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Oakmonte Insurance, LLC

Company Details

Name: Oakmonte Insurance, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 01 May 2019 (6 years ago)
Organization Date: 01 May 2019 (6 years ago)
Organization Number: 1057153
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
Primary County: Henderson
Place of Formation: KENTUCKY
Last Annual Report: 25 Mar 2024 (8 months ago)
Managed By: Members
Principal Office: 2606 Zion Rd Ste O, Henderson, KY 42420
Principal Office ZIP code: 42420

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAKMONTE INSURANCE 401(K) PLAN 2023 834640662 2024-05-09 OAKMONTE INSURANCE, LLC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 2702161232
Plan sponsor’s address 2606 ZION RD., STE 0, HENDERSON, KY, 42420

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-09
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
OAKMONTE INSURANCE 401(K) PLAN 2022 834640662 2023-05-27 OAKMONTE INSURANCE, LLC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 2702161232
Plan sponsor’s address 2606 ZION RD., STE 0, HENDERSON, KY, 42420

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
OAKMONTE INSURANCE 401(K) PLAN 2021 834640662 2022-06-01 OAKMONTE INSURANCE, LLC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 2702161232
Plan sponsor’s address 2606 ZION RD., STE 0, HENDERSON, KY, 42420

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-06-01
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
OAKMONTE INSURANCE 401(K) PLAN 2020 834640662 2021-05-21 OAKMONTE INSURANCE, LLC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 2702161232
Plan sponsor’s address 2606 ZION RD., STE 0, HENDERSON, KY, 42420

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-05-21
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
OAKMONTE INSURANCE 401(K) PLAN 2019 834640662 2020-06-01 OAKMONTE INSURANCE, LLC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 2702161232
Plan sponsor’s address 2606 ZION RD., STE 0, HENDERSON, KY, 42420

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-06-01
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
Michael C Casperson Registered Agent

Organizer

Name Role
Michael C Casperson Organizer

Member

Name Role
Michael Casperson Member

Filings

Name File Date
Annual Report 2024-03-25
Principal Office Address Change 2024-03-25
Annual Report 2023-03-23
Annual Report 2022-03-08
Annual Report 2021-03-06
Annual Report 2020-02-28
Articles of Organization (LLC) 2019-05-01

Date of last update: 28 Oct 2024

Sources: Kentucky Secretary of State