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  5. STEGNER INVESTMENT ASSOCIATES, INC.

STEGNER INVESTMENT ASSOCIATES, INC.

Headquarter

Company Details

Name: STEGNER INVESTMENT ASSOCIATES, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 29 Dec 1993 (31 years ago)
Organization Date: 29 Dec 1993 (31 years ago)
Last Annual Report: 04 Jun 2024 (7 months ago)
Organization Number: 0324504
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40207
Primary County: Jefferson
Principal Office: 233 BRECKENRIDGE LN, LOUISVILLE, KY 40207
Place of Formation: KENTUCKY
Authorized Shares: 1000

Links between entities

Type Company Name Company Number State
Headquarter of STEGNER INVESTMENT ASSOCIATES, INC., COLORADO 20231505044 COLORADO

Central Index Key

CIK number Mailing Address Business Address Phone
1907433 233 BRECKENRIDGE LANE, LOUISVILLE, KY, 40207 233 BRECKENRIDGE LANE, LOUISVILLE, KY, 40207 502-895-0122

Filings since 2024-10-11
Form type 13F-HR
File number 028-21684
Filing date 2024-10-11
Reporting date 2024-09-30
File View File

Filings since 2024-08-08
Form type N-PX
File number 028-21684
Filing date 2024-08-08
Reporting date 2024-06-30
File View File

Filings since 2024-07-23
Form type 13F-HR
File number 028-21684
Filing date 2024-07-23
Reporting date 2024-06-30
File View File

Filings since 2024-04-22
Form type 13F-HR
File number 028-21684
Filing date 2024-04-22
Reporting date 2024-03-31
File View File

Filings since 2024-02-08
Form type 13F-HR
File number 028-21684
Filing date 2024-02-08
Reporting date 2023-12-31
File View File

Filings since 2023-10-18
Form type 13F-HR
File number 028-21684
Filing date 2023-10-18
Reporting date 2023-09-30
File View File

Filings since 2023-07-19
Form type 13F-HR
File number 028-21684
Filing date 2023-07-19
Reporting date 2023-06-30
File View File

Filings since 2023-04-24
Form type 13F-HR
File number 028-21684
Filing date 2023-04-24
Reporting date 2023-03-31
File View File

Filings since 2023-02-06
Form type 13F-HR
File number 028-21684
Filing date 2023-02-06
Reporting date 2022-12-31
File View File

Filings since 2022-11-01
Form type 13F-HR
File number 028-21684
Filing date 2022-11-01
Reporting date 2022-09-30
File View File

Filings since 2022-07-22
Form type 13F-HR
File number 028-21684
Filing date 2022-07-22
Reporting date 2022-06-30
File View File

Filings since 2022-04-20
Form type 13F-HR
File number 028-21684
Filing date 2022-04-20
Reporting date 2022-03-31
File View File

Filings since 2022-04-19
Form type 13F-HR
File number 028-21684
Filing date 2022-04-19
Reporting date 2021-09-30
File View File

Filings since 2022-04-19
Form type 13F-HR
File number 028-21684
Filing date 2022-04-19
Reporting date 2021-06-30
File View File

Filings since 2022-04-19
Form type 13F-HR
File number 028-21684
Filing date 2022-04-19
Reporting date 2021-03-31
File View File

Filings since 2022-04-19
Form type 13F-HR
File number 028-21684
Filing date 2022-04-19
Reporting date 2020-12-31
File View File

Filings since 2022-04-18
Form type 13F-HR
File number 028-21684
Filing date 2022-04-18
Reporting date 2020-09-30
File View File

Filings since 2022-02-09
Form type 13F-HR
File number 028-21684
Filing date 2022-02-09
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STEGNER INVESTMENT ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2023 611253247 2024-07-22 STEGNER INVESTMENT ASSOCIATES, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2024-07-22
Name of individual signing DOUG PEABODY
Valid signature Filed with authorized/valid electronic signature
STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN 2023 611253247 2024-07-22 STEGNER INVESTMENT ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2024-07-22
Name of individual signing DOUGLAS PEABODY
Valid signature Filed with authorized/valid electronic signature
STEGNER INVESTMENT ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2022 611253247 2023-06-28 STEGNER INVESTMENT ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing DOUG PEABODY
Valid signature Filed with authorized/valid electronic signature
STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN 2022 611253247 2023-06-28 STEGNER INVESTMENT ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing DOUGLAS PEABODY
Valid signature Filed with authorized/valid electronic signature
STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN 2021 611253247 2022-07-12 STEGNER INVESTMENT ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2022-07-12
Name of individual signing DOUGLAS PEABODY
Valid signature Filed with authorized/valid electronic signature
STEGNER INVESTMENT ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2021 611253247 2022-07-14 STEGNER INVESTMENT ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2022-07-14
Name of individual signing DOUG PEABODY
Valid signature Filed with authorized/valid electronic signature
STEGNER INVESTMENT ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2020 611253247 2021-06-07 STEGNER INVESTMENT ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2021-06-07
Name of individual signing DOUGLAS PEABODY
Valid signature Filed with authorized/valid electronic signature
STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN 2020 611253247 2021-06-07 STEGNER INVESTMENT ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2021-06-07
Name of individual signing DOUGLAS PEABODY
Valid signature Filed with authorized/valid electronic signature
STEGNER INVESTMENT ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2019 611253247 2020-07-14 STEGNER INVESTMENT ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing DOUGLAS PEABODY
Valid signature Filed with authorized/valid electronic signature
STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN 2019 611253247 2020-07-14 STEGNER INVESTMENT ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing DOUGLAS PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/07/03/20190703110741P040242815757001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2019-07-03
Name of individual signing DOUGLAS PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/07/03/20190703110937P040242818141001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2019-07-03
Name of individual signing DOUGLAS PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/10/15/20181015105548P030010431369002.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing TRACEY TROSPER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/10/15/20181015110959P030246042279001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing TRACEY TROSPER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/13/20171013124316P040223814369002.pdf
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2017-10-13
Name of individual signing ELIZABETH PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/13/20171013124119P040201778695002.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2017-10-13
Name of individual signing ELIZABETH S. PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/07/29/20160729100223P030059965697001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2016-07-29
Name of individual signing ELIZABETH S. PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/30/20150730152147P040121140055001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2015-07-30
Name of individual signing ELIZABETH S. PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/18/20140718135520P030013761023001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2014-07-18
Name of individual signing ELIZABETH S. PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/27/20130627112751P030098406389001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2013-06-27
Name of individual signing ELIZABETH S. PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/13/20120713071533P040001258881001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 611253247
Plan administrator’s name STEGNER INVESTMENT ASSOCIATES, INC.
Plan administrator’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207
Administrator’s telephone number 5028950122

Signature of
Role Plan administrator
Date 2012-07-13
Name of individual signing ELIZABETH S. PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/27/20110727122347P030031981591001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 611253247
Plan administrator’s name STEGNER INVESTMENT ASSOCIATES, INC.
Plan administrator’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207
Administrator’s telephone number 5028950122

Signature of
Role Plan administrator
Date 2011-07-27
Name of individual signing ELIZABETH S. PEABODY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/28/20100728074409P070003988502001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5028950122
Plan sponsor’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 611253247
Plan administrator’s name STEGNER INVESTMENT ASSOCIATES, INC.
Plan administrator’s address 233 BRECKENRIDGE LN, LOUISVILLE, KY, 40207
Administrator’s telephone number 5028950122

Signature of
Role Plan administrator
Date 2010-07-28
Name of individual signing ELIZABETH S. PEABODY
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
DOUGLAS PEABODY Registered Agent

Officer

Name Role
Elizabeth S Peabody Officer

President

Name Role
Douglas D. Peabody President

Director

Name Role
DOUGLAS D. STEGNER Director
ELIZABETH S. PEABODY Director

Incorporator

Name Role
TRACY S. BYRD Incorporator

Filings

Name File Date
Annual Report 2024-06-04
Annual Report 2023-06-02
Registered Agent name/address change 2023-02-15
Annual Report 2022-05-19
Annual Report 2021-06-02
Annual Report 2020-06-02
Annual Report Amendment 2019-07-12
Annual Report 2019-06-20
Annual Report 2018-06-12
Annual Report 2017-05-23

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Elizabeth S Peabody

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DOUGLAS D. STEGNER

MEIDINGER & ASSOCIATES COMPENSATION CORPORATION PARK CENTRAL APARTMENTS BCC, INC. MEIDINGER INSTITUTE, INC. MEIDINGER MEASUREMENT SYSTEMS, INC. MEIDINGER, INC. TOTAL BENEFIT COMMUNICATIONS, INC. MEIDINGER ALLOCATION SERVICES, INC. CAPETOWN INVESTMENTS MEIDINGER & ASSOCIATES, INC. OF PHILADELPHIA

Related by address

No related companies by address

Date of last update: 22 Dec 2024

Sources: Kentucky Secretary of State

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