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  5. RETIREMENT MANAGEMENT SERVICES, LLC

RETIREMENT MANAGEMENT SERVICES, LLC

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Company Details

Name: RETIREMENT MANAGEMENT SERVICES, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 01 Aug 1997 (28 years ago)
Organization Date: 01 Aug 1997 (28 years ago)
Last Annual Report: 05 Feb 2025 (6 months ago)
Managed By: Members
Organization Number: 0436618
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Medium (20-99)
ZIP code: 40243
City: Louisville, Douglass Hills, Douglass Hls, Middletown...
Primary County: Jefferson County
Principal Office: 905 LILY CREEK ROAD, LOUISVILLE, KY 40243
Place of Formation: KENTUCKY

Registered Agent

Name Role
AMBER M. LLOYD Registered Agent

Member

Name Role
AMBER M LLOYD Member

Organizer

Name Role
JOSEPH C. OLDHAM Organizer

Form 5500 Series

Employer Identification Number (EIN):
311560462
Plan Year:
2024
Number Of Participants:
32
Sponsors Telephone Number:
5024290767
File:
View File
Plan Year:
2023
Number Of Participants:
32
Sponsors Telephone Number:
5024290767
File:
View File
Plan Year:
2022
Number Of Participants:
29
Sponsors Telephone Number:
5024290767
File:
View File
Plan Year:
2021
Number Of Participants:
27
Sponsors Telephone Number:
5024290767
File:
View File
Plan Year:
2020
Number Of Participants:
27
Sponsors Telephone Number:
5024290767
File:
View File

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 712503 Agent - Life Inactive 2009-09-29 - 2021-02-05 - -

Filings

Name File Date
Annual Report 2025-02-05
Annual Report 2024-02-29
Annual Report 2023-03-15
Annual Report 2022-03-08
Annual Report 2021-02-09

USAspending Awards / Financial Assistance

Date:
2020-05-03
Link:
View on USAspending
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:
294165.00
Total Face Value Of Loan:
294165.00

Trademarks

Serial Number:
86171140
Mark:
RETIREMENT MANAGEMENT SERVICES
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2014-01-21
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIREMENT MANAGEMENT SERVICES
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Business consulting services in the field of retirement plans, employee benefit plans, employee stock ownership plans, benefit audits and mergers and acquisitions
First Use:
1997-09-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Administration of employee benefit plans concerning insurance and finance; Financial administration of retirement plans; Financial retirement plan consulting services
First Use:
1997-09-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86171139
Mark:
RMS RETIREMENT MANAGEMENT SERVICES, LLC
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2014-01-21
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
RMS RETIREMENT MANAGEMENT SERVICES, LLC
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Administration of employee retirement benefit plans concerning finance; financial administration of retirement plans
First Use:
2013-08-31
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
19
Initial Approval Amount:
$294,165
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$294,165
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$295,938.16
Servicing Lender:
U.S. Bank, National Association
Use of Proceeds:
Payroll: $294,165

Court Cases

Court Case Summary

Filing Date:
2012-08-28
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Plaintiff demands jury
Nature Of Suit:
Civil Rights Employment

Parties

Party Name:
SLODKI
Party Role:
Plaintiff
Party Name:
RETIREMENT MANAGEMENT SERVICES, LLC
Party Role:
Defendant

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Related by address

905 LILY CREEK ROAD, LOUISVILLE, KY 40243

LYNCH & LLOYD, LLC

Sources: Kentucky Secretary of State

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