Search icon

Poole Financial Planning, LLC

Company Details

Name: Poole Financial Planning, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 16 Dec 2016 (8 years ago)
Organization Date: 16 Dec 2016 (8 years ago)
Last Annual Report: 19 Feb 2025 (2 months ago)
Managed By: Managers
Organization Number: 0970727
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40059
City: Prospect, River Bluff
Primary County: Jefferson County
Principal Office: 6335 Moonseed St, Prospect, KY 40059
Place of Formation: KENTUCKY

Manager

Name Role
Eric Robert Poole Manager

Organizer

Name Role
Eric Poole Organizer

Registered Agent

Name Role
Eric Poole Registered Agent

Filings

Name File Date
Annual Report 2025-02-19
Annual Report 2024-03-26
Registered Agent name/address change 2023-03-21
Principal Office Address Change 2023-03-21
Annual Report 2023-03-21
Annual Report 2022-03-08
Annual Report 2021-02-11
Annual Report 2020-02-14
Annual Report 2019-04-03
Annual Report 2018-04-19

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4966297203 2020-04-27 0457 PPP 10306 Long Barn Ct, Louisville, KY, 40291-4008
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20800
Loan Approval Amount (current) 20800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40291-4008
Project Congressional District KY-02
Number of Employees 1
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20988.36
Forgiveness Paid Date 2021-03-24

Sources: Kentucky Secretary of State