| Name: | Q2 Wealth Management LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 09 Apr 2021 (4 years ago) |
| Organization Date: | 09 Apr 2021 (4 years ago) |
| Organization Number: | 1144086 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| Primary County: | Fayette |
| Place of Formation: | KENTUCKY |
| Last Annual Report: | 20 Feb 2024 (9 months ago) |
| Managed By: | Managers |
| Principal Office: | 1792 Alysheba Way Ste 150, Lexington, KY 40509 |
| Principal Office ZIP code: | 40509 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Q2 WEALTH MANAGEMENT LLC PLAN 401K | 2023 | 863307520 | 2024-05-23 | Q2 WEALTH MANAGEMENT LLC | 5 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-05-23 |
| Name of individual signing | RAYMOND BACKERS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-04-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8592162169 |
| Plan sponsor’s address | 1792 ALYSHEBA WAY, STE 150, LEXINGTON, KY, 40509 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-01 |
| Name of individual signing | RAYMOND BACKERS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| RAYMOND M BACKERS | Registered Agent |
| Raymond M Backers | Registered Agent |
| Name | Role |
|---|---|
| Raymond M Backers | Manager |
| Name | Role |
|---|---|
| Raymond M Backers | Organizer |
| Raymond B Backers | Organizer |
| Name | Status | Expiration Date |
|---|---|---|
| Q2 WEALTH | Active | 2027-05-13 |
| Q2 WEALTH MANAGEMENT | Active | 2026-05-12 |
| Name | File Date |
|---|---|
| Annual Report | 2024-02-20 |
| Amended Assumed Name | 2023-07-10 |
| Registered Agent name/address change | 2023-04-06 |
| Principal Office Address Change | 2023-04-06 |
| Annual Report | 2023-01-31 |
| Annual Report | 2022-05-16 |
| Certificate of Assumed Name | 2022-05-12 |
| Registered Agent name/address change | 2022-05-08 |
| Principal Office Address Change | 2022-05-08 |
| Certificate of Assumed Name | 2021-05-12 |
Date of last update: 09 Nov 2024
Sources: Kentucky Secretary of State
