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  5. PILLAR FINANCIAL ADVISORS, LLC

PILLAR FINANCIAL ADVISORS, LLC

Company Details

Name: PILLAR FINANCIAL ADVISORS, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 04 Oct 1996 (28 years ago)
Organization Date: 04 Oct 1996 (28 years ago)
Last Annual Report: 07 Feb 2025 (16 days ago)
Managed By: Members
Organization Number: 0422357
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40220
City: Louisville, Cambridge, Houston Acres, Hurstbourne Ac...
Primary County: Jefferson County
Principal Office: 3046 BRECKENRIDGE LANE, SUITE 104, LOUISVILLE, KY 40220
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PILLAR FINANCIAL ADVISORS, LLC 401(K) PLAN 2023 611311047 2024-07-04 PILLAR FINANCIAL ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, SUITE 104, LOUISVILLE, KY, 40220
PILLAR FINANCIAL ADVISORS CBS BENEFIT PLAN 2023 611311047 2024-12-30 PILLAR FINANCIAL ADVISORS 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, STE 104, LOUISVILLE, KY, 40220

Plan administrator’s name and address
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
PILLAR FINANCIAL ADVISORS, LLC 401(K) PLAN 2022 611311047 2023-07-25 PILLAR FINANCIAL ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, SUITE 104, LOUISVILLE, KY, 40220

Signature of
Role Plan administrator
Date 2023-07-25
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
PILLAR FINANCIAL ADVISORS CBS BENEFIT PLAN 2022 611311047 2023-12-27 PILLAR FINANCIAL ADVISORS 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, STE 104, LOUISVILLE, KY, 40220

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
PILLAR FINANCIAL ADVISORS, LLC 401(K) PLAN 2021 611311047 2022-08-01 PILLAR FINANCIAL ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, SUITE 104, LOUISVILLE, KY, 40220

Signature of
Role Plan administrator
Date 2022-08-01
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
PILLAR FINANCIAL ADVISORS CBS BENEFIT PLAN 2021 611311047 2022-12-29 PILLAR FINANCIAL ADVISORS 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, STE 104, LOUISVILLE, KY, 40220

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
PILLAR FINANCIAL ADVISORS CBS BENEFIT PLAN 2020 611311047 2021-12-14 PILLAR FINANCIAL ADVISORS 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, STE 104, LOUISVILLE, KY, 40220

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 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
PILLAR FINANCIAL ADVISORS, LLC 401(K) PLAN 2020 611311047 2021-07-09 PILLAR FINANCIAL ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, SUITE 104, LOUISVILLE, KY, 40220

Signature of
Role Plan administrator
Date 2021-07-09
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
PILLAR FINANCIAL ADVISORS CBS BENEFIT PLAN 2019 611311047 2020-12-23 PILLAR FINANCIAL ADVISORS 3
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, STE 104, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature
PILLAR FINANCIAL ADVISORS, LLC 401(K) PLAN 2019 611311047 2020-06-26 PILLAR FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, SUITE 104, LOUISVILLE, KY, 40220

Signature of
Role Plan administrator
Date 2020-06-26
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/07/17/20190717115505P030358970609001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, SUITE 104, LOUISVILLE, KY, 40220

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/07/16/20180716144637P040041120669001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5023843890
Plan sponsor’s address 3046 BRECKENRIDGE LANE, SUITE 104, LOUISVILLE, KY, 40220

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/02/07/20170207093320P030008418407001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5028946035
Plan sponsor’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 611311047
Plan administrator’s name PILLAR FINANCIAL ADVISORS, LLC
Plan administrator’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5028946035

Signature of
Role Plan administrator
Date 2017-02-07
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/02/26/20160226085606P030016007969001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5028946035
Plan sponsor’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 611311047
Plan administrator’s name PILLAR FINANCIAL ADVISORS, LLC
Plan administrator’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5028946035

Signature of
Role Plan administrator
Date 2016-02-26
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/04/06/20150406150204P030003900361001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5028946035
Plan sponsor’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 611311047
Plan administrator’s name PILLAR FINANCIAL ADVISORS, LLC
Plan administrator’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5028946035

Signature of
Role Plan administrator
Date 2015-04-06
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/01/30/20140130141148P040192293139001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5028946035
Plan sponsor’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 611311047
Plan administrator’s name PILLAR FINANCIAL ADVISORS, LLC
Plan administrator’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5028946035

Signature of
Role Plan administrator
Date 2014-01-30
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/03/19/20130319142330P040137877283001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5028946035
Plan sponsor’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 611311047
Plan administrator’s name PILLAR FINANCIAL ADVISORS, LLC
Plan administrator’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5028946035

Signature of
Role Plan administrator
Date 2013-03-18
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/02/15/20120215102307P040010984855001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5028946035
Plan sponsor’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 611311047
Plan administrator’s name PILLAR FINANCIAL ADVISORS, LLC
Plan administrator’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5028946035

Signature of
Role Plan administrator
Date 2012-02-15
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/05/09/20110509125022P040057227889001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5028946035
Plan sponsor’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220

Plan administrator’s name and address
Administrator’s EIN 611311047
Plan administrator’s name PILLAR FINANCIAL ADVISORS, LLC
Plan administrator’s address 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220
Administrator’s telephone number 5028946035

Signature of
Role Plan administrator
Date 2011-05-09
Name of individual signing GREGORY CURRY
Valid signature Filed with authorized/valid electronic signature

Member

Name Role
Ben D Allison Member
Gregory M Curry Member

Organizer

Name Role
BEN D. ALLISON, JR. Organizer
GREGORY M. CURRY Organizer

Registered Agent

Name Role
GREGORY M. CURRY Registered Agent

Filings

Name File Date
Annual Report 2025-02-07
Amendment 2025-01-29
Annual Report 2024-03-18
Annual Report 2023-03-15
Annual Report 2022-03-16
Registered Agent name/address change 2021-02-09
Annual Report 2021-02-09
Annual Report 2020-03-19
Annual Report 2019-05-29
Annual Report 2018-04-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7767047003 2020-04-08 0457 PPP 3046 BRECKENRIDGE LN STE 104, LOUISVILLE, KY, 40220-2102
Loan Status Date 2020-11-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 62600
Loan Approval Amount (current) 62600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40220-2102
Project Congressional District KY-03
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 62940.82
Forgiveness Paid Date 2020-10-29

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Related by address

No related companies by address

Sources: Kentucky Secretary of State

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