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ALPHAMARK ADVISORS LLC

Company Details

Name: ALPHAMARK ADVISORS LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
File Date: 13 Nov 2009 (15 years ago)
Organization Number: 0747686
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
Primary County: Kenton
Place of Formation: OHIO
Authority Date: 13 Nov 2009 (15 years ago)
Last Annual Report: 08 Feb 2024 (9 months ago)
Principal Office: 810 WRIGHT'S SUMMIT PKWY, SUITE 100, FT. WRIGHT, KY 41011
Principal Office ZIP code: 41011

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2023 364293631 2024-06-07 ALPHAMARK ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHT'S SUMMIT PARKWAY, SUITE 100, FORT WRIGHT, KY, 41011

Signature of
Role Plan administrator
Date 2024-06-07
Name of individual signing HEATHER NOLL
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2022 364293631 2023-07-26 ALPHAMARK ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHT'S SUMMIT PARKWAY, SUITE 100, FORT WRIGHT, KY, 41011

Signature of
Role Plan administrator
Date 2023-07-26
Name of individual signing HEATHER NOLL
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2021 364293631 2022-09-15 ALPHAMARK ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHTSUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2022-09-15
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT 2020 364293631 2021-10-12 ALPHAMARK ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHTSUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2019 364293631 2020-07-01 ALPHAMARK ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHTSUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2020-07-01
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2018 364293631 2019-08-27 ALPHAMARK ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHTSUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2019-08-27
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2017 364293631 2018-07-30 ALPHAMARK ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHT SUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT AND PROFIT SHARING PLAN 2016 364293631 2017-10-10 ALPHAMARK ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2017-10-10
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT AND PROFIT SHARING PLAN 2015 364293631 2016-10-03 ALPHAMARK ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2016-10-03
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-03
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT AND PROFIT SHARING PLAN 2014 364293631 2015-10-06 ALPHAMARK ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2015-10-06
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-06
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/09/30/20140930164901P040010078685001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2014-09-30
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-09-30
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/09/13/20130913094114P040048733447001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2013-09-13
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-13
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/05/20120905095620P030046257858001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Plan administrator’s name and address
Administrator’s EIN 364293631
Plan administrator’s name ALPHAMARK ADVISORS, LLC
Plan administrator’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017
Administrator’s telephone number 8599571803

Signature of
Role Plan administrator
Date 2012-09-05
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-09-05
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/09/13/20110913101835P040042629511001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Plan administrator’s name and address
Administrator’s EIN 364293631
Plan administrator’s name ALPHAMARK ADVISORS, LLC
Plan administrator’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017
Administrator’s telephone number 8599571803

Signature of
Role Plan administrator
Date 2011-09-13
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-09-13
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/07/20100907090133P030027623604001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Plan administrator’s name and address
Administrator’s EIN 364293631
Plan administrator’s name ALPHAMARK ADVISORS, LLC
Plan administrator’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017
Administrator’s telephone number 8599571803

Signature of
Role Plan administrator
Date 2010-09-07
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-09-07
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
QI SERVICES-KENTUCKY, INC. Registered Agent

Member

Name Role
Michael L Simon Member

Organizer

Name Role
MICHAEL SIMON Organizer

Assumed Names

Name Status Expiration Date
ALPHAMARK ADVISORS Inactive 2014-11-18

Filings

Name File Date
Annual Report 2024-02-08
Registered Agent name/address change 2023-04-27
Annual Report 2023-03-16
Annual Report 2022-03-07
Annual Report 2021-02-10
Annual Report 2020-02-13
Annual Report 2019-04-23
Annual Report 2018-04-16
Principal Office Address Change 2017-04-25
Annual Report 2017-04-25

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Related by address

No related companies by address

Date of last update: 19 Nov 2024

Sources: Kentucky Secretary of State

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