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  5. STRATEGIC WEALTH DESIGNERS LLC

STRATEGIC WEALTH DESIGNERS LLC

Headquarter

Company Details

Name: STRATEGIC WEALTH DESIGNERS LLC
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Good
Profit or Non-Profit: Profit
File Date: 26 Aug 2002 (23 years ago)
Organization Date: 26 Aug 2002 (23 years ago)
Last Annual Report: 11 Mar 2024 (a year ago)
Managed By: Managers
Organization Number: 0543307
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Medium (20-99)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 500 NORTH HURSTBOURNE PARKWAY, SUITE 120, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY

Links between entities

Type Company Name Company Number State
Headquarter of STRATEGIC WEALTH DESIGNERS LLC, MINNESOTA 116cdcf0-cb15-ee11-9073-00155d01c440 MINNESOTA
Headquarter of STRATEGIC WEALTH DESIGNERS LLC, CONNECTICUT 2406268 CONNECTICUT
Headquarter of STRATEGIC WEALTH DESIGNERS LLC, FLORIDA M21000012157 FLORIDA
Headquarter of STRATEGIC WEALTH DESIGNERS LLC, ILLINOIS LLC_11916228 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2023 331027701 2024-10-08 STRATEGIC WEALTH DESIGNERS 84
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing CINDY CAMERON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2022 331027701 2023-10-03 STRATEGIC WEALTH DESIGNERS 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing MARK O'FFILL
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2021 331027701 2022-09-01 STRATEGIC WEALTH DESIGNERS 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2022-09-01
Name of individual signing JASON VANDER POL
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2020 331027701 2021-07-09 STRATEGIC WEALTH DESIGNERS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2021-07-09
Name of individual signing MARK O'FFILL
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2019 331027701 2020-07-21 STRATEGIC WEALTH DESIGNERS 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2020-07-21
Name of individual signing DEBRA WOODS
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2018 331027701 2019-07-29 STRATEGIC WEALTH DESIGNERS 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2019-07-29
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2017 331027701 2018-06-21 STRATEGIC WEALTH DESIGNERS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2018-06-21
Name of individual signing DEBRA WOODS
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2016 331027701 2017-08-04 STRATEGIC WEALTH DESIGNERS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2017-08-04
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2015 331027701 2016-10-10 STRATEGIC WEALTH DESIGNERS 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2016-10-10
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2014 331027701 2015-10-14 STRATEGIC WEALTH DESIGNERS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/12/20140812121121P040026168383001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2014-08-12
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/14/20131014093718P040036822371001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
MATTHEW DICKEN Registered Agent

Manager

Name Role
Jordan Schwartz Manager
Matthew J Dicken Manager
Dustin R Stanley Manager

Organizer

Name Role
WILLIAM G STRENCH Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 563264 Agent - Life Active 2003-03-24 - - 2027-03-31 -
Department of Insurance DOI ID 563264 Agent - Health Active 2003-03-24 - - 2027-03-31 -
Department of Insurance DOI ID 563264 Agent - Variable Life and Variable Annuities Active 2003-03-24 - - 2027-03-31 -

Filings

Name File Date
Articles of Correction 2024-12-23
Articles of Merger 2024-12-03
Annual Report 2024-03-11
Annual Report 2023-01-20
Annual Report 2022-02-10
Annual Report 2021-02-10
Annual Report 2020-02-12
Annual Report 2019-05-14
Annual Report 2018-04-12
Registered Agent name/address change 2018-04-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6243857004 2020-04-06 0457 PPP 500 N Hurstbourne Parkway Suite 120, LOUISVILLE, KY, 40222-3301
Loan Status Date 2020-12-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 491480
Loan Approval Amount (current) 491480
Undisbursed Amount 0
Franchise Name -
Lender Location ID 57912
Servicing Lender Name The Park National Bank
Servicing Lender Address 50 N Third St, NEWARK, OH, 43055-5523
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40222-3301
Project Congressional District KY-03
Number of Employees 28
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 57912
Originating Lender Name The Park National Bank
Originating Lender Address NEWARK, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 494105.72
Forgiveness Paid Date 2020-11-03

Related by officers

MATTHEW DICKEN

EXTREME DAWG ENTERPRISES, LLC M & C VENTURES, INC. DICKEN LEASING, INC. What Makes You Smile Gallery & Gifts LLC

Jordan Schwartz

Schwartz Leasing, LLC Schwartz Group, Inc.

Matthew J Dicken

Dicken Performance, Inc. STRATEGIC WEALTH PROPERTY & CASUALTY, LLC STRATEGIC WEALTH INTELLECTUAL PROPERTY, LLC STRATEGIC WEALTH INVESTMENT GROUP, LLC RETIREMENT PLANNING UNIVERSITY, INC.

Dustin R Stanley

STRATEGIC WEALTH INVESTMENT GROUP, LLC

WILLIAM G STRENCH

UB'S OF SMYRNA, INC. UB'S OF EAST RIDGE, INC. UB'S, INC. UB'S ELIZABETHTOWN, INC. POLARIS TECHNOLOGIES, INC. REILY BRANDS, LLC BEEF O'BLUE-MIDDLETOWN LLC BEEF O'BLUE-FERN CREEK LLC NEOSTREME.COM, LLC BUCKEYE CREAMERY LLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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