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FOURTH STREET PERFORMANCE PARTNERS, INC

Company Details

Name: FOURTH STREET PERFORMANCE PARTNERS, INC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Foreign Corporation
Status: Active
Standing: Good
File Date: 20 Dec 2007 (17 years ago)
Organization Number: 0681372
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
Primary County: Kenton
Place of Formation: OHIO
Authority Date: 20 Dec 2007 (17 years ago)
Last Annual Report: 26 Mar 2024 (8 months ago)
Principal Office: 211 GARRARD STREET, COVINGTON, KY 41011
Principal Office ZIP code: 41011

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FOURTH STREET PERFORMANCE PARTNERS CBS BENEFIT PLAN 2023 204400532 2024-04-29 FOURTH STREET PERFORMANCE PARTNERS 8
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-12-01
Business code 541600
Sponsor’s telephone number 8594915556
Plan sponsor’s address 211 GARRARD STREET, COVINGTON, KY, 41011

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 2024-04-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
FOURTH STREET PERFORMANCE PARTNERS CBS BENEFIT PLAN 2022 204400532 2023-12-27 FOURTH STREET PERFORMANCE PARTNERS 9
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-12-01
Business code 541600
Sponsor’s telephone number 8594915556
Plan sponsor’s address 211 GARRARD STREET, COVINGTON, KY, 41011

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
FOURTH STREET PERFORMANCE PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2012 204400532 2013-10-14 FOURTH STREET PERFORMANCE PARTNERS, INC. 11
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Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8594915556
Plan sponsor’s mailing address 211 GARRARD STREET, COVINGTON, KY, 41011
Plan sponsor’s address 211 GARRARD STREET, COVINGTON, KY, 41011

Plan administrator’s name and address
Administrator’s EIN 204400532
Plan administrator’s name FOURTH STREET PERFORMANCE PARTNERS, INC.
Plan administrator’s address 211 GARRARD STREET, COVINGTON, KY, 41011
Administrator’s telephone number 8594915556

Number of participants as of the end of the plan year
Active participants 10
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 10
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing MARY KAY LAIRD
Valid signature Filed with authorized/valid electronic signature
FOURTH STREET PERFORMANCE PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2010 204400532 2011-09-26 FOURTH STREET PERFORMANCE PARTNERS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8594915556
Plan sponsor’s mailing address 211 GARRARD STREET, COVINGTON, KY, 41011
Plan sponsor’s address 211 GARRARD STREET, COVINGTON, KY, 41011

Plan administrator’s name and address
Administrator’s EIN 204400532
Plan administrator’s name FOURTH STREET PERFORMANCE PARTNERS, INC.
Plan administrator’s address 211 GARRARD STREET, COVINGTON, KY, 41011
Administrator’s telephone number 8594915556

Number of participants as of the end of the plan year
Active participants 10
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 14
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-09-26
Name of individual signing MARY KAY LAIRD
Valid signature Filed with authorized/valid electronic signature
FOURTH STREET PERFORMANCE PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2010 204400532 2011-09-26 FOURTH STREET PERFORMANCE PARTNERS, INC. 14
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8594915556
Plan sponsor’s mailing address 211 GARRARD STREET, COVINGTON, KY, 41011
Plan sponsor’s address 211 GARRARD STREET, COVINGTON, KY, 41011

Plan administrator’s name and address
Administrator’s EIN 204400532
Plan administrator’s name FOURTH STREET PERFORMANCE PARTNERS, INC.
Plan administrator’s address 211 GARRARD STREET, COVINGTON, KY, 41011
Administrator’s telephone number 8594915556

Number of participants as of the end of the plan year
Active participants 10
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 14
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Employer/plan sponsor
Date 2011-09-26
Name of individual signing MARY KAY LAIRD
Valid signature Filed with authorized/valid electronic signature
FOURTH STREET PERFORMANCE PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2010 204400532 2011-09-19 FOURTH STREET PERFORMANCE PARTNERS, INC. 14
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8594915556
Plan sponsor’s mailing address 211 GARRARD STREET, COVINGTON, KY, 41011
Plan sponsor’s address 211 GARRARD STREET, COVINGTON, KY, 41011

Plan administrator’s name and address
Administrator’s EIN 204400532
Plan administrator’s name FOURTH STREET PERFORMANCE PARTNERS, INC.
Plan administrator’s address 211 GARRARD STREET, COVINGTON, KY, 41011
Administrator’s telephone number 8594915556

Number of participants as of the end of the plan year
Active participants 10
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 14
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Employer/plan sponsor
Date 2011-09-19
Name of individual signing MARY KAY LAIRD
Valid signature Filed with authorized/valid electronic signature
FOURTH STREET PERFORMANCE PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2010 204400532 2011-09-19 FOURTH STREET PERFORMANCE PARTNERS, INC. 14
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8594915556
Plan sponsor’s mailing address 211 GARRARD STREET, COVINGTON, KY, 41011
Plan sponsor’s address 211 GARRARD STREET, COVINGTON, KY, 41011

Plan administrator’s name and address
Administrator’s EIN 204400532
Plan administrator’s name FOURTH STREET PERFORMANCE PARTNERS, INC.
Plan administrator’s address 211 GARRARD STREET, COVINGTON, KY, 41011
Administrator’s telephone number 8594915556

Number of participants as of the end of the plan year
Active participants 10
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 14
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Employer/plan sponsor
Date 2011-09-19
Name of individual signing MARY KAY LAIRD
Valid signature Filed with authorized/valid electronic signature
FOURTH STREET PERFORMANCE PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2009 204400532 2010-09-07 FOURTH STREET PERFORMANCE PARTNERS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8594915556
Plan sponsor’s mailing address 211 GARRARD STREET, COVINGTON, KY, 41011
Plan sponsor’s address 211 GARRARD STREET, COVINGTON, KY, 41011

Plan administrator’s name and address
Administrator’s EIN 204400532
Plan administrator’s name FOURTH STREET PERFORMANCE PARTNERS, INC.
Plan administrator’s address 211 GARRARD STREET, COVINGTON, KY, 41011
Administrator’s telephone number 8594915556

Number of participants as of the end of the plan year
Active participants 11
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 12
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2010-09-07
Name of individual signing MARY KAY LAIRD
Valid signature Filed with authorized/valid electronic signature
FOURTH STREET PERFORMANCE PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2009 204400532 2010-07-12 FOURTH STREET PERFORMANCE PARTNERS, INC. 11
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8594915556
Plan sponsor’s mailing address 211 GARRARD STREET, COVINGTON, KY, 41011
Plan sponsor’s address 211 GARRARD STREET, COVINGTON, KY, 41011

Plan administrator’s name and address
Administrator’s EIN 204400532
Plan administrator’s name FOURTH STREET PERFORMANCE PARTNERS, INC.
Plan administrator’s address 211 GARRARD STREET, COVINGTON, KY, 41011
Administrator’s telephone number 8594915556

Number of participants as of the end of the plan year
Active participants 11
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 12
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Employer/plan sponsor
Date 2010-07-12
Name of individual signing MARY KAY LAIRD
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
T. NEIL HEPPLER Registered Agent

Officer

Name Role
Mary Kay A Laird Officer

President

Name Role
Thomas Neil Heppler President
Kenneth P Dorger President

Vice President

Name Role
Andrew Dunlap Vice President
David King Vice President

Filings

Name File Date
Annual Report 2024-03-26
Annual Report 2023-05-01
Annual Report 2022-03-08
Annual Report 2021-04-14
Annual Report 2020-02-13
Annual Report 2019-04-30
Annual Report 2018-04-23
Annual Report Amendment 2017-11-20
Annual Report 2017-04-25
Annual Report 2016-04-11

Related by officers

Thomas Neil Heppler

ASSET PERFORMANCE PARTNERS, LLC

David King

CHRISTIAN CHURCH OF CYNTHIANA KNOTT COUNTY FARM BUREAU OF HINDMAN, KNOTT COUNTY, KENTUCKY, INC. MAN-O-WAR POST #8 KENTUCKY, INC., AMERICAN LEGION SARCOM, INC. WILLIAMS-SONOMA STORES, INC. THE LONDON FIREMEN'S CLUB, INC. FIELD MARKETING, INC. MKS FINANCIAL SERVICES, INC. SHILOH CHURCH, Inc. ART'S-WAY SCIENTIFIC, INC.

Related by address

211 GARRARD STREET, COVINGTON, KY 41011

ASSET PERFORMANCE PARTNERS, LLC

Date of last update: 12 Nov 2024

Sources: Kentucky Secretary of State

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