Name: | JAMIE L. HATFIELD WEALTH MANAGEMENT LLC |
Jurisdiction: | Kentucky |
Legal type: | Foreign Limited Liability Company |
Status: | Active |
Standing: | Good |
File Date: | 21 Aug 2023 (a year ago) |
Organization Date: | 13 Jul 2023 (a year ago) |
Organization Number: | 1302567 |
Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
Number of Employees: | Small (0-19) |
Primary County: | Boone |
Place of Formation: | DELAWARE |
Authority Date: | 21 Aug 2023 (a year ago) |
Last Annual Report: | 08 Apr 2024 (7 months ago) |
Principal Office: | 2734 Chancellor Drive, Ste. 104 , Crestview Hills, KY 41094 |
Principal Office ZIP code: | 41094 |
Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC 401(K) PLAN | 2023 | 932658325 | 2024-09-11 | JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC | 4 | |||||||||||||||||||||||||||||||
|
Role | Plan administrator |
Date | 2024-09-11 |
Name of individual signing | JOHN ANSAY |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 501 |
Effective date of plan | 2022-12-01 |
Business code | 523900 |
Sponsor’s telephone number | 8593446655 |
Plan sponsor’s address | 2734 CHANCELLOR DR, STE 105, CRESTVIEW HILLS, 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 | 2024-04-29 |
Name of individual signing | SHAWNA BURTON |
Valid signature | Filed with authorized/valid electronic signature |
Name | Role |
---|---|
JAMIE L. HATFIELD, INC. | Registered Agent |
Name | Role |
---|---|
Jamie L Hatfield | Manager |
Name | Role |
---|---|
Jamie L Hatfield | Organizer |
Name | File Date |
---|---|
Annual Report | 2024-04-08 |
Certificate of Authority FBE | 2023-08-21 |
Date of last update: 02 Nov 2024
Sources: Kentucky Secretary of State