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Wilson Assurance LLC

Company Details

Name: Wilson Assurance LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 28 May 2019 (6 years ago)
Organization Date: 28 May 2019 (6 years ago)
Last Annual Report: 11 Mar 2025 (a month ago)
Managed By: Members
Organization Number: 1060017
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40507
City: Lexington
Primary County: Fayette County
Principal Office: 153 Market St, Lexington, KY 40507
Place of Formation: KENTUCKY

Organizer

Name Role
Evan Wilson Organizer

Registered Agent

Name Role
Noel Caldwell Registered Agent

Member

Name Role
Evan Wilson Member

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 1041861 Agent - Life Active 2024-07-01 - - 2027-03-31 -
Department of Insurance DOI ID 1041861 Agent - Health Active 2024-07-01 - - 2027-03-31 -

Filings

Name File Date
Annual Report 2025-03-11
Annual Report 2024-03-21
Annual Report 2023-03-22
Annual Report 2022-03-26
Annual Report 2021-02-12
Annual Report 2020-06-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4630107308 2020-04-29 0457 PPP 153 Market St, LEXINGTON, KY, 40507-1104
Loan Status Date 2021-02-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 40400
Loan Approval Amount (current) 42252.95
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description New Business or 2 years or less
Project Address Lexington, FAYETTE, KY, 40507-1000
Project Congressional District KY-06
Number of Employees 1
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 42540.5
Forgiveness Paid Date 2021-01-08

Sources: Kentucky Secretary of State