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MCF ADVISORS, LLC

Company Details

Name: MCF ADVISORS, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 18 Dec 2003 (21 years ago)
Organization Date: 18 Dec 2003 (21 years ago)
Organization Number: 0573022
Industry: Holding and other Investment Offices
Number of Employees: Medium (20-99)
Primary County: Kenton
Place of Formation: KENTUCKY
Last Annual Report: 14 Mar 2024 (8 months ago)
Managed By: Managers
Principal Office: 50 E. RIVERCENTER BLVD., SUITE 300, COVINGTON, KY 41011
Principal Office ZIP code: 41011

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MCF ADVISORS 401(K)/PROFIT SHARING RETIREMENT PLAN 2023 200566061 2024-08-01 MCF ADVISORS, LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-22
Business code 524210
Sponsor’s telephone number 8599670991
Plan sponsor’s address 333 WEST VINE STREET, LEXINGTON, KY, 40507
MCF ADVISORS, LLC CBS BENEFIT PLAN 2022 200566061 2023-12-27 MCF ADVISORS, LLC 21
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8599670999
Plan sponsor’s address 333 W VINE STREET, SUITE 1740, LEXINGTON, KY, 40507

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
MCF ADVISORS 401(K)/PROFIT SHARING RETIREMENT PLAN 2022 200566061 2023-07-12 MCF ADVISORS, LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-22
Business code 524210
Sponsor’s telephone number 8599670991
Plan sponsor’s address 333 WEST VINE STREET, LEXINGTON, KY, 40507
MCF ADVISORS, LLC CBS BENEFIT PLAN 2021 200566061 2022-12-29 MCF ADVISORS, LLC 21
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8599670999
Plan sponsor’s address 333 W VINE STREET,, SUITE 1740, LEXINGTON, KY, 40507

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
MCF ADVISORS 401(K)/PROFIT SHARING RETIREMENT PLAN 2021 200566061 2022-05-31 MCF ADVISORS, LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-22
Business code 524210
Sponsor’s telephone number 8599670991
Plan sponsor’s address 333 WEST VINE STREET, LEXINGTON, KY, 40507
MCF ADVISORS, LLC CBS BENEFIT PLAN 2020 200566061 2021-12-14 MCF ADVISORS, LLC 18
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8599670999
Plan sponsor’s address 333 W. VINE STREET,, SUITE 1740, LEXINGTON, KY, 40507

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 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
MCF ADVISORS, LLC CBS BENEFIT PLAN 2019 200566061 2020-12-23 MCF ADVISORS, LLC 18
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8599670999
Plan sponsor’s address 333 W. VINE STREET, SUITE 1740, LEXINGTON, KY, 40507

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature

Organizer

Name Role
RAYMOND J. STEWART Organizer

Registered Agent

Name Role
ROBERT B. SATHE Registered Agent

Manager

Name Role
David Harris, Jr. Manager

Former Company Names

Name Action
MID-CENTRAL FINANCIAL AGENCY, INC. Old Name
MID CENTRAL FINANCIAL ADVISORS, INC. Merger
ROBERT B. SATHE AGENCY COMPANY Old Name

Assumed Names

Name Status Expiration Date
MCF CPAS Active 2029-10-25
MCF CPA Active 2029-10-25
MCF INSTITUTIONAL Inactive 2022-04-13
MCF Inactive 2018-02-07
MID CENTRAL FINANCIAL ADVISORS Inactive 2018-02-06
MCF ADVISORS Inactive 2017-05-04

Filings

Name File Date
Certificate of Assumed Name 2024-10-25
Certificate of Assumed Name 2024-10-25
Annual Report 2024-03-14
Annual Report 2023-05-02
Certificate of Assumed Name 2022-07-11
Certificate of Assumed Name 2022-07-08
Certificate of Assumed Name 2022-07-08
Certificate of Assumed Name 2022-07-08
Annual Report 2022-05-02
Annual Report 2021-02-16

Related by officers

RAYMOND J. STEWART

EASTERN KENTUCKY PRODUCTION COMPANY JUSTICE CENTER SQUARE, LLC

ROBERT B. SATHE

DLW ASSOCIATES MID CENTRAL FINANCIAL ADVISORS, INC. INTERIM BANK OF BOONE, INC.

Related by address

No related companies by address

Date of last update: 18 Nov 2024

Sources: Kentucky Secretary of State

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