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ROBERT METCALF AND ASSOCIATES, LLC

Company Details

Name: ROBERT METCALF AND ASSOCIATES, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Good
File Date: 15 Oct 2004 (20 years ago)
Organization Date: 15 Oct 2004 (20 years ago)
Organization Number: 0597184
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 06 Jun 2022 (2 years ago)
Managed By: Managers
Principal Office: 10404 GLENMARY FARM DRIVE, LOUISVILLE, KY 40291
Principal Office ZIP code: 40291

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERT METCALF AND ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2019 201738789 2020-03-02 ROBERT METCALF AND ASSOCIATES 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 10404 GLENMARY FARM DR, LOUISVILLE, KY, 402914038

Signature of

Role Plan administrator
Date 2020-03-02
Name of individual signing ROBERT L METCALF
Valid signature Filed with authorized/valid electronic signature
ROBERT METCALF AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2018 201738789 2019-03-28 ROBERT METCALF AND ASSOCIATES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5027621781
Plan sponsor’s address 10404 GLENMARY FARM DR, LOUISVILLE, KY, 402914038

Signature of

Role Plan administrator
Date 2019-03-28
Name of individual signing ROBERT L METCALF
Valid signature Filed with authorized/valid electronic signature
ROBERT METCALF AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2017 201738789 2018-07-13 ROBERT METCALF AND ASSOCIATES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 521 S 3RD ST, LOUISVILLE, KY, 402021803

Signature of

Role Plan administrator
Date 2018-07-13
Name of individual signing ROBERT L METCALF
Valid signature Filed with authorized/valid electronic signature
ROBERT METCALF AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2015 201738789 2016-07-13 ROBERT METCALF AND ASSOCIATES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 521 S 3RD ST, LOUISVILLE, KY, 402021803

Signature of

Role Plan administrator
Date 2016-07-13
Name of individual signing ROBERT METCALF
Valid signature Filed with authorized/valid electronic signature
ROBERT METCALF AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2013 201738789 2014-07-02 ROBERT METCALF AND ASSOCIATES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 521 S 3RD ST, LOUISVILLE, KY, 402021803

Signature of

Role Plan administrator
Date 2014-07-02
Name of individual signing ROBERT METCALF
Valid signature Filed with authorized/valid electronic signature
ROBERT METCALF AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2012 201738789 2013-09-06 ROBERT METCALF AND ASSOCIATES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 521 S 3RD ST, LOUISVILLE, KY, 402021803

Signature of

Role Plan administrator
Date 2013-09-06
Name of individual signing ROBERT METCALF AND ASSOCIATES
Valid signature Filed with authorized/valid electronic signature
ROBERT METCALF AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2012 201738789 2013-06-11 ROBERT METCALF AND ASSOCIATES 2
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 521 S 3RD ST, LOUISVILLE, KY, 402021803

Signature of

Role Plan administrator
Date 2013-06-11
Name of individual signing ROBERT METCALF AND ASSOCIATES
Valid signature Filed with authorized/valid electronic signature
ROBERT METCALF AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2011 201738789 2012-06-29 ROBERT METCALF AND ASSOCIATES 2
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 521 S 3RD ST, LOUISVILLE, KY, 402021803

Plan administrator’s name and address

Administrator’s EIN 201738789
Plan administrator’s name ROBERT METCALF AND ASSOCIATES
Plan administrator’s address 521 S 3RD ST, LOUISVILLE, KY, 402021803
Administrator’s telephone number 5025873001

Signature of

Role Plan administrator
Date 2012-06-29
Name of individual signing ROBERT METCALF AND ASSOCIATES
Valid signature Filed with incorrect/unrecognized electronic signature
ROBERT METCALF AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2011 201738789 2012-06-29 ROBERT METCALF AND ASSOCIATES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 521 S 3RD ST, LOUISVILLE, KY, 402021803

Plan administrator’s name and address

Administrator’s EIN 201738789
Plan administrator’s name ROBERT METCALF AND ASSOCIATES
Plan administrator’s address 521 S 3RD ST, LOUISVILLE, KY, 402021803
Administrator’s telephone number 5025873001

Signature of

Role Plan administrator
Date 2012-06-29
Name of individual signing ROBERT METCALF AND ASSOCIATES
Valid signature Filed with authorized/valid electronic signature
ROBERT METCALF AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2010 201738789 2011-06-24 ROBERT METCALF AND ASSOCIATES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 521 SOUTH 3RD ST, LOUISVILLE, KY, 402030000

Plan administrator’s name and address

Administrator’s EIN 201738789
Plan administrator’s name ROBERT METCALF AND ASSOCIATES
Plan administrator’s address 521 SOUTH 3RD ST, LOUISVILLE, KY, 402030000
Administrator’s telephone number 5025873001

Signature of

Role Plan administrator
Date 2011-06-24
Name of individual signing ROBERT METCALF AND ASSOCIATES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/06/28/20100628121023P030016561700001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5025873001
Plan sponsor’s address 521 SOUTH 3RD ST, LOUISVILLE, KY, 402030000

Plan administrator’s name and address

Administrator’s EIN 201738789
Plan administrator’s name ROBERT METCALF AND ASSOCIATES
Plan administrator’s address 521 SOUTH 3RD ST, LOUISVILLE, KY, 402030000
Administrator’s telephone number 5025873001

Signature of

Role Plan administrator
Date 2010-06-28
Name of individual signing ROBERT METCALF AND ASSOCIATES
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
ROBERT METCALF Registered Agent

Manager

Name Role
Robert L Metcalf Manager

Filings

Name File Date
Dissolution 2023-06-21
Annual Report 2022-06-06
Annual Report 2022-06-06
Annual Report 2021-06-24
Annual Report 2020-06-29
Registered Agent name/address change 2019-06-18
Principal Office Address Change 2019-06-18
Annual Report 2019-06-18
Annual Report 2018-06-28
Annual Report 2017-06-28

Date of last update: 11 Nov 2024

Sources: Kentucky Secretary of State