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PATTCO, LLC

Company Details

Name: PATTCO, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 27 Dec 2007 (17 years ago)
Organization Date: 27 Dec 2007 (17 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Managed By: Managers
Organization Number: 0681758
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40223
Primary County: Jefferson
Principal Office: 10350 ORMSBY PARK PL, STE 202, LOUISVILLE, KY 40223
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PATTCO, LLC 401(K) RETIREMENT PLAN 2023 300456159 2024-06-11 PATTCO, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-04-01
Business code 523900
Sponsor’s telephone number 5022456623
Plan sponsor’s address 10350 ORMSBY PARK PLACE SUITE 202, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2024-06-11
Name of individual signing THOMAS DIERUF
Valid signature Filed with authorized/valid electronic signature
PATTCO, LLC CBS BENEFIT PLAN 2022 300456159 2023-12-27 PATTCO, LLC 16
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 512200
Sponsor’s telephone number 5022456623
Plan sponsor’s address 10350 ORMSBY PARK PL, STE 202, LOUISVILLE, KY, 40223

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
PATTCO, LLC 401(K) RETIREMENT PLAN 2022 300456159 2023-07-31 PATTCO, LLC 41
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-04-01
Business code 523900
Sponsor’s telephone number 5022456623
Plan sponsor’s address 10350 ORMSBY PARK PLACE SUITE 202, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2023-07-31
Name of individual signing THOMAS DIERUF
Valid signature Filed with authorized/valid electronic signature
PATTCO, LLC CBS BENEFIT PLAN 2021 300456159 2022-12-29 PATTCO, LLC 15
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 512200
Sponsor’s telephone number 5022456623
Plan sponsor’s address 10350 ORMSBY PARK PL, STE 202, LOUISVILLE, KY, 40223

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
PATTCO, LLC 401(K) RETIREMENT PLAN 2021 300456159 2022-07-06 PATTCO, LLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-04-01
Business code 523900
Sponsor’s telephone number 5022456623
Plan sponsor’s address 10350 ORMSBY PARK PLACE SUITE 202, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2022-07-06
Name of individual signing THOMAS DIERUF
Valid signature Filed with authorized/valid electronic signature
PATTCO, LLC CBS BENEFIT PLAN 2020 300456159 2021-12-14 PATTCO, LLC 14
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 512200
Sponsor’s telephone number 5022456623
Plan sponsor’s address 10350 ORMSBY PARK PL, STE 202, LOUISVILLE, KY, 40223

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
PATTCO, LLC 401(K) RETIREMENT PLAN 2020 300456159 2021-07-09 PATTCO, LLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-04-01
Business code 523900
Sponsor’s telephone number 5022456623
Plan sponsor’s address 10350 ORMSBY PARK PLACE SUITE 202, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2021-07-09
Name of individual signing THOMAS DIERUF
Valid signature Filed with authorized/valid electronic signature
PATTCO, LLC CBS BENEFIT PLAN 2019 300456159 2020-12-23 PATTCO, LLC 15
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 512200
Sponsor’s telephone number 5022456623
Plan sponsor’s address 10350 ORMSBY PARK PL, STE 202, LOUISVILLE, KY, 40223

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
PATTCO, LLC 401(K) RETIREMENT PLAN 2019 300456159 2020-06-25 PATTCO, LLC 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-04-01
Business code 523900
Sponsor’s telephone number 5022456623
Plan sponsor’s address 10350 ORMSBY PARK PLACE SUITE 202, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2020-06-25
Name of individual signing THOMAS DIERUF
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role
JAMES A PATTERSON Manager
THOMAS A DIERUF Manager
CHARLOTTE E LOWE Manager
JAMES A PATTERSON II Manager
SHARON P HAGAN Manager
DEBORAH A PATTERSON Manager

Organizer

Name Role
ROSS D. COHEN Organizer

Registered Agent

Name Role
JOHN S. DOWDS Registered Agent

Assumed Names

Name Status Expiration Date
PATTCO VENTURES Inactive 2023-01-02

Filings

Name File Date
Certificate of Assumed Name 2024-11-05
Annual Report 2024-02-28
Annual Report 2023-02-21
Annual Report 2022-02-10
Annual Report 2021-02-03
Annual Report 2020-03-24
Principal Office Address Change 2019-02-26
Annual Report 2019-02-26
Registered Agent name/address change 2019-02-26
Annual Report 2018-05-31

Date of last update: 11 Jan 2025

Sources: Kentucky Secretary of State