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TRI-GENERATIONS, LLC

Company Details

Name: TRI-GENERATIONS, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 28 Nov 2006 (18 years ago)
Organization Date: 28 Nov 2006 (18 years ago)
Organization Number: 0651659
Industry: Hotels, Rooming Houses, Camps, and other Lodging Places
Number of Employees: Medium (20-99)
Primary County: Boone
Place of Formation: KENTUCKY
Last Annual Report: 08 Feb 2024 (9 months ago)
Managed By: Managers
Principal Office: 8180 Dream Street, Suite B, FLORENCE, KY 41042
Principal Office ZIP code: 41042

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRI GENERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 205949402 2024-05-13 TRI GENERATIONS LLC 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 8180 DREAM STREET, STE B, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2024-05-13
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
TRI GENERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 205949402 2023-04-13 TRI GENERATIONS LLC 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 8180 DREAM STREET, STE B, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2023-04-13
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
TRI-GENERATIONS HEALTH AND WELFARE PLAN 2021 205949402 2022-03-24 TRI-GENERATIONS LLC 112
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s mailing address 256 MAIN ST, FLORENCE, KY, 410422078
Plan sponsor’s address 256 MAIN ST, FLORENCE, KY, 410422078

Number of participants as of the end of the plan year

Active participants 86

Signature of

Role Employer/plan sponsor
Date 2022-03-24
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
TRI GENERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 205949402 2022-05-24 TRI GENERATIONS LLC 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2022-05-24
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
TRI GENERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 205949402 2021-05-05 TRI GENERATIONS LLC 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2021-05-05
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
TRI-GENERATIONS HEALTH AND WELFARE PLAN 2019 205949402 2021-05-08 TRI-GENERATIONS LLC 127
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-10-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s mailing address 256 MAIN ST, FLORENCE, KY, 410422078
Plan sponsor’s address 256 MAIN ST, FLORENCE, KY, 410422078

Number of participants as of the end of the plan year

Active participants 112

Signature of

Role Plan administrator
Date 2021-05-08
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
TRI GENERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 205949402 2020-05-05 TRI GENERATIONS LLC 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2020-05-05
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
TRI-GENERATIONS, LLC HEALTH & WELFARE PLAN 2018 205949402 2020-07-27 TRI-GENERATIONS LLC 137
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s mailing address 256 MAIN ST, FLORENCE, KY, 410422078
Plan sponsor’s address 256 MAIN ST, FLORENCE, KY, 410422078

Number of participants as of the end of the plan year

Active participants 127
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2020-07-27
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
TRI GENERATIONS LLC 401 K PROFIT SHARING PLAN TRUST 2018 205949402 2019-06-03 TRI GENERATIONS LLC 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2019-06-03
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
TRI GENERATIONS LLC 401 K PROFIT SHARING PLAN TRUST 2017 205949402 2018-05-21 TRI GENERATIONS LLC 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2018-05-21
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/06/29/20170629150552P030028111569001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2017-06-29
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/06/29/20160629123854P040013971367001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2016-06-29
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/05/26/20150526171205P030014268407001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2015-05-26
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/17/20140717144925P040017817949001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2014-07-17
Name of individual signing DONNA TURNER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/03/20130603144225P030085265509001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Signature of

Role Plan administrator
Date 2013-06-03
Name of individual signing TRI GENERATIONS LLC
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/25/20120725091102P030001120724001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8593412900
Plan sponsor’s address 256 MAIN STREET, FLORENCE, KY, 41042

Plan administrator’s name and address

Administrator’s EIN 205949402
Plan administrator’s name TRI GENERATIONS LLC
Plan administrator’s address 256 MAIN STREET, FLORENCE, KY, 41042
Administrator’s telephone number 8593412900

Signature of

Role Plan administrator
Date 2012-07-25
Name of individual signing TRI GENERATIONS LLC
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
KATHERINE DAVIDSON Registered Agent

Member

Name Role
Donna Turner Member
KATHERINE M DAVIDSON Member
MARY BURDINE Member
TAMMY PHELPS Member

Manager

Name Role
Katherine Davidson Manager

Organizer

Name Role
GREGORY S. SHUMATE Organizer

Filings

Name File Date
Annual Report 2024-02-08
Annual Report 2023-01-17
Registered Agent name/address change 2023-01-17
Principal Office Address Change 2023-01-17
Annual Report 2022-02-17
Annual Report 2021-03-15
Registered Agent name/address change 2021-03-02
Principal Office Address Change 2021-01-05
Annual Report 2020-01-11
Annual Report 2019-01-14

Date of last update: 12 Nov 2024

Sources: Kentucky Secretary of State