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LIFE PLAN INVESTMENTS, LLC

Company Details

Name: LIFE PLAN INVESTMENTS, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Good
File Date: 07 Mar 2011 (14 years ago)
Organization Date: 07 Mar 2011 (14 years ago)
Last Annual Report: 03 May 2023 (2 years ago)
Managed By: Members
Organization Number: 0786263
ZIP code: 42419
Primary County: Henderson
Principal Office: PO BOX 1647, HENDERSON, KY 42419
Place of Formation: KENTUCKY

Member

Name Role
Elizabeth Goeltz Member
Walter J Goeltz Member

Organizer

Name Role
ELIZABETH PEVELER Organizer

Registered Agent

Name Role
ELIZABETH GOELTZ Registered Agent

Former Company Names

Name Action
LIFE PLAN INVESTMENT ADVISORS, LLC Old Name
BECK WEALTH MANAGEMENT, LLC Old Name

Assumed Names

Name Status Expiration Date
BECK TAX SERVICE Inactive 2024-09-08
HEALTHY, WEALTHY AND INSPIRED Inactive 2019-10-14

Filings

Name File Date
Dissolution 2024-02-09
Annual Report 2023-05-03
Annual Report 2022-03-06
Annual Report 2021-04-15
Annual Report 2020-03-09
Annual Report 2019-05-13
Name Renewal 2019-03-13
Annual Report 2018-04-30
Annual Report 2017-04-30
Annual Report 2016-03-03

Date of last update: 12 Jan 2025

Sources: Kentucky Secretary of State