| Name: | Thacker Wealth and Retirement, LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 27 Aug 2020 (4 years ago) |
| Organization Date: | 27 Aug 2020 (4 years ago) |
| Last Annual Report: | 13 Jun 2024 (7 months ago) |
| Managed By: | Members |
| Organization Number: | 1110484 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 42301 |
| Primary County: | Daviess |
| Principal Office: | 2810 Frederica Street, OWENSBORO, KY 42301 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THACKER WEALTH AND RETIREMENT 401(K) PROFIT SHARING PLAN & TRUST | 2022 | 852731222 | 2023-04-07 | THACKER WEALTH AND RETIREMENT | 6 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-07 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2702403660 |
| Plan sponsor’s address | 201 W 2ND STREET, OWENSBORO, KY, 42303 |
Plan administrator’s name and address
| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-14 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2702403660 |
| Plan sponsor’s address | 2625 FREDERICA ST., SUITE 2D, OWENSBORO, KY, 42301 |
Signature of
| Role | Plan administrator |
| Date | 2021-04-02 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| TRACY THACKER | Registered Agent |
| Tracy Thacker | Registered Agent |
| Name | Role |
|---|---|
| Tracy Baird Thacker | Member |
| Debra Sorensen Thacker | Member |
| Name | Role |
|---|---|
| Tracy Thacker | Organizer |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-13 |
| Annual Report | 2023-06-01 |
| Registered Agent name/address change | 2023-06-01 |
| Principal Office Address Change | 2023-06-01 |
| Annual Report | 2022-05-24 |
| Annual Report | 2021-06-08 |
| Principal Office Address Change | 2021-06-07 |
| Registered Agent name/address change | 2021-06-07 |
Date of last update: 27 Nov 2024
Sources: Kentucky Secretary of State
