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Financial Powerhouse LLC

Company Details

Name: Financial Powerhouse LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 12 Dec 2019 (5 years ago)
Organization Date: 12 Dec 2019 (5 years ago)
Last Annual Report: 27 May 2024 (a year ago)
Managed By: Members
Organization Number: 1080336
Industry: Business Services
Number of Employees: Small (0-19)
ZIP code: 40505
City: Lexington
Primary County: Fayette County
Principal Office: 996 E NEW CIRCLE RD, LEXINGTON, KY 40505
Place of Formation: KENTUCKY

Member

Name Role
LEROY WILLIAMS Member

Registered Agent

Name Role
LEROY WILLIAMS LLC Registered Agent
Leroy Williams Registered Agent

Organizer

Name Role
Leroy Williams Organizer

Assumed Names

Name Status Expiration Date
Optimum Tax Service Active 2029-12-15
Optimum Tax Active 2029-05-27
Tax Group Corp Active 2028-10-24
Optimum Financial Pros Active 2028-10-24
Optimum Financial Services Active 2028-10-24

Filings

Name File Date
Certificate of Assumed Name 2024-12-15
Certificate of Assumed Name 2024-05-27
Annual Report 2024-05-27
Annual Report Amendment 2023-12-05
Certificate of Assumed Name 2023-10-24
Certificate of Assumed Name 2023-10-24
Certificate of Assumed Name 2023-10-24
Annual Report 2023-07-05
Annual Report 2022-03-14
Annual Report 2021-08-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2178237207 2020-04-15 0457 PPP 996 East New Circle Road, Lexington, KY, 40505
Loan Status Date 2021-04-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 60000
Loan Approval Amount (current) 60000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 121536
Servicing Lender Name Customers Bank
Servicing Lender Address 40 General Warren Blvd, Malvern, PA, 19355
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Lexington, FAYETTE, KY, 40505-1400
Project Congressional District KY-06
Number of Employees 9
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 499141
Originating Lender Name Readycap Lending, LLC
Originating Lender Address BERKELEY HEIGHTS, NJ
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 60488.22
Forgiveness Paid Date 2021-03-09

Sources: Kentucky Secretary of State