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The Kleiner Group, LLC

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: 28 Jun 2024 (8 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 2024-06-28
Annual Report 2023-05-02
Certificate of Assumed Name 2022-06-29
Registered Agent name/address change 2022-06-29
Annual Report 2022-06-29
Annual Report 2021-08-24
Annual Report 2020-06-25
Principal Office Address Change 2020-06-21
Reinstatement Certificate of Existence 2019-12-03
Reinstatement 2019-12-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6877977704 2020-05-01 0457 PPP 12910 Shelbyville Rd, Louisville, KY, 40243
Loan Status Date 2021-07-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 28000
Loan Approval Amount (current) 28000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address Louisville, JEFFERSON, KY, 40243-1000
Project Congressional District KY-03
Number of Employees 3
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 28322
Forgiveness Paid Date 2021-06-22

Sources: Kentucky Secretary of State