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UNIFIED FINANCIAL SERVICES, INC.

Company Details

Name: UNIFIED FINANCIAL SERVICES, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Foreign Corporation
Status: Active
Standing: Good
File Date: 21 Mar 2001 (24 years ago)
Organization Number: 0512766
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
Primary County: Jessamine
Place of Formation: DELAWARE
Authority Date: 21 Mar 2001 (24 years ago)
Last Annual Report: 22 May 2024 (6 months ago)
Principal Office: 104 Foxborough Court, Nicholasville, KY 40356
Principal Office ZIP code: 40356

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE UNIFIED COMPANIES RETIREMENT SAVINGS PLAN 2020 351797759 2021-08-31 UNIFIED FINANCIAL SERVICES, INC. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-07-01
Business code 525990
Sponsor’s telephone number 8594220347
Plan sponsor’s address 2353 ALEXANDRIA DRIVE, STE. 100, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2021-08-31
Name of individual signing MARTIN LAUTNER
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
MARTIN A. LAUTNER Registered Agent

President

Name Role
Gregory W Kasten President

Director

Name Role
Gregory W Kasten Director
Jack H Brown Director
Martin A Lautner Director

Filings

Name File Date
Annual Report 2024-05-22
Registered Agent name/address change 2024-05-22
Principal Office Address Change 2024-05-22
Annual Report 2023-05-08
Annual Report 2022-08-05
Annual Report 2021-02-11
Annual Report 2020-02-12
Annual Report 2019-06-20
Annual Report 2018-04-25
Annual Report 2017-05-02

Date of last update: 10 Nov 2024

Sources: Kentucky Secretary of State