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  5. Sortino Advisory Partners, LLC

Sortino Advisory Partners, LLC

Company Details

Name: Sortino Advisory Partners, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
File Date: 24 Sep 2014 (10 years ago)
Organization Date: 03 Mar 2014 (11 years ago)
Authority Date: 24 Sep 2014 (10 years ago)
Last Annual Report: 21 Mar 2024 (10 months ago)
Organization Number: 0897974
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40202
Primary County: Jefferson
Principal Office: 401 S 4th St, Suite 910, Louisville, KY 40202
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN 2023 471880154 2024-08-29 SORTINO ADVISORY PARTNERS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5023719854
Plan sponsor’s address 401 SOUTH 4TH AVENUE, SUITE 910, LOUISVILLE, KY, 40202
SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN 2022 471880154 2023-06-23 SORTINO ADVISORY PARTNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5023719854
Plan sponsor’s address 401 SOUTH 4TH AVENUE, SUITE 910, LOUISVILLE, KY, 40202
SORTINO ADVISORY PARTNERS, LLC CBS BENEFIT PLAN 2022 471880154 2023-12-27 SORTINO ADVISORY PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-10-01
Business code 523900
Sponsor’s telephone number 5023719853
Plan sponsor’s address 401 S 4TH STREET, STE 910, LOUISVILLE, KY, 40202

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
SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN 2021 471880154 2022-09-19 SORTINO ADVISORY PARTNERS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5023719854
Plan sponsor’s address 401 SOUTH 4TH AVENUE, SUITE 910, LOUISVILLE, KY, 40202
SORTINO ADVISORY PARTNERS, LLC CBS BENEFIT PLAN 2021 471880154 2022-12-29 SORTINO ADVISORY PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-10-01
Business code 523900
Sponsor’s telephone number 5023719853
Plan sponsor’s address 401 S 4TH STREET, STE 910, LOUISVILLE, KY, 40202

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
SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN 2020 471880154 2021-09-28 SORTINO ADVISORY PARTNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5023719854
Plan sponsor’s address 401 SOUTH 4TH AVENUE, SUITE 910, LOUISVILLE, KY, 40202
SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN 2019 471880154 2020-10-13 SORTINO ADVISORY PARTNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5023719854
Plan sponsor’s address 401 SOUTH 4TH AVENUE, SUITE 910, LOUISVILLE, KY, 40202
SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN 2018 471880154 2019-10-07 SORTINO ADVISORY PARTNERS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5023719854
Plan sponsor’s address 401 SOUTH 4TH AVENUE, SUITE 910, LOUISVILLE, KY, 40202
SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN 2017 471880154 2018-10-15 SORTINO ADVISORY PARTNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5023719854
Plan sponsor’s address 401 SOUTH 4TH AVENUE, SUITE 910, LOUISVILLE, KY, 40202
SORTINO ADVISORY PARTNERS 401(K) RETIREMENT SAVINGS PLAN 2016 471880154 2017-10-05 SORTINO ADVISORY PARTNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5023719854
Plan sponsor’s address 401 SOUTH 4TH AVENUE, SUITE 910, LOUISVILLE, KY, 40202
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/13/20161013145911P040023490663001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5023719854
Plan sponsor’s address 401 SOUTH 4TH AVENUE, SUITE 910, LOUISVILLE, KY, 40202

Registered Agent

Name Role
PARACORP INCORPORATED Registered Agent

Member

Name Role
Daniel J Hutcherson Member

Filings

Name File Date
Annual Report 2024-03-21
Principal Office Address Change 2024-03-21
Annual Report 2023-06-05
Annual Report 2022-03-10
Annual Report 2021-04-19
Annual Report 2020-06-26
Annual Report 2019-08-12
Annual Report 2018-06-11
Annual Report 2017-04-26
Annual Report 2016-05-16

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Nov 2024

Sources: Kentucky Secretary of State

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