| Name: | WHITTINGTON ASSOCIATES LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 16 Dec 2015 (9 years ago) |
| Organization Date: | 16 Dec 2015 (9 years ago) |
| Last Annual Report: | 19 Jun 2024 (10 months ago) |
| Managed By: | Members |
| Organization Number: | 0939301 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40222 |
| City: | Louisville, Bancroft, Bellemeade, Crossgate, Glenvie... |
| Primary County: | Jefferson County |
| Principal Office: | 140 WHITTINGTON PARKWAY, LOUISVILLE, KY 40222 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WHITTINGTON ASSOCIATES LLC CBS BENEFIT PLAN | 2023 | 475341574 | 2024-12-30 | WHITTINGTON ASSOCIATES LLC | 6 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 846429706 |
| Plan administrator’s name | JOSEPH HSU |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2024-12-30 |
| Name of individual signing | JOSEPH HSU |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| MITCHELL BARNES | Organizer |
| AARON YOUNG | Organizer |
| Name | Role |
|---|---|
| AARON M. YOUNG | Registered Agent |
| Name | Role |
|---|---|
| Aaron Young | Member |
| Mitchell Barnes | Member |
| Jacob Hughes | Member |
| Name | Action |
|---|---|
| WHITTINGTON PLANNING ASSOCIATES LLC | Old Name |
| YOUNG AND BARNES, LLC | Old Name |
| Name | Status | Expiration Date |
|---|---|---|
| BARNES YOUNG WEALTH ADVISORS | Active | 2026-03-08 |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-19 |
| Annual Report | 2023-05-02 |
| Annual Report | 2022-05-11 |
| Annual Report | 2021-05-21 |
| Certificate of Assumed Name | 2021-03-08 |
| Annual Report | 2020-03-12 |
| Amendment | 2019-06-03 |
| Registered Agent name/address change | 2019-05-22 |
| Principal Office Address Change | 2019-05-22 |
| Annual Report | 2019-05-22 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3718087304 | 2020-04-29 | 0457 | PPP | 140 WHITTINGTON PKWY, LOUISVILLE, KY, 40222 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
