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  5. KEYSTONE FINANCIAL GROUP, LLC

KEYSTONE FINANCIAL GROUP, LLC

Company Details

Name: KEYSTONE FINANCIAL GROUP, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 17 Apr 2008 (17 years ago)
Organization Date: 17 Apr 2008 (17 years ago)
Last Annual Report: 17 Feb 2025 (2 months ago)
Managed By: Members
Organization Number: 0703244
Industry: Business Services
Number of Employees: Medium (20-99)
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY 40503
Place of Formation: KENTUCKY

Central Index Key

CIK number Mailing Address Business Address Phone
1729299 527 WELLINGTON WAY, STE 225, LEXINGTON, KY, 40503 527 WELLINGTON WAY, STE 225, LEXINGTON, KY, 40503 859-317-8316

Filings since 2024-11-12
Form type 13F-HR
File number 028-18307
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-08-12
Form type N-PX
File number 028-18307
Filing date 2024-08-12
Reporting date 2024-06-30
File View File

Filings since 2024-07-31
Form type 13F-HR
File number 028-18307
Filing date 2024-07-31
Reporting date 2024-06-30
File View File

Filings since 2024-05-08
Form type 13F-HR
File number 028-18307
Filing date 2024-05-08
Reporting date 2024-03-31
File View File

Filings since 2024-02-14
Form type 13F-HR/A
File number 028-18307
Filing date 2024-02-14
Reporting date 2023-12-31
File View File

Filings since 2024-02-09
Form type 13F-HR
File number 028-18307
Filing date 2024-02-09
Reporting date 2023-12-31
File View File

Filings since 2023-11-06
Form type 13F-HR
File number 028-18307
Filing date 2023-11-06
Reporting date 2023-09-30
File View File

Filings since 2023-08-07
Form type 13F-HR
File number 028-18307
Filing date 2023-08-07
Reporting date 2023-06-30
File View File

Filings since 2023-02-07
Form type 13F-HR
File number 028-18307
Filing date 2023-02-07
Reporting date 2022-12-31
File View File

Filings since 2022-11-10
Form type 13F-HR
File number 028-18307
Filing date 2022-11-10
Reporting date 2022-09-30
File View File

Filings since 2022-08-05
Form type 13F-HR
File number 028-18307
Filing date 2022-08-05
Reporting date 2022-06-30
File View File

Filings since 2022-05-13
Form type 13F-HR
File number 028-18307
Filing date 2022-05-13
Reporting date 2022-03-31
File View File

Filings since 2022-02-11
Form type 13F-HR
File number 028-18307
Filing date 2022-02-11
Reporting date 2021-12-31
File View File

Filings since 2021-11-12
Form type 13F-HR
File number 028-18307
Filing date 2021-11-12
Reporting date 2021-09-30
File View File

Filings since 2021-08-13
Form type 13F-HR
File number 028-18307
Filing date 2021-08-13
Reporting date 2021-06-30
File View File

Filings since 2021-05-11
Form type 13F-HR
File number 028-18307
Filing date 2021-05-11
Reporting date 2021-03-31
File View File

Filings since 2021-02-10
Form type 13F-HR
File number 028-18307
Filing date 2021-02-10
Reporting date 2020-12-31
File View File

Filings since 2020-11-13
Form type 13F-HR
File number 028-18307
Filing date 2020-11-13
Reporting date 2020-09-30
File View File

Filings since 2020-08-13
Form type 13F-HR
File number 028-18307
Filing date 2020-08-13
Reporting date 2020-06-30
File View File

Filings since 2020-05-05
Form type 13F-HR/A
File number 028-18307
Filing date 2020-05-05
Reporting date 2020-03-31
File View File

Filings since 2020-05-05
Form type 13F-HR
File number 028-18307
Filing date 2020-05-05
Reporting date 2020-03-31
File View File

Filings since 2020-02-06
Form type 13F-HR
File number 028-18307
Filing date 2020-02-06
Reporting date 2019-12-31
File View File

Filings since 2019-11-07
Form type 13F-HR
File number 028-18307
Filing date 2019-11-07
Reporting date 2019-09-30
File View File

Filings since 2019-08-07
Form type 13F-HR
File number 028-18307
Filing date 2019-08-07
Reporting date 2019-06-30
File View File

Filings since 2019-05-07
Form type 13F-HR
File number 028-18307
Filing date 2019-05-07
Reporting date 2019-03-31
File View File

Filings since 2019-02-11
Form type 13F-HR
File number 028-18307
Filing date 2019-02-11
Reporting date 2018-12-31
File View File

Filings since 2018-11-06
Form type 13F-HR
File number 028-18307
Filing date 2018-11-06
Reporting date 2018-09-30
File View File

Filings since 2018-08-14
Form type 13F-HR
File number 028-18307
Filing date 2018-08-14
Reporting date 2018-06-30
File View File

Filings since 2018-05-15
Form type 13F-HR
File number 028-18307
Filing date 2018-05-15
Reporting date 2018-03-31
File View File

Filings since 2018-02-09
Form type 13F-HR
File number 028-18307
Filing date 2018-02-09
Reporting date 2017-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN 2023 262509545 2024-01-31 KEYSTONE FINANCIAL GROUP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY, 40503
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN 2022 262509545 2023-03-03 KEYSTONE FINANCIAL GROUP 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY, 40503
KEYSTONE FINANCIAL GROUP CBS BENEFIT PLAN 2022 262509545 2023-12-27 KEYSTONE FINANCIAL GROUP 11
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 541600
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY, 40503

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
KEYSTONE FINANCIAL GROUP CBS BENEFIT PLAN 2021 262509545 2022-12-29 KEYSTONE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 541600
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY,, SUITE 225, LEXINGTON, KY, 40503

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
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN 2021 262509545 2022-05-24 KEYSTONE FINANCIAL GROUP 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY, 40503
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN 2020 262509545 2021-05-21 KEYSTONE FINANCIAL GROUP 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY, 40503
KEYSTONE FINANCIAL GROUP CBS BENEFIT PLAN 2020 262509545 2021-12-14 KEYSTONE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 541600
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY,, SUITE 225, LEXINGTON, KY, 40503

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
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN 2019 262509545 2020-06-30 KEYSTONE FINANCIAL GROUP 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY, 40503
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN 2018 262509545 2019-01-28 KEYSTONE FINANCIAL GROUP 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY, 40503
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN 2017 262509545 2018-05-11 KEYSTONE FINANCIAL GROUP 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY, 40503
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/09/01/20170901072332P040130697457001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY, 40503
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/09/25/20160925125354P030010081143001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 535 WELLINGTON WAY, SUITE 140, LEXINGTON, KY, 40503
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/14/20151014140553P030033285453001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8593178316
Plan sponsor’s address 535 WELLINGTON WAY, SUITE 140, LEXINGTON, KY, 40503

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing MICHAEL W. KRETZ
Valid signature Filed with authorized/valid electronic signature

Member

Name Role
Michael William Kretz Member
Tobin Ray Jenkins Member
Timothy Scott Jenkins Member

Organizer

Name Role
MICHAEL W KRETZ Organizer

Registered Agent

Name Role
MICHAEL W KRETZ INCORPORATED Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 839699 Agent - Variable Life and Variable Annuities Denied - - - - -
Department of Insurance DOI ID 839699 Agent - Health Inactive 2018-10-26 - 2022-03-31 - -
Department of Insurance DOI ID 839699 Agent - Life Inactive 2014-05-01 - 2022-03-31 - -

Filings

Name File Date
Annual Report 2025-02-17
Annual Report 2024-03-06
Annual Report 2023-03-16
Annual Report 2022-03-10
Annual Report 2021-02-10
Annual Report 2020-02-13
Annual Report 2019-04-23
Annual Report 2018-04-12
Registered Agent name/address change 2018-04-12
Annual Report 2017-04-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5311687010 2020-04-05 0457 PPP 527 WELLINGTON WAY, LEXINGTON, KY, 40503-1375
Loan Status Date 2020-12-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45700
Loan Approval Amount (current) 45700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 23790
Servicing Lender Name German American Bank
Servicing Lender Address 711 Main St, JASPER, IN, 47546-3042
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40503-1375
Project Congressional District KY-06
Number of Employees 4
NAICS code 531110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 23790
Originating Lender Name German American Bank
Originating Lender Address JASPER, IN
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 45955.42
Forgiveness Paid Date 2020-11-05

Related by officers

Michael William Kretz

KEYSTONE PROPERTIES LLC MICHAEL W KRETZ INCORPORATED

Tobin Ray Jenkins

KEYSTONE PROPERTIES LLC

Timothy Scott Jenkins

KEYSTONE PROPERTIES LLC Timothy S Jenkins Inc, LLC

MICHAEL W KRETZ

KEYSTONE PROPERTIES LLC MICHAEL W KRETZ INCORPORATED

Related by address

527 WELLINGTON WAY, SUITE 225, LEXINGTON, KY 40503

KEYSTONE PROPERTIES LLC TIMOTHY S JENKINS INCORPORATED TOBIN R JENKINS INCORPORATED MICHAEL W KRETZ INCORPORATED

Sources: Kentucky Secretary of State

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