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WORLEY INSURANCE SERVICES, LLC

Company Details

Name: WORLEY INSURANCE SERVICES, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 21 Aug 2017 (8 years ago)
Organization Date: 21 Aug 2017 (8 years ago)
Last Annual Report: 18 Feb 2025 (2 months ago)
Managed By: Members
Organization Number: 0994461
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40220
City: Louisville, Cambridge, Houston Acres, Hurstbourne Ac...
Primary County: Jefferson County
Principal Office: 2039 S HURSTBOURNE PARKWAY, LOUISVILLE, KY 40220
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WORLEY INSURANCE SERVICES 401(K) PROFIT SHARING PLAN 2023 822607666 2024-08-14 WORLEY INSURANCE SERVICES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 5123136644
Plan sponsor’s address 2039 S. HURSTBOURNE PARKWAY, LOIUSVULLE, KY, 40220

Signature of

Role Plan administrator
Date 2024-08-14
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-14
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature
WORLEY INSURANCE SERVICES 401(K) PROFIT SHARING PLAN 2022 822607666 2023-08-14 WORLEY INSURANCE SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 5123136644
Plan sponsor’s address 2039 S. HURSTBOURNE PARKWAY, LOIUSVULLE, KY, 40220

Signature of

Role Plan administrator
Date 2023-08-14
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-14
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature
WORLEY INSURANCE SERVICES 401(K) PROFIT SHARING PLAN 2021 822607666 2022-08-31 WORLEY INSURANCE SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 5023136644
Plan sponsor’s address 2039 S. HURSTBOURNE PARKWAY, LOIUSVULLE, KY, 40220

Signature of

Role Plan administrator
Date 2022-08-31
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-31
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature
WORLEY INSURANCE SERVICES 401(K) PROFIT SHARING PLAN 2020 822607666 2021-09-03 WORLEY INSURANCE SERVICES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 5023136644
Plan sponsor’s address 2039 S. HURSTBOURNE PARKWAY, LOIUSVULLE, KY, 40220

Signature of

Role Plan administrator
Date 2021-09-03
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-03
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature
WORLEY INSURANCE SERVICES 401(K) PROFIT SHARING PLAN 2019 822607666 2020-09-24 WORLEY INSURANCE SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 5123136644
Plan sponsor’s address 2039 S. HURSTBOURNE PARKWAY, LOIUSVULLE, KY, 40220

Signature of

Role Plan administrator
Date 2020-09-24
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-24
Name of individual signing MATTHEW WORLEY
Valid signature Filed with authorized/valid electronic signature

Member

Name Role
Matthew Worley Member
Alecia Worley Member

Registered Agent

Name Role
MATTHEW B. WORLEY Registered Agent

Organizer

Name Role
MATTHEW B. WORLEY Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 966605 Agent - Personal Lines Inactive 2019-01-10 - 2024-02-24 - -
Department of Insurance DOI ID 966605 Agent - Casualty Active 2017-09-25 - - 2027-03-31 -
Department of Insurance DOI ID 966605 Agent - Property Active 2017-09-25 - - 2027-03-31 -

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-03-28
Annual Report 2023-03-20
Annual Report 2022-03-07
Annual Report 2021-02-11
Annual Report 2020-02-25
Annual Report 2019-03-26
Annual Report 2018-03-28
Articles of Organization (LLC) 2017-08-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1131317706 2020-05-01 0457 PPP 2039 S HURSTBOURNE PKWY, LOUISVILLE, KY, 40220
Loan Status Date 2021-04-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 101135
Loan Approval Amount (current) 101135
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40220-1000
Project Congressional District KY-03
Number of Employees 13
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 102010.49
Forgiveness Paid Date 2021-03-16

Sources: Kentucky Secretary of State