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  5. ACCESS WEALTH MANAGEMENT, LLC

ACCESS WEALTH MANAGEMENT, LLC

Company Details

Name: ACCESS WEALTH MANAGEMENT, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 24 Nov 2004 (20 years ago)
Organization Date: 24 Nov 2004 (20 years ago)
Last Annual Report: 29 May 2024 (a year ago)
Managed By: Managers
Organization Number: 0599886
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40207
City: Louisville, Bellewood, Brownsboro Village, Brwnsboro...
Primary County: Jefferson County
Principal Office: 4360 BROWNSBORO ROAD, STE 101, LOUISVILLE, KY 40207
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ACCESS WEALTH MANAGEMENT 401(K) PLAN 2023 201884628 2024-07-26 ACCESS WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO RD. STE. 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
ACCESS WEALTH MANAGEMENT 401(K) PLAN 2022 201884628 2023-07-26 ACCESS WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO RD. STE. 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2023-07-26
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
ACCESS WEALTH MANAGEMENT 401(K) PLAN 2021 201884628 2022-07-14 ACCESS WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO RD. STE. 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2022-07-14
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
ACCESS WEALTH MANAGEMENT 401(K) PLAN 2021 201884628 2022-07-14 ACCESS WEALTH MANAGEMENT 4
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO RD. STE. 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2022-07-14
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
ACCESS WEALTH MANAGEMENT 401(K) PLAN 2020 201884628 2021-07-14 ACCESS WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO RD. STE. 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2021-07-14
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
ACCESS WEALTH MANAGEMENT 401(K) PLAN 2019 201884628 2020-07-30 ACCESS WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO RD. STE. 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
ACCESS WEALTH MANAGEMENT 401(K) PLAN 2018 201884628 2019-05-08 ACCESS WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO RD. STE. 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2019-05-08
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-08
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
ACCESS WEALTH MANAGEMENT 401(K) PLAN 2017 201884628 2018-04-27 ACCESS WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO ROAD SUITE 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2018-04-27
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
ACCESS WEALTH MANAGEMENT 401(K) PLAN 2016 201884628 2017-05-11 ACCESS WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO ROAD SUITE 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2017-05-11
Name of individual signing TONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
ACCESS WEALTH MANAGEMENT 401K PLAN 2015 201884628 2016-06-22 ACCESS WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2016-06-22
Name of individual signing ANTHONY L CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/06/26/20150626095832P030065428567001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2015-06-26
Name of individual signing ANTHONY L CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/27/20140627135646P030407213539001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2014-06-27
Name of individual signing ANTHONY L CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/24/20130724124641P040116857349001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2013-07-12
Name of individual signing ANTHONY L CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/17/20120717093609P030006789906001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 201884628
Plan administrator’s name ACCESS WEALTH MANAGEMENT
Plan administrator’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207
Administrator’s telephone number 5022925505

Signature of
Role Plan administrator
Date 2012-07-17
Name of individual signing ANTHONY L. CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/06/13/20110613140733P030356055008001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 201884628
Plan administrator’s name ACCESS WEALTH MANAGEMENT
Plan administrator’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207
Administrator’s telephone number 5022925505

Signature of
Role Plan administrator
Date 2011-06-13
Name of individual signing ANTHONY L CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/26/20100726083751P040097515608001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 5022925505
Plan sponsor’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 201884628
Plan administrator’s name ACCESS WEALTH MANAGEMENT
Plan administrator’s address 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207
Administrator’s telephone number 5022925505

Signature of
Role Plan administrator
Date 2010-07-26
Name of individual signing ANTHONY CHRISTENSEN
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
ANTHONY L. CHRISTENSEN Registered Agent

Incorporator

Name Role
ANTHONY CHRISTENSEN Incorporator

Organizer

Name Role
ANTHONY L CHRISTENSEN Organizer

Former Company Names

Name Action
ACCESS WEALTH MANAGEMENT, INC. Type Conversion

Filings

Name File Date
Articles of Organization (LLC) 2025-03-26
Annual Report 2024-05-29
Annual Report 2023-06-05
Annual Report 2022-06-07
Annual Report 2021-06-02
Registered Agent name/address change 2020-09-04
Annual Report 2020-07-20
Annual Report 2019-06-21
Annual Report 2018-04-30
Annual Report 2017-04-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9912658404 2021-02-18 0457 PPS 4360 Brownsboro Rd Ste 101, Louisville, KY, 40207-1642
Loan Status Date 2022-01-11
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 115587
Loan Approval Amount (current) 115587
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40207-1642
Project Congressional District KY-03
Number of Employees 6
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 116473.69
Forgiveness Paid Date 2021-12-07
6438277007 2020-04-06 0457 PPP 4360 Brownsboro Road (Suite 101), Louisville, KY, 40207
Loan Status Date 2021-02-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 125800
Loan Approval Amount (current) 125800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40207-0001
Project Congressional District KY-03
Number of Employees 6
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 126778.83
Forgiveness Paid Date 2021-01-20

Related by officers

ANTHONY L. CHRISTENSEN

ACCESS FAMILY OFFICE SERVICES, LLC Access Real Estate, LLC

ANTHONY CHRISTENSEN

CAMP RONDO, INC.

Related by address

4360 BROWNSBORO ROAD, STE 101, LOUISVILLE, KY 40207

VAUGHN LEASING, L.L.C.

Sources: Kentucky Secretary of State

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