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  5. PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC

Headquarter

Company Details

Name: PRIVATE CLIENT SERVICES, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 09 Feb 2001 (24 years ago)
Organization Date: 09 Feb 2001 (24 years ago)
Last Annual Report: 04 Apr 2024 (10 months ago)
Managed By: Managers
Organization Number: 0510387
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40206
Primary County: Jefferson
Principal Office: 2225 LEXINGTON ROAD, LOUISVILLE, KY 40206
Place of Formation: KENTUCKY

Links between entities

Type Company Name Company Number State
Headquarter of PRIVATE CLIENT SERVICES, LLC, IDAHO 521697 IDAHO
Headquarter of PRIVATE CLIENT SERVICES, LLC, IDAHO 3410357 IDAHO
Headquarter of PRIVATE CLIENT SERVICES, LLC, ILLINOIS LLC_02971453 ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1457005 2225 LEXINGTON RD., LOUISVILLE, KY, 40206 2225 LEXINGTON RD., LOUISVILLE, KY, 40206 502 451-0600

Filings since 2024-10-03
Form type 13F-HR
File number 028-23555
Filing date 2024-10-03
Reporting date 2024-09-30
File View File

Filings since 2024-07-29
Form type 13F-HR
File number 028-23555
Filing date 2024-07-29
Reporting date 2024-06-30
File View File

Filings since 2024-05-10
Form type 13F-HR
File number 028-23555
Filing date 2024-05-10
Reporting date 2024-03-31
File View File

Filings since 2024-02-28
Form type X-17A-5
File number 008-68183
Filing date 2024-02-28
Reporting date 2023-12-31
File View File

Filings since 2024-01-30
Form type 13F-HR
File number 028-23555
Filing date 2024-01-30
Reporting date 2023-12-31
File View File

Filings since 2023-02-27
Form type X-17A-5
File number 008-68183
Filing date 2023-02-27
Reporting date 2022-12-31
File View File

Filings since 2022-02-28
Form type X-17A-5
File number 008-68183
Filing date 2022-02-28
Reporting date 2021-12-31
File View File

Filings since 2021-03-01
Form type X-17A-5
File number 008-68183
Filing date 2021-03-01
Reporting date 2020-12-31
File View File

Filings since 2020-02-28
Form type X-17A-5
File number 008-68183
Filing date 2020-02-28
Reporting date 2019-12-31
File View File

Filings since 2019-02-27
Form type X-17A-5
File number 008-68183
Filing date 2019-02-27
Reporting date 2018-12-31
File View File

Filings since 2018-02-28
Form type X-17A-5
File number 008-68183
Filing date 2018-02-28
Reporting date 2017-12-31
File View File

Filings since 2017-02-28
Form type X-17A-5
File number 008-68183
Filing date 2017-02-28
Reporting date 2016-12-31
File View File

Filings since 2016-02-26
Form type X-17A-5
File number 008-68183
Filing date 2016-02-26
Reporting date 2015-12-31
File View File

Filings since 2015-02-26
Form type X-17A-5
File number 008-68183
Filing date 2015-02-26
Reporting date 2014-12-31
File View File

Filings since 2014-02-28
Form type X-17A-5
File number 008-68183
Filing date 2014-02-28
Reporting date 2013-12-31
File View File

Filings since 2013-02-26
Form type X-17A-5
File number 008-68183
Filing date 2013-02-26
Reporting date 2012-12-31
File View File

Filings since 2012-02-29
Form type X-17A-5
File number 008-68183
Filing date 2012-02-29
Reporting date 2011-12-31
File View File

Filings since 2011-02-28
Form type X-17A-5
File number 008-68183
Filing date 2011-02-28
Reporting date 2010-12-31
File View File

Filings since 2010-03-01
Form type X-17A-5
File number 008-68183
Filing date 2010-03-01
Reporting date 2009-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRIVATE CLIENT SERVICES LLC 401K PROFIT SHARING PLAN 2023 611383537 2024-06-10 PRIVATE CLIENT SERVICES LLC 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 5029923590
Plan sponsor’s address 2225 LEXINGTON RD, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2024-06-10
Name of individual signing ERNEST SAMPSON
Valid signature Filed with authorized/valid electronic signature
PRIVATE CLIENT SERVICES LLC 401K PROFIT SHARING PLAN 2022 611383537 2023-10-10 PRIVATE CLIENT SERVICES LLC 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 5029923590
Plan sponsor’s address 2225 LEXINGTON RD, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing ERNEST SAMPSON
Valid signature Filed with authorized/valid electronic signature
PRIVATE CLIENT SERVICES LLC 401K PROFIT SHARING PLAN 2021 611383537 2022-07-24 PRIVATE CLIENT SERVICES LLC 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 5029923590
Plan sponsor’s address 2225 LEXINGTON RD, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2022-07-24
Name of individual signing ERNEST SAMPSON
Valid signature Filed with authorized/valid electronic signature
PRIVATE CLIENT SERVICES LLC 401K PROFIT SHARING PLAN 2020 611383537 2021-07-21 PRIVATE CLIENT SERVICES LLC 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 5029923590
Plan sponsor’s address 2225 LEXINGTON RD, LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2021-07-21
Name of individual signing ERNEST SAMPSON
Valid signature Filed with authorized/valid electronic signature
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 611383537 2020-10-29 PRIVATE CLIENT SERVICES, LLC 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 611383536 2020-05-21 PRIVATE CLIENT SERVICES, LLC 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2020-05-21
Name of individual signing ERNEST SAMPSON
Valid signature Filed with authorized/valid electronic signature
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2018 611383537 2019-06-04 PRIVATE CLIENT SERVICES, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing ERNEST SAMPSON
Valid signature Filed with authorized/valid electronic signature
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 611383537 2018-07-20 PRIVATE CLIENT SERVICES, LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2018-07-20
Name of individual signing ERNEST SAMPSON
Valid signature Filed with authorized/valid electronic signature
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 611383537 2017-10-16 PRIVATE CLIENT SERVICES, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2015 611383536 2016-07-24 PRIVATE CLIENT SERVICES, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2016-07-24
Name of individual signing ERNEST SAMPSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/09/10/20150910090552P040061239153001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2015-09-10
Name of individual signing PAUL OHLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/14/20140714092602P030011616607001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2014-07-14
Name of individual signing PAUL OHLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/11/20130711141038P030107547541001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206

Signature of
Role Plan administrator
Date 2013-07-11
Name of individual signing TODD KOST
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/02/27/20120227081845P040012994023001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5024510600
Plan sponsor’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206

Plan administrator’s name and address
Administrator’s EIN 611383536
Plan administrator’s name PRIVATE CLIENT SERVICES, LLC
Plan administrator’s address 2225 LEXINGTON RD., LOUISVILLE, KY, 40206
Administrator’s telephone number 5024510600

Signature of
Role Plan administrator
Date 2012-02-27
Name of individual signing TODD KOST
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
ERNEST A SAMPSON Registered Agent

Manager

Name Role
Ernest A. Sampson Manager

Organizer

Name Role
ERNEST A. SAMPSON Organizer

Former Company Names

Name Action
KFG PRIVATE CLIENT SERVICES, LLC Old Name

Filings

Name File Date
Annual Report 2024-04-04
Annual Report 2023-03-23
Annual Report 2022-03-21
Annual Report 2021-05-05
Annual Report 2020-05-07
Annual Report 2019-04-19
Annual Report 2018-06-13
Annual Report 2017-06-08
Annual Report 2016-06-30
Annual Report 2015-05-10

Related by officers

ERNEST A SAMPSON

KENTUCKY FINANCIAL GROUP, INC. CREATIVE BENEFITS LLC KFG ENTERPRISES, INC.

Ernest A. Sampson

KFG ENTERPRISES, INC. THE SAMPSON COMPANY, LLC

ERNEST A. SAMPSON

JEFFERSON COUNTY DEVELOPMENT, LLC LEXINGTON FINANCIAL INC. ANNUITRUST INC. LOUISVILLE INSURANCE AGENCY, INC. ALLEGIANT T.P.A. SERVICES, LLC THE LYNDON AND HELEN M. SCHMID CHARITABLE FOUNDATION, INC. BROWNSBORO PARTNERS, LLC KFG ENTERPRISES, INC. KFG PROPERTIES, INC. KFG CAPITAL MANAGEMENT COMPANY, INC.

Related by address

2225 LEXINGTON ROAD, LOUISVILLE, KY 40206

KENTUCKY FINANCIAL GROUP, INC. THE LYNDON AND HELEN M. SCHMID CHARITABLE FOUNDATION, INC. KFG ENTERPRISES, INC. KFG PROPERTIES, INC. KFG CAPITAL MANAGEMENT COMPANY, INC. LOUISVILLE INSURANCE AGENCY, INC. LANGLEY CAPITAL MANAGEMENT, LLC Jeffrey G. Stovall, PLLC

Date of last update: 10 Jan 2025

Sources: Kentucky Secretary of State

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