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WEALTHCARE, LLC

Company Details

Name: WEALTHCARE, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 01 Feb 2005 (20 years ago)
Organization Date: 01 Feb 2005 (20 years ago)
Last Annual Report: 22 Aug 2024 (5 months ago)
Managed By: Members
Organization Number: 0604975
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 42420
Primary County: Henderson
Principal Office: 238 SECOND STREET, HENDERSON, KY 42420
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2023 300296679 2024-07-25 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523210
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2024-07-22
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-22
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2022 300296679 2023-07-21 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2023-07-21
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-21
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2021 300296679 2022-07-29 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2022-07-29
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2020 300296679 2021-07-30 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2021-07-30
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-30
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2019 300296679 2020-07-29 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2020-07-29
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-29
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2018 300296679 2019-09-30 WEALTHCARE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523120
Sponsor’s telephone number 2708278849
Plan sponsor’s DBA name AMERIPRISE FINANCIAL ADVISOR
Plan sponsor’s address 238 SECOND STREET, HENDERSON, KY, 42420

Signature of
Role Plan administrator
Date 2019-09-28
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-28
Name of individual signing ERICK T. DALTON
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
ERICK T. DALTON Registered Agent

Organizer

Name Role
MARK B. WEAVER Organizer
ERICK T. DALTON Organizer

Member

Name Role
ERICK DALTON Member

Filings

Name File Date
Annual Report 2024-08-22
Annual Report 2023-08-15
Annual Report Amendment 2022-09-28
Annual Report 2022-08-10
Annual Report 2021-09-09
Annual Report 2020-06-30
Annual Report 2019-07-16
Annual Report 2018-05-17
Annual Report 2017-03-07
Reinstatement Certificate of Existence 2016-11-15

Related by officers

ERICK T. DALTON

WEALTHCARE PROPERTIES, LLC TRI-STATE DONOR MOTIVATION, LLC ABIDE HOLDINGS, INC. BETHEL FARMS, LLC

MARK B. WEAVER

MARK B. WEAVER FAMILY, LLC WEALTHCARE PROPERTIES, LLC TRI-STATE DONOR MOTIVATION, LLC SERENITY WEALTH COUNSELING, INC.

ERICK DALTON

WEALTHCARE PROPERTIES, LLC TRI-STATE DONOR MOTIVATION, LLC Second Street Tech Ventures LLC ABIDE HOLDINGS, INC.

Related by address

238 SECOND STREET, HENDERSON, KY 42420

WEALTHCARE PROPERTIES, LLC TRI-STATE DONOR MOTIVATION, LLC ABIDE HOLDINGS, INC. SERENITY WEALTH COUNSELING, INC.

Date of last update: 04 Jan 2025

Sources: Kentucky Secretary of State

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