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  5. RETIREMENT MANAGEMENT SERVICES, LLC

RETIREMENT MANAGEMENT SERVICES, LLC

Company Details

Name: RETIREMENT MANAGEMENT SERVICES, LLC
Jurisdiction: Kentucky
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 01 Aug 1997 (27 years ago)
Organization Date: 01 Aug 1997 (27 years ago)
Last Annual Report: 29 Feb 2024 (a year ago)
Managed By: Members
Organization Number: 0436618
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Medium (20-99)
ZIP code: 40243
Primary County: Jefferson
Principal Office: 905 LILY CREEK ROAD, LOUISVILLE, KY 40243
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2023 311560462 2024-02-26 RETIREMENT MANAGEMENT SERVICES, LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2024-02-26
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2022 311560462 2023-05-01 RETIREMENT MANAGEMENT SERVICES, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2023-05-01
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2021 311560462 2022-05-31 RETIREMENT MANAGEMENT SERVICES, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2022-05-31
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2020 311560462 2021-04-27 RETIREMENT MANAGEMENT SERVICES, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2021-04-27
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2019 311560462 2020-03-17 RETIREMENT MANAGEMENT SERVICES, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2020-03-17
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2018 311560462 2019-05-31 RETIREMENT MANAGEMENT SERVICES, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2019-05-31
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2017 311560462 2018-04-17 RETIREMENT MANAGEMENT SERVICES, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2018-04-17
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2016 311560462 2017-05-11 RETIREMENT MANAGEMENT SERVICES, LLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2017-05-11
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2015 311560462 2016-06-03 RETIREMENT MANAGEMENT SERVICES, LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2016-06-03
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
RETIREMENT MANAGEMENT SERVICES, LLC 401K PROFIT SHARING PLAN 2014 311560462 2015-06-26 RETIREMENT MANAGEMENT SERVICES, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2015-06-26
Name of individual signing AMBER LLOYD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/06/20140606132919P040381363507001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2014-06-06
Name of individual signing AMBER M. LLOYD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/07/20130607102249P030243253043001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 905 LILY CREEK ROAD, LOUISVILLE, KY, 40243

Signature of
Role Plan administrator
Date 2013-06-07
Name of individual signing AMBER M. LLOYD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/05/24/20120524142256P040002221092001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 301 TOWNEPARK CIR, LOUISVILLE, KY, 40243

Plan administrator’s name and address
Administrator’s EIN 311560462
Plan administrator’s name RETIREMENT MANAGEMENT SERVICES, LLC
Plan administrator’s address 301 TOWNEPARK CIR, LOUISVILLE, KY, 40243
Administrator’s telephone number 5024290767

Signature of
Role Plan administrator
Date 2012-05-24
Name of individual signing AMBER M. LLOYD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/06/08/20110608152622P030342939968001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 301 TOWNEPARK CIR, LOUISVILLE, KY, 40243

Plan administrator’s name and address
Administrator’s EIN 311560462
Plan administrator’s name RETIREMENT MANAGEMENT SERVICES, LLC
Plan administrator’s address 301 TOWNEPARK CIR, LOUISVILLE, KY, 40243
Administrator’s telephone number 5024290767

Signature of
Role Plan administrator
Date 2011-06-08
Name of individual signing AMBER M. LLOYD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/06/10/20100610140454P040099253490001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-10-01
Business code 541990
Sponsor’s telephone number 5024290767
Plan sponsor’s address 301 TOWNEPARK CIR, LOUISVILLE, KY, 40243

Plan administrator’s name and address
Administrator’s EIN 311560462
Plan administrator’s name RETIREMENT MANAGEMENT SERVICES, LLC
Plan administrator’s address 301 TOWNEPARK CIR, LOUISVILLE, KY, 40243
Administrator’s telephone number 5024290767

Signature of
Role Plan administrator
Date 2010-06-10
Name of individual signing AMBER M. LLOYD
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
AMBER M. LLOYD Registered Agent

Member

Name Role
AMBER M LLOYD Member

Organizer

Name Role
JOSEPH C. OLDHAM Organizer

Filings

Name File Date
Annual Report 2024-02-29
Annual Report 2023-03-15
Annual Report 2022-03-08
Annual Report 2021-02-09
Annual Report 2020-02-12
Annual Report 2019-03-29
Annual Report 2018-03-23
Annual Report 2017-04-21
Annual Report 2016-03-15
Annual Report 2015-04-06

Related by officers

AMBER M. LLOYD

LYNCH & LLOYD, LLC

AMBER M LLOYD

LYNCH & LLOYD, LLC

JOSEPH C. OLDHAM

D. DYCHE GREGORY & ASSOCIATES, INC. AMCOR COMPUTER CORPORATION MOBILE TANK CAR SERVICES, INC. GALLAHER, KANTLEHNER & ASSOCIATES, INC. COMMONWEALTH EDUCATIONAL SERVICES, INC. THIS LITTLE PIGGY, INC. UNITED MEDICAL CORPORATION I MEBH ENTERPRISES, INC. BULK DISTRIBUTION CENTERS OF KY., INC. LTN ASSOCIATES, LLC

Related by address

905 LILY CREEK ROAD, LOUISVILLE, KY 40243

LYNCH & LLOYD, LLC

Date of last update: 04 Nov 2024

Sources: Kentucky Secretary of State

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