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JAMIE L. HATFIELD WEALTH MANAGEMENT LLC

Company Details

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

form 5500

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
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523120
Sponsor’s telephone number 8593446655
Plan sponsor’s address 2734 CHANCELLOR DR., STE 104, CRESTVIEW HILLS, KY, 41017

Signature of

Role Plan administrator
Date 2024-09-11
Name of individual signing JOHN ANSAY
Valid signature Filed with authorized/valid electronic signature
JAMIE L HATFIELD WEALTH MANAGEMENT, LLC CBS BENEFIT PLAN 2022 932658352 2024-04-29 JAMIE L HATFIELD WEALTH MANAGEMENT, LLC 2
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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

Registered Agent

Name Role
JAMIE L. HATFIELD, INC. Registered Agent

Manager

Name Role
Jamie L Hatfield Manager

Organizer

Name Role
Jamie L Hatfield Organizer

Filings

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