Search icon

STRATEGIC ADVISORS, LLC

Company Details

Name: STRATEGIC ADVISORS, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 17 Apr 2007 (18 years ago)
Organization Date: 17 Apr 2007 (18 years ago)
Organization Number: 0662418
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
Primary County: Fayette
Place of Formation: KENTUCKY
Last Annual Report: 06 Mar 2024 (8 months ago)
Managed By: Managers
Principal Office: 3637 BARROW WOOD LN, LEXINGTON, KY 40502
Principal Office ZIP code: 40502

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC ADVISORS LLC CBS BENEFIT PLAN 2022 900495529 2023-12-27 STRATEGIC ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 541400
Sponsor’s telephone number 8596210550
Plan sponsor’s address 3637 BARROW WOOD LANE, LEXINGTON, KY, 40502

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
STRATEGIC ADVISORS LLC CBS BENEFIT PLAN 2021 900495529 2022-12-29 STRATEGIC ADVISORS LLC 2
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 541400
Sponsor’s telephone number 8596210550
Plan sponsor’s address 3637 BARROW WOOD LANE, LEXINGTON, KY, 40502

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

Registered Agent

Name Role
STEPHEN DEE DAWAHARE Registered Agent

Organizer

Name Role
CLARIA HORN SHADWICK Organizer

Filings

Name File Date
Annual Report 2024-03-06
Annual Report 2023-03-16
Annual Report 2022-03-06
Annual Report 2021-04-14
Annual Report 2020-04-02
Principal Office Address Change 2019-11-25
Registered Agent name/address change 2019-11-25
Annual Report 2019-04-04
Annual Report 2018-02-27
Principal Office Address Change 2017-03-07

Date of last update: 12 Nov 2024

Sources: Kentucky Secretary of State