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  5. Reliant Wealth Planning LLC

Reliant Wealth Planning LLC

Company Details

Name: Reliant Wealth Planning LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
File Date: 13 Jan 2017 (8 years ago)
Organization Date: 01 Nov 2016 (8 years ago)
Authority Date: 13 Jan 2017 (8 years ago)
Last Annual Report: 31 May 2024 (8 months ago)
Organization Number: 0973202
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40243
Primary County: Jefferson
Principal Office: 301 Townepark Cir, Louisville, KY 40243
Place of Formation: NEW JERSEY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RELIANT WEALTH PLANNING 401(K) PLAN 2023 814966856 2024-05-21 RELIANT WEALTH PLANNING, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 523900
Sponsor’s telephone number 5023985050
Plan sponsor’s address 301 TOWNEPARK CIR., LOUISVILLE, KY, 40243
RELIANT WEALTH PLANNING CBS BENEFIT PLAN 2022 814966856 2023-12-27 RELIANT WEALTH PLANNING 13
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-02-01
Business code 541219
Sponsor’s telephone number 5023985050
Plan sponsor’s address 301 TOWNEPARK CIRCLE, LOUISVILLE, KY, 40243

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
RELIANT WEALTH PLANNING 401(K) PLAN 2022 814966856 2023-06-23 RELIANT WEALTH PLANNING, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 523900
Sponsor’s telephone number 5023985050
Plan sponsor’s address 301 TOWNEPARK CIR., LOUISVILLE, KY, 40243
RELIANT WEALTH PLANNING CBS BENEFIT PLAN 2021 814966856 2022-12-29 RELIANT WEALTH PLANNING 10
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-02-01
Business code 541219
Sponsor’s telephone number 5023985050
Plan sponsor’s address 301 TOWNEPARK CIRCLE, LOUISVILLE, KY, 40243

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
RELIANT WEALTH PLANNING 401(K) PLAN 2021 814966856 2022-06-24 RELIANT WEALTH PLANNING, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 523900
Sponsor’s telephone number 5023985050
Plan sponsor’s address 301 TOWNEPARK CIR., LOUISVILLE, KY, 40243
RELIANT WEALTH PLANNING CBS BENEFIT PLAN 2020 814966856 2021-12-14 RELIANT WEALTH PLANNING 10
Three-digit plan number (PN) 501
Effective date of plan 2021-02-01
Business code 541219
Sponsor’s telephone number 5023985050
Plan sponsor’s address 301 TOWNEPARK CIRCLE, LOUISVILLE, KY, 40243

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
RELIANT WEALTH PLANNING, LLC RELIANT WEALTH PLANNING 401(K) PLAN 2020 814966856 2021-07-15 RELIANT WEALTH PLANNING, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 523900
Sponsor’s telephone number 5023985053
Plan sponsor’s address 301 TOWNEPARK CIR., LOUISVILLE, KY, 40243
RELIANT WEALTH PLANNING, LLC RELIANT WEALTH PLANNING 401(K) PLAN 2019 814966856 2020-02-26 RELIANT WEALTH PLANNING, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 523900
Sponsor’s telephone number 5023985053
Plan sponsor’s address 301 TOWNEPARK CIR., LOUISVILLE, KY, 40243
RELIANT WEALTH PLANNING, LLC RELIANT WEALTH PLANNING 401(K) PLAN 2018 814966856 2019-07-09 RELIANT WEALTH PLANNING, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 523900
Sponsor’s telephone number 5023985053
Plan sponsor’s address 301 TOWNEPARK CIR., LOUISVILLE, KY, 40243
RELIANT WEALTH PLANNING, LLC RELIANT WEALTH PLANNING 401(K) PLAN 2017 814966856 2018-09-26 RELIANT WEALTH PLANNING, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 523900
Sponsor’s telephone number 5023985053
Plan sponsor’s address 301 TOWNEPARK CIR., LOUISVILLE, KY, 40243

Registered Agent

Name Role
Laura J Clark Registered Agent

Member

Name Role
Shaun Chelf Member

Authorized Rep

Name Role
Laura J Clark Authorized Rep

Manager

Name Role
Laura J Clark Manager
Laura Clark Manager

Filings

Name File Date
Annual Report 2024-05-31
Annual Report 2023-06-08
Annual Report 2022-03-25
Annual Report 2021-06-08
Annual Report 2020-03-10
Annual Report 2019-04-11
Annual Report 2018-06-01
Annual Report 2017-07-19

Related by officers

Shaun Chelf

301 TOWNEPARK, LLC

Laura Clark

UNIVERSITY ANESTHESIOLOGY ASSOCIATES, P.S.C. RED BUD HILL DEVELOPMENT, INC. CLARK BUILDERS, LLC LOUISVILLE COMPREHENSIVE CARE MULTIPLE SCLEROSIS CENTER, INC. 301 TOWNEPARK, LLC Murray Dental Real Estate LLC Clark's Auto Sales of Kentucky LLC

Related by address

No related companies by address

Date of last update: 19 Nov 2024

Sources: Kentucky Secretary of State

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