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WINEBRENNER FINANCIAL SERVICES, INC.

Company Details

Name: WINEBRENNER FINANCIAL SERVICES, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 07 Feb 2001 (24 years ago)
Organization Date: 07 Feb 2001 (24 years ago)
Last Annual Report: 29 Feb 2024 (a year ago)
Organization Number: 0510195
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40033
Primary County: Marion
Principal Office: PO BOX 927, 101 W. MAIN ST, LEBANON, KY 40033
Place of Formation: KENTUCKY
Authorized Shares: 2000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WINEBRENNER FINANCIAL 401(K) SAFE HARBOR PLAN 2023 611383865 2024-07-10 WINEBRENNER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2706999600
Plan sponsor’s address 101 WEST MAIN STREET, LEBANON, KY, 40033

Signature of

Role Plan administrator
Date 2024-07-10
Name of individual signing ANTHONY WARREN
Valid signature Filed with authorized/valid electronic signature
WINEBRENNER FINANCIAL 401(K) SAFE HARBOR PLAN 2022 611383865 2023-05-31 WINEBRENNER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2706999600
Plan sponsor’s address 101 WEST MAIN STREET, LEBANON, KY, 40033

Signature of

Role Plan administrator
Date 2023-05-31
Name of individual signing ANTHONY WARREN
Valid signature Filed with authorized/valid electronic signature
WINEBRENNER FINANCIAL 401(K) SAFE HARBOR PLAN 2021 611383865 2022-10-07 WINEBRENNER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2706999600
Plan sponsor’s address 101 WEST MAIN STREET, LEBANON, KY, 40033

Signature of

Role Plan administrator
Date 2022-10-07
Name of individual signing ANTHONY WARREN
Valid signature Filed with authorized/valid electronic signature
WINEBRENNER FINANCIAL 401(K) SAFE HARBOR PLAN 2020 611383865 2021-09-28 WINEBRENNER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2706999600
Plan sponsor’s address 101 WEST MAIN STREET, LEBANON, KY, 40033

Signature of

Role Plan administrator
Date 2021-09-28
Name of individual signing ADAM WARREN
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
DAVID M. WINEBRENNER, JR. Registered Agent

President

Name Role
David Michael Winebrenner, Jr. President

Incorporator

Name Role
DAVID M. WINEBRENNER, JR. Incorporator

Filings

Name File Date
Annual Report 2024-02-29
Annual Report 2023-03-15
Annual Report 2022-03-07
Annual Report 2021-06-18
Annual Report 2020-09-14
Annual Report 2019-07-22
Registered Agent name/address change 2018-04-16
Principal Office Address Change 2018-04-16
Annual Report 2018-04-16
Annual Report 2017-04-25

Date of last update: 28 Dec 2024

Sources: Kentucky Secretary of State