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Biggs Financial Services, LLC

Company Details

Name: Biggs Financial Services, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 13 Nov 2019 (5 years ago)
Organization Date: 01 Jan 2020 (5 years ago)
Last Annual Report: 02 Jan 2024 (a year ago)
Managed By: Managers
Organization Number: 1077603
Industry: Personal Services
Number of Employees: Small (0-19)
ZIP code: 42101
City: Bowling Green, Hadley, Plum Springs, Richardsville
Primary County: Warren County
Principal Office: 843 FAIRVIEW AVENUE SUITE B2, BOWLING GREEN, KY 42101
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BIGGS FINANCIAL SERVICES CBS BENEFIT PLAN 2023 843675682 2024-12-30 BIGGS FINANCIAL SERVICES 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2707998823
Plan sponsor’s address 713 SPRUCE CT, BOWLING GREEN, KY, 42103

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
BIGGS FINANCIAL SERVICES CBS BENEFIT PLAN 2022 843675682 2023-12-27 BIGGS FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2707998823
Plan sponsor’s address 713 SPRUCE CT, BOWLING GREEN, KY, 42103

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
BIGGS FINANCIAL SERVICES CBS BENEFIT PLAN 2021 843675682 2022-12-29 BIGGS FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2707998823
Plan sponsor’s address 713 SPRUCE CT, BOWLING GREEN, KY, 42103

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
BIGGS FINANCIAL SERVICES CBS BENEFIT PLAN 2020 843675682 2021-12-14 BIGGS FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2707998823
Plan sponsor’s address 713 SPRUCE CT, BOWLING GREEN, KY, 42103

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 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
BIGGS FINANCIAL SERVICES CBS BENEFIT PLAN 2019 843675682 2020-12-23 BIGGS FINANCIAL SERVICES 2
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2707998823
Plan sponsor’s address 713 SPRUCE CT, BOWLING GREEN, KY, 42103

Plan administrator’s name and address

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

Signature of

Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
Mark Biggs Registered Agent

Member

Name Role
AMB Ventures Inc. Member

Organizer

Name Role
Mark Biggs Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 1133014 Agent - Life Pending Replacement 2023-07-10 - - 2025-03-31 -
Department of Insurance DOI ID 1133014 Agent - Health Pending Replacement 2023-07-10 - - 2025-03-31 -

Filings

Name File Date
Amendment 2024-08-12
Annual Report 2024-01-02
Registered Agent name/address change 2024-01-02
Annual Report 2024-01-02
Registered Agent name/address change 2024-01-02
Annual Report 2023-03-29
Annual Report 2022-07-01
Annual Report 2021-04-01
Principal Office Address Change 2020-10-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7295808907 2021-05-07 0457 PPP 843 Fairview Ave Ste B2, Bowling Green, KY, 42101-4975
Loan Status Date 2021-08-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 7500
Loan Approval Amount (current) 7500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27775
Servicing Lender Name South Central Bank, Inc.
Servicing Lender Address 501 S L Rogers Wells Blvd, GLASGOW, KY, 42141
Rural or Urban Indicator R
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Bowling Green, WARREN, KY, 42101-4975
Project Congressional District KY-02
Number of Employees 2
NAICS code 541219
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27775
Originating Lender Name South Central Bank, Inc.
Originating Lender Address GLASGOW, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 7514.79
Forgiveness Paid Date 2021-07-21

Sources: Kentucky Secretary of State