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Mory & Colliersmith, PLLC

Company Details

Name: Mory & Colliersmith, PLLC
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: 31 May 2024 (8 months ago)
Managed By: Members
Organization Number: 1004358
Industry: Legal Services
Number of Employees: Small (0-19)
ZIP code: 40245
Primary County: Jefferson
Principal Office: 12305 WESTPORT ROAD, SUITE 206, LOUISVILLE, KY 40245
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MORY & COLLIERSMITH, PLLC CBS BENEFIT PLAN 2023 823634616 2024-04-29 MORY & COLLIERSMITH, PLLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 541110
Sponsor’s telephone number 5022124333
Plan sponsor’s address 514 S 5TH STREET, UNIT 102, LOUISVILLE, KY, 40202

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
MORY & COLLIERSMITH, PLLC CBS BENEFIT PLAN 2022 823634616 2023-12-27 MORY & COLLIERSMITH, PLLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 541110
Sponsor’s telephone number 5022124333
Plan sponsor’s address 514 S 5TH STREET, UNIT 102, LOUISVILLE, KY, 40202

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
MORY & COLLIERSMITH, PLLC CBS BENEFIT PLAN 2021 823634616 2022-12-29 MORY & COLLIERSMITH, PLLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 541110
Sponsor’s telephone number 5022124333
Plan sponsor’s address 514 S 5TH STREET, UNIT 102, LOUISVILLE, KY, 40202

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
MORY & COLLIERSMITH, PLLC CBS BENEFIT PLAN 2020 823634616 2021-12-14 MORY & COLLIERSMITH, PLLC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 541110
Sponsor’s telephone number 5022124333
Plan sponsor’s address 514 S 5TH STREET #102, LOUISVILLE, KY, 40202

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
MORY & COLLIERSMITH, PLLC CBS BENEFIT PLAN 2019 823634616 2020-12-23 MORY & COLLIERSMITH, PLLC 3
Three-digit plan number (PN) 501
Effective date of plan 2020-04-01
Business code 541110
Sponsor’s telephone number 5022124333
Plan sponsor’s address 514 S 5TH STREET #102, LOUISVILLE, KY, 40202

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
NATALIE J COLLIERSMITH Registered Agent
Natalie J Colliersmith Registered Agent

Member

Name Role
Natalie Colliersmith Member
James Douglas Mory Member

Organizer

Name Role
Natalie J Colliersmith Organizer
James Douglas Mory Organizer

Filings

Name File Date
Annual Report 2024-05-31
Annual Report 2023-03-20
Annual Report 2022-06-30
Registered Agent name/address change 2021-02-04
Principal Office Address Change 2021-02-04
Annual Report 2021-02-04
Annual Report 2020-03-23
Annual Report 2019-05-06
Annual Report 2018-05-10

Date of last update: 20 Nov 2024

Sources: Kentucky Secretary of State