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HealthWorks Group LLC

Company Details

Name: HealthWorks Group LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 21 Dec 2017 (7 years ago)
Organization Date: 30 Sep 2015 (10 years ago)
Authority Date: 21 Dec 2017 (7 years ago)
Last Annual Report: 20 Feb 2025 (2 months ago)
Organization Number: 1005610
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
Principal Office: 1084 N. EL CAMINO REAL SUITE B-509, ENCINITAS, CA 92024
Place of Formation: NEVADA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HEALTHWORKS GROUP, LLC DEFINED BENEFIT PLAN 2023 474906793 2024-10-11 HEALTHWORKS GROUP, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 5028831950
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing JAMES WERNER
Valid signature Filed with authorized/valid electronic signature
HEALTHWORKS GROUP, LLC PROFIT SHARING PLAN 2023 474906793 2024-05-02 HEALTHWORKS GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 5022639006
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223
HEALTHWORKS GROUP, LLC DEFINED BENEFIT PLAN 2022 474906793 2023-10-05 HEALTHWORKS GROUP, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 5028831950
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223

Signature of
Role Plan administrator
Date 2023-10-05
Name of individual signing JAMES WERNER
Valid signature Filed with authorized/valid electronic signature
HEALTHWORKS GROUP, LLC PROFIT SHARING PLAN 2022 474906793 2023-06-21 HEALTHWORKS GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 5022639006
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223
HEALTHWORKS GROUP, LLC DEFINED BENEFIT PLAN 2021 474906793 2022-10-04 HEALTHWORKS GROUP, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 5028831950
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223
HEALTHWORKS GROUP, LLC PROFIT SHARING PLAN 2021 474906793 2022-08-08 HEALTHWORKS GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 5028831950
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223
HEALTHWORKS GROUP LLC PROFIT SHARING PLAN 2020 474906793 2021-07-09 HEALTHWORKS GROUP LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 5028831950
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISIVILLE, KY, 40223
HEALTHWORKS GROUP, LLC DEFINED BENEFIT PLAN 2020 474906793 2021-09-22 HEALTHWORKS GROUP, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 5028831950
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223
HEALTHWORKS GROUP, LLC DEFINED BENEFIT PLAN 2019 474906793 2020-10-12 HEALTHWORKS GROUP, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 5028831950
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223
HEALTHWORKS GROUP, LLC DEFINED BENEFIT PLAN 2018 474906793 2019-10-08 HEALTHWORKS GROUP, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 5028831950
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/09/27/20180927130409P030222295201001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 5028831950
Plan sponsor’s address 1013 ANCHORAGE WOODS CIRCLE, LOUISVILLE, KY, 40223

Member

Name Role
Chris Fritz Member
James P Werner Member

Registered Agent

Name Role
James P Werner Registered Agent

Authorized Rep

Name Role
James P Werner Authorized Rep

Filings

Name File Date
Annual Report 2025-02-20
Annual Report 2024-04-03
Annual Report 2023-03-21
Annual Report 2022-06-29
Annual Report 2021-05-21
Annual Report 2020-09-24
Annual Report 2019-05-22
Principal Office Address Change 2019-04-13
Annual Report 2018-05-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4472087210 2020-04-27 0457 PPP 1013 ANCHORAGE WOODS CIR, LOUISVILLE, KY, 40223
Loan Status Date 2021-04-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 104690
Loan Approval Amount (current) 104690
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, 40223-0001
Project Congressional District KY-03
Number of Employees 5
NAICS code 541611
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 105624.77
Forgiveness Paid Date 2021-03-23
3232138607 2021-03-16 0457 PPS 1013 Anchorage Woods Cir, Louisville, KY, 40223-2371
Loan Status Date 2022-02-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 174510
Loan Approval Amount (current) 174510
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, 40223-2371
Project Congressional District KY-03
Number of Employees 6
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 175863.91
Forgiveness Paid Date 2021-12-28

Related by officers

Chris Fritz

FRITZ ENTERPRISES, INC. D & C, INC.

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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