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ALEXANDER INVESTMENT SERVICES CO

Company Details

Name: ALEXANDER INVESTMENT SERVICES CO
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 28 Jun 1965 (59 years ago)
Organization Date: 28 Jun 1965 (59 years ago)
Organization Number: 0000008
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 21 Feb 2024 (9 months ago)
Principal Office: 909 LILY CREEK RD., STE 101, LOUISVILLE, KY 40243-2808
Principal Office ZIP code: 40243
Authorized Shares: 100000

Central Index Key

CIK number Mailing Address Business Address Phone
3475 909 LILY CREEK ROAD #101, 12700 SHELBYVILLE ROAD, LOUISVILLE, KY, 40243-2808 909 LILY CREEK ROAD #101, 12700 SHELBYVILLE ROAD, LOUISVILLE, KY, 40243-2808 502-736-1351

Filings since 2024-09-19
Form type X-17A-5
File number 008-12525
Filing date 2024-09-19
Reporting date 2024-06-30
File View File

Filings since 2021-08-25
Form type X-17A-5
File number 008-12525
Filing date 2021-08-25
Reporting date 2021-06-30
File View File

Filings since 2020-08-31
Form type X-17A-5
File number 008-12525
Filing date 2020-08-31
Reporting date 2020-06-30
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Filings since 2019-08-29
Form type X-17A-5
File number 008-12525
Filing date 2019-08-29
Reporting date 2019-06-30
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Filings since 2018-09-05
Form type X-17A-5
File number 008-12525
Filing date 2018-09-05
Reporting date 2018-06-30
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Filings since 2017-08-29
Form type X-17A-5
File number 008-12525
Filing date 2017-08-29
Reporting date 2017-06-30
File View File

Filings since 2016-08-25
Form type X-17A-5
File number 008-12525
Filing date 2016-08-25
Reporting date 2016-06-30
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Filings since 2015-08-28
Form type X-17A-5
File number 008-12525
Filing date 2015-08-28
Reporting date 2015-06-30
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Filings since 2014-08-29
Form type X-17A-5
File number 008-12525
Filing date 2014-08-29
Reporting date 2014-06-30
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Filings since 2013-08-29
Form type X-17A-5
File number 008-12525
Filing date 2013-08-29
Reporting date 2013-06-30
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Filings since 2012-08-28
Form type X-17A-5
File number 008-12525
Filing date 2012-08-28
Reporting date 2012-06-30
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Filings since 2011-08-29
Form type X-17A-5
File number 008-12525
Filing date 2011-08-29
Reporting date 2011-06-30
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Filings since 2010-08-27
Form type X-17A-5
File number 008-12525
Filing date 2010-08-27
Reporting date 2010-06-30
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Filings since 2009-08-27
Form type X-17A-5
File number 008-12525
Filing date 2009-08-27
Reporting date 2009-06-30
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Filings since 2008-08-26
Form type X-17A-5
File number 008-12525
Filing date 2008-08-26
Reporting date 2008-06-30
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Filings since 2007-08-28
Form type X-17A-5
File number 008-12525
Filing date 2007-08-28
Reporting date 2007-06-30
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Filings since 2006-08-28
Form type X-17A-5
File number 008-12525
Filing date 2006-08-28
Reporting date 2006-06-30
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Filings since 2005-08-22
Form type X-17A-5
File number 008-12525
Filing date 2005-08-22
Reporting date 2005-06-30
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Filings since 2004-08-23
Form type X-17A-5
File number 008-12525
Filing date 2004-08-23
Reporting date 2004-06-30
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Filings since 2003-08-28
Form type X-17A-5
File number 008-12525
Filing date 2003-08-28
Reporting date 2003-06-30
File View File

Filings since 2002-08-30
Form type X-17A-5
File number 008-12525
Filing date 2002-08-30
Reporting date 2002-06-30
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALEXANDER INVESTMENT SERVICES CBS BENEFIT PLAN 2022 610652524 2023-12-27 ALEXANDER INVESTMENT SERVICES 6
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-08-01
Business code 525100
Sponsor’s telephone number 5027361330
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 40243

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 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2022 610652524 2024-04-15 ALEXANDER INVESTMENT SERVICES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808
ALEXANDER INVESTMENT SERVICES CBS BENEFIT PLAN 2021 610652524 2022-12-29 ALEXANDER INVESTMENT SERVICES 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-08-01
Business code 525100
Sponsor’s telephone number 5027361330
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 40243

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
ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2021 610652524 2023-03-30 ALEXANDER INVESTMENT SERVICES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808
ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2020 610652524 2022-04-14 ALEXANDER INVESTMENT SERVICES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808
ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2019 610652524 2021-01-17 ALEXANDER INVESTMENT SERVICES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808
ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2018 610652524 2019-10-14 ALEXANDER INVESTMENT SERVICES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808
ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2017 610652524 2018-10-31 ALEXANDER INVESTMENT SERVICES 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808
ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2016 610652524 2017-08-21 ALEXANDER INVESTMENT SERVICES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808
ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2015 610652524 2017-01-06 ALEXANDER INVESTMENT SERVICES 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/01/06/20160106101440P030158308913001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/01/29/20150129135612P040066284311001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808

Signature of
Role Plan administrator
Date 2015-01-29
Name of individual signing GERALD A. WELLS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/09/12/20130912114324P040495315265001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 909 LILY CREEK ROAD, SUITE 101, LOUISVILLE, KY, 402432808

Signature of
Role Plan administrator
Date 2013-09-12
Name of individual signing GERALD A. WELLS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-12
Name of individual signing GERALD A. WELLS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/31/20120831101348P040041485266001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 12701 TOWNEPARK WAY, SUITE 303, LOUISVILLE, KY, 402432387

Plan administrator’s name and address
Administrator’s EIN 610652524
Plan administrator’s name ALEXANDER INVESTMENT SERVICES
Plan administrator’s address 12701 TOWNEPARK WAY, SUITE 303, LOUISVILLE, KY, 402432387
Administrator’s telephone number 5024594414

Signature of
Role Plan administrator
Date 2012-08-31
Name of individual signing GERALD WELLS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-08-31
Name of individual signing GERALD WELLS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/09/29/20110929120934P040046484039001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 12701 TOWNEPARK WAY, SUITE 303, LOUISVILLE, KY, 402432387

Plan administrator’s name and address
Administrator’s EIN 610652524
Plan administrator’s name ALEXANDER INVESTMENT SERVICES
Plan administrator’s address 12701 TOWNEPARK WAY, SUITE 303, LOUISVILLE, KY, 402432387
Administrator’s telephone number 5024594414

Signature of
Role Plan administrator
Date 2011-09-28
Name of individual signing GERALD WELLS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-09-28
Name of individual signing GERALD WELLS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/11/23/20101123131116P040005934946001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-07-01
Business code 523120
Sponsor’s telephone number 5024594414
Plan sponsor’s address 12700 SHELBYVILLE ROAD, SUITE 303, LOUISVILLE, KY, 402431599

Plan administrator’s name and address
Administrator’s EIN 610652524
Plan administrator’s name ALEXANDER INVESTMENT SERVICES
Plan administrator’s address 12700 SHELBYVILLE ROAD, SUITE 303, LOUISVILLE, KY, 402431599
Administrator’s telephone number 5024594414

Signature of
Role Plan administrator
Date 2010-11-18
Name of individual signing GERALD WELLS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-11-18
Name of individual signing GERALD WELLS
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
Richard L Fox Director
L Andrew Hanlein Director
Gerald A Wells Director

Incorporator

Name Role
R. E. ALEXANDER Incorporator
MARY VIRGINIA ALEXANDER Incorporator
P. B. WATSON JR. Incorporator

Treasurer

Name Role
Gerald A Wells Treasurer

Registered Agent

Name Role
GERALD A. WELLS Registered Agent

President

Name Role
L Andrew Hanlein President

Secretary

Name Role
Gerald A Wells Secretary

Vice President

Name Role
Richard L Fox Vice President

Filings

Name File Date
Annual Report 2024-02-21
Annual Report 2023-01-05
Annual Report 2022-01-07
Annual Report 2021-01-02
Annual Report 2020-01-01
Annual Report 2019-01-01
Annual Report 2018-01-01
Annual Report 2017-01-02
Annual Report 2016-01-07
Annual Report 2015-01-05

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Gerald A Wells

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P. B. WATSON JR.

HARRY J. BROADHURST COMPANY

GERALD A. WELLS

WELLSFAM, INC. MILLENNIUM CAPITAL, LLC MILLENNIUM CAPITAL, LLP CROYDON VENTURES, LLP MILLENNIUM CENTER I & II O/W CONDOMINIUM ASSOCIATION, INC. WHITTINGTON GROUP, LLC MILLENNIUM CAPITAL, LLP WILLIAMSBURG PLACE, LLC LYNDON CENTER, LLC ROY'S BOYS, LLC

Related by address

No related companies by address

Date of last update: 04 Nov 2024

Sources: Kentucky Secretary of State

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