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Evergreen Advisors, Inc.

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Company Details

Name: Evergreen Advisors, Inc.
Legal type: Foreign Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 19 Jul 2021 (4 years ago)
Organization Date: 14 Nov 2002 (23 years ago)
Authority Date: 19 Jul 2021 (4 years ago)
Last Annual Report: 06 Mar 2025 (3 months ago)
Organization Number: 1159996
Industry: Depository Institutions
Number of Employees: Small (0-19)
ZIP code: 41011
City: Covington, Ft Mitchell, Ft Wright, Park Hills
Primary County: Kenton County
Principal Office: 40 W 5th St, Covington, KY 41011
Place of Formation: OHIO

Registered Agent

Name Role
Doug Boschert Registered Agent

Officer

Name Role
Doug Boschert Officer

Authorized Rep

Name Role
Mariann McDermott Authorized Rep

Member

Name Role
Doug Boschert Member

President

Name Role
Doug Boschert President

Form 5500 Series

Employer Identification Number (EIN):
352188030
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
4
Sponsors Telephone Number:

Filings

Name File Date
Annual Report 2025-03-06
Annual Report 2024-03-25
Annual Report 2023-03-23
Annual Report 2022-10-03

USAspending Awards / Financial Assistance

Date:
2020-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
56000.00
Total Face Value Of Loan:
56000.00

Paycheck Protection Program

Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
56000
Current Approval Amount:
56000
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
56549.26

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Sources: Kentucky Secretary of State