| Name: | Elkhorn Private Wealth LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 09 Sep 2021 (4 years ago) |
| Organization Date: | 09 Sep 2021 (4 years ago) |
| Last Annual Report: | 10 Jun 2024 (9 months ago) |
| Managed By: | Managers |
| Organization Number: | 1167835 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40503 |
| City: | Lexington |
| Primary County: | Fayette County |
| Principal Office: | 771 Corporate Dr Ste 605, Lexington, KY 40503 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELKHORN PRIVATE WEALTH CBS BENEFIT PLAN | 2023 | 872553374 | 2024-12-30 | ELKHORN PRIVATE WEALTH | 4 | |||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||
| 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 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8594020080 |
| Plan sponsor’s address | 771 CORPORATE DR, SUITE 605, LEXINGTON, KY, 40503 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2021-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8594020080 |
| Plan sponsor’s address | 771 CORPORATE DR, SUITE 605, LEXINGTON, KY, 40503 |
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 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8594020080 |
| Plan sponsor’s address | 771 CORPORATE DR, SUITE 605, LEXINGTON, KY, 40503 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2021-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8594020080 |
| Plan sponsor’s address | 771 CORPORATE DR, SUITE 605, LEXINGTON, KY, 40503 |
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 |
| Name | Role |
|---|---|
| Jason Lee Hargadon | Organizer |
| Name | Role |
|---|---|
| Larry Crosthwaite | Registered Agent |
| Name | Role |
|---|---|
| Larry Crosthwaite | Manager |
| Name | Status | Expiration Date |
|---|---|---|
| BENJAMIN F EDWARDS WEALTH MANAGEMENT | Active | 2026-09-23 |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-10 |
| Annual Report | 2023-05-26 |
| Annual Report | 2022-08-04 |
| Certificate of Assumed Name | 2021-09-23 |
Sources: Kentucky Secretary of State
