| Name: | ADAM WHEATLEY INSURANCE, LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 01 Oct 2014 (10 years ago) |
| Organization Date: | 01 Oct 2014 (10 years ago) |
| Last Annual Report: | 13 Jun 2024 (7 months ago) |
| Managed By: | Members |
| Organization Number: | 0898495 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40004 |
| Primary County: | Nelson |
| Principal Office: | 1244 TOM GREER RD, BARDSTOWN, KY 40004 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAM WHEATLEY INSURANCE CBS BENEFIT PLAN | 2022 | 471841803 | 2023-12-27 | ADAM WHEATLEY INSURANCE | 1 | |||||||||||||||||||||||||||||||
|
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| 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 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 5023509182 |
| Plan sponsor’s address | 33 PATRIOT DR, BARDSTOWN, KY, 40004 |
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 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 5023509182 |
| Plan sponsor’s address | 33 PATRIOT DR, BARDSTOWN, KY, 40004 |
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 |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 5023509182 |
| Plan sponsor’s address | 33 PATRIOT DR, BARDSTOWN, KY, 40004 |
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 |
| Name | Role |
|---|---|
| ADAM WHEATLEY | Registered Agent |
| Name | Role |
|---|---|
| Joseph Adam Wheatley | Member |
| Name | Role |
|---|---|
| ADAM WHEATLEY | Organizer |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-13 |
| Annual Report | 2023-06-06 |
| Registered Agent name/address change | 2022-04-21 |
| Principal Office Address Change | 2022-04-21 |
| Annual Report | 2022-04-21 |
| Annual Report | 2021-04-15 |
| Annual Report | 2020-04-17 |
| Annual Report | 2019-05-09 |
| Annual Report | 2018-04-20 |
| Annual Report | 2017-05-01 |
Date of last update: 16 Nov 2024
Sources: Kentucky Secretary of State
