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Life Plan Investments LLC

Branch

Company Details

Name: Life Plan Investments LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 09 Feb 2024 (a year ago)
Organization Date: 21 Mar 2011 (14 years ago)
Authority Date: 09 Feb 2024 (a year ago)
Last Annual Report: 30 Mar 2025 (23 days ago)
Branch of: Life Plan Investments LLC, FLORIDA (Company Number L23000316013)
Organization Number: 1340237
Number of Employees: Small (0-19)
ZIP code: 42419
City: Henderson
Primary County: Henderson County
Principal Office: Po Box 1647, Henderson, KY 42419
Place of Formation: FLORIDA

Registered Agent

Name Role
Elizabeth Goeltz Registered Agent

Authorized Rep

Name Role
Elizabeth Goeltz Authorized Rep

Filings

Name File Date
Annual Report 2025-03-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8230987008 2020-04-08 0457 PPP PO Box 1866, HENDERSON, KY, 42419
Loan Status Date 2021-01-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 9015
Loan Approval Amount (current) 9015
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120955
Servicing Lender Name Planters Bank, Inc.
Servicing Lender Address 1312 S Main St, HOPKINSVILLE, KY, 42240-2016
Rural or Urban Indicator R
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address HENDERSON, HENDERSON, KY, 42419-0001
Project Congressional District KY-01
Number of Employees 5
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 120955
Originating Lender Name Planters Bank, Inc.
Originating Lender Address HOPKINSVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 9088.98
Forgiveness Paid Date 2021-02-16
4542708307 2021-01-23 0457 PPS 230 2nd St Ste 500, Henderson, KY, 42420-3144
Loan Status Date 2021-08-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 23377
Loan Approval Amount (current) 23377
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120955
Servicing Lender Name Planters Bank, Inc.
Servicing Lender Address 1312 S Main St, HOPKINSVILLE, KY, 42240-2016
Rural or Urban Indicator R
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Henderson, HENDERSON, KY, 42420-3144
Project Congressional District KY-01
Number of Employees 5
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 120955
Originating Lender Name Planters Bank, Inc.
Originating Lender Address HOPKINSVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 23482.85
Forgiveness Paid Date 2021-07-08

Sources: Kentucky Secretary of State