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WHITTINGTON ASSOCIATES LLC

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Company Details

Name: WHITTINGTON ASSOCIATES LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 16 Dec 2015 (10 years ago)
Organization Date: 16 Dec 2015 (10 years ago)
Last Annual Report: 19 Jun 2024 (a year ago)
Managed By: Members
Organization Number: 0939301
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 140 WHITTINGTON PARKWAY, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY

Organizer

Name Role
MITCHELL BARNES Organizer
AARON YOUNG Organizer

Registered Agent

Name Role
AARON M. YOUNG Registered Agent

Member

Name Role
Aaron Young Member
Mitchell Barnes Member
Jacob Hughes Member

Form 5500 Series

Employer Identification Number (EIN):
475341574
Plan Year:
2023
Number Of Participants:
6
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 1411165 Agent - Casualty Pending - - - - -
Department of Insurance DOI ID 1411165 Agent - Variable Life and Variable Annuities Pending - - - - -
Department of Insurance DOI ID 1411165 Agent - Life Active 2025-07-17 - - 2027-03-31 -
Department of Insurance DOI ID 1411165 Agent - Health Active 2025-07-17 - - 2027-03-31 -

Former Company Names

Name Action
WHITTINGTON PLANNING ASSOCIATES LLC Old Name
YOUNG AND BARNES, LLC Old Name

Assumed Names

Name Status Expiration Date
BARNES YOUNG WEALTH ADVISORS Active 2026-03-08

Filings

Name File Date
Annual Report 2024-06-19
Annual Report 2023-05-02
Annual Report 2022-05-11
Annual Report 2021-05-21
Certificate of Assumed Name 2021-03-08

Paycheck Protection Program

Jobs Reported:
8
Initial Approval Amount:
$83,785
Date Approved:
2020-04-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$83,785
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$84,573.98
Servicing Lender:
Fifth Third Bank
Use of Proceeds:
Payroll: $83,785

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Sources: Kentucky Secretary of State