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BROADVIEW HOLDINGS, INC.

Company Details

Name: BROADVIEW HOLDINGS, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Foreign Corporation
Status: Active
Standing: Good
File Date: 16 Dec 2020 (4 years ago)
Organization Number: 1124544
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
Primary County: Kenton
Place of Formation: OHIO
Authority Date: 16 Dec 2020 (4 years ago)
Last Annual Report: 20 Aug 2024 (3 months ago)
Principal Office: 250 GRANDVIEW DRIVE, SUITE 475, FORT MITCHELL, KY 41017
Principal Office ZIP code: 41017

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BROADVIEW HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2023 800931731 2024-10-07 BROADVIEW HOLDINGS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5132974007
Plan sponsor’s address 250 GRANDVIEW DRIVE, STE 475, FT. MITCHELL, KY, 41017

Signature of

Role Plan administrator
Date 2024-10-07
Name of individual signing ANDREW VONLEHMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-07
Name of individual signing ANDREW VONLEHMAN
Valid signature Filed with authorized/valid electronic signature
BROADVIEW HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 800931731 2023-10-02 BROADVIEW HOLDINGS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5132974007
Plan sponsor’s address 250 GRANDVIEW DRIVE, STE 475, FT. MITCHELL, KY, 41017

Signature of

Role Plan administrator
Date 2023-10-02
Name of individual signing DREW VONLEHMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-02
Name of individual signing DREW VONLEHMAN
Valid signature Filed with authorized/valid electronic signature
BROADVIEW HOLDINGS CBS BENEFIT PLAN 2022 800931731 2023-12-27 BROADVIEW HOLDINGS 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5132974007
Plan sponsor’s address 250 GRANDVIEW DRIVE, STE 475, FT MITCHELL, KY, 41017

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
BROADVIEW HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 800931731 2022-09-19 BROADVIEW HOLDINGS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5132974007
Plan sponsor’s address 250 GRANDVIEW DRIVE, STE 475, FT. MITCHELL, KY, 41017

Signature of

Role Plan administrator
Date 2022-09-19
Name of individual signing DREW VONLEHMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-19
Name of individual signing DREW VONLEHMAN
Valid signature Filed with authorized/valid electronic signature
BROADVIEW HOLDINGS CBS BENEFIT PLAN 2021 800931731 2022-12-29 BROADVIEW HOLDINGS 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5132974007
Plan sponsor’s address 250 GRANDVIEW DRIVE, STE 475, FT MITCHELL, KY, 41017

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
BROADVIEW HOLDINGS CBS BENEFIT PLAN 2020 800931731 2021-12-14 BROADVIEW HOLDINGS 4
Three-digit plan number (PN) 501
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5132974007
Plan sponsor’s address 250 GRANDVIEW DRIVE, STE 475, FT MITCHELL, KY, 41017

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 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
BROADVIEW HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 800931731 2021-10-05 BROADVIEW HOLDINGS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5132974007
Plan sponsor’s address 250 GRANDVIEW DRIVE, STE 475, FT. MITCHELL, KY, 41017

Signature of

Role Plan administrator
Date 2021-10-05
Name of individual signing DREW VONLEHMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-05
Name of individual signing DREW VONLEHMAN
Valid signature Filed with authorized/valid electronic signature

President

Name Role
Thomas Shelly Moore President

Secretary

Name Role
Kenneth Cecil Kinman Secretary

Treasurer

Name Role
Andrew Michael VonLehman Treasurer

Incorporator

Name Role
AARON MONK Incorporator

Registered Agent

Name Role
K&P STATUTORY SERVICES, INC. Registered Agent

Filings

Name File Date
Annual Report 2024-08-20
Registered Agent name/address change 2024-06-10
Registered Agent name/address change 2024-03-21
Annual Report 2023-06-23
Annual Report 2022-06-30
Annual Report 2021-06-10
Application for Certificate of Authority(Corp) 2020-12-16

Date of last update: 29 Oct 2024

Sources: Kentucky Secretary of State