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A. ROBERTS & ASSOCIATES, INC.

Company Details

Name: A. ROBERTS & ASSOCIATES, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Organization Date: 06 Jan 1993 (32 years ago)
Organization Number: 0309549
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 28 Feb 2024 (9 months ago)
Principal Office: 6009 BROWNSBORO PARK BLVD., SUITE B, LOUISVILLE, KY 40207
Principal Office ZIP code: 40207
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
A ROBERTS & ASSOCIATES, INC CBS BENEFIT PLAN 2022 611233078 2023-12-27 A ROBERTS & ASSOCIATES, INC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-12-01
Business code 541600
Sponsor’s telephone number 5026323340
Plan sponsor’s address 6009 BROWNSBORO PARK BLVD, LOUISVILLE, KY, 40207

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
A ROBERTS & ASSOCIATES, INC CBS BENEFIT PLAN 2021 611233078 2022-12-29 A ROBERTS & ASSOCIATES, INC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-12-01
Business code 541600
Sponsor’s telephone number 5026323340
Plan sponsor’s address 6009 BROWNSBORO PARK BLVD, LOUISVILLE, KY, 40207

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

Director

Name Role
Anthony Scott Roberts Director
ANTHONY S. ROBERTS Director

Secretary

Name Role
Elita B. Roberts Secretary

Incorporator

Name Role
ANTHONY S. ROBERTS Incorporator

Registered Agent

Name Role
ANTHONY S. ROBERTS Registered Agent

President

Name Role
Anthony S Roberts President

Assumed Names

Name Status Expiration Date
ELITA PHOTOGRAPHY Inactive 2010-02-07
ELITE PHOTOGRAPHY Inactive 2005-08-01

Filings

Name File Date
Annual Report 2024-02-28
Annual Report 2023-03-14
Annual Report 2022-03-05
Registered Agent name/address change 2021-02-09
Principal Office Address Change 2021-02-09
Annual Report 2021-02-09
Annual Report 2020-02-11
Annual Report 2019-06-20
Annual Report 2018-04-20
Annual Report 2017-05-04

Date of last update: 13 Nov 2024

Sources: Kentucky Secretary of State