09-11 SOMERSET ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6066780435
Plan sponsor’s address 38 PUBLIC SQUARE, SOMERSET, KY, 42503
SOMERSET ADVISORS 401(K) RETIREMENT PLAN 2018 465574898 2019-08-29 SOMERSET ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6066780435
Plan sponsor’s address 38 PUBLIC SQUARE, SOMERSET, KY, 42503
SOMERSET ADVISORS 401(K) RETIREMENT PLAN 2017 465574898 2018-07-25 SOMERSET ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6066780435
Plan sponsor’s address 38 PUBLIC SQUARE, SOMERSET, KY, 42503
SOMERSET ADVISORS 401(K) RETIREMENT PLAN 2016 465574898 2017-07-27 SOMERSET ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6066780435
Plan sponsor’s address 38 PUBLIC SQUARE, SOMERSET, KY, 42503
SOMERSET ADVISORS 401(K) RETIREMENT PLAN 2015 465574898 2017-07-27 SOMERSET ADVISORS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6066780435
Plan sponsor’s address 38 PUBLIC SQUARE, SOMERSET, KY, 42503
SOMERSET ADVISORS 401(K) RETIREMENT PLAN 2015 465574898 2016-10-13 SOMERSET ADVISORS, LLC 0
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6066780435
Plan sponsor’s address 38 PUBLIC SQUARE, SOMERSET, KY, 42503

Registered Agent

Name Role
ADAM RICHARDSON Registered Agent

Member

Name Role
Adam Eugene Richardson Member
Eugene Cliff Richardson Member
James Scott Morrison Member

Organizer

Name Role
ADAM RICHARDSON Organizer

Filings

Name File Date
Administrative Dissolution Return 2022-02-10
Administrative Dissolution 2021-10-19
Annual Report 2020-08-06
Annual Report 2019-04-25
Annual Report 2018-04-26
Annual Report 2017-02-24
Annual Report 2016-07-05
Annual Report 2015-03-06
Articles of Organization (LLC) 2014-05-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2797727200 2020-04-16 0457 PPP 38 Public Square, SOMERSET, KY, 42501-1414
Loan Status Date 2021-01-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17422
Loan Approval Amount (current) 17422
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26900
Servicing Lender Name First & Farmers National Bank, Inc.
Servicing Lender Address 2020 S Hwy 27, SOMERSET, KY, 42501-2926
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SOMERSET, PULASKI, KY, 42501-1414
Project Congressional District KY-05
Number of Employees 2
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 26900
Originating Lender Name First & Farmers National Bank, Inc.
Originating Lender Address SOMERSET, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 17536.21
Forgiveness Paid Date 2020-12-17

Related by officers

ADAM RICHARDSON

LIBERTY FINANCIAL GROUP INC RICHARDSON WEALTH MANAGEMENT LLC Somerset Swim Club Inc. GOODWIN BUILDING HOLDINGS LLC

Eugene Cliff Richardson

LEGACY WEALTH GROUP INC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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