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  5. Edward J. Bosch, Jr. & Associates, LLC

Edward J. Bosch, Jr. & Associates, LLC

Company Details

Name: Edward J. Bosch, Jr. & Associates, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 15 Mar 2016 (9 years ago)
Organization Date: 15 Mar 2016 (9 years ago)
Last Annual Report: 27 Jun 2024 (7 months ago)
Managed By: Members
Organization Number: 0947106
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41042
Primary County: Boone
Principal Office: 7620 Dixie Hwy, Florence, KY 41042
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN 2023 811818021 2024-10-14 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN 2023 811818021 2024-10-11 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN 2022 811818021 2023-10-12 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN 2022 811818021 2023-10-11 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J BOSCH JR & ASSOCIATES CBS BENEFIT PLAN 2022 811818021 2023-12-27 EDWARD J BOSCH JR & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2023-03-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXI HIGHWAY, FLORENCE, KY, 41042

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
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN 2021 811818021 2022-10-13 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN 2021 811818021 2022-10-08 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN 2020 811818021 2021-10-14 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN 2020 811818021 2021-10-12 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN 2019 811818021 2020-10-12 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/10/14/20191014154834P040053488957001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/12/21/20181221152210P040118692001001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042

Member

Name Role
Edward, Jr. J Bosch Member

Registered Agent

Name Role
Ed Bosch Registered Agent

Assumed Names

Name Status Expiration Date
BOSCH PRIVATE WEALTH Active 2029-03-05
BOSCH WEALTH ADVISORS Active 2029-02-16
BOSCH FINANCIAL Active 2028-02-13
Bosch FInancial Inactive 2021-03-15

Filings

Name File Date
Annual Report 2024-06-27
Certificate of Assumed Name 2024-03-05
Certificate of Assumed Name 2024-02-16
Annual Report 2023-06-27
Certificate of Assumed Name 2023-02-13
Annual Report 2022-06-23
Annual Report 2021-05-24
Annual Report 2020-09-30
Annual Report 2019-06-03
Annual Report 2018-05-29

Related by officers

Edward, Jr. J Bosch

Bluth Real Estate, LLC

Ed Bosch

7620 Dixie Highway, LLC

Related by address

7620 Dixie Hwy, Florence, KY 41042

7620 Dixie Highway, LLC 300 Timberlake Avenue, LLC Bluth Real Estate, LLC 5514 Taylor Mill Road, LLC

Date of last update: 12 Jan 2025

Sources: Kentucky Secretary of State

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