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Trulip Planning, LLC

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 (10 months 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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7253927903 2020-06-17 0457 PPP 2734 CHANCELLOR DR, CRESTVIEW HLS, KY, 41017-3487
Loan Status Date 2021-06-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 14944
Loan Approval Amount (current) 14944
Undisbursed Amount 0
Franchise Name -
Lender Location ID 53803
Servicing Lender Name U.S. Bank, National Association
Servicing Lender Address 425 Walnut St, CINCINNATI, OH, 45202-3956
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address CRESTVIEW HLS, KENTON, KY, 41017-3487
Project Congressional District KY-04
Number of Employees 2
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 53803
Originating Lender Name U.S. Bank, National Association
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 15085.55
Forgiveness Paid Date 2021-05-26
4875018604 2021-03-20 0457 PPS 2734 Chancellor Dr Ste 110, Crestview Hills, KY, 41017-5409
Loan Status Date 2022-07-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 33265
Loan Approval Amount (current) 33265
Undisbursed Amount 0
Franchise Name -
Lender Location ID 53803
Servicing Lender Name U.S. Bank, National Association
Servicing Lender Address 425 Walnut St, CINCINNATI, OH, 45202-3956
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Crestview Hills, KENTON, KY, 41017-5409
Project Congressional District KY-04
Number of Employees 2
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 53803
Originating Lender Name U.S. Bank, National Association
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 33662.33
Forgiveness Paid Date 2022-06-03

Sources: Kentucky Secretary of State