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  5. Centerline Wealth Advisors, LLC

Centerline Wealth Advisors, LLC

Company Details

Name: Centerline Wealth Advisors, LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 29 Jan 2015 (10 years ago)
Organization Date: 20 Apr 2012 (13 years ago)
Authority Date: 29 Jan 2015 (10 years ago)
Last Annual Report: 14 Jun 2024 (8 months ago)
Organization Number: 0908903
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40223
City: Louisville, Anchorage, Blue Rdg Mnr, Blue Ridge Mano...
Primary County: Jefferson County
Principal Office: 10200 Forest Green Blvd Suite 311, Louisville, KY 40223
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CENTERLINE WEALTH ADVISORS 401(K) PLAN 2023 472881397 2024-07-02 CENTERLINE WEALTH ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5022421562
Plan sponsor’s address 10200 FOREST GREEN BLVD., SUITE 311, LOUISVILLE, KY, 40223

Signature of
Role Plan administrator
Date 2024-07-02
Name of individual signing ANDREW ARNOLD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-02
Name of individual signing ANDREW ARNOLD
Valid signature Filed with authorized/valid electronic signature
CENTERLINE WEALTH ADVISORS 401(K) PLAN 2022 472881397 2023-07-06 CENTERLINE WEALTH ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5022421562
Plan sponsor’s address 10200 FOREST GREEN BLVD., SUITE 311, LOUISVILLE, KY, 40223

Signature of
Role Plan administrator
Date 2023-07-06
Name of individual signing ANDREW ARNOLD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-06
Name of individual signing ANDREW ARNOLD
Valid signature Filed with authorized/valid electronic signature
CENTERLINE WEALTH ADVISORS 401(K) PLAN 2021 472881397 2022-06-13 CENTERLINE WEALTH ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5022421562
Plan sponsor’s address 10200 FOREST GREEN BLVD., SUITE 311, LOUISVILLE, KY, 40223

Signature of
Role Plan administrator
Date 2022-06-13
Name of individual signing ANDREW ARNOLD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-13
Name of individual signing ANDREW ARNOLD
Valid signature Filed with authorized/valid electronic signature
CENTERLINE WEALTH ADVISORS 401(K) PLAN 2020 472881397 2021-06-14 CENTERLINE WEALTH ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5022421562
Plan sponsor’s address 10200 FOREST GREEN BLVD., SUITE 311, LOUISVILLE, KY, 40223
CENTERLINE WEALTH ADVISORS 401(K) PLAN 2019 472881397 2020-07-19 CENTERLINE WEALTH ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5022421562
Plan sponsor’s address 10200 FOREST GREEN BLVD., SUITE 311, LOUISVILLE, KY, 40223
CENTERLINE WEALTH ADVISORS 401(K) PLAN 2018 472881397 2019-07-26 CENTERLINE WEALTH ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5022421562
Plan sponsor’s address 10200 FOREST GREEN BLVD., SUITE 311, LOUISVILLE, KY, 40223
CENTERLINE WEALTH ADVISORS 401(K) PLAN 2017 472881397 2018-07-31 CENTERLINE WEALTH ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5022421562
Plan sponsor’s address 10200 FOREST GREEN BLVD., SUITE 311, LOUISVILLE, KY, 40223
CENTERLINE WEALTH ADVISORS 401(K) PLAN 2016 472881397 2017-06-01 CENTERLINE WEALTH ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5022421562
Plan sponsor’s address 10200 FOREST GREEN BLVD., SUITE 311, LOUISVILLE, KY, 40223

Signature of
Role Plan administrator
Date 2017-06-01
Name of individual signing ANDREW ARNOLD
Valid signature Filed with authorized/valid electronic signature
CENTERLINE WEALTH ADVISORS 401(K) PLAN 2015 472881397 2016-07-13 CENTERLINE WEALTH ADVISORS 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5022421562
Plan sponsor’s address 10200 FOREST GREEN BLVD., SUITE 311, LOUISVILLE, KY, 40223

Signature of
Role Plan administrator
Date 2016-07-13
Name of individual signing ANDREW ARNOLD
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
PARACORP INCORPORATED Registered Agent

Member

Name Role
Andrew W Arnold Member

Filings

Name File Date
Annual Report 2024-06-14
Annual Report 2023-03-27
Annual Report 2022-03-09
Annual Report 2021-02-11
Annual Report 2020-02-19
Annual Report 2019-04-26
Annual Report 2018-04-22
Annual Report 2017-04-26
Annual Report 2016-02-25

Related by officers

No related officers

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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