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Covington, Ft Mitchell, Ft Wright, Park Hills
Journey Advisory Group, LLC

Journey Advisory Group, LLC

Company Details

Name:	Journey Advisory Group, LLC
Legal type:	Foreign Limited Liability Company
Status:	Active
Standing:	Good
Profit or Non-Profit:	Profit
File Date:	28 Jan 2020 (5 years ago)
Organization Date:	01 Jan 2020 (5 years ago)
Authority Date:	28 Jan 2020 (5 years ago)
Last Annual Report:	03 Jun 2024 (10 months ago)
Organization Number:	1085190
Industry:	Holding and other Investment Offices
Number of Employees:	Medium (20-99)
ZIP code:	41011
City:	Covington, Ft Mitchell, Ft Wright, Park Hills
Primary County:	Kenton County
Principal Office:	50 E. RIVERCENTER BLVD., SUITE 301, COVINGTON, KY 41011
Place of Formation:	DELAWARE

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

JOURNEY ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN

2023

471164712

2024-10-15

JOURNEY ADVISORY GROUP, LLC

14

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523120
Sponsor’s telephone number	8923224478
Plan sponsor’s address	50 E. RIVER CENTER BLVD., SUITE 301, COVINGTON, KY, 41011

JOURNEY ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN

2022

471164712

2023-10-10

JOURNEY ADVISORY GROUP, LLC

16

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523120
Sponsor’s telephone number	8923224478
Plan sponsor’s address	15 WEST 5TH STREET, COVINGTON, KY, 41011

JOURNEY ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN

2021

471164712

2023-01-30

JOURNEY ADVISORY GROUP, LLC

17

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523120
Sponsor’s telephone number	8923224478
Plan sponsor’s address	15 WEST 5TH STREET, COVINGTON, KY, 41011

JOURNEY ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN

2021

471164712

2022-10-17

JOURNEY ADVISORY GROUP, LLC

17

Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523120
Sponsor’s telephone number	8923224478
Plan sponsor’s address	15 WEST 5TH STREET, COVINGTON, KY, 41011

JOURNEY ADVISORY GROUP, LLC 401(K) PROFIT SHARING PLAN

2020

471164712

2021-10-04

JOURNEY ADVISORY GROUP, LLC

14

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523120
Sponsor’s telephone number	8923224478
Plan sponsor’s address	15 WEST 5TH STREET, COVINGTON, KY, 41011

Registered Agent

Name	Role
FBT LLC	Registered Agent

Authorized Rep

Name	Role
Tyler S Lang	Authorized Rep

Manager

Name	Role
Tyler S Lang	Manager
Tyler Lang	Manager

Member

Name	Role
Michael Whelan	Member

Filings

Name	File Date
Annual Report	2024-06-03
Principal Office Address Change	2023-11-02
Annual Report	2023-05-15
Annual Report	2022-05-17
Annual Report	2021-09-16

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

4858047005

2020-04-04

0457

PPP

15 W. 5TH ST, COVINGTON, KY, 41011-1401

Loan Status Date	2021-04-14
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	233700
Loan Approval Amount (current)	233700
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27569
Servicing Lender Name	Stock Yards Bank & Trust Company
Servicing Lender Address	1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator	U
Hubzone	Y
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	COVINGTON, KENTON, KY, 41011-1401
Project Congressional District	KY-04
Number of Employees	14
NAICS code	523920
Borrower Race	White
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Limited Liability Company(LLC)
Originating Lender ID	27569
Originating Lender Name	Stock Yards Bank & Trust Company
Originating Lender Address	LOUISVILLE, KY
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	235780.89
Forgiveness Paid Date	2021-03-05

Sources: Kentucky Secretary of State