| Name: | FAMILY WEALTH STRATEGIES LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 10 Nov 2021 (3 years ago) |
| Organization Date: | 10 Nov 2021 (3 years ago) |
| Last Annual Report: | 05 Mar 2025 (2 months ago) |
| Managed By: | Members |
| Organization Number: | 1176776 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40059 |
| City: | Prospect, River Bluff |
| Primary County: | Jefferson County |
| Principal Office: | 5940 Timber Ridge Dr Ste 102, Prospect, KY 40059 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FAMILY WEALTH STRATEGIES CBS BENEFIT PLAN | 2023 | 352734231 | 2024-12-30 | FAMILY WEALTH STRATEGIES | 11 | |||||||||||||||||||||||||||||||
|
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| 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 | 2022-05-01 |
| Business code | 524290 |
| Sponsor’s telephone number | 5027491439 |
| Plan sponsor’s address | 5940 TIMBER RIDGE DRIVE, STE 102, PROSPECT, KY, 40059 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2023-02-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8592211437 |
| Plan sponsor’s address | 5940 TIMBER RIDGE DR, STE 102, PROSPECT, KY, 40059 |
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 | 2022-05-01 |
| Business code | 524290 |
| Sponsor’s telephone number | 5027491439 |
| Plan sponsor’s address | 5940 TIMBER RIDGE DRIVE, STE 102, PROSPECT, KY, 40059 |
| Name | Role |
|---|---|
| CHAMBERS, CPA LLC | Registered Agent |
| Name | Role |
|---|---|
| Timothy Riney | Member |
| Name | Role |
|---|---|
| PAUL METZLER | Organizer |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 1174362 | Agent - Life | Active | 2021-11-29 | - | - | 2027-03-31 | - |
| Department of Insurance | DOI ID 1174362 | Agent - Health | Active | 2021-11-29 | - | - | 2027-03-31 | - |
| Department of Insurance | DOI ID 650676 | Agent - Life | Inactive | 2007-03-02 | - | 2011-03-31 | - | - |
| Name | File Date |
|---|---|
| Annual Report | 2025-03-05 |
| Annual Report | 2024-02-22 |
| Annual Report | 2023-07-05 |
| Annual Report | 2022-08-04 |
| Annual Report | 2021-12-01 |
Sources: Kentucky Secretary of State
