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  5. TAYLOR ADVISORS, INC.

TAYLOR ADVISORS, INC.

Company Details

Name: TAYLOR ADVISORS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 13 Feb 2002 (23 years ago)
Organization Date: 13 Feb 2002 (23 years ago)
Last Annual Report: 25 Jun 2024 (10 months ago)
Organization Number: 0531086
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 700 N. HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY
Authorized Shares: 1000

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
H8LMKKY1ADJ3 2024-06-21 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222, 5393, USA 700 NORTH HURSTBOURNE PARKWAY, SUITE 110, LOUISVILLE, KY, 40222, USA

Business Information
Congressional District 03
State/Country of Incorporation KY, USA
Activation Date 2023-06-26
Initial Registration Date 2007-08-28
Entity Start Date 2002-08-12
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 523940

Points of Contacts
Electronic Business
Title PRIMARY POC
Name SASHA ANTSKAITIS
Address 700 NORTH HURSTBOURNE PARKWAY, STE. 110, LOUISVILLE, KY, 40222, USA
Title ALTERNATE POC
Name TODD TAYLOR
Address 700 NORTH HURSTBOURNE PARKWAY, SUITE 110, LOUISVILLE, KY, 40222, 5394, USA
Government Business
Title PRIMARY POC
Name SASHA ANTSKAITIS
Address 700 NORTH HURSTBOURNE PARKWAY, STE. 110, LOUISVILLE, KY, 40222, USA
Title ALTERNATE POC
Name SASHA ANTSKAITIS
Address 700 NORTH HURSTBOURNE PARKWAY, SUITE 110, LOUISVILLE, KY, 40222, 5394, USA
Past Performance
Title PRIMARY POC
Name SASHA ANTSKAITIS
Address 700 NORTH HURSTBOURNE PARKWAY, SUITE 110, LOUISVILLE, KY, 40222, 5394, USA
Title ALTERNATE POC
Name TODD TAYLOR
Address 700 NORTH HURSTBOURNE PARKWAY, SUITE 110, LOUISVILLE, KY, 40222, 5394, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAYLOR CONSULTING AND ADVISORS 401(K) PROFIT SHARING PLAN 2022 364490045 2023-03-16 TAYLOR ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2023-03-16
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
TAYLOR CONSULTING AND ADVISORS CASH BALANCE PENSION PLAN 2021 364490045 2022-12-14 TAYLOR ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2022-12-14
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
TAYLOR CONSULTING AND ADVISORS CASH BALANCE PENSION PLAN 2021 364490045 2022-07-21 TAYLOR ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2022-07-21
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
TAYLOR CONSULTING AND ADVISORS 401(K) PROFIT SHARING PLAN 2021 364490045 2022-07-21 TAYLOR ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2022-07-21
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
TAYLOR CONSULTING AND ADVISORS CASH BALANCE PENSION PLAN 2020 364490045 2021-07-13 TAYLOR ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2021-07-13
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
TAYLOR CONSULTING AND ADVISORS 401(K) PROFIT SHARING PLAN 2020 364490045 2021-07-13 TAYLOR ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2021-07-13
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
TAYLOR CONSULTING AND ADVISORS 401(K) PROFIT SHARING PLAN 2019 364490045 2020-10-06 TAYLOR ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
TAYLOR CONSULTING AND ADVISORS CASH BALANCE PENSION PLAN 2019 364490045 2020-10-06 TAYLOR ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
TAYLOR CONSULTING AND ADVISORS 401(K) PROFIT SHARING PLAN 2018 364490045 2019-07-30 TAYLOR ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2019-07-30
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
TAYLOR CONSULTING AND ADVISORS CASH BALANCE PENSION PLAN 2018 364490045 2019-07-30 TAYLOR ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2019-07-30
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/07/24/20180724083009P030078492167001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/07/23/20180723073725P030076001175001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/09/25/20170925150427P030172127393002.pdf
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2017-09-25
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/09/25/20170925150525P030172130785001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2017-09-25
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/09/28/20160928071635P030013955863001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2016-09-28
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/09/16/20150916073358P040004420705001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2015-09-16
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/28/20140728091833P040061482241001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 806 STONECREEK PARKWAY, SUITE 11, LOUISVILLE, KY, 40223

Signature of
Role Plan administrator
Date 2014-07-28
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/09/16/20130916110448P030144608421001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 806 STONECREEK PARKWAY, SUITE 11, LOUISVILLE, KY, 40223

Signature of
Role Plan administrator
Date 2013-09-16
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/20/20120720124344P030000719700002.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5024122524
Plan sponsor’s address 806 STONECREEK PARKWAY, SUITE 11, LOUISVILLE, KY, 40223

Plan administrator’s name and address
Administrator’s EIN 364490045
Plan administrator’s name TAYLOR ADVISORS, INC.
Plan administrator’s address 806 STONECREEK PARKWAY, SUITE 11, LOUISVILLE, KY, 40223
Administrator’s telephone number 5024122524

Signature of
Role Plan administrator
Date 2012-07-20
Name of individual signing ALEXANDRE A. ANTSKAITIS
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
Todd Taylor Director
Adam Sokolic Director
Mariane Lee Director
Kenneth S. DeVries Director

Registered Agent

Name Role
CORPORATION SERVICE COMPANY Registered Agent

President

Name Role
Todd Taylor President

Secretary

Name Role
Kenneth S. DeVries Secretary

Treasurer

Name Role
Kenneth S. DeVries Treasurer

Incorporator

Name Role
MARK A. SMEDAL Incorporator

Filings

Name File Date
Annual Report 2024-06-25
Annual Report 2023-06-09
Annual Report 2022-08-23
Registered Agent name/address change 2022-03-03
Annual Report 2021-04-15
Annual Report 2020-02-12
Annual Report 2019-04-24
Annual Report 2018-04-11
Annual Report 2017-04-24
Registered Agent name/address change 2016-03-24

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
DEFINITIVE CONTRACT AWARD 89303023CNE000004 2023-04-27 2025-04-25 2028-04-25
Unique Award Key CONT_AWD_89303023CNE000004_8900_-NONE-_-NONE-
Awarding Agency Department of Energy
Link View Page

Award Amounts
Obligated Amount 0.00
Current Award Amount 399665.21
Potential Award Amount 1029106.69

Description
Title THE PURPOSE OF MODIFICATION P01 IS TO EXERCISE OPTION PERIOD 1 AND INCREASE FUNDING. REQ 24NE000108 $93,616.61 THE PERIOD OF PERFORMANCE IS: BASE PERIOD 04/26/23 TO 04/25/24 OPTION YEAR 1 04/26/24 TO 04/25/25 OPTION YEAR 2 04/26/25 TO 04/25/26
NAICS Code 522310: MORTGAGE AND NONMORTGAGE LOAN BROKERS
Product and Service Codes R704: SUPPORT- MANAGEMENT: AUDITING

Recipient Details
Recipient TAYLOR ADVISORS INC
UEI H8LMKKY1ADJ3
Recipient Address UNITED STATES, 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, JEFFERSON, KENTUCKY, 402225393
DO AWARD DEDT0000345 2009-04-17 2014-04-16 2014-04-16
Unique Award Key CONT_AWD_DEDT0000345_8900_GS23F0046U_4730
Awarding Agency Department of Energy
Link View Page

Description
Title INVESTMENT ADVISORY SERVICES FIXED PRICE CONTRACT 1-YEAR BASE PERIOD, PLUS FOUR 1-YEAR OPTIONS
NAICS Code 522310: MORTGAGE AND NONMORTGAGE LOAN BROKERS
Product and Service Codes R710: FINANCIAL SERVICES

Recipient Details
Recipient TAYLOR ADVISORS INC
UEI H8LMKKY1ADJ3
Legacy DUNS 612983671
Recipient Address 806 STONE CREEK, LOUISVILLE, JEFFERSON, KENTUCKY, 40223, UNITED STATES OF AMERICA
No data IDV GS23F0046U 2008-07-17 No data No data
Unique Award Key CONT_IDV_GS23F0046U_4730
Awarding Agency General Services Administration
Link View Page

Award Amounts
Obligated Amount 0.00
Potential Award Amount 1404338.00

Description
Title FEDERAL SUPPLY SCHEDULE CONTRACT
NAICS Code 522310: MORTGAGE AND NONMORTGAGE LOAN BROKERS
Product and Service Codes R704: SUPPORT- MANAGEMENT: AUDITING

Recipient Details
Recipient TAYLOR ADVISORS INC
UEI H8LMKKY1ADJ3
Recipient Address UNITED STATES, 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, JEFFERSON, KENTUCKY, 402225393

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7393687110 2020-04-14 0457 PPP 700 N Hurstbourne Parkway Suite 110, LOUISVILLE, KY, 40222
Loan Status Date 2021-07-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 227300
Loan Approval Amount (current) 227300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 85120
Servicing Lender Name First Savings Bank
Servicing Lender Address 702 N. Shore Dr. #300, Jeffersonville, IN, 47130
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40222-5391
Project Congressional District KY-03
Number of Employees 8
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 85120
Originating Lender Name First Savings Bank
Originating Lender Address Jeffersonville, IN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 229863.44
Forgiveness Paid Date 2021-06-11

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P0892798 TAYLOR ADVISORS INC - H8LMKKY1ADJ3 700 N HURSTBOURNE PKWY, STE 110, LOUISVILLE, KY, 40222-5393
Capabilities Statement Link -
Phone Number 502-412-2205
Fax Number -
E-mail Address sasha@tayloradvisor.com
WWW Page -
E-Commerce Website -
Contact Person SASHA ANTSKAITIS
County Code (3 digit) 111
Congressional District 03
Metropolitan Statistical Area 4520
CAGE Code 4UYG7
Year Established 2002
Accepts Government Credit Card No
Legal Structure Corporation
Ownership and Self-Certifications -
Business Development Servicing Office KENTUCKY DISTRICT OFFICE (SBA office code 0457)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 523940
NAICS Code's Description Portfolio Management and Investment Advice
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

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Adam Sokolic

RPW SOLUTIONS, LLC

MARK A. SMEDAL

OMNI COMMUNICATIONS, INC. ADTEK CORPORATION CJM DESIGNS, INC. AMERICAN CONCEPTS, INC. DERBY HOLDINGS, INC. FIRST LOUISVILLE CAPITAL CORP. THE KENNETH JONES COMPANY, INC. HINDSTAR CORPORATION LADEMS ASSOCIATES, LTD. LAVON MEDIA GROUP, INC.

Related by address

700 N. HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY 40222

TAYLOR CONSULTING, LLC

Sources: Kentucky Secretary of State

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