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The Kleiner Group, LLC

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Company Details

Name: The Kleiner Group, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 18 Aug 2015 (10 years ago)
Organization Date: 18 Aug 2015 (10 years ago)
Last Annual Report: 24 Mar 2025 (4 months ago)
Managed By: Members
Organization Number: 0929874
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40243
City: Louisville, Douglass Hills, Douglass Hls, Middletown...
Primary County: Jefferson County
Principal Office: 12910 SHELBYVILLE RD, STE 126, LOUISVILLE, KY 40243
Place of Formation: KENTUCKY

Registered Agent

Name Role
Greg Williams Registered Agent
MARK KLEINER Registered Agent

Organizer

Name Role
Greg Williams Organizer

Member

Name Role
MARK KLEINER Member

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 887637 Agent - Life Active 2015-08-19 - - 2027-03-31 -
Department of Insurance DOI ID 887637 Agent - Health Active 2015-08-19 - - 2027-03-31 -
Department of Insurance DOI ID 887637 Agent - Casualty Active 2015-08-19 - - 2027-03-31 -
Department of Insurance DOI ID 887637 Agent - Property Active 2015-08-19 - - 2027-03-31 -

Assumed Names

Name Status Expiration Date
US HEALTH SOURCE Active 2027-06-29
PREFERRED INSURANCE GROUP Inactive 2020-09-25

Filings

Name File Date
Annual Report 2025-03-24
Annual Report 2024-06-28
Annual Report 2023-05-02
Annual Report 2022-06-29
Registered Agent name/address change 2022-06-29

USAspending Awards / Financial Assistance

Date:
2020-05-03
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:
28000.00
Total Face Value Of Loan:
28000.00

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$28,000
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$28,000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$28,322
Servicing Lender:
PNC Bank, National Association
Use of Proceeds:
Payroll: $28,000

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Sources: Kentucky Secretary of State