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Spencer Real Estate Group, LLC

Company Details

Name: Spencer Real Estate Group, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 07 Dec 2017 (7 years ago)
Organization Date: 07 Dec 2017 (7 years ago)
Last Annual Report: 01 Aug 2024 (6 months ago)
Managed By: Managers
Organization Number: 1004338
Industry: Real Estate
Number of Employees: Small (0-19)
ZIP code: 40222
Primary County: Jefferson
Principal Office: 115 TRISTAN ROAD, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SPENCER REAL ESTATE GROUP CBS BENEFIT PLAN 2023 823641803 2024-04-29 SPENCER REAL ESTATE GROUP 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 5028767400
Plan sponsor’s address 115 TRISTAN ROAD, 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
SPENCER REAL ESTATE GROUP CBS BENEFIT PLAN 2022 823641803 2023-12-27 SPENCER REAL ESTATE GROUP 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 5028767400
Plan sponsor’s address 115 TRISTAN ROAD, 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
SPENCER REAL ESTATE GROUP CBS BENEFIT PLAN 2021 823641803 2022-12-29 SPENCER REAL ESTATE GROUP 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 5028767400
Plan sponsor’s address 115 TRISTAN ROAD, 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 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
SPENCER REAL ESTATE GROUP CBS BENEFIT PLAN 2020 823641803 2021-12-14 SPENCER REAL ESTATE GROUP 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 5028767400
Plan sponsor’s address 115 TRISTAN ROAD, 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 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
SPENCER REAL ESTATE GROUP CBS BENEFIT PLAN 2019 823641803 2020-12-23 SPENCER REAL ESTATE GROUP 2
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 5028767400
Plan sponsor’s address 115 TRISTAN ROAD, LOUISVILLE, KY, 40222

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
JAMES DARRELL SPENCER Registered Agent
James Darrell Spencer Registered Agent

Manager

Name Role
James Darrell Spencer Manager

Organizer

Name Role
James Darrell Spencer Organizer
Laurie A Spencer Organizer

Filings

Name File Date
Annual Report 2024-08-01
Annual Report 2023-05-09
Annual Report 2022-03-14
Annual Report 2021-02-11
Annual Report 2020-06-02
Principal Office Address Change 2019-04-03
Annual Report 2019-04-03
Registered Agent name/address change 2018-08-16
Annual Report 2018-08-16

Date of last update: 20 Nov 2024

Sources: Kentucky Secretary of State