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ROBERTS HEATING & AIR, LLC

Company Details

Name: ROBERTS HEATING & AIR, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 02 Apr 2019 (6 years ago)
Organization Date: 02 Apr 2019 (6 years ago)
Last Annual Report: 03 Jul 2024 (10 months ago)
Managed By: Members
Organization Number: 1053998
Industry: Construction Special Trade Contractors
Number of Employees: Small (0-19)
ZIP code: 40383
City: Versailles
Primary County: Woodford County
Principal Office: 457 HUNTERS RIDGE DRIVE, VERSAILLES, KY 40383
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERTS HEATING & AIR LLC CBS BENEFIT PLAN 2023 834301857 2024-12-30 ROBERTS HEATING & AIR LLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 238220
Sponsor’s telephone number 8594338650
Plan sponsor’s address 457 HUNTERS RIDGE DR, VERSAILLES, KY, 40383

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
ROBERTS HEATING & AIR LLC CBS BENEFIT PLAN 2022 834301857 2023-12-27 ROBERTS HEATING & AIR LLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 238220
Sponsor’s telephone number 8594338650
Plan sponsor’s address 457 HUNTERS RIDGE DR, VERSAILLES, KY, 40383

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
ROBERTS HEATING & AIR LLC CBS BENEFIT PLAN 2021 834301857 2022-12-29 ROBERTS HEATING & AIR LLC 3
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 238220
Sponsor’s telephone number 8594338650
Plan sponsor’s address 457 HUNTERS RIDGE DR, VERSAILLES, KY, 40383

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature

Member

Name Role
Steven D Roberts Member

Organizer

Name Role
STEVEN D. ROBERTS Organizer
CHERYL D. ROBERTS Organizer

Registered Agent

Name Role
STEVEN D. ROBERTS Registered Agent

Filings

Name File Date
Annual Report 2024-07-03
Annual Report 2023-03-21
Annual Report 2022-03-16
Annual Report 2021-01-23
Reinstatement Certificate of Existence 2020-11-05
Reinstatement 2020-11-05
Reinstatement Approval Letter Revenue 2020-11-04
Administrative Dissolution 2020-10-08
Articles of Organization (LLC) 2019-04-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7026307001 2020-04-07 0457 PPP 380 A Crossfield Drive, VERSAILLES, KY, 40383-1449
Loan Status Date 2020-11-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21353.18
Loan Approval Amount (current) 21353.18
Undisbursed Amount 0
Franchise Name -
Lender Location ID 74995
Servicing Lender Name City National Bank of West Virginia
Servicing Lender Address 3601 MacCorkle Ave SE, Charleston, WV, 25304
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address VERSAILLES, WOODFORD, KY, 40383-1449
Project Congressional District KY-06
Number of Employees 2
NAICS code 238220
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 120831
Originating Lender Name City National Bank of West Virginia
Originating Lender Address Versailles, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21458.76
Forgiveness Paid Date 2020-10-13

Sources: Kentucky Secretary of State