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MILESTONE LENDING LLC

Company Details

Name: MILESTONE LENDING LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 20 Mar 2017 (8 years ago)
Organization Date: 20 Mar 2017 (8 years ago)
Last Annual Report: 11 Dec 2024 (2 months ago)
Managed By: Members
Organization Number: 0979988
ZIP code: 40241
Primary County: Jefferson
Principal Office: 9850 VON ALLMEN CT STE 201, SUITE 201, LOUISVILLE, KY 40241
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MILESTONE LENDING LLC CBS BENEFIT PLAN 2023 820880399 2024-04-29 MILESTONE LENDING LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-07-01
Business code 522300
Sponsor’s telephone number 5026454722
Plan sponsor’s address 9000 WESSEX PL, SUITE 207, LOUISVILLE, KY, 40222

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 2024-04-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
MILESTONE LENDING 401(K) PLAN 2023 820880399 2024-10-01 MILESTONE LENDING 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 522292
Sponsor’s telephone number 8440880399
Plan sponsor’s address 9000 WESSEX PLACE, SUITE 207, LOUISVILLE, KY, 40222
MILESTONE LENDING 401(K) PLAN 2022 820880399 2023-10-13 MILESTONE LENDING 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 522292
Sponsor’s telephone number 8440880399
Plan sponsor’s address 9000 WESSEX PLACE, SUITE 207, LOUISVILLE, KY, 40222
MILESTONE LENDING LLC CBS BENEFIT PLAN 2022 820880399 2023-12-27 MILESTONE LENDING LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-07-01
Business code 522300
Sponsor’s telephone number 5026454722
Plan sponsor’s address 9000 WESSEX PL SUITE 207, LOUISVILLE, KY, 40222

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

Registered Agent

Name Role
ERIC KEMERER Registered Agent

Member

Name Role
Eric M Kemerer Member

Organizer

Name Role
ERIC M KEMERER Organizer

Former Company Names

Name Action
MILESTONE LENDING, LLC Old Name

Filings

Name File Date
Principal Office Address Change 2024-12-11
Reinstatement 2024-12-11
Reinstatement Certificate of Existence 2024-12-11
Reinstatement Approval Letter Revenue 2024-12-11
Registered Agent name/address change 2024-12-11
Agent Resignation 2024-12-10
Administrative Dissolution 2024-10-12
Annual Report 2023-03-20
Annual Report 2022-03-07
Annual Report 2021-08-24

Date of last update: 12 Jan 2025

Sources: Kentucky Secretary of State