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MARCUS W. BOSLEY & ASSOCIATES, INC.

Company Details

Name: MARCUS W. BOSLEY & ASSOCIATES, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 23 Sep 1991 (33 years ago)
Organization Date: 23 Sep 1991 (33 years ago)
Organization Number: 0291148
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
Primary County: Daviess
Place of Formation: KENTUCKY
Last Annual Report: 21 May 2024 (6 months ago)
Principal Office: 1601 FREDERICA ST., OWENSBORO, KY 42301
Principal Office ZIP code: 42301
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2023 611209038 2024-10-11 MARCUS W BOSLEY & ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2022 611209038 2023-09-28 MARCUS W BOSLEY & ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2023-09-28
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2021 611209038 2022-07-07 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2022-07-07
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 611209038 2021-08-20 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2021-08-20
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 611209038 2020-07-15 MARCUS W BOSLEY & ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2020-07-15
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 611209038 2019-04-29 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2019-04-29
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 611209038 2018-05-31 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2018-05-31
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-31
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 611209038 2017-07-11 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2017-07-10
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-10
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 611209038 2016-07-27 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2016-07-27
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-27
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 611209038 2015-10-09 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of

Role Plan administrator
Date 2015-10-09
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
JOHN DAVID MEYER Registered Agent

President

Name Role
Marcus W. Bosley President

Incorporator

Name Role
THOMAS J. MEYER Incorporator

Filings

Name File Date
Annual Report 2024-05-21
Annual Report 2023-07-25
Annual Report 2022-05-10
Annual Report 2021-05-20
Annual Report 2020-06-15
Annual Report 2019-06-20
Annual Report 2018-06-27
Annual Report 2017-06-07
Annual Report 2016-04-15
Annual Report 2015-04-03

Date of last update: 07 Nov 2024

Sources: Kentucky Secretary of State