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Coombe Family Agency, LLC

Company Details

Name: Coombe Family Agency, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 22 Jan 2019 (6 years ago)
Organization Date: 22 Jan 2019 (6 years ago)
Last Annual Report: 21 Jun 2024 (8 months ago)
Managed By: Members
Organization Number: 1045765
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40245
City: Louisville, Coldstream, Worthington Hills, Worthngtn...
Primary County: Jefferson County
Principal Office: 101 Gavin Ct, Louisville, KY 40245
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COOMBE FAMILY AGENCY, LLC 401(K) PLAN 2023 833246916 2024-05-31 COOMBE FAMILY AGENCY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-06-24
Business code 524210
Sponsor’s telephone number 5022281084
Plan sponsor’s address 101 GAVIN C, LOUISVILLE, KY, 40245

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-31
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
COOMBE FAMILY AGENCY, LLC 401(K) PLAN 2022 833246916 2023-05-26 COOMBE FAMILY AGENCY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-06-24
Business code 524210
Sponsor’s telephone number 5022281084
Plan sponsor’s address 101 GAVIN C, LOUISVILLE, KY, 40245

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
COOMBE FAMILY AGENCY, LLC 401(K) PLAN 2021 833246916 2022-06-02 COOMBE FAMILY AGENCY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-06-24
Business code 524210
Sponsor’s telephone number 5022281084
Plan sponsor’s address 101 GAVIN C, LOUISVILLE, KY, 40245

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-06-02
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
COOMBE FAMILY AGENCY, LLC 401(K) PLAN 2020 833246916 2021-07-16 COOMBE FAMILY AGENCY, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-06-24
Business code 524210
Sponsor’s telephone number 5022281084
Plan sponsor’s address 101 GAVIN C, LOUISVILLE, KY, 40245

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
COOMBE FAMILY AGENCY, LLC 401(K) PLAN 2019 833246916 2020-06-24 COOMBE FAMILY AGENCY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-06-24
Business code 524210
Sponsor’s telephone number 5022281084
Plan sponsor’s address 101 GAVIN C, LOUISVILLE, KY, 40245

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-06-24
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
COOMBE FAMILY AGENCY, LLC 401(K) PLAN 2018 833246916 2019-07-24 COOMBE FAMILY AGENCY, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-06-24
Business code 524210
Sponsor’s telephone number 5022281084
Plan sponsor’s address 101 GAVIN C, LOUISVILLE, KY, 40245

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2019-07-24
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
Charles Coombe Registered Agent
Charles Coombe Registered Agent

Organizer

Name Role
Charles Coombe Organizer
Darcy Coombe Organizer

Member

Name Role
Darcy Diane Coombe Member
Charles James Coombe Member

Filings

Name File Date
Annual Report 2024-06-21
Annual Report 2023-07-21
Annual Report 2022-06-29
Annual Report 2021-06-23
Annual Report 2020-04-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6271697110 2020-04-14 0457 PPP 101 GAVIN CT, LOUISVILLE, KY, 40245-7038
Loan Status Date 2022-02-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 31335
Loan Approval Amount (current) 31335
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address LOUISVILLE, SHELBY, KY, 40245-7038
Project Congressional District KY-04
Number of Employees 6
NAICS code 524298
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 451256
Originating Lender Name Franklin Synergy Bank, A Division of
Originating Lender Address FRANKLIN, TN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 31638.05
Forgiveness Paid Date 2021-04-05

Sources: Kentucky Secretary of State