Search icon

GOLDBERG SIMPSON, LLC

Company Details

Name: GOLDBERG SIMPSON, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 26 Nov 2007 (17 years ago)
Organization Date: 26 Nov 2007 (17 years ago)
Last Annual Report: 11 Mar 2024 (a year ago)
Managed By: Managers
Organization Number: 0679438
Industry: Legal Services
Number of Employees: Medium (20-99)
ZIP code: 40059
Primary County: Jefferson
Principal Office: 9301 DAYFLOWER STREET, LOUISVILLE, KY 40059
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GOLDBERG SIMPSON, LLC 401(K) PROFIT SHARING PLAN 2023 261464160 2024-07-22 GOLDBERG SIMPSON, LLC 98
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER STREET, PROSPECT, KY, 40059
GOLDBERG SIMPSON, LLC 401(K) PROFIT SHARING PLAN 2022 261464160 2023-10-09 GOLDBERG SIMPSON, LLC 105
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059
GOLDBERG SIMPSON, LLC 401(K) PROFIT SHARING PLAN 2021 261464160 2022-06-06 GOLDBERG SIMPSON, LLC 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059
GOLDBERG SIMPSON LLC CBS BENEFIT PLAN 2021 261464160 2022-12-29 GOLDBERG SIMPSON LLC 26
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-06-01
Business code 541110
Sponsor’s telephone number 5025858516
Plan sponsor’s address 9301 DAYFLOWER ST, PROSPECT, KY, 40059

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
GOLDBERG SIMPSON, LLC 401(K) PROFIT SHARING PLAN 2020 261464160 2021-03-23 GOLDBERG SIMPSON, LLC 71
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059
GOLDBERG SIMPSON, LLC 401(K) PROFIT SHARING PLAN 2019 261464160 2020-07-22 GOLDBERG SIMPSON, LLC 69
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059
GOLDBERG SIMPSON, LLC 401(K) PROFIT SHARING PLAN 2018 261464160 2019-08-30 GOLDBERG SIMPSON, LLC 73
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059
GOLDBERG SIMPSON, LLC 401(K) PROFIT SHARING PLAN 2017 261464160 2018-08-29 GOLDBERG SIMPSON, LLC 76
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059
GOLDBERG SIMPSON, LLC 401(K) PROFIT SHARING PLAN 2016 261464160 2017-07-19 GOLDBERG SIMPSON, LLC 77
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059

Signature of

Role Plan administrator
Date 2017-07-19
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
GOLDBERG SIMPSON, LLC 401(K) PROFIT SHARING PLAN 2015 261464160 2016-03-08 GOLDBERG SIMPSON, LLC 76
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059

Signature of

Role Plan administrator
Date 2016-03-08
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-03-08
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/09/14/20160914142741P030029495831001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059

Signature of

Role Plan administrator
Date 2016-09-14
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-14
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/05/05/20150505092149P030285031697001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059

Signature of

Role Plan administrator
Date 2015-05-05
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-05
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/03/25/20140325074303P030310779745001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059

Signature of

Role Plan administrator
Date 2014-03-25
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-03-25
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/18/20130718154547P030043600135001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059

Signature of

Role Plan administrator
Date 2013-07-18
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/23/20120723082055P040005486881002.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059

Plan administrator’s name and address

Administrator’s EIN 261464160
Plan administrator’s name GOLDBERG SIMPSON LLC
Plan administrator’s address NORTON COMMONS, 9301 DAYFLOWER ST., PROSPECT, KY, 40059
Administrator’s telephone number 5025894440

Signature of

Role Plan administrator
Date 2012-07-23
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/04/26/20110426154308P030004194709001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address 9301 DAYFLOWER ST, PROSPECT, KY, 400597585

Plan administrator’s name and address

Administrator’s EIN 261464160
Plan administrator’s name GOLDBERG SIMPSON, LLC
Plan administrator’s address 9301 DAYFLOWER ST, PROSPECT, KY, 400597585
Administrator’s telephone number 5025894440

Signature of

Role Plan administrator
Date 2011-04-26
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-04-26
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/05/21/20100521140019P030059233480001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1987-08-01
Business code 541110
Sponsor’s telephone number 5025894440
Plan sponsor’s address 9301 DAYFLOWER ST, PROSPECT, KY, 400597585

Plan administrator’s name and address

Administrator’s EIN 261464160
Plan administrator’s name GOLDBERG SIMPSON, LLC
Plan administrator’s address 9301 DAYFLOWER ST, PROSPECT, KY, 400597585
Administrator’s telephone number 5025894440

Signature of

Role Plan administrator
Date 2010-05-21
Name of individual signing JONATHAN GOLDBERG
Valid signature Filed with authorized/valid electronic signature

Member

Name Role
JON D GOLDBERG Member
TROY D DEMUTH Member
JAN M WEST Member
LOUIS I WATERMAN Member

Manager

Name Role
CHARLES H CASSIS Manager

Organizer

Name Role
WAYNE F WILSON Organizer

Registered Agent

Name Role
GSRA, LLC Registered Agent

Former Company Names

Name Action
GS NEW, LLC Old Name

Filings

Name File Date
Annual Report 2024-03-11
Annual Report 2023-03-16
Annual Report 2022-03-07
Agent Resignation 2022-03-01
Annual Report 2021-01-07
Annual Report 2020-02-13
Annual Report 2019-04-09
Annual Report 2018-04-23
Annual Report 2017-04-25
Annual Report Amendment 2016-11-18

Date of last update: 11 Jan 2025

Sources: Kentucky Secretary of State