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ASSEMBLY POINTE FINANCIAL INC.

Company Details

Name: ASSEMBLY POINTE FINANCIAL INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 06 Jul 2023 (2 years ago)
Organization Date: 06 Jul 2023 (2 years ago)
Last Annual Report: 30 Jun 2024 (7 months ago)
Organization Number: 1292722
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40511
Primary County: Fayette
Principal Office: 3225 Old Lemons Mill Road, Lexington, KY 40511
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASSEMBLY POINTE FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2023 263585484 2024-09-04 ASSEMBLY POINTE FINANCIAL 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9492098915
Plan sponsor’s address 3225 OLD LEMONS MILL ROAD, KY, KY, 40511

Signature of

Role Plan administrator
Date 2024-09-04
Name of individual signing ALEXIS-RAE SHARMA
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
Alexis-Rae R. Sharma Registered Agent

President

Name Role
Rischi Paul Sharma President

Secretary

Name Role
Alexis-Rae R Sharma Secretary

Incorporator

Name Role
Alexis-Rae R. Sharma Incorporator
Rischi Paul Sharma Incorporator

Filings

Name File Date
Annual Report 2024-06-30
Articles of Incorporation 2023-07-06

Date of last update: 19 Jan 2025

Sources: Kentucky Secretary of State