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TRAUGHBER PRIVATE WEALTH LAW, LLC

Company Details

Name: TRAUGHBER PRIVATE WEALTH LAW, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 12 Oct 2018 (7 years ago)
Organization Date: 12 Oct 2018 (7 years ago)
Last Annual Report: 22 Jul 2024 (9 months ago)
Managed By: Managers
Organization Number: 1036060
Industry: Legal Services
Number of Employees: Small (0-19)
ZIP code: 40245
City: Louisville, Coldstream, Worthington Hills, Worthngtn...
Primary County: Jefferson County
Principal Office: 2301 TERRA CROSSING BOULEVARD, SUITE 201, LOUISVILLE, KY 40245
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRAUGHBER PRIVATE WEALTH LAW CBS BENEFIT PLAN 2023 832169887 2024-12-30 TRAUGHBER PRIVATE WEALTH LAW 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2024-02-01
Business code 541110
Sponsor’s telephone number 5022870705
Plan sponsor’s address 2301 TERRA CROSSING BLVD SUITE 201, LOUISVILLE, KY, 40245

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

Manager

Name Role
James T Traughber Manager

Organizer

Name Role
JAMES T TRAUGHBER Organizer

Registered Agent

Name Role
JAMES T. TRAUGHBER Registered Agent

Filings

Name File Date
Annual Report 2024-07-22
Annual Report 2023-06-24
Annual Report 2022-08-26
Annual Report 2021-06-07
Annual Report 2020-02-28
Annual Report 2019-05-22
Articles of Organization (LLC) 2018-10-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1975417810 2020-05-22 0457 PPP 2301 TERRA CROSSING BLVD Suite 201, LOUISVILLE, KY, 40245-3909
Loan Status Date 2021-07-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 42260
Loan Approval Amount (current) 42260
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 New Business or 2 years or less
Project Address LOUISVILLE, JEFFERSON, KY, 40245-3909
Project Congressional District KY-02
Number of Employees 2
NAICS code 541110
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 42671.85
Forgiveness Paid Date 2021-05-20

Sources: Kentucky Secretary of State