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ADAM WHEATLEY INSURANCE, LLC

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Company Details

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 (a year 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

Registered Agent

Name Role
ADAM WHEATLEY Registered Agent

Member

Name Role
Joseph Adam Wheatley Member

Organizer

Name Role
ADAM WHEATLEY Organizer

Form 5500 Series

Employer Identification Number (EIN):
471841803
Plan Year:
2022
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
1
Sponsors Telephone Number:

Licenses

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 - -

Filings

Name File Date
Annual Report 2024-06-13
Annual Report 2023-06-06
Principal Office Address Change 2022-04-21
Annual Report 2022-04-21
Registered Agent name/address change 2022-04-21

USAspending Awards / Financial Assistance

Date:
2021-03-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
27250.55
Total Face Value Of Loan:
27250.55

Paycheck Protection Program

Date Approved:
2021-03-03
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
27250.55
Current Approval Amount:
27250.55
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
27364.09

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Sources: Kentucky Secretary of State