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Syndicate Tax Planning, INC

Company Details

Name: Syndicate Tax Planning, INC
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 11 Oct 2019 (6 years ago)
Organization Date: 11 Oct 2019 (6 years ago)
Last Annual Report: 04 Jun 2024 (a year ago)
Organization Number: 1074334
Industry: Personal Services
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 9300 SHELBYVILLE ROAD, SUITE 1204, Louisville, KY 40222
Place of Formation: KENTUCKY
Authorized Shares: 1000

Registered Agent

Name Role
The Syndicate Corporation Registered Agent

President

Name Role
Syndicate Corporation President

Filings

Name File Date
Annual Report 2024-06-04
Annual Report 2023-06-12
Annual Report 2022-06-20
Annual Report 2021-02-24
Annual Report 2020-05-22
Registered Agent name/address change 2020-01-15
Principal Office Address Change 2020-01-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2157377705 2020-05-01 0457 PPP 9300 SHELBYVILLE RD STE 1204, LOUISVILLE, KY, 40222
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 75000
Loan Approval Amount (current) 75000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address LOUISVILLE, JEFFERSON, KY, 40222-2022
Project Congressional District KY-03
Number of Employees 180
NAICS code 541213
Borrower Race Black or African American
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 75726.83
Forgiveness Paid Date 2021-04-23
3597398509 2021-02-24 0457 PPS 9300 Shelbyville Rd Ste 1204, Louisville, KY, 40222-5169
Loan Status Date 2022-01-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 54632
Loan Approval Amount (current) 54632
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 18
NAICS code 541213
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 55085.75
Forgiveness Paid Date 2021-12-21

Sources: Kentucky Secretary of State