| Name: | Surepoint Equity, LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 13 Jun 2016 (8 years ago) |
| Organization Date: | 13 Jun 2016 (8 years ago) |
| Organization Number: | 0955009 |
| Industry: | Non-Depository Credit Institutions |
| Number of Employees: | Small (0-19) |
| Primary County: | Jefferson |
| Place of Formation: | KENTUCKY |
| Last Annual Report: | 31 May 2024 (6 months ago) |
| Managed By: | Members |
| Principal Office: | 8001 LYNDON CENTRE WAY, SUITE 100, LOUISVILLE, KY 40222 |
| Principal Office ZIP code: | 40222 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUREPOINT EQUITY 401(K) PLAN | 2023 | 873454134 | 2024-10-02 | SUREPOINT EQUITY, LLC | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-10-02 |
| Name of individual signing | JORDAN POHN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 522292 |
| Sponsor’s telephone number | 5024451011 |
| Plan sponsor’s address | 8001 LYNDON CENTRE WAY, SUITE 101, LOUISVILLE, KY, 40222 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-17 |
| Name of individual signing | JORDAN POHN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| JORDAN S POHN | Registered Agent |
| Leigh Wise | Registered Agent |
| Name | Role |
|---|---|
| Saul Pohn | Member |
| Leigh Wise | Member |
| Jordan Pohn | Member |
| Name | Role |
|---|---|
| Leigh Wise | Organizer |
| Name | File Date |
|---|---|
| Annual Report Amendment | 2024-05-31 |
| Annual Report | 2024-05-31 |
| Annual Report | 2023-03-20 |
| Annual Report | 2022-03-09 |
| Annual Report | 2021-02-11 |
| Registered Agent name/address change | 2020-02-21 |
| Annual Report | 2020-02-14 |
| Annual Report | 2019-04-05 |
| Annual Report Amendment | 2018-10-09 |
| Annual Report | 2018-04-02 |
Date of last update: 18 Nov 2024
Sources: Kentucky Secretary of State
