| Name: | Universal Tax Solutions LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 11 Jan 2018 (7 years ago) |
| Organization Date: | 11 Jan 2018 (7 years ago) |
| Last Annual Report: | 06 Jun 2024 (10 months ago) |
| Managed By: | Members |
| Organization Number: | 1007562 |
| Industry: | Business Services |
| Number of Employees: | Small (0-19) |
| Principal Office: | 302 N First Ave Ste 1, La Grange, KY 400311502 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSAL TAX SOLUTIONS 401(K) | 2023 | 823982351 | 2024-06-04 | UNIVERSAL TAX SOLUTIONS | 4 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-06-04 |
| Name of individual signing | ADAM PHENIX |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 5029744656 |
| Plan sponsor’s address | 302 NORTH FIRST AVENUE, SUITE 1, LA GRANGE, KY, 40031 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-07 |
| Name of individual signing | ADAM PHENIX |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| Christopher Adam Phenix | Registered Agent |
| Name | Role |
|---|---|
| Christopher ADAM Phenix | Member |
| JOSE CHRISTIAN GALVEZ | Member |
| Austin Daniel Fox | Member |
| Name | Role |
|---|---|
| Christopher Adam Phenix | Organizer |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-06 |
| Annual Report | 2023-07-24 |
| Annual Report | 2022-06-29 |
| Annual Report | 2021-02-11 |
| Annual Report Amendment | 2020-05-30 |
| Principal Office Address Change | 2020-05-30 |
| Annual Report | 2020-03-25 |
| Annual Report | 2019-07-10 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3120078608 | 2021-03-16 | 0457 | PPP | 302 N First Ave # 1, La Grange, KY, 40031-1502 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
