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KENTUCKY PLANNING PARTNERS, LLC

Company Details

Name: KENTUCKY PLANNING PARTNERS, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 16 Jun 2005 (19 years ago)
Organization Date: 16 Jun 2005 (19 years ago)
Organization Number: 0613940
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 22 Mar 2024 (8 months ago)
Managed By: Managers
Principal Office: 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY 40222
Principal Office ZIP code: 40222

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2023 421686045 2024-08-22 KENTUCKY PLANNING PARTNERS, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY, 40222
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2022 421686045 2023-06-28 KENTUCKY PLANNING PARTNERS, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY, 40222
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2021 421686045 2022-10-04 KENTUCKY PLANNING PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY, 40222
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2020 421686045 2021-06-01 KENTUCKY PLANNING PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY, 40222
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2019 421686045 2020-08-17 KENTUCKY PLANNING PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY, 40222
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2018 421686045 2019-10-03 KENTUCKY PLANNING PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY, 40222
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2017 421686045 2018-10-02 KENTUCKY PLANNING PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY, 40222
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2016 421686045 2018-10-02 KENTUCKY PLANNING PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE ROAD, STE. 1310, LOUISVILLE, KY, 40222
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2016 421686045 2017-04-20 KENTUCKY PLANNING PARTNERS, LLC 7
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE RD., SUITE 1310, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2017-04-20
Name of individual signing ROBERT DAVENPORT
Valid signature Filed with authorized/valid electronic signature
KENTUCKY PLANNING PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2015 421686045 2016-05-31 KENTUCKY PLANNING PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE RD., SUITE 1310, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2016-05-31
Name of individual signing ROBERT DAVENPORT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/05/04/20150504135016P030283363537001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE RD., SUITE 1310, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2015-05-04
Name of individual signing ROBERT DAVENPORT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/30/20140730135902P030021197263001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5023940400
Plan sponsor’s address 9300 SHELBYVILLE RD., SUITE 1310, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2014-07-30
Name of individual signing ROBERT DAVENPORT
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role
ROBERT A DAVENPORT Manager
Kenneth A O'Neil Manager

Organizer

Name Role
ROBERT L. GOODIN, JR. Organizer

Registered Agent

Name Role
ROBERT A. DAVENPORT Registered Agent

Filings

Name File Date
Annual Report 2024-03-22
Annual Report 2023-05-18
Annual Report 2022-05-25
Annual Report 2021-05-25
Annual Report 2020-06-03
Annual Report 2019-06-17
Annual Report 2018-06-19
Annual Report 2017-06-08
Annual Report 2016-03-11
Annual Report 2015-05-26

Date of last update: 17 Nov 2024

Sources: Kentucky Secretary of State