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ALEXANDER INVESTMENT SERVICES CO

Company Details

Name: ALEXANDER INVESTMENT SERVICES CO
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 28 Jun 1965 (60 years ago)
Organization Date: 28 Jun 1965 (60 years ago)
Last Annual Report: 12 Mar 2025 (3 months ago)
Organization Number: 0000008
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40243
City: Louisville, Douglass Hills, Douglass Hls, Middletown...
Primary County: Jefferson County
Principal Office: 909 LILY CREEK RD., STE 101, LOUISVILLE, KY 40243-2808
Place of Formation: KENTUCKY
Authorized Shares: 100000

Director

Name Role
Richard L Fox Director
L Andrew Hanlein Director
Gerald A Wells Director

Incorporator

Name Role
R. E. ALEXANDER Incorporator
MARY VIRGINIA ALEXANDER Incorporator
P. B. WATSON JR. Incorporator

Treasurer

Name Role
Gerald A Wells Treasurer

Registered Agent

Name Role
GERALD A. WELLS Registered Agent

President

Name Role
L Andrew Hanlein President

Secretary

Name Role
Gerald A Wells Secretary

Vice President

Name Role
Richard L Fox Vice President

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0000003475
Phone:
502-736-1351

Latest Filings

Form type:
X-17A-5
File number:
008-12525
Filing date:
2024-09-19
File:
Form type:
X-17A-5
File number:
008-12525
Filing date:
2021-08-25
File:
Form type:
X-17A-5
File number:
008-12525
Filing date:
2020-08-31
File:
Form type:
X-17A-5
File number:
008-12525
Filing date:
2019-08-29
File:
Form type:
X-17A-5
File number:
008-12525
Filing date:
2018-09-05
File:

Form 5500 Series

Employer Identification Number (EIN):
610652524
Plan Year:
2023
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
7
Sponsors Telephone Number:

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 398777 Agent - Variable Life and Variable Annuities Active 2001-03-28 - - 2027-03-31 -
Department of Insurance DOI ID 398777 Agent - Life Active 1987-03-31 - - 2027-03-31 -
Department of Insurance DOI ID 398777 Agent - Health Active 1987-03-31 - - 2027-03-31 -

Filings

Name File Date
Annual Report 2025-03-11
Annual Report 2024-02-21
Annual Report 2023-01-05
Annual Report 2022-01-07
Annual Report 2021-01-02

USAspending Awards / Financial Assistance

Date:
2020-04-09
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
117600.00
Total Face Value Of Loan:
117600.00

Paycheck Protection Program

Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
117600
Current Approval Amount:
117600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
118674.73

Sources: Kentucky Secretary of State