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Lanier Asset Management, LLC

Company Details

Name: Lanier Asset Management, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 17 Jun 2009 (15 years ago)
Organization Date: 17 Jun 2009 (15 years ago)
Organization Number: 0732103
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 07 Mar 2024 (8 months ago)
Managed By: Members
Principal Office: 10200 FOREST GREEN BLVD., ORMSBY III, SUITE 300, LOUISVILLE, KY 40223
Principal Office ZIP code: 40223

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LANIER ASSET MANAGEMENT LLC 401(K) PLAN 2023 270476859 2024-05-01 LANIER ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 4043868787
Plan sponsor’s address 10200 FOREST GREEN BLVD, SUITE 300, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2024-05-01
Name of individual signing MARK HOFFMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-01
Name of individual signing MARK HOFFMAN
Valid signature Filed with authorized/valid electronic signature
LANIER ASSET MANAGEMENT LLC 401(K) PLAN 2022 270476859 2023-06-22 LANIER ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 4043868787
Plan sponsor’s address 10200 FOREST GREEN BLVD, SUITE 300, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing MARK HOFFMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-22
Name of individual signing MARK HOFFMAN
Valid signature Filed with authorized/valid electronic signature
LANIER ASSET MANAGEMENT LLC 401(K) PLAN 2021 270476859 2022-04-29 LANIER ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 4043868787
Plan sponsor’s address 10200 FOREST GREEN BLVD, SUITE 300, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2022-04-29
Name of individual signing MARK R HOFFMAN
Valid signature Filed with authorized/valid electronic signature
LANIER ASSET MANAGEMENT LLC 401(K) PLAN 2020 270476859 2021-04-30 LANIER ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 4043868787
Plan sponsor’s address 10200 FOREST GREEN BLVD, SUITE 300, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2021-04-30
Name of individual signing MARK HOFFMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-30
Name of individual signing MARK HOFFMAN
Valid signature Filed with authorized/valid electronic signature
LANIER ASSET MANAGEMENT LLC 401(K) PLAN 2019 270476859 2020-06-18 LANIER ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 4043868787
Plan sponsor’s address 10200 FOREST GREEN BLVD, SUITE 300, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2020-05-07
Name of individual signing MARK HOFFMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-07
Name of individual signing MARK HOFFMAN
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
JUNIUS "TRIP" V. BEAVER III Registered Agent

Member

Name Role
JUNIUS "TRIP" V. BEAVER III Member
MARK ROBERT HOFFMAN Member

Organizer

Name Role
Alan N Walter Organizer

Filings

Name File Date
Annual Report 2024-03-07
Annual Report 2023-03-21
Annual Report Amendment 2022-05-19
Annual Report 2022-03-09
Annual Report 2021-02-10
Annual Report 2020-03-06
Annual Report 2019-04-24
Annual Report 2018-04-17
Annual Report 2017-05-02
Annual Report 2016-03-24

Date of last update: 13 Nov 2024

Sources: Kentucky Secretary of State