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  5. BENEFITS RESOURCE GROUP, LLC

BENEFITS RESOURCE GROUP, LLC

Company Details

Name: BENEFITS RESOURCE GROUP, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 14 Jun 2002 (23 years ago)
Organization Date: 14 Jun 2002 (23 years ago)
Last Annual Report: 12 Jun 2024 (7 months ago)
Managed By: Members
Organization Number: 0538966
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42104
Primary County: Warren
Principal Office: 2530 SCOTTSVILLE ROAD, SUITE 109, BOWLING GREEN, KY 42104
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BENEFITS RESOURCE GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2023 260124234 2024-03-26 BENEFITS RESOURCE GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE ROAD, SUITE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2024-03-26
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
BENEFITS RESOURCE GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2022 260124234 2023-03-08 BENEFITS RESOURCE GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE ROAD, SUITE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2023-03-08
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
BENEFITS RESOURCE GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2021 260124234 2022-02-24 BENEFITS RESOURCE GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE ROAD, SUITE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2022-02-24
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
BENEFITS RESOURCE GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2020 260124234 2021-02-04 BENEFITS RESOURCE GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE ROAD, SUITE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2021-02-04
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
BENEFITS RESOURCE GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2019 260124234 2020-05-28 BENEFITS RESOURCE GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE ROAD, SUITE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2020-05-28
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 2018 260124234 2019-07-24 BENEFITS RESOURCE GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE RD STE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-24
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 2017 260124234 2018-03-23 BENEFITS RESOURCE GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE RD STE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2018-03-22
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-22
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 2016 260124234 2017-02-20 BENEFITS RESOURCE GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE RD STE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2017-02-20
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-20
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 2015 260124234 2016-06-28 BENEFITS RESOURCE GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE RD STE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2016-06-28
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-28
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 2014 260124234 2015-07-28 BENEFITS RESOURCE GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE RD STE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2015-07-28
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-28
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/14/20140714161235P030015256941003.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE RD STE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2014-07-14
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-14
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/08/13/20130813103247P030018511250002.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE RD STE 109, BOWLING GREEN, KY, 42104

Signature of
Role Plan administrator
Date 2013-08-13
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/09/20120809105307P040002260563002.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE RD STE 109, BOWLING GREEN, KY, 42104

Plan administrator’s name and address
Administrator’s EIN 260124234
Plan administrator’s name BENEFITS RESOURCE GROUP, LLC
Plan administrator’s address 2530 SCOTTSVILLE RD STE 109, BOWLING GREEN, KY, 42104
Administrator’s telephone number 2708428110

Signature of
Role Plan administrator
Date 2012-08-09
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/05/20110705121507P030087872401001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE RD, BOWLING GREEN, KY, 42104

Plan administrator’s name and address
Administrator’s EIN 260124234
Plan administrator’s name BENEFITS RESOURCE GROUP LLC
Plan administrator’s address 2530 SCOTTSVILLE ROAD STE 109, BOWLING GREEN, KY, 421046310
Administrator’s telephone number 2708428110

Signature of
Role Plan administrator
Date 2011-07-05
Name of individual signing BOBBIE WHITTAKER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/08/20100708083901P040362548593019.pdf
Three-digit plan number (PN) 001
Effective date of plan 2009-06-01
Business code 524210
Sponsor’s telephone number 2708428110
Plan sponsor’s address 2530 SCOTTSVILLE ROAD, STE 109, BOWLING GREEN, KY, 421046310

Plan administrator’s name and address
Administrator’s EIN 260124234
Plan administrator’s name BENEFITS RESOURCE GROUP LLC
Plan administrator’s address 2530 SCOTTSVILLE ROAD STE 109, BOWLING GREEN, KY, 421046310
Administrator’s telephone number 2708428110

Signature of
Role Plan administrator
Date 2010-07-07
Name of individual signing BOBBIE WHITAKER
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
BOBBIE J. WHITTAKER Registered Agent

Organizer

Name Role
BOBBIE J. WHITTAKER Organizer

Filings

Name File Date
Annual Report 2024-06-12
Annual Report 2023-04-11
Annual Report 2022-04-18
Annual Report 2021-04-21
Annual Report 2020-02-18
Annual Report 2019-04-24
Annual Report 2018-04-18
Annual Report 2017-05-04
Annual Report 2016-03-21
Annual Report 2015-04-08

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 29 Dec 2024

Sources: Kentucky Secretary of State

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