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  5. HERALD FAMILY DENTISTRY PLLC

HERALD FAMILY DENTISTRY PLLC

Company Details

Name: HERALD FAMILY DENTISTRY PLLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 28 Jul 2014 (11 years ago)
Organization Date: 28 Jul 2014 (11 years ago)
Last Annual Report: 18 Feb 2025 (3 months ago)
Managed By: Members
Organization Number: 0893052
Industry: Health Services
Number of Employees: Small (0-19)
ZIP code: 41075
City: Fort Thomas, Kenton Vale, Newport
Primary County: Campbell County
Principal Office: 725 ALEXANDRIA PIKE , SUITE 100, FORT THOMAS, KY 41075
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERALD FAMILY DENTISTRY 401(K) PLAN 2022 300840788 2023-10-20 HERALD FAMILY DENTISTRY PLLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621210
Sponsor’s telephone number 8597810221
Plan sponsor’s address 725 ALEXANDRIA PIKE SUITE 100, FORT THOMAS, KY, 41075

Signature of
Role Plan administrator
Date 2023-10-20
Name of individual signing JOE HERALD
Valid signature Filed with authorized/valid electronic signature
HERALD FAMILY DENTISTRY 401(K) PLAN 2022 300840788 2023-10-14 HERALD FAMILY DENTISTRY PLLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621210
Sponsor’s telephone number 8597810221
Plan sponsor’s address 725 ALEXANDRIA PIKE SUITE 100, FORT THOMAS, KY, 41075

Signature of
Role Plan administrator
Date 2023-10-14
Name of individual signing JOE HERALD
Valid signature Filed with authorized/valid electronic signature
HERALD FAMILY DENTISTRY 401(K) PLAN 2021 300840788 2022-07-08 HERALD FAMILY DENTISTRY PLLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621210
Sponsor’s telephone number 8597810221
Plan sponsor’s address 725 ALEXANDRIA PIKE, SUITE 100, FORT THOMAS, KY, 41075

Signature of
Role Plan administrator
Date 2022-07-08
Name of individual signing JOE HERALD
Valid signature Filed with authorized/valid electronic signature
HERALD FAMILY DENTISTRY 401(K) PLAN 2020 300840788 2021-06-29 HERALD FAMILY DENTISTRY PLLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621210
Sponsor’s telephone number 8594050561
Plan sponsor’s address 725 ALEXANDRIA PIKE, SUITE 100, FORT THOMAS, KY, 41075

Signature of
Role Plan administrator
Date 2021-06-29
Name of individual signing JOE HERALD
Valid signature Filed with authorized/valid electronic signature
HERALD FAMILY DENTISTRY 401(K) PLAN 2018 300840788 2019-06-04 HERALD FAMILY DENTISTRY PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 621210
Sponsor’s telephone number 8597810221
Plan sponsor’s address 525 ALEXANDRIA PIKE, SUITE 330, SOUTHGATE, KY, 41071

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing JOE HERALD
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
MICHAEL J HERALD Registered Agent

Member

Name Role
Michael Joseph Herald Member

Organizer

Name Role
MICHAEL J HERALD Organizer

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-03-20
Annual Report 2023-05-02
Annual Report 2022-03-07
Annual Report 2021-08-24
Annual Report 2020-03-19
Registered Agent name/address change 2019-07-01
Principal Office Address Change 2019-07-01
Annual Report 2019-05-15
Annual Report Amendment 2018-05-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6571348402 2021-02-10 0457 PPS 725 Alexandria Pike Ste 100, Fort Thomas, KY, 41075-2168
Loan Status Date 2021-10-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 192724.22
Loan Approval Amount (current) 192724.22
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 Fort Thomas, CAMPBELL, KY, 41075-2168
Project Congressional District KY-04
Number of Employees 18
NAICS code 621210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 193785.52
Forgiveness Paid Date 2021-09-01
5937577003 2020-04-06 0457 PPP 725 ALEXANDRIA PIKE Suite 100, FORT THOMAS, KY, 41075-2166
Loan Status Date 2021-04-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 165000
Loan Approval Amount (current) 165000
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 FORT THOMAS, CAMPBELL, KY, 41075-2166
Project Congressional District KY-04
Number of Employees 13
NAICS code 621210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 166455.62
Forgiveness Paid Date 2021-03-02

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Sources: Kentucky Secretary of State

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