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RUDY & ASSOCIATES, LLC

Company Details

Name: RUDY & ASSOCIATES, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 09 May 2005 (20 years ago)
Organization Date: 09 May 2005 (20 years ago)
Last Annual Report: 06 Mar 2024 (a year ago)
Managed By: Managers
Organization Number: 0612605
Industry: Business Services
Number of Employees: Small (0-19)
ZIP code: 40241
Primary County: Jefferson
Principal Office: 4703 HALEY LANE, LOUISVILLE, KY 40241
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RUDY & ASSOCIATES CBS BENEFIT PLAN 2022 202963033 2023-12-27 RUDY & ASSOCIATES 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 5028215350
Plan sponsor’s address 333 EAST MAIN ST, LOUISVILLE, KY, 40241

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
RUDY & ASSOCIATES CBS BENEFIT PLAN 2021 202963033 2022-12-29 RUDY & ASSOCIATES 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 5028215350
Plan sponsor’s address 333 EAST MAIN ST, LOUISVILLE, KY, 40241

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
RUDY & ASSOCIATES CBS BENEFIT PLAN 2020 202963033 2021-12-14 RUDY & ASSOCIATES 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 5028215350
Plan sponsor’s address 333 EAST MAIN ST, LOUISVILLE, KY, 40241

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
RUDY & ASSOCIATES CBS BENEFIT PLAN 2019 202963033 2020-12-23 RUDY & ASSOCIATES 2
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 5028215350
Plan sponsor’s address 333 EAST MAIN ST, LOUISVILLE, KY, 40241

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
PATRICK T SCHMIDT Registered Agent

Manager

Name Role
LEWIS RUDY Manager

Organizer

Name Role
PATRICK T SCHMIDT Organizer

Former Company Names

Name Action
L.I.R. & ASSOCIATES, LLC Old Name

Filings

Name File Date
Annual Report 2024-03-06
Annual Report 2023-03-27
Annual Report 2022-03-08
Annual Report 2021-02-10
Annual Report 2020-06-15
Principal Office Address Change 2019-08-18
Annual Report 2019-04-22
Annual Report 2018-04-23
Amendment 2018-02-13
Annual Report 2017-04-25

Date of last update: 10 Jan 2025

Sources: Kentucky Secretary of State