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OLIVER ORTHODONTICS, PLLC

Company Details

Name: OLIVER ORTHODONTICS, PLLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 03 Dec 2019 (5 years ago)
Organization Date: 03 Dec 2019 (5 years ago)
Last Annual Report: 05 Mar 2025 (2 months ago)
Managed By: Members
Organization Number: 1079262
Industry: Health Services
Number of Employees: Small (0-19)
ZIP code: 40258
City: Louisville, Pleasure Rdge, Pleasure Ridge Park
Primary County: Jefferson County
Principal Office: 7206 DIXIE HIGHWAY, LOUISVILLE, KY 40258
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OLIVER ORTHODONTICS CBS BENEFIT PLAN 2023 843862708 2024-12-30 OLIVER ORTHODONTICS 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 621210
Sponsor’s telephone number 5029332323
Plan sponsor’s address 7206 DIXIE HIGHWAY, LOUISVILLE, KY, 40258

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
OLIVER ORTHODONTICS CBS BENEFIT PLAN 2022 843862708 2023-12-27 OLIVER ORTHODONTICS 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 621210
Sponsor’s telephone number 5029332323
Plan sponsor’s address 7206 DIXIE HIGHWAY, LOUISVILLE, KY, 40258

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
OLIVER ORTHODONTICS CBS BENEFIT PLAN 2021 843862708 2022-12-29 OLIVER ORTHODONTICS 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 621210
Sponsor’s telephone number 5029332323
Plan sponsor’s address 7206 DIXIE HIGHWAY, LOUISVILLE, KY, 40258

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
OLIVER ORTHODONTICS CBS BENEFIT PLAN 2020 843862708 2021-12-14 OLIVER ORTHODONTICS 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 621210
Sponsor’s telephone number 5029332323
Plan sponsor’s address 7206 DIXIE HIGHWAY, LOUISVILLE, KY, 40258

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
OLIVER ORTHODONTICS CBS BENEFIT PLAN 2019 843862708 2020-12-23 OLIVER ORTHODONTICS 3
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 621210
Sponsor’s telephone number 5029332323
Plan sponsor’s address 7206 DIXIE HIGHWAY, LOUISVILLE, KY, 40258

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

Member

Name Role
Hannah Oliver Member

Registered Agent

Name Role
HANNAH R. OLIVER Registered Agent

Organizer

Name Role
JAMES P. WILLETT III Organizer

Filings

Name File Date
Annual Report 2025-03-05
Annual Report 2024-03-25
Annual Report 2023-05-10
Annual Report 2022-05-18
Annual Report 2021-03-29
Annual Report 2020-06-23
Articles of Organization (LLC) 2019-12-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4373107208 2020-04-27 0457 PPP 7206 DIXIE HWY, LOUISVILLE, KY, 40258-1001
Loan Status Date 2021-03-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 59017
Loan Approval Amount (current) 59017
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26787
Servicing Lender Name Wilson & Muir Bank & Trust Company
Servicing Lender Address 107 N 3rd St, BARDSTOWN, KY, 40004-1525
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40258-1001
Project Congressional District KY-03
Number of Employees 5
NAICS code 621210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 26787
Originating Lender Name Wilson & Muir Bank & Trust Company
Originating Lender Address BARDSTOWN, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 59476.02
Forgiveness Paid Date 2021-02-10

Sources: Kentucky Secretary of State