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  5. ALPHAMARK ADVISORS LLC

ALPHAMARK ADVISORS LLC

Company Details

Name: ALPHAMARK ADVISORS LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 13 Nov 2009 (15 years ago)
Authority Date: 13 Nov 2009 (15 years ago)
Last Annual Report: 18 Feb 2025 (2 months ago)
Organization Number: 0747686
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41011
City: Covington, Ft Mitchell, Ft Wright, Park Hills
Primary County: Kenton County
Principal Office: 810 WRIGHT'S SUMMIT PKWY, SUITE 100, FT. WRIGHT, KY 41011
Place of Formation: OHIO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALPHAMARK ADVISORS LLC CBS BENEFIT PLAN 2023 364293631 2024-12-30 ALPHAMARK ADVISORS LLC 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2024-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHTSUMMIT PKWY STE 100, COVINGTON, KY, 41011

Plan administrator’s name and address
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
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2023 364293631 2024-06-07 ALPHAMARK ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHT'S SUMMIT PARKWAY, SUITE 100, FORT WRIGHT, KY, 41011

Signature of
Role Plan administrator
Date 2024-06-07
Name of individual signing HEATHER NOLL
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2022 364293631 2023-07-26 ALPHAMARK ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHT'S SUMMIT PARKWAY, SUITE 100, FORT WRIGHT, KY, 41011

Signature of
Role Plan administrator
Date 2023-07-26
Name of individual signing HEATHER NOLL
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2021 364293631 2022-09-15 ALPHAMARK ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHTSUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2022-09-15
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT 2020 364293631 2021-10-12 ALPHAMARK ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHTSUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2019 364293631 2020-07-01 ALPHAMARK ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHTSUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2020-07-01
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2018 364293631 2019-08-27 ALPHAMARK ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHTSUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2019-08-27
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT & PROFIT SHARING PLAN 2017 364293631 2018-07-30 ALPHAMARK ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 8599571803
Plan sponsor’s address 810 WRIGHT SUMMIT PKWY STE 100, FT WRIGHT, KY, 410112995

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT AND PROFIT SHARING PLAN 2016 364293631 2017-10-10 ALPHAMARK ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2017-10-10
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
ALPHAMARK ADVISORS, LLC RETIREMENT AND PROFIT SHARING PLAN 2015 364293631 2016-10-03 ALPHAMARK ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2016-10-03
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-03
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/06/20151006100101P030024036301001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2015-10-06
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-06
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/09/30/20140930164901P040010078685001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2014-09-30
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-09-30
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/09/13/20130913094114P040048733447001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2013-09-13
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-13
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/05/20120905095620P030046257858001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Plan administrator’s name and address
Administrator’s EIN 364293631
Plan administrator’s name ALPHAMARK ADVISORS, LLC
Plan administrator’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017
Administrator’s telephone number 8599571803

Signature of
Role Plan administrator
Date 2012-09-05
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-09-05
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/09/13/20110913101835P040042629511001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Plan administrator’s name and address
Administrator’s EIN 364293631
Plan administrator’s name ALPHAMARK ADVISORS, LLC
Plan administrator’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017
Administrator’s telephone number 8599571803

Signature of
Role Plan administrator
Date 2011-09-13
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-09-13
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/07/20100907090133P030027623604001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8599571803
Plan sponsor’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017

Plan administrator’s name and address
Administrator’s EIN 364293631
Plan administrator’s name ALPHAMARK ADVISORS, LLC
Plan administrator’s address 250 GRANDVIEW DRIVE, SUITE 175, FT. MITCHELL, KY, 41017
Administrator’s telephone number 8599571803

Signature of
Role Plan administrator
Date 2010-09-07
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-09-07
Name of individual signing CHRISTIAN LUCAS
Valid signature Filed with authorized/valid electronic signature

Member

Name Role
Michael L Simon Member

Organizer

Name Role
MICHAEL SIMON Organizer

Registered Agent

Name Role
QI SERVICES-KENTUCKY, INC. Registered Agent

Assumed Names

Name Status Expiration Date
ALPHAMARK ADVISORS Inactive 2014-11-18

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-02-08
Registered Agent name/address change 2023-04-27
Annual Report 2023-03-16
Annual Report 2022-03-07
Annual Report 2021-02-10
Annual Report 2020-02-13
Annual Report 2019-04-23
Annual Report 2018-04-16
Annual Report 2017-04-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4911507001 2020-04-04 0457 PPP 810 WRIGHTSUMMIT PKWY #100, FT WRIGHT, KY, 41011-2993
Loan Status Date 2021-01-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 154000
Loan Approval Amount (current) 179600
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FT WRIGHT, KENTON, KY, 41011-2993
Project Congressional District KY-04
Number of Employees 8
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 180790.77
Forgiveness Paid Date 2020-12-09

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Related by address

No related companies by address

Sources: Kentucky Secretary of State

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