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JEM FINANCIAL PLANNING LLC

Company Details

Name: JEM FINANCIAL PLANNING LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 03 Dec 2008 (16 years ago)
Organization Date: 03 Dec 2008 (16 years ago)
Organization Number: 0718630
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
Primary County: Fayette
Place of Formation: KENTUCKY
Last Annual Report: 27 Mar 2024 (8 months ago)
Managed By: Members
Principal Office: 1795 ALYSHEBA WAY, SUITE 7104, LEXINGTON, KY 40509
Principal Office ZIP code: 40509

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JEM FINANCIAL PLANNING INDIVIDUAL 401(K) 2019 263798373 2020-09-17 JEM FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8595438188
Plan sponsor’s address 1795 ALYSHEBA WAY, STE 7104, LEXINGTON, KY, 40509

Signature of

Role Plan administrator
Date 2020-09-17
Name of individual signing ADAM WARREN
Valid signature Filed with authorized/valid electronic signature
JEM FINANCIAL PLANNING INDIVIDUAL 401(K) 2018 263798373 2020-03-11 JEM FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8595438188
Plan sponsor’s address 1795 ALYSHEBA WAY, STE 7104, LEXINGTON, KY, 40509

Signature of

Role Plan administrator
Date 2020-03-11
Name of individual signing JAMES ERIC MULLINS
Valid signature Filed with authorized/valid electronic signature
JEM FINANCIAL PLANNING INDIVIDUAL 401(K) 2017 263798373 2020-03-11 JEM FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8595438188
Plan sponsor’s address 1795 ALYSHEBA WAY, STE 7104, LEXINGTON, KY, 40509

Signature of

Role Plan administrator
Date 2020-03-11
Name of individual signing JAMES ERIC MULLINS
Valid signature Filed with authorized/valid electronic signature
JEM FINANCIAL PLANNING INDIVIDUAL 401(K) 2016 263798373 2020-03-11 JEM FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8595438188
Plan sponsor’s address 1795 ALYSHEBA WAY, STE 7104, LEXINGTON, KY, 40509

Signature of

Role Plan administrator
Date 2020-03-11
Name of individual signing JAMES ERIC MULLINS
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
JAMES ERIC MULLINS Registered Agent

Organizer

Name Role
JAMES ERIC MULLINS Organizer

Member

Name Role
JAMES ERIC MULLINS Member

Filings

Name File Date
Annual Report 2024-03-27
Annual Report 2023-06-28
Annual Report 2022-03-16
Annual Report 2021-03-24
Annual Report 2020-03-02
Annual Report 2019-05-02
Annual Report 2018-04-23
Annual Report 2017-04-28
Annual Report 2016-06-30
Annual Report 2015-06-01

Date of last update: 12 Nov 2024

Sources: Kentucky Secretary of State