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CARDINAL STRATEGIC WEALTH GUIDANCE, LLC

Company Details

Name: CARDINAL STRATEGIC WEALTH GUIDANCE, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 02 Feb 2016 (9 years ago)
Organization Date: 02 Feb 2016 (9 years ago)
Organization Number: 0943118
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 25 Mar 2024 (8 months ago)
Managed By: Managers
Principal Office: 9750 Ormsby Station Rd, Suite 102, Louisville, KY 40223
Principal Office ZIP code: 40223

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SALING WEALTH ADVISORS 401(K) PLAN 2023 811421751 2024-07-23 CARDINAL STRATEGIC WEALTH GUIDANCE, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-08-01
Business code 523120
Sponsor’s telephone number 5025938217
Plan sponsor’s address 9750 ORMSBY STATION ROAD, SUITE 102, LOUISVILLE, KY, 40223
SALING WEALTH ADVISORS 401(K) PLAN 2022 811421751 2023-07-20 CARDINAL STRATEGIC WEALTH GUIDANCE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-08-01
Business code 523120
Sponsor’s telephone number 5025938217
Plan sponsor’s address 9750 ORMSBY STATION ROAD, SUITE 102, LOUISVILLE, KY, 40223
SALING WEALTH ADVISORS 401(K) PLAN 2021 811421751 2022-05-02 CARDINAL STRATEGIC WEALTH GUIDANCE, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-08-01
Business code 523120
Sponsor’s telephone number 5025938217
Plan sponsor’s address 9750 ORMSBY STATION ROAD, SUITE 102, LOUISVILLE, KY, 40245
SALING WEALTH ADVISORS 401(K) PLAN 2020 811421751 2021-04-26 CARDINAL STRATEGIC WEALTH GUIDANCE, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-08-01
Business code 523120
Sponsor’s telephone number 5028053000
Plan sponsor’s address 9500 ORMSBY STATION RD., PLAZA 1 SUITE 400, LOUISVILLE, KY, 40223
SALING WEALTH ADVISORS 401(K) PLAN 2019 811421751 2020-07-20 CARDINAL STRATEGIC WEALTH GUIDANCE, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-08-01
Business code 523120
Sponsor’s telephone number 5028053000
Plan sponsor’s address 9500 ORMSBY STATION RD., PLAZA 1 SUITE 400, LOUISVILLE, KY, 40223
SALING WEALTH ADVISORS 401(K) PLAN 2018 811421751 2019-07-08 CARDINAL STRATEGIC WEALTH GUIDANCE, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-08-01
Business code 523120
Sponsor’s telephone number 5028053000
Plan sponsor’s address 9500 ORMSBY STATION RD., PLAZA 1 SUITE 400, LOUISVILLE, KY, 40223
SALING WEALTH ADVISORS 401(K) PLAN 2017 811421751 2018-07-31 CARDINAL STRATEGIC WEALTH GUIDANCE, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-08-01
Business code 523120
Sponsor’s telephone number 5028053000
Plan sponsor’s address 9500 ORMSBY STATION RD., PLAZA 1 SUITE 400, LOUISVILLE, KY, 40223
SALING WEALTH ADVISORS 401(K) PLAN 2016 811421751 2017-07-19 CARDINAL STRATEGIC WEALTH GUIDANCE, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-08-01
Business code 523120
Sponsor’s telephone number 5028053000
Plan sponsor’s address 9500 ORMSBY STATION RD., PLAZA 1 SUITE 400, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2017-07-19
Name of individual signing ERIC SALING
Valid signature Filed with authorized/valid electronic signature

Organizer

Name Role
REGAN K ADAMSON Organizer

Registered Agent

Name Role
EMILY SALING Registered Agent

Manager

Name Role
Eric Saling Manager

Assumed Names

Name Status Expiration Date
SALING WEALTH ADVISORS Active 2028-04-24

Filings

Name File Date
Annual Report 2024-03-25
Name Renewal 2023-04-24
Annual Report 2023-03-30
Annual Report 2022-03-09
Annual Report 2021-03-01
Name Renewal 2020-10-26
Annual Report Amendment 2020-05-08
Registered Agent name/address change 2020-04-22
Annual Report Amendment 2020-04-22
Principal Office Address Change 2020-04-20

Date of last update: 18 Nov 2024

Sources: Kentucky Secretary of State