| Name: | Witten Financial Services, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 29 May 2014 (11 years ago) |
| Organization Date: | 29 May 2014 (11 years ago) |
| Last Annual Report: | 17 Jun 2024 (10 months ago) |
| Managed By: | Members |
| Organization Number: | 0888493 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 42754 |
| City: | Leitchfield |
| Primary County: | Grayson County |
| Principal Office: | 715 Mill St, Leitchfield, KY 42754 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WITTEN FINANCIAL SERVICES LLC 401(K) PS PLAN | 2023 | 813734799 | 2024-08-22 | WITTEN FINANCIAL SERVICES, LLC | 6 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-08-22 |
| Name of individual signing | AARON WITTEN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-08-22 |
| Name of individual signing | AARON WITTEN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-10-12 |
| Business code | 523120 |
| Sponsor’s telephone number | 2702001056 |
| Plan sponsor’s address | 203 W WHITE OAK ST, LEITCHFIELD, KY, 42754 |
Plan administrator’s name and address
| Administrator’s EIN | 813734799 |
| Plan administrator’s name | WITTEN FINANCIAL SERVICES, LLC |
| Plan administrator’s address | 203 W WHITE OAK ST, LEITCHFIELD, KY, 42754 |
| Administrator’s telephone number | 2702001056 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-23 |
| Name of individual signing | LAURA WITTEN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-10-12 |
| Business code | 523120 |
| Sponsor’s telephone number | 2702001056 |
| Plan sponsor’s address | 203 W WHITE OAK ST, LEITCHFIELD, KY, 42754 |
Plan administrator’s name and address
| Administrator’s EIN | 813734799 |
| Plan administrator’s name | WITTEN FINANCIAL SERVICES, LLC |
| Plan administrator’s address | 203 W WHITE OAK ST, LEITCHFIELD, KY, 42754 |
| Administrator’s telephone number | 2702001056 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-25 |
| Name of individual signing | AARON WITTEN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| AARON WITTEN | Registered Agent |
| Name | Role |
|---|---|
| Laura Denise Witten | Member |
| Aaron Leigh Witten | Member |
| Name | Role |
|---|---|
| Aaron Witten | Organizer |
| Name | Status | Expiration Date |
|---|---|---|
| TWIN LAKES COINS & RARITIES | Active | 2027-06-06 |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-17 |
| Registered Agent name/address change | 2024-01-29 |
| Principal Office Address Change | 2024-01-29 |
| Annual Report | 2023-06-13 |
| Certificate of Assumed Name | 2022-06-06 |
| Annual Report | 2022-05-31 |
| Annual Report | 2021-06-23 |
| Annual Report | 2020-06-09 |
| Annual Report | 2019-06-20 |
| Annual Report | 2018-06-20 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2965657105 | 2020-04-11 | 0457 | PPP | 203 W WHITE OAK ST, LEITCHFIELD, KY, 42754 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Sources: Kentucky Secretary of State
