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MERITRUST LLC

Company Details

Name: MERITRUST LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 28 Jul 1999 (25 years ago)
Organization Date: 28 Jul 1999 (25 years ago)
Last Annual Report: 07 May 2024 (8 months ago)
Managed By: Managers
Organization Number: 0477908
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40223
Primary County: Jefferson
Principal Office: 10200 FOREST GREEN BLVD, SUITE 100 LOUISVILLE, KY 40223
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MERITRUST WEALTH MANAGEMENT 401K PLAN 2023 611350711 2024-10-31 MERITRUST LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 101 S. FIFTH STREET, SUITE 2100, LOUISVILLE, KY, 40202
MERITRUST WEALTH MANAGEMENT 401K PLAN 2022 611350711 2023-10-09 MERITRUST LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202
MERITRUST WEALTH MANAGEMENT 401K PLAN 2021 611350711 2022-10-15 MERITRUST LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2022-10-15
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
MERITRUST WEALTH MANAGEMENT 401K PLAN 2020 611350711 2021-10-07 MERITRUST LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
MERITRUST WEALTH MANAGEMENT 401K PLAN 2019 611350711 2021-05-20 MERITRUST LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2021-05-20
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
MERITRUST WEALTH MANAGEMENT 401K PLAN 2019 611350711 2020-10-13 MERITRUST LLC 20
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
MERITRUST WEALTH MANAGEMENT 401K PLAN 2018 611350711 2019-09-03 MERITRUST LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2019-09-03
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
MERITRUST WEALTH MANAGEMENT 401K PLAN 2017 611350711 2018-08-24 MERITRUST LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2018-08-24
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
MERITRUST WEALTH MANAGEMENT 401K PLAN 2016 611350711 2017-10-04 MERITRUST LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2017-10-04
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
MERITRUST WEALTH MANAGEMENT 401K PLAN 2015 611350711 2016-10-17 MERITRUST LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/15/20151015153323P030051503105001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/15/20141015152225P040052872737001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2600 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2014-10-15
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/15/20131015101937P040014967429001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2000 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2013-10-15
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/25/20120925133619P040176281792001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5028824600
Plan sponsor’s address 462 S. 4TH ST., 2000 MEIDINGER TOWER, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 611350711
Plan administrator’s name MERITRUST LLC
Plan administrator’s address 462 S. 4TH ST., 2000 MEIDINGER TOWER, LOUISVILLE, KY, 40202
Administrator’s telephone number 5028824600

Signature of
Role Plan administrator
Date 2012-09-25
Name of individual signing DIANE MEDLEY
Valid signature Filed with authorized/valid electronic signature

Member

Name Role
Thomas P Furlong Member
Marcia J Cammack Member
Frank P Hill Member
John G Kallis Member
Megan E Williams Member

Manager

Name Role
Megan E Williams Manager

Organizer

Name Role
THOMAS E. RUTLEDGE Organizer

Registered Agent

Name Role
MEGAN E. WILLIAMS Registered Agent

Former Company Names

Name Action
CHIVEST, LLC Old Name
CHILTON & MEDLEY FINANCIAL SERVICES, LLC Old Name

Assumed Names

Name Status Expiration Date
MERITRUST Expiring 2025-02-11
MERITRUST WEALTH MANAGEMENT Expiring 2025-02-11
CHIVEST FINANCIAL SERVICES Expiring 2025-01-14
MERITRUST INVESTMENT MANAGEMENT Inactive 2024-09-09
MWM ADVISORY Inactive 2019-09-11
CHIVEST Inactive 2016-09-19

Filings

Name File Date
Annual Report 2024-05-07
Registered Agent name/address change 2023-06-23
Principal Office Address Change 2023-06-23
Annual Report 2023-03-20
Registered Agent name/address change 2023-03-20
Annual Report 2022-03-07
Annual Report 2021-03-26
Annual Report 2020-03-06
Name Renewal 2019-11-04
Name Renewal 2019-11-01

Related by officers

Frank P Hill

SYNERGY WEALTH MANAGEMENT, INC.

Megan E Williams

Meritrust Holding L.L.C.

THOMAS E. RUTLEDGE

BULK DISTRIBUTION CENTERS OF KY., INC. BLB ENTERPRISES, INC. KENTUCKY NAME, INC. 816, LLC CHILTON & MEDLEY, PLC DOLFINGER'S REALTY, LLC GLOBAL ADVANCEMENT, LLC GRASSLAND PROPERTIES, L.L.C. KLEINERT, KUTZ AND ASSOCIATES HAND CARE CENTER, PLLC MAYWOOD INVESTMENT GROUP LLC

MEGAN E. WILLIAMS

MERITRUST CONSULTING LLC MWM ADVISORY SERVICES LLC

Related by address

10200 FOREST GREEN BLVD, SUITE 100 LOUISVILLE, KY 40223

MERITRUST CONSULTING LLC MWM ADVISORY SERVICES LLC

Date of last update: 12 Jan 2025

Sources: Kentucky Secretary of State

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