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Trulip Planning, LLC

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Company Details

Name: Trulip Planning, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 13 Mar 2019 (6 years ago)
Organization Date: 13 Mar 2019 (6 years ago)
Last Annual Report: 01 Jul 2024 (a year ago)
Managed By: Members
Organization Number: 1051744
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41017
City: Ft Mitchell, Bromley, Covington, Crescent Park, Cresc...
Primary County: Kenton County
Principal Office: 2734 Chancellor Drive, Suite 110, Crestview Hills, KY 41017
Place of Formation: KENTUCKY

Member

Name Role
Justin Wayne McGuffey Member
Casey Scott Croysdale Member

Registered Agent

Name Role
Justin McGuffey Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 1033015 Agent - Life Active 2019-03-18 - - 2027-03-31 -
Department of Insurance DOI ID 1033015 Agent - Health Active 2019-03-18 - - 2027-03-31 -

Filings

Name File Date
Annual Report 2024-07-01
Annual Report 2023-06-28
Annual Report 2022-06-30
Annual Report 2021-06-25
Annual Report 2020-06-23

USAspending Awards / Financial Assistance

Date:
2021-03-20
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
33265.00
Total Face Value Of Loan:
33265.00
Date:
2020-06-17
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
14944.00
Total Face Value Of Loan:
14944.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$33,265
Date Approved:
2021-03-20
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$33,265
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$33,662.33
Servicing Lender:
U.S. Bank, National Association
Use of Proceeds:
Payroll: $33,263
Utilities: $1
Jobs Reported:
2
Initial Approval Amount:
$14,944
Date Approved:
2020-06-17
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$14,944
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$15,085.55
Servicing Lender:
U.S. Bank, National Association
Use of Proceeds:
Payroll: $14,944

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Sources: Kentucky Secretary of State