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Warren Wealth Management & Tax Planning Inc.

Company Details

Name: Warren Wealth Management & Tax Planning Inc.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 20 Sep 2019 (6 years ago)
Organization Date: 20 Sep 2019 (6 years ago)
Last Annual Report: 04 Jun 2024 (a year ago)
Organization Number: 1072052
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 9300 Shelbyville Rd Ste 1204, Louisville, KY 40222
Place of Formation: KENTUCKY
Authorized Shares: 1000

Registered Agent

Name Role
Marcus Warren Registered Agent

President

Name Role
MARCUS WARREN President

Incorporator

Name Role
Marcus Warren Incorporator

Filings

Name File Date
Annual Report 2024-06-04
Annual Report 2023-06-12
Annual Report 2022-05-13
Annual Report 2021-02-24
Annual Report 2020-05-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4906608401 2021-02-07 0457 PPP 9300 Shelbyville Rd Ste 1204, Louisville, KY, 40222-5169
Loan Status Date 2021-07-13
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 49580
Loan Approval Amount (current) 49580
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 Louisville, JEFFERSON, KY, 40222-5169
Project Congressional District KY-03
Number of Employees 3
NAICS code 523930
Borrower Race Black or African American
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 53803
Originating Lender Name U.S. Bank, National Association
Originating Lender Address CINCINNATI, OH
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 49765.92
Forgiveness Paid Date 2021-06-25

Sources: Kentucky Secretary of State