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GREATFORCE INSURANCE AGENTS, LLC

Headquarter

Company Details

Name: GREATFORCE INSURANCE AGENTS, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 11 May 2015 (10 years ago)
Organization Date: 11 May 2015 (10 years ago)
Last Annual Report: 20 May 2024 (10 months ago)
Managed By: Members
Organization Number: 0921628
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41071
City: Newport, Fort Thomas, Southgate, Wilder
Primary County: Campbell County
Principal Office: 1 RIVERFRONT PLACE, SUITE 510, NEWPORT, KY 41071
Place of Formation: KENTUCKY

Links between entities

Type Company Name Company Number State
Headquarter of GREATFORCE INSURANCE AGENTS, LLC, MINNESOTA cb395a9e-34df-ef11-908d-00155d32b947 MINNESOTA
Headquarter of GREATFORCE INSURANCE AGENTS, LLC, ALABAMA 001-066-513 ALABAMA
Headquarter of GREATFORCE INSURANCE AGENTS, LLC, NEW YORK 7076667 NEW YORK
Headquarter of GREATFORCE INSURANCE AGENTS, LLC, ILLINOIS LLC_12655738 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GREATFORCE INSURANCE AGENTS LLC CBS BENEFIT PLAN 2023 474031009 2024-12-30 GREATFORCE INSURANCE AGENTS LLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 8596691058
Plan sponsor’s address 1 RIVERFRONT PLACE, STE 510, NEWPORT, KY, 41071

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
GREATFORCE INSURANCE AGENTS, LLC 401(K) PROFIT SHARING PLAN 2023 474031009 2024-05-24 GREATFORCE INSURANCE AGENTS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 524210
Sponsor’s telephone number 8596691058
Plan sponsor’s address P.O. BOX 72844, NEWPORT, KY, 410720844
GREATFORCE INSURANCE AGENTS LLC CBS BENEFIT PLAN 2022 474031009 2023-12-27 GREATFORCE INSURANCE AGENTS LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 8596691058
Plan sponsor’s address 1 RIVERFRONT PLACE, STE 510, NEWPORT, KY, 41071

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 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
GREATFORCE INSURANCE AGENTS LLC CBS BENEFIT PLAN 2021 474031009 2022-12-29 GREATFORCE INSURANCE AGENTS LLC 1
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 8596691058
Plan sponsor’s address 1 RIVERFRONT PLACE, STE 510, NEWPORT, KY, 41071

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

Member

Name Role
Jennifer Reder Member
Bart Daniel Porter Member
Gary B. Mitchell Member

Registered Agent

Name Role
BART PORTER Registered Agent

Organizer

Name Role
BART PORTER Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 879739 Agent - Life Active 2025-02-18 - - 2025-03-31 -
Department of Insurance DOI ID 879739 Property & Casualty Consultant - Not Applicable Active 2016-08-30 - - 2025-03-31 -
Department of Insurance DOI ID 879739 Surplus Lines Broker - Not Applicable Active 2015-08-14 - - 2025-03-31 -
Department of Insurance DOI ID 879739 Agent - Casualty Active 2015-06-05 - - 2025-03-31 -
Department of Insurance DOI ID 879739 Agent - Property Active 2015-06-05 - - 2025-03-31 -

Filings

Name File Date
Annual Report 2024-05-20
Annual Report 2023-06-08
Annual Report 2022-03-07
Annual Report 2021-02-15
Annual Report 2020-03-21
Annual Report 2019-05-31
Annual Report 2018-04-30
Annual Report 2017-04-27
Annual Report 2016-05-07
Articles of Organization (LLC) 2015-05-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6013017200 2020-04-27 0457 PPP 1 RIVERFRONT PL STE 510, NEWPORT, KY, 41071-1763
Loan Status Date 2020-12-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 70177
Loan Approval Amount (current) 70177
Undisbursed Amount 0
Franchise Name -
Lender Location ID 222943
Servicing Lender Name Westfield Bank, FSB
Servicing Lender Address Two Park Cir, WESTFIELD CENTER, OH, 44251
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NEWPORT, CAMPBELL, KY, 41071-1763
Project Congressional District KY-04
Number of Employees 7
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 222943
Originating Lender Name Westfield Bank, FSB
Originating Lender Address WESTFIELD CENTER, OH
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 70576.91
Forgiveness Paid Date 2020-11-24
2912408408 2021-02-04 0457 PPS 1 Riverfront Pl Ste 510, Newport, KY, 41071-1763
Loan Status Date 2021-10-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 79493
Loan Approval Amount (current) 79493
Undisbursed Amount 0
Franchise Name -
Lender Location ID 222943
Servicing Lender Name Westfield Bank, FSB
Servicing Lender Address Two Park Cir, WESTFIELD CENTER, OH, 44251
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Newport, CAMPBELL, KY, 41071-1763
Project Congressional District KY-04
Number of Employees 7
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 222943
Originating Lender Name Westfield Bank, FSB
Originating Lender Address WESTFIELD CENTER, OH
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 79963.42
Forgiveness Paid Date 2021-09-14

Sources: Kentucky Secretary of State