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Oak & Associates, LLC

Company Details

Name: Oak & Associates, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 23 May 2017 (8 years ago)
Organization Date: 23 May 2017 (8 years ago)
Last Annual Report: 19 Feb 2025 (23 days ago)
Managed By: Members
Organization Number: 0986415
Industry: Health Services
Number of Employees: Small (0-19)
ZIP code: 40243
City: Louisville, Douglass Hills, Douglass Hls, Middletown...
Primary County: Jefferson County
Principal Office: 12730 Townepark Way, Suite 205, SUITE 205, Louisville, Louisville, KY 40243
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAK & ASSOCIATES LLC CBS BENEFIT PLAN 2023 272357483 2024-12-30 OAK & ASSOCIATES LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 624200
Sponsor’s telephone number 5027920667
Plan sponsor’s address 2210 GOLDSMITH LANE, SUITE 104, LOUISVILLE, KY, 40218

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
OAK & ASSOCIATES LLC CBS BENEFIT PLAN 2022 272357483 2023-12-27 OAK & ASSOCIATES LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 624200
Sponsor’s telephone number 5027920667
Plan sponsor’s address 2210 GOLDSMITH LANE, SUITE 104, LOUISVILLE, KY, 40218

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
OAK & ASSOCIATES LLC CBS BENEFIT PLAN 2021 272357483 2022-12-29 OAK & ASSOCIATES LLC 1
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 624200
Sponsor’s telephone number 5027920667
Plan sponsor’s address 2210 GOLDSMITH LANE, SUITE 104, LOUISVILLE, KY, 40218

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

Registered Agent

Name Role
Charles S Oak Registered Agent

Member

Name Role
CHARLES SHAWN OAK Member

Organizer

Name Role
Shawn Oak Organizer

Filings

Name File Date
Annual Report 2025-02-19
Annual Report 2024-09-18
Registered Agent name/address change 2023-08-15
Principal Office Address Change 2023-08-15
Annual Report 2023-08-15
Annual Report 2022-03-24
Annual Report 2021-06-11
Annual Report 2020-05-27
Annual Report 2019-04-05
Reinstatement Certificate of Existence 2019-01-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7546668505 2021-03-06 0457 PPS 2210 Goldsmith Ln, Louisville, KY, 40218-1038
Loan Status Date 2024-03-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 12250
Loan Approval Amount (current) 12250
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40218-1038
Project Congressional District KY-03
Number of Employees 2
NAICS code 621111
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 456756
Originating Lender Name Cross River Bank
Originating Lender Address TEANECK, NJ
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount -
Forgiveness Paid Date -
8694427710 2020-05-01 0457 PPP 2210 GOLDSMITH LANE SUITE 104, LOUISVILLE, KY, 40218
Loan Status Date 2021-09-25
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 11250
Loan Approval Amount (current) 11250
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40218-1000
Project Congressional District KY-03
Number of Employees 2
NAICS code 621420
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 456756
Originating Lender Name Cross River Bank
Originating Lender Address TEANECK, NJ
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 11397.02
Forgiveness Paid Date 2021-08-25

Sources: Kentucky Secretary of State