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McConkey and Associates, LLC

Company Details

Name: McConkey and Associates, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 26 May 2010 (15 years ago)
Organization Date: 26 May 2010 (15 years ago)
Last Annual Report: 06 Mar 2024 (10 months ago)
Managed By: Members
Organization Number: 0763834
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40220
Primary County: Jefferson
Principal Office: MCCONKEY AND ASSOCIATES, LLC, 3507 EASTSIDE DR , LOUISVILLE, KY 40220
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MCCONKEY AND ASSOCIATES LLC CBS BENEFIT PLAN 2022 273084639 2023-12-27 MCCONKEY AND ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-11-01
Business code 524210
Sponsor’s telephone number 5022288225
Plan sponsor’s address 3507 EASTSIDE DR, LOUISVILLE, KY, 40220

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
MCCONKEY AND ASSOCIATES LLC CBS BENEFIT PLAN 2021 273084639 2022-12-29 MCCONKEY AND ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-11-01
Business code 524210
Sponsor’s telephone number 5022288225
Plan sponsor’s address 3507 EASTSIDE DR, LOUISVILLE, KY, 40220

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
MCCONKEY AND ASSOCIATES LLC CBS BENEFIT PLAN 2020 273084639 2021-12-14 MCCONKEY AND ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-11-01
Business code 524210
Sponsor’s telephone number 5022288225
Plan sponsor’s address 3507 EASTSIDE DR, LOUISVILLE, KY, 40220

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
MCCONKEY AND ASSOCIATES LLC CBS BENEFIT PLAN 2019 273084639 2020-12-23 MCCONKEY AND ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-11-01
Business code 524210
Sponsor’s telephone number 5022288225
Plan sponsor’s address 3507 EASTSIDE DR, LOUISVILLE, KY, 40220

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

Member

Name Role
Dale McConkey Member
SUSAN MCCONKEY Member

Organizer

Name Role
Susan McConkey Organizer

Registered Agent

Name Role
SUSAN MCCONKEY Registered Agent

Filings

Name File Date
Annual Report 2024-03-06
Annual Report 2023-03-16
Principal Office Address Change 2022-05-17
Annual Report 2022-03-06
Annual Report 2021-02-10
Registered Agent name/address change 2020-05-26
Annual Report 2020-02-13
Registered Agent name/address change 2019-07-08
Annual Report 2019-04-24
Annual Report 2018-04-17

Date of last update: 13 Nov 2024

Sources: Kentucky Secretary of State