| Name: | T. Barrett & Associates, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 27 Feb 2009 (16 years ago) |
| Organization Date: | 27 Feb 2009 (16 years ago) |
| Last Annual Report: | 04 Mar 2024 (a year ago) |
| Managed By: | Managers |
| Organization Number: | 0724464 |
| Industry: | Miscellaneous Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40252 |
| City: | Louisville, Lyndon |
| Primary County: | Jefferson County |
| Principal Office: | P.O. BOX 22448, Louisville, KY 40252 |
| Place of Formation: | KENTUCKY |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | T. Barrett & Associates, LLC, FLORIDA | M13000002083 | FLORIDA |
| Headquarter of | T. Barrett & Associates, LLC, ILLINOIS | LLC_14870989 | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| T. BARRETT & ASSOCIATES CBS BENEFIT PLAN | 2023 | 264385816 | 2024-12-30 | T. BARRETT & ASSOCIATES | 2 | |||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | JOSEPH HSU |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2024-12-30 |
| Name of individual signing | JOSEPH HSU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2021-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 8777701113 |
| Plan sponsor’s address | 300 DISTILLERY COMMONS, SUITE 420, LOUISVILLE, KY, 40206 |
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 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2021-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 8777701113 |
| Plan sponsor’s address | 300 DISTILLERY COMMONS, SUITE 420, LOUISVILLE, KY, 40206 |
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 |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2021-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 8777701113 |
| Plan sponsor’s address | 300 DISTILLERY COMMONS, SUITE 420, LOUISVILLE, KY, 40206 |
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 |
| Name | Role |
|---|---|
| Katherine Barrett Block | Manager |
| Thomas Francis Barrett Sr | Manager |
| Name | Role |
|---|---|
| H. Kevin Eddins | Organizer |
| Name | Role |
|---|---|
| DAVID B. BLANDFORD, ESQ. | Registered Agent |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 751326 | Independent Adjuster - Property & Casualty | Active | 2011-04-06 | - | - | 2027-03-31 | - |
| Name | File Date |
|---|---|
| Annual Report | 2024-03-04 |
| Annual Report | 2023-03-03 |
| Annual Report | 2022-03-23 |
| Principal Office Address Change | 2021-08-13 |
| Annual Report | 2021-03-02 |
| Annual Report | 2020-05-06 |
| Annual Report | 2019-03-11 |
| Annual Report | 2018-03-15 |
| Annual Report | 2017-03-21 |
| Annual Report | 2016-03-23 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2300238404 | 2021-02-03 | 0457 | PPP | 8153 New La Grange Rd Ste 102, Louisville, KY, 40222-4680 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Sources: Kentucky Secretary of State
