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Family Wealth Capital Partners LLC

Company Details

Name: Family Wealth Capital Partners LLC
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Bad
Profit or Non-Profit: Profit
File Date: 04 Aug 2020 (5 years ago)
Organization Date: 04 Aug 2020 (5 years ago)
Last Annual Report: 15 Jun 2021 (4 years ago)
Managed By: Members
Organization Number: 1106998
ZIP code: 40299
City: Louisville, Jeffersontown
Primary County: Jefferson County
Principal Office: 11714 Fountain Hall Ct, Louisville, KY 40299
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FAMILY WEALTH CAPITAL PARTNERS CBS BENEFIT PLAN 2023 852326344 2024-12-30 FAMILY WEALTH CAPITAL PARTNERS 10
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 523900
Sponsor’s telephone number 5023411000
Plan sponsor’s address 9200 SHELBYVILLE RD, SUITE 103, LOUISVILLE, KY, 40222

Plan administrator’s name and address

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

Signature of

Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
FAMILY WEALTH CAPITAL PARTNERS CBS BENEFIT PLAN 2022 852326344 2023-12-27 FAMILY WEALTH CAPITAL PARTNERS 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 523900
Sponsor’s telephone number 5023411000
Plan sponsor’s address 9200 SHELBYVILLE RD, SUITE 103, 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
FAMILY WEALTH CAPITAL PARTNERS CBS BENEFIT PLAN 2021 852326344 2022-12-29 FAMILY WEALTH CAPITAL PARTNERS 3
Three-digit plan number (PN) 501
Effective date of plan 2022-02-01
Business code 523900
Sponsor’s telephone number 5023411000
Plan sponsor’s address 9200 SHELBYVILLE RD, SUITE 103, 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

Registered Agent

Name Role
Brian Ramsey Registered Agent
ISAAC LAFOND Registered Agent

Organizer

Name Role
Brian Ramsey Organizer
Isaac LaFond Organizer
Chris Vaughn Organizer
PJ Fox Organizer
Eric Douglas Organizer
Tad Douglas Organizer

Manager

Name Role
Isaac LaFond Manager

Filings

Name File Date
Administrative Dissolution 2022-10-04
Registered Agent name/address change 2021-11-30
Principal Office Address Change 2021-11-30
Principal Office Address Change 2021-06-15
Annual Report 2021-06-15

Sources: Kentucky Secretary of State