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Waypoint Fiduciary, LLC

Company Details

Name: Waypoint Fiduciary, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 13 Feb 2020 (5 years ago)
Organization Date: 13 Feb 2020 (5 years ago)
Last Annual Report: 14 May 2024 (10 months ago)
Managed By: Members
Organization Number: 1087273
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40330
City: Harrodsburg, Cornishville
Primary County: Mercer County
Principal Office: 1383 SHAKERTOWN ROAD, HARRODSBURG, KY 40330
Place of Formation: KENTUCKY

Member

Name Role
Pete Swisher Member

Registered Agent

Name Role
Peter K Swisher Registered Agent

Organizer

Name Role
Peter K Swisher Organizer

Filings

Name File Date
Annual Report 2024-05-14
Annual Report 2023-03-21
Registered Agent name/address change 2023-03-21
Principal Office Address Change 2023-03-21
Principal Office Address Change 2022-01-05
Annual Report 2022-01-05
Annual Report 2021-08-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3067197308 2020-04-29 0457 PPP 1620 HEDDEN RD, VERSAILLES, KY, 40383-9748
Loan Status Date 2021-05-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 4500
Loan Approval Amount (current) 4500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27631
Servicing Lender Name Traditional Bank, Inc.
Servicing Lender Address 49 W Main St, MOUNT STERLING, KY, 40353-1316
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address VERSAILLES, WOODFORD, KY, 40383-9748
Project Congressional District KY-06
Number of Employees 2
NAICS code 523991
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27631
Originating Lender Name Traditional Bank, Inc.
Originating Lender Address MOUNT STERLING, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 4544.14
Forgiveness Paid Date 2021-04-28

Sources: Kentucky Secretary of State