| Name: | A. ROBERTS & ASSOCIATES, INC. |
| Legal type: | Kentucky Corporation |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| Organization Date: | 06 Jan 1993 (32 years ago) |
| Last Annual Report: | 28 Feb 2024 (a year ago) |
| Organization Number: | 0309549 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40207 |
| City: | Louisville, Bellewood, Brownsboro Village, Brwnsboro... |
| Primary County: | Jefferson County |
| Principal Office: | 6009 BROWNSBORO PARK BLVD., SUITE B, LOUISVILLE, KY 40207 |
| Place of Formation: | KENTUCKY |
| Authorized Shares: | 1000 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A ROBERTS & ASSOCIATES, INC CBS BENEFIT PLAN | 2023 | 611233078 | 2024-12-30 | A ROBERTS & ASSOCIATES, INC | 2 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 846429706 |
| Plan administrator’s name | JOSEPH HSU |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2024-12-30 |
| Name of individual signing | JOSEPH HSU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2021-12-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 5026323340 |
| Plan sponsor’s address | 6009 BROWNSBORO PARK BLVD, LOUISVILLE, KY, 40207 |
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 | 2023-12-27 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2021-12-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 5026323340 |
| Plan sponsor’s address | 6009 BROWNSBORO PARK BLVD, LOUISVILLE, KY, 40207 |
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 | 2022-12-29 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| Anthony Scott Roberts | Director |
| ANTHONY S. ROBERTS | Director |
| Name | Role |
|---|---|
| ANTHONY S. ROBERTS | Incorporator |
| Name | Role |
|---|---|
| Elita B. Roberts | Secretary |
| Name | Role |
|---|---|
| ANTHONY S. ROBERTS | Registered Agent |
| Name | Role |
|---|---|
| Anthony S Roberts | President |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 400448 | Agent - Health Maintenance Organization | Inactive | 1994-02-04 | - | 2001-03-01 | - | - |
| Department of Insurance | DOI ID 400448 | Agent - Life | Active | 1993-05-17 | - | - | 2027-03-31 | - |
| Department of Insurance | DOI ID 400448 | Agent - Health | Active | 1993-03-19 | - | - | 2027-03-31 | - |
| Name | Status | Expiration Date |
|---|---|---|
| ELITA PHOTOGRAPHY | Inactive | 2010-02-07 |
| ELITE PHOTOGRAPHY | Inactive | 2005-08-01 |
| Name | File Date |
|---|---|
| Annual Report | 2024-02-28 |
| Annual Report | 2023-03-14 |
| Annual Report | 2022-03-05 |
| Registered Agent name/address change | 2021-02-09 |
| Principal Office Address Change | 2021-02-09 |
| Annual Report | 2021-02-09 |
| Annual Report | 2020-02-11 |
| Annual Report | 2019-06-20 |
| Annual Report | 2018-04-20 |
| Annual Report | 2017-05-04 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5531348305 | 2021-01-25 | 0457 | PPS | 4965 US Highway 42, Louisville, KY, 40222-6372 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
