| Name: | ADAM WHEATLEY INSURANCE, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 01 Oct 2014 (11 years ago) |
| Organization Date: | 01 Oct 2014 (11 years ago) |
| Last Annual Report: | 13 Jun 2024 (10 months ago) |
| Managed By: | Members |
| Organization Number: | 0898495 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40004 |
| City: | Bardstown |
| Primary County: | Nelson County |
| Principal Office: | 1244 TOM GREER RD, BARDSTOWN, KY 40004 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAM WHEATLEY INSURANCE CBS BENEFIT PLAN | 2022 | 471841803 | 2023-12-27 | ADAM WHEATLEY INSURANCE | 1 | |||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2023-12-27 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 5023509182 |
| Plan sponsor’s address | 33 PATRIOT DR, BARDSTOWN, KY, 40004 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2022-12-29 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 5023509182 |
| Plan sponsor’s address | 33 PATRIOT DR, BARDSTOWN, KY, 40004 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2021-12-14 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 5023509182 |
| Plan sponsor’s address | 33 PATRIOT DR, BARDSTOWN, KY, 40004 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | KELLY WOLF |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2020-12-23 |
| Name of individual signing | KELLY WOLF |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| ADAM WHEATLEY | Registered Agent |
| Name | Role |
|---|---|
| Joseph Adam Wheatley | Member |
| Name | Role |
|---|---|
| ADAM WHEATLEY | Organizer |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 858400 | Agent - Life | Inactive | 2014-10-28 | - | 2023-12-01 | - | - |
| Department of Insurance | DOI ID 858400 | Agent - Health | Inactive | 2014-10-28 | - | 2023-12-01 | - | - |
| Department of Insurance | DOI ID 858400 | Agent - Casualty | Inactive | 2014-10-28 | - | 2023-12-01 | - | - |
| Department of Insurance | DOI ID 858400 | Agent - Property | Inactive | 2014-10-28 | - | 2023-12-01 | - | - |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-13 |
| Annual Report | 2023-06-06 |
| Registered Agent name/address change | 2022-04-21 |
| Principal Office Address Change | 2022-04-21 |
| Annual Report | 2022-04-21 |
| Annual Report | 2021-04-15 |
| Annual Report | 2020-04-17 |
| Annual Report | 2019-05-09 |
| Annual Report | 2018-04-20 |
| Annual Report | 2017-05-01 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 6418578503 | 2021-03-03 | 0457 | PPP | 33 Patriot Dr, Bardstown, KY, 40004-8046 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Sources: Kentucky Secretary of State
