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ARF-JCM, LLC

Company Details

Name: ARF-JCM, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 28 Mar 2006 (19 years ago)
Organization Date: 28 Mar 2006 (19 years ago)
Last Annual Report: 06 Mar 2024 (a year ago)
Managed By: Managers
Organization Number: 0635527
Industry: Business Services
Number of Employees: Small (0-19)
ZIP code: 40207
Primary County: Jefferson
Principal Office: 3 OVERBROOK ROAD, LOUISVILLE, KY 40207
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ARF JCM LLC CBS BENEFIT PLAN 2022 262467399 2023-12-27 ARF JCM LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541600
Sponsor’s telephone number 5025994193
Plan sponsor’s DBA name ALLIANCE ADVISORY SERVICES
Plan sponsor’s address 3 OVERBROOK ROAD, LOUISVILLE, KY, 40207

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
ARF JCM LLC CBS BENEFIT PLAN 2021 262467399 2022-12-29 ARF JCM LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541600
Sponsor’s telephone number 5025994193
Plan sponsor’s DBA name ALLIANCE ADVISORY SERVICES
Plan sponsor’s address 3 OVERBROOK ROAD, LOUISVILLE, KY, 40207

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
ARF JCM LLC CBS BENEFIT PLAN 2020 262467399 2021-12-14 ARF JCM LLC 1
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541600
Sponsor’s telephone number 5025994193
Plan sponsor’s DBA name ALLIANCE ADVISORY SERVICES
Plan sponsor’s address 3 OVERBROOK ROAD, LOUISVILLE, KY, 40207

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

Organizer

Name Role
W. THOMAS HALBLEIB, JR. Organizer

Manager

Name Role
Andrew R. Fellon Manager

Registered Agent

Name Role
S & H LOUISVILLE, LLC Registered Agent

Former Company Names

Name Action
FELLON-MCCORD, LLC Old Name

Assumed Names

Name Status Expiration Date
ALLIANCE ADVISORY SERVICES Expiring 2025-02-19

Filings

Name File Date
Annual Report 2024-03-06
Annual Report 2023-03-17
Annual Report 2022-03-06
Annual Report 2021-02-10
Certificate of Assumed Name 2020-02-19
Annual Report 2020-02-12
Annual Report 2019-04-25
Annual Report 2018-06-10
Annual Report 2017-03-29
Annual Report 2016-06-20

Date of last update: 14 Jan 2025

Sources: Kentucky Secretary of State