| Name: | LeVoir Wealth Management, LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 02 Jul 2021 (3 years ago) |
| Organization Date: | 02 Jul 2021 (3 years ago) |
| Organization Number: | 1157607 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| Primary County: | Kenton |
| Place of Formation: | KENTUCKY |
| Last Annual Report: | 25 Mar 2024 (8 months ago) |
| Managed By: | Members |
| Principal Office: | 113 Farmdale Ct, Lakeside Park, KY 41017 |
| Principal Office ZIP code: | 41017 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEVOIR WEALTH MGMT 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 871499783 | 2024-05-16 | LEVOIR WEALTH MANAGEMENT | 1 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-16 |
| Name of individual signing | ERISA FIDUCIARY SERVICES, INC |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5132527240 |
| Plan sponsor’s address | 113 FARMDALE CT, LAKESIDE PARK, KY, 41017 |
Plan administrator’s name and address
| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-08 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5132527240 |
| Plan sponsor’s address | 113 FARMDALE CT, LAKESIDE PARK, KY, 41017 |
Plan administrator’s name and address
| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-02 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| Jacqueline LeVoir | Registered Agent |
| Name | Role |
|---|---|
| Jacqueline LeVoir | Member |
| Name | Role |
|---|---|
| Jacqueline LeVoir | Organizer |
| Name | File Date |
|---|---|
| Annual Report | 2024-03-25 |
| Annual Report | 2023-05-19 |
| Annual Report | 2022-08-08 |
Date of last update: 30 Oct 2024
Sources: Kentucky Secretary of State
