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Oak & Associates, LLC

Company Details

Name: Oak & Associates, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 23 May 2017 (7 years ago)
Organization Date: 23 May 2017 (7 years ago)
Organization Number: 0986415
Industry: Health Services
Number of Employees: Small (0-19)
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 18 Sep 2024 (2 months ago)
Managed By: Members
Principal Office: 12730 Townepark Way, Suite 205, SUITE 205, Louisville, Louisville, KY 40243
Principal Office ZIP code: 40243

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAK & ASSOCIATES LLC CBS BENEFIT PLAN 2022 272357483 2023-12-27 OAK & ASSOCIATES LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 624200
Sponsor’s telephone number 5027920667
Plan sponsor’s address 2210 GOLDSMITH LANE, SUITE 104, LOUISVILLE, KY, 40218

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
OAK & ASSOCIATES LLC CBS BENEFIT PLAN 2021 272357483 2022-12-29 OAK & ASSOCIATES LLC 1
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 624200
Sponsor’s telephone number 5027920667
Plan sponsor’s address 2210 GOLDSMITH LANE, SUITE 104, LOUISVILLE, KY, 40218

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
Charles S Oak Registered Agent

Member

Name Role
CHARLES SHAWN OAK Member

Organizer

Name Role
Shawn Oak Organizer

Filings

Name File Date
Annual Report 2024-09-18
Annual Report 2023-08-15
Registered Agent name/address change 2023-08-15
Principal Office Address Change 2023-08-15
Annual Report 2022-03-24
Annual Report 2021-06-11
Annual Report 2020-05-27
Annual Report 2019-04-05
Reinstatement Certificate of Existence 2019-01-03
Reinstatement 2019-01-03

Date of last update: 27 Oct 2024

Sources: Kentucky Secretary of State