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Wrenne Financial Planning LLC

Company Details

Name: Wrenne Financial Planning LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 12 Aug 2014 (11 years ago)
Organization Date: 12 Aug 2014 (11 years ago)
Last Annual Report: 18 Feb 2025 (2 months ago)
Managed By: Managers
Organization Number: 0894428
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40505
City: Lexington
Primary County: Fayette County
Principal Office: 996 E New Circle Rd, Unit 270, LEXINGTON, KY 40505
Place of Formation: KENTUCKY

Central Index Key

CIK number Mailing Address Business Address Phone
2023054 996 E NEW CIRCLE RD, UNIT 270, LEXINGTON, KY, 40505 996 E NEW CIRCLE RD, UNIT 270, LEXINGTON, KY, 40505 859-538-6044

Filings since 2024-11-12

Form type 13F-HR
File number 028-24131
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-08-28

Form type N-PX
File number 028-24131
Filing date 2024-08-28
Reporting date 2024-06-30
File View File

Filings since 2024-08-07

Form type 13F-HR
File number 028-24131
Filing date 2024-08-07
Reporting date 2024-06-30
File View File

Filings since 2024-07-11

Form type 13F-HR
File number 028-24131
Filing date 2024-07-11
Reporting date 2023-12-31
File View File

Filings since 2024-05-13

Form type 13F-HR
File number 028-24131
Filing date 2024-05-13
Reporting date 2024-03-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WRENNE FINANCIAL PLANNING 401(K) PLAN 2023 471569188 2024-05-09 WRENNE FINANCIAL PLANNING LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8595386044
Plan sponsor’s address 3399 TATES CREEK RD., STE 115, LEXINGTON, KY, 40509

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-09
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
WRENNE FINANCIAL PLANNING 401(K) PLAN 2022 471569188 2023-05-27 WRENNE FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8595386044
Plan sponsor’s address 3399 TATES CREEK RD., STE 115, LEXINGTON, KY, 40509

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
WRENNE FINANCIAL PLANNING 401(K) PLAN 2021 471569188 2022-06-02 WRENNE FINANCIAL PLANNING LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8595386044
Plan sponsor’s address 3399 TATES CREEK RD., STE 115, LEXINGTON, KY, 40509

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-06-02
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
WRENNE FINANCIAL PLANNING 401(K) PLAN 2020 471569188 2021-06-08 WRENNE FINANCIAL PLANNING LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8595386044
Plan sponsor’s address 3399 TATES CREEK RD., STE 115, LEXINGTON, KY, 40509

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-06-08
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
FBT LLC LEXINGTON Registered Agent

Organizer

Name Role
FBT LLC Lexington Organizer

Manager

Name Role
Daniel Wrenne Manager

Member

Name Role
Jennifer Quire Member

Filings

Name File Date
Annual Report 2025-02-18
Principal Office Address Change 2024-04-24
Annual Report 2024-04-24
Annual Report 2023-03-17
Annual Report 2022-01-13
Annual Report 2021-02-12
Annual Report 2020-02-14
Annual Report 2019-05-30
Annual Report 2018-04-20
Annual Report 2017-05-04

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7745227008 2020-04-08 0457 PPP 3399 TATES CREEK RD, LEXINGTON, KY, 40502-3450
Loan Status Date 2021-07-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 39270.82
Loan Approval Amount (current) 41666.67
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27147
Servicing Lender Name First State Bank
Servicing Lender Address 240 N First St, IRVINGTON, KY, 40146-9102
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40502-3450
Project Congressional District KY-06
Number of Employees 2
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 27147
Originating Lender Name First State Bank
Originating Lender Address IRVINGTON, KY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 42129.63
Forgiveness Paid Date 2021-05-28

Sources: Kentucky Secretary of State