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  5. WELENKEN CPAS

WELENKEN CPAS

Company Details

Name: WELENKEN CPAS
Legal type: General Partnership Assumed Name
Status: Active
File Date: 03 Oct 2023 (2 years ago)
Authority Date: 03 Oct 2023 (2 years ago)
Organization Number: 1312665
ZIP code: 40202
City: Louisville
Primary County: Jefferson County
Principal Office: 730 W MARKET STREET, SUITE 200, LOUISVILLE, KY 40202
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WELENKEN CPAS CBS BENEFIT PLAN 2023 610484308 2024-12-30 WELENKEN CPAS 17
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2023-06-01
Business code 541219
Sponsor’s telephone number 5025853251
Plan sponsor’s address 730 WEST MARKET STREET SUITE 200, LOUISVILLE, KY, 40202

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
WELENKEN CPAS 401(K) PROFIT SHARING PLAN 2023 610484308 2024-06-26 WELENKEN CPAS 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s address 730 W. MARKET STREET, SUITE 200, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2024-06-26
Name of individual signing MARY ANN PHILLIPS
Valid signature Filed with authorized/valid electronic signature
WELENKEN CPAS 401(K) PROFIT SHARING PLAN 2022 610484308 2023-08-09 WELENKEN CPAS 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s address 730 W. MARKET STREET, SUITE 200, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2023-08-09
Name of individual signing MARY ANN PHILLIPS
Valid signature Filed with authorized/valid electronic signature
WELENKEN CPAS 401(K) PROFIT SHARING PLAN 2021 610484308 2022-08-04 WELENKEN CPAS 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s address 730 W. MARKET STREET, SUITE 200, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2022-08-04
Name of individual signing JERRY SOLZMAN
Valid signature Filed with authorized/valid electronic signature
WELENKEN CPAS CBS BENEFIT PLAN 2021 610484308 2022-12-29 WELENKEN CPAS 22
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-09-01
Business code 541219
Sponsor’s telephone number 5025853251
Plan sponsor’s address 730 WEST MARKET ST, STE 200, LOUISVILLE, KY, 40202

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
WELENKEN CPAS 401-K PROFIT SHARING PLAN & TRUST 2020 610484308 2021-07-12 WELENKEN CPAS 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722
Plan sponsor’s address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722

Number of participants as of the end of the plan year
Active participants 36
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 26
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing NATHAN J SOLZMAN
Valid signature Filed with authorized/valid electronic signature
WELENKEN CPAS CBS BENEFIT PLAN 2020 610484308 2021-12-14 WELENKEN CPAS 21
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-09-01
Business code 541219
Sponsor’s telephone number 5025853251
Plan sponsor’s address 730 WEST MARKET ST, STE 200, LOUISVILLE, KY, 40202

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
WELENKEN CPAS 401-K PROFIT SHARING PLAN & TRUST 2019 610484308 2020-07-07 WELENKEN CPAS 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722
Plan sponsor’s address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722

Number of participants as of the end of the plan year
Active participants 32
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 25
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2020-07-07
Name of individual signing NATHAN J SOLZMAN
Valid signature Filed with authorized/valid electronic signature
WELENKEN CPAS 401-K PROFIT SHARING PLAN & TRUST 2018 610484308 2019-07-22 WELENKEN CPAS 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722
Plan sponsor’s address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722

Number of participants as of the end of the plan year
Active participants 27
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 26
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2019-07-22
Name of individual signing JERRY SOLZMAN
Valid signature Filed with authorized/valid electronic signature
WELENKEN CPAS 401-K PROFIT SHARING PLAN & TRUST 2017 610484308 2018-07-20 WELENKEN CPAS 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722
Plan sponsor’s address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722

Number of participants as of the end of the plan year
Active participants 32
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 28
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2018-07-20
Name of individual signing JERRY SOLZMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/16/20171016094810P030220887665001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722
Plan sponsor’s address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722

Number of participants as of the end of the plan year
Active participants 32
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 28
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing JERRY SOLZMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/14/20161014151056P030000944137004.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722
Plan sponsor’s address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 402022722

Number of participants as of the end of the plan year
Active participants 30
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 30

Signature of
Role Plan administrator
Date 2016-10-14
Name of individual signing STUART H. ROBENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-14
Name of individual signing STUART H. ROBENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/09/29/20150929114239P040018597405005.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 40202
Plan sponsor’s address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 40202

Number of participants as of the end of the plan year
Active participants 29
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 28
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/14/20141014172252P040019409455005.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 40202
Plan sponsor’s address 730 WEST MARKET ST., SUITE 200, LOUISVILLE, KY, 40202

Number of participants as of the end of the plan year
Active participants 31
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 29

Signature of
Role Plan administrator
Date 2014-10-14
Name of individual signing STUART ROBENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-14
Name of individual signing STUART ROBENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/14/20131014141111P030003282023003.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET STREET, LOUISVILLE, KY, 40202
Plan sponsor’s address 730 WEST MARKET STREET, LOUISVILLE, KY, 40202

Number of participants as of the end of the plan year
Active participants 32
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 30

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing STUART ROBENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing STUART ROBENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/15/20121015122602P030038498448004.pdf
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 5025853251
Plan sponsor’s mailing address 730 WEST MARKET STREET, LOUISVILLE, KY, 40202
Plan sponsor’s address 730 WEST MARKET STREET, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 610484308
Plan administrator’s name WELENKEN CPAS
Plan administrator’s address 730 WEST MARKET STREET, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025853251

Number of participants as of the end of the plan year
Active participants 29
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 29

Signature of
Role Plan administrator
Date 2012-10-15
Name of individual signing STUART ROBENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-15
Name of individual signing STUART ROBENSON
Valid signature Filed with authorized/valid electronic signature

Partner

Name Role
DONALD E. GROOT Partner
MICHAEL A. WERTHEIM Partner

Filings

Name File Date
Application for Certificate of Authority 2023-10-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3707168610 2021-03-17 0457 PPS 730 W Market St Ste 200, Louisville, KY, 40202-2722
Loan Status Date 2022-07-08
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 451577
Loan Approval Amount (current) 451577
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 Louisville, JEFFERSON, KY, 40202-2722
Project Congressional District KY-03
Number of Employees 28
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 457268.11
Forgiveness Paid Date 2022-06-23
9571437010 2020-04-09 0457 PPP 730 MARKET ST Ste 200, LOUISVILLE, KY, 40202-2722
Loan Status Date 2021-08-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 451577
Loan Approval Amount (current) 451577
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40202-2722
Project Congressional District KY-03
Number of Employees 28
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 457119.64
Forgiveness Paid Date 2021-07-09

Related by officers

DONALD E. GROOT

TWENTY SEVEN, INC. M&D KAVANAUGH CORP. J. D. FLOWERS, INC. ALAN - ROSS INVESTMENTS, INC. CROG - AIR, INC. MONICA'S INVESTMENTS, INC. KENTUCKIANA OUTFITTING COMPANY IRVIN KAHN & SON, INC. TOVA FOOD & MANUFACTURING, INC. KNOB CREEK, INC.

MICHAEL A. WERTHEIM

BIG CAT, INC. MICHEX ENTERPRISES, INC. TRAK GROUP, LLC AVATAR, LLC JFHW, LLC VENKA DENTAL, PLLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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