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  5. MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC

Company Details

Name: MERIDIAN WEALTH MANAGEMENT, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 04 Sep 2009 (16 years ago)
Organization Date: 04 Sep 2009 (16 years ago)
Last Annual Report: 24 Mar 2024 (a year ago)
Managed By: Managers
Organization Number: 0741665
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Medium (20-99)
ZIP code: 40507
City: Lexington
Primary County: Fayette County
Principal Office: 100 WEST MAIN STREET SUITE 450, LEXINGTON, KY 40507
Place of Formation: KENTUCKY

Central Index Key

CIK number Mailing Address Business Address Phone
1697300 100 W. MAIN STREET, SUITE 450, LEXINGTON, KY, 40507 100 W. MAIN STREET, SUITE 450, LEXINGTON, KY, 40507 (859) 543-4516

Filings since 2024-11-12
Form type 13F-HR
File number 028-17734
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-11-05
Form type N-PX
File number 028-17734
Filing date 2024-11-05
Reporting date 2024-06-30
File View File

Filings since 2024-08-08
Form type 13F-HR
File number 028-17734
Filing date 2024-08-08
Reporting date 2024-06-30
File View File

Filings since 2024-04-25
Form type 13F-HR
File number 028-17734
Filing date 2024-04-25
Reporting date 2024-03-31
File View File

Filings since 2024-02-08
Form type 13F-HR
File number 028-17734
Filing date 2024-02-08
Reporting date 2023-12-31
File View File

Filings since 2023-10-17
Form type 13F-HR
File number 028-17734
Filing date 2023-10-17
Reporting date 2023-09-30
File View File

Filings since 2023-08-02
Form type 13F-HR
File number 028-17734
Filing date 2023-08-02
Reporting date 2023-06-30
File View File

Filings since 2023-05-15
Form type 13F-HR
File number 028-17734
Filing date 2023-05-15
Reporting date 2023-03-31
File View File

Filings since 2023-02-14
Form type 13F-HR
File number 028-17734
Filing date 2023-02-14
Reporting date 2022-12-31
File View File

Filings since 2022-11-14
Form type 13F-HR
File number 028-17734
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-08-05
Form type 13F-HR
File number 028-17734
Filing date 2022-08-05
Reporting date 2022-06-30
File View File

Filings since 2022-05-12
Form type 13F-HR
File number 028-17734
Filing date 2022-05-12
Reporting date 2022-03-31
File View File

Filings since 2022-01-27
Form type 13F-HR
File number 028-17734
Filing date 2022-01-27
Reporting date 2021-12-31
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Filings since 2021-10-15
Form type 13F-HR
File number 028-17734
Filing date 2021-10-15
Reporting date 2021-09-30
File View File

Filings since 2021-07-22
Form type 13F-HR
File number 028-17734
Filing date 2021-07-22
Reporting date 2021-06-30
File View File

Filings since 2021-05-07
Form type 13F-HR
File number 028-17734
Filing date 2021-05-07
Reporting date 2021-03-31
File View File

Filings since 2021-01-19
Form type 13F-HR
File number 028-17734
Filing date 2021-01-19
Reporting date 2020-12-31
File View File

Filings since 2020-10-09
Form type 13F-HR
File number 028-17734
Filing date 2020-10-09
Reporting date 2020-09-30
File View File

Filings since 2020-07-15
Form type 13F-HR
File number 028-17734
Filing date 2020-07-15
Reporting date 2020-06-30
File View File

Filings since 2020-04-16
Form type 13F-HR
File number 028-17734
Filing date 2020-04-16
Reporting date 2020-03-31
File View File

Filings since 2020-01-09
Form type 13F-HR
File number 028-17734
Filing date 2020-01-09
Reporting date 2019-12-31
File View File

Filings since 2019-11-08
Form type 13F-HR
File number 028-17734
Filing date 2019-11-08
Reporting date 2019-09-30
File View File

Filings since 2019-07-19
Form type 13F-HR
File number 028-17734
Filing date 2019-07-19
Reporting date 2019-06-30
File View File

Filings since 2019-06-03
Form type 13F-HR/A
File number 028-17734
Filing date 2019-06-03
Reporting date 2019-03-31
File View File

Filings since 2019-05-15
Form type 13F-HR
File number 028-17734
Filing date 2019-05-15
Reporting date 2019-03-31
File View File

Filings since 2019-02-05
Form type 13F-HR
File number 028-17734
Filing date 2019-02-05
Reporting date 2018-12-31
File View File

Filings since 2018-10-19
Form type 13F-HR
File number 028-17734
Filing date 2018-10-19
Reporting date 2018-09-30
File View File

Filings since 2018-08-06
Form type 13F-HR
File number 028-17734
Filing date 2018-08-06
Reporting date 2018-06-30
File View File

Filings since 2018-05-08
Form type 13F-HR
File number 028-17734
Filing date 2018-05-08
Reporting date 2018-03-31
File View File

Filings since 2018-01-30
Form type 13F-HR
File number 028-17734
Filing date 2018-01-30
Reporting date 2017-12-31
File View File

Filings since 2017-10-31
Form type 13F-HR
File number 028-17734
Filing date 2017-10-31
Reporting date 2017-09-30
File View File

Filings since 2017-07-25
Form type 13F-HR
File number 028-17734
Filing date 2017-07-25
Reporting date 2017-06-30
File View File

Filings since 2017-05-17
Form type 13F-HR/A
File number 028-17734
Filing date 2017-05-17
Reporting date 2017-03-31
File View File

Filings since 2017-05-15
Form type 13F-HR
File number 028-17734
Filing date 2017-05-15
Reporting date 2017-03-31
File View File

Filings since 2017-02-13
Form type 13F-HR
File number 028-17734
Filing date 2017-02-13
Reporting date 2016-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MERIDIAN WEALTH MANAGEMENT 401(K) PLAN 2023 270846572 2024-10-09 MERIDIAN WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN STREET, STE 3150, LEXINGTON, KY, 40507
MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN 2023 270846572 2024-09-26 MERIDIAN WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 100 W. MAIN STREET, SUITE 450, LEXINGTON, KY, 40507
MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN 2023 270846572 2024-10-11 MERIDIAN WEALTH MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 100 W. MAIN STREET, SUITE 450, LEXINGTON, KY, 40507
MERIDIAN WEALTH MANAGEMENT 401(K) PLAN 2022 270846572 2023-10-12 MERIDIAN WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 100 WEST MAIN STREET, STE 450, LEXINGTON, KY, 40507
MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN 2022 270846572 2023-10-06 MERIDIAN WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 100 W. MAIN STREET, SUITE 450, LEXINGTON, KY, 40507
MERIDIAN WEALTH MANAGEMENT 401(K) PLAN 2021 270846572 2022-10-14 MERIDIAN WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN STREET, STE 3150, LEXINGTON, KY, 40507
MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN 2021 270846572 2022-09-27 MERIDIAN WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN ST, SUITE 3150, LEXINGTON, KY, 40507
MERIDIAN WEALTH MANAGEMENT 401(K) PLAN 2020 270846572 2021-10-07 MERIDIAN WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN STREET, STE 3150, LEXINGTON, KY, 40507
MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN 2020 270846572 2021-10-07 MERIDIAN WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN ST, SUITE 3150, LEXINGTON, KY, 40507
MERIDIAN WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN 2019 270846572 2020-10-12 MERIDIAN WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN ST, SUITE 3150, LEXINGTON, KY, 40507
File https://efast2-filings-public.s3.amazonaws.com/prd/2020/10/08/20201008152240NAL0024689426002.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN STREET, STE 3150, LEXINGTON, KY, 40507
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/10/11/20191011152421P030069013313001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN STREET, STE 3150, LEXINGTON, KY, 40507
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/10/12/20181012051717P040249710375001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN STREET, STE 3150, LEXINGTON, KY, 40507
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/09/20171009140213P040160484109002.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN STREET, STE 3150, LEXINGTON, KY, 40507
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/09/28/20160928140219P030014448887001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8595434516
Plan sponsor’s address 250 WEST MAIN STREET, STE 3150, LEXINGTON, KY, 40507
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/22/20140722150706P040016666447001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8595434516
Plan sponsor’s address 3009 ATKINSON AVENUE SUITE 106, LEXINGTON, KY, 40509

Plan administrator’s name and address
Administrator’s EIN 270846572
Plan administrator’s name MERIDIAN WEALTH MANAGEMENT, LLC
Plan administrator’s address 3009 ATKINSON AVENUE SUITE 106, LEXINGTON, KY, 40509
Administrator’s telephone number 8595434516

Signature of
Role Plan administrator
Date 2014-07-22
Name of individual signing GREG COUCH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/15/20131015121731P030047317009001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8595434516
Plan sponsor’s address 3009 ATKINSON AVENUE SUITE 106, LEXINGTON, KY, 40509

Plan administrator’s name and address
Administrator’s EIN 270846572
Plan administrator’s name MERIDIAN WEALTH MANAGEMENT, LLC
Plan administrator’s address 3009 ATKINSON AVENUE SUITE 106, LEXINGTON, KY, 40509
Administrator’s telephone number 8595434516

Signature of
Role Plan administrator
Date 2013-10-15
Name of individual signing GREG COUCH
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
GREG COUCH Registered Agent

Manager

Name Role
GREG COUCH Manager
TIM COUCH Manager
BARRY COOPER Manager
iVisionary Diversified Solutions, LLC Manager

Organizer

Name Role
G. BRIAN WELLS Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 874456 Agent - Life Pending Replacement 2023-07-14 - - 2025-03-31 -
Department of Insurance DOI ID 874456 Agent - Health Pending Replacement 2023-07-13 - - 2025-03-31 -

Filings

Name File Date
Principal Office Address Change 2024-09-16
Annual Report 2024-03-24
Annual Report 2023-04-19
Annual Report 2023-04-19
Annual Report 2023-04-19
Annual Report 2023-04-19
Annual Report 2022-06-22
Annual Report 2021-02-10
Annual Report 2020-05-28
Annual Report 2019-05-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7496777007 2020-04-07 0457 PPP 250 W Main St Suite 3150, LEXINGTON, KY, 40507-1326
Loan Status Date 2021-04-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 72500
Loan Approval Amount (current) 72500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27569
Servicing Lender Name Stock Yards Bank & Trust Company
Servicing Lender Address 1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40507-1326
Project Congressional District KY-06
Number of Employees 6
NAICS code 523120
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27707
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address PARIS, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 73177.33
Forgiveness Paid Date 2021-03-23

Related by officers

GREG COUCH

G & T ENTERPRISES AND ASSOCIATES, INC. BIG FOUR LAND HOME DEVELOPMENT, LLC TIM COUCH, INC. COUCH HOLDINGS, LLC MERIDIAN ENERGY PARTNERS LLC COUCH CREATIVE CONCEPTS, INC T COUCH INVESTMENTS, LLC COUCH HOLDINGS II, LLC MERIDIAN INSURANCE, LLC J. ALLEN ENTERPRISES, LLC

TIM COUCH

APPALACHIAN REGIONAL THEATRE SOCIETY, INC. HYDEN-LESLIE INDUSTRIAL DEVELOPMENT AUTHORITY, INCORPORATED LESLIE COUNTY HOUSING AUTHORITY, INCORPORATED TIM COUCH, INC. LESLIE COUNTY BETTERMENT, INC. COACHES FOR THE KIDS, INC. T COUCH INVESTMENTS, LLC COUCH HOLDINGS II, LLC T & A ENTERPRISE LLC TLC PAINTING LLC

BARRY COOPER

CLARITY REAL ESTATE, INC. Clarity Enterprises, Inc. COUCH HOLDINGS II, LLC

G. BRIAN WELLS

CROCKER PARK FITNESS, LLC GREENE FITNESS, LLC SAWMILL FITNESS, LLC GRACELAND FITNESS, LLC HILLIARD FITNESS, LLC BLENDON BEECHAM FITNESS, LLC TIM COUCH, INC.

Related by address

100 WEST MAIN STREET SUITE 450, LEXINGTON, KY 40507

Meridian Wealth Management West, LLC MERIDIAN WEALTH MANAGEMENT SP, LLC

Sources: Kentucky Secretary of State

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