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  5. SMI ACQUISITION, LLC

SMI ACQUISITION, LLC

Company Details

Name: SMI ACQUISITION, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 29 May 2007 (18 years ago)
Organization Date: 29 May 2007 (18 years ago)
Last Annual Report: 04 Apr 2024 (10 months ago)
Managed By: Members
Organization Number: 0665405
Industry: Business Services
Number of Employees: Medium (20-99)
ZIP code: 40299
Primary County: Jefferson
Principal Office: 2011 COBALT DRIVE , LOUISVILLE, KY 40299
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SMI ACQUISITION, LLC 401(K) PROFIT SHARING PLAN 2016 260362237 2017-10-10 SMI ACQUISITION, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 5022669445
Plan sponsor’s address 2011 COBALT DR, LOUISVILLE, KY, 402992417

Signature of
Role Plan administrator
Date 2017-10-10
Name of individual signing DEBRA INGRAM
Valid signature Filed with authorized/valid electronic signature
SMI ACQUISITION LLC 401 (K) PROFIT SHARING PLAN TRUST 2015 260362237 2016-07-13 SMI ACQUISITION, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541511
Sponsor’s telephone number 5022669445
Plan sponsor’s address 2011 COBALT DR, LOUISVILLE, KY, 402992417

Signature of
Role Plan administrator
Date 2016-07-13
Name of individual signing STUART BAIRD
Valid signature Filed with authorized/valid electronic signature
SMI ACQUISITION LLC 401 K PROFIT SHARING PLAN TRUST 2014 260362237 2015-05-06 SMI ACQUISITION LLC 15
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541511
Sponsor’s telephone number 5022669445
Plan sponsor’s address 2011 COBALT DR, LOUISVILLE, KY, 402992417

Signature of
Role Plan administrator
Date 2015-05-06
Name of individual signing STUART BAIRD
Valid signature Filed with authorized/valid electronic signature
SMI ACQUISITION LLC 401 K PROFIT SHARING PLAN TRUST 2014 260362237 2015-10-14 SMI ACQUISITION, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541511
Sponsor’s telephone number 5022669445
Plan sponsor’s address 2011 COBALT DR, LOUISVILLE, KY, 402992417

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing STUART BAIRD
Valid signature Filed with authorized/valid electronic signature
SMI ACQUISITION LLC 401 K PROFIT SHARING PLAN TRUST 2013 260362237 2014-06-26 SMI ACQUISITION LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541511
Sponsor’s telephone number 5022669445
Plan sponsor’s address 2011 COBALT DR, LOUISVILLE, KY, 402992417

Signature of
Role Plan administrator
Date 2014-06-26
Name of individual signing STUART BAIRD
Valid signature Filed with authorized/valid electronic signature
SMI ACQUISITION LLC 401 K PROFIT SHARING PLAN TRUST 2012 260362237 2013-07-17 SMI ACQUISITION LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541511
Sponsor’s telephone number 5022669445
Plan sponsor’s address 2011 COBALT DR, LOUISVILLE, KY, 402992417

Signature of
Role Plan administrator
Date 2013-07-17
Name of individual signing SMI ACQUISITION LLC
Valid signature Filed with authorized/valid electronic signature
SMI ACQUISITION LLC 401 K PROFIT SHARING PLAN TRUST 2011 260362237 2012-05-11 SMI ACQUISITION LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541511
Sponsor’s telephone number 5022669445
Plan sponsor’s address 2011 COBALT DR, LOUISVILLE, KY, 402992417

Plan administrator’s name and address
Administrator’s EIN 260362237
Plan administrator’s name SMI ACQUISITION LLC
Plan administrator’s address 2011 COBALT DR, LOUISVILLE, KY, 402992417
Administrator’s telephone number 5022669445

Signature of
Role Plan administrator
Date 2012-05-11
Name of individual signing SMI ACQUISITION LLC
Valid signature Filed with authorized/valid electronic signature
SMI ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST 2010 260362237 2011-10-14 SMI ACQUISITION 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541511
Sponsor’s telephone number 5022669445
Plan sponsor’s mailing address 2011 COBALT DR, LOUISVILLE, KY, 40299
Plan sponsor’s address 2011 COBALT DR, LOUISVILLE, KY, 40299

Plan administrator’s name and address
Administrator’s EIN 260362237
Plan administrator’s name SMI ACQUISITION
Plan administrator’s address 2011 COBALT DR, LOUISVILLE, KY, 40299
Administrator’s telephone number 5022669445

Number of participants as of the end of the plan year
Active participants 18
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 14
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Employer/plan sponsor
Date 2011-10-14
Name of individual signing BOB SCHICK
Valid signature Filed with authorized/valid electronic signature
SMI ACQUISITION LLC 401 K PROFIT SHARING PLAN TRUST 2010 260362237 2011-05-18 SMI ACQUISITION LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541511
Sponsor’s telephone number 5022669445
Plan sponsor’s address JANICE ASHBY, 2011 COBALT DR., LOUISVILLE, KY, 40299

Plan administrator’s name and address
Administrator’s EIN 260362237
Plan administrator’s name SMI ACQUISITION LLC
Plan administrator’s address JANICE ASHBY, 2011 COBALT DR., LOUISVILLE, KY, 40299
Administrator’s telephone number 5022669445

Signature of
Role Plan administrator
Date 2011-05-18
Name of individual signing SMI ACQUISITION LLC
Valid signature Filed with authorized/valid electronic signature
SMI ACQUISITION LLC 2009 260362237 2010-07-28 SMI ACQUISITION 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541511
Sponsor’s telephone number 5022669445
Plan sponsor’s address JANICE ASHBY, 2011 COBALT DR., LOUISVILLE, KY, 40299

Plan administrator’s name and address
Administrator’s EIN 260362237
Plan administrator’s name SMI ACQUISITION
Plan administrator’s address JANICE ASHBY, 2011 COBALT DR., LOUISVILLE, KY, 40299
Administrator’s telephone number 5022669445

Signature of
Role Plan administrator
Date 2010-07-28
Name of individual signing SMI ACQUISITION
Valid signature Filed with authorized/valid electronic signature

Organizer

Name Role
WT&C COROPORATE SERVICES, INC. Organizer

Member

Name Role
ROGER D. BAIRD Member
STUART BAIRD Member

Registered Agent

Name Role
SMI ACQUISITION, LLC Registered Agent

Assumed Names

Name Status Expiration Date
SOFTWARE MANAGEMENT, LLC Inactive 2012-08-03

Filings

Name File Date
Annual Report Amendment 2024-04-04
Annual Report 2024-03-14
Annual Report 2023-05-01
Annual Report 2022-05-10
Annual Report 2021-04-22
Annual Report 2020-03-23
Annual Report 2019-04-24
Name Renewal 2018-09-06
Annual Report 2018-05-09
Annual Report 2017-04-26

Related by officers

STUART BAIRD

SUMMIT ACADEMY OF GREATER LOUISVILLE, INC. STANZA SKEES FAMILY, INC.

Related by address

No related companies by address

Date of last update: 12 Jan 2025

Sources: Kentucky Secretary of State

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