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  5. LAKESIDE CORPORATION

LAKESIDE CORPORATION

Company Details

Name: LAKESIDE CORPORATION
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 15 Feb 1924 (101 years ago)
Organization Date: 15 Feb 1924 (101 years ago)
Last Annual Report: 10 Jan 2025 (3 months ago)
Organization Number: 0029920
Industry: Membership Organizations
Number of Employees: Large (100+)
ZIP code: 40205
City: Louisville, Kingsley, Seneca Gardens, Seneca Gdns, S...
Primary County: Jefferson County
Principal Office: 2010 Trevilian Way, 2010 TREVILIAN WAY, LOUISVILLE, LOUISVILLE, KY 40205
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LAKESIDE CORPORATION 401(K) RETIREMENT PLAN 2022 610254335 2024-04-23 LAKESIDE CORPORATION 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-17
Business code 713900
Sponsor’s telephone number 5024544585
Plan sponsor’s address 2010 TREVILIAN WAY, LOUISVILLE, KY, 40205

Signature of
Role Plan administrator
Date 2024-04-23
Name of individual signing MARY GRAVES
Valid signature Filed with authorized/valid electronic signature
LAKESIDE CORPORATION 401(K) PLAN 2021 610254335 2023-04-20 LAKESIDE CORPORATION 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILIAN WAY, LOUISVILLE, KY, 40205
LAKESIDE CORPORATION 401(K) PLAN 2020 610254335 2022-04-13 LAKESIDE CORPORATION 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILIAN WAY, LOUISVILLE, KY, 40205
LAKESIDE CORPORATION 401(K) PLAN 2019 610254335 2021-02-17 LAKESIDE CORPORATION 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205
LAKESIDE CORPORATION 401(K) PLAN 2018 610254335 2020-03-30 LAKESIDE CORPORATION 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205
LAKESIDE CORPORATION 401(K) PLAN 2017 610254335 2019-02-26 LAKESIDE CORPORATION 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205
LAKESIDE CORPORATION 401(K) PLAN 2016 610254335 2018-07-05 LAKESIDE CORPORATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205
LAKESIDE CORPORATION 401(K) PLAN 2015 610254335 2017-02-07 LAKESIDE CORPORATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205

Signature of
Role Plan administrator
Date 2017-02-07
Name of individual signing BRIAN CUNNINGHAM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-07
Name of individual signing LAKESIDE CORPORATION
Valid signature Filed with authorized/valid electronic signature
LAKESIDE CORPORATION 401(K) PLAN CORPORATION 401(K) 2014 610254335 2016-02-17 LAKESIDE CORPORATION 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205

Signature of
Role Plan administrator
Date 2016-02-17
Name of individual signing BRIAN CUNNINGHAM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-02-17
Name of individual signing BRIAN CUNNINGHAM
Valid signature Filed with authorized/valid electronic signature
LAKESIDE CORPORATION 401(K) PLAN 2013 610254335 2015-04-20 LAKESIDE CORPORATION 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205

Signature of
Role Plan administrator
Date 2015-04-20
Name of individual signing BRIAN R CUNNINGHAM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-20
Name of individual signing BRIAN R CUNNINGHAM
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/12/13/20131213122459P040122909011001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205

Signature of
Role Plan administrator
Date 2013-12-13
Name of individual signing BRIAN CUNNINGHAM
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/12/06/20121206103222P030000810417001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205

Plan administrator’s name and address
Administrator’s EIN 610254335
Plan administrator’s name LAKESIDE CORPORATION
Plan administrator’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205
Administrator’s telephone number 5024544485

Signature of
Role Plan administrator
Date 2012-12-06
Name of individual signing BRIAN CUNNINGHAM
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/12/06/20121206105047P030000834225001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205

Plan administrator’s name and address
Administrator’s EIN 610254335
Plan administrator’s name LAKESIDE CORPORATION
Plan administrator’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205
Administrator’s telephone number 5024544485

Signature of
Role Plan administrator
Date 2012-12-06
Name of individual signing BRIAN CUNNINGHAM
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/01/24/20110124143705P030089882048001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 713900
Sponsor’s telephone number 5024544485
Plan sponsor’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205

Plan administrator’s name and address
Administrator’s EIN 610254335
Plan administrator’s name LAKESIDE CORPORATION
Plan administrator’s address 2010 TREVILLIAN WAY, LOUISVILLE, KY, 40205
Administrator’s telephone number 5024544485

Signature of
Role Plan administrator
Date 2011-01-24
Name of individual signing BRIAN CUNNINGHAM
Valid signature Filed with authorized/valid electronic signature

Secretary

Name Role
CORINNE KEEL Secretary

President

Name Role
DAVID CALDWELL President

Director

Name Role
ZACK HOYT Director
PHILLIP SCHWAB Director
ERIC BURNETTE Director
LARRY FREDERIKSEN Director
CHAS. G. PFEFFER Director
TOM B. MEGLEMRY Director
CHAS. C. WHEELER Director

Incorporator

Name Role
TOM B. MEGLEMRY Incorporator
CHAS. G. PFEFFER Incorporator
CHAS. C. WHEELER Incorporator

Registered Agent

Name Role
MARY T. GRAVES Registered Agent

Treasurer

Name Role
PATRICK CARRICO Treasurer

Vice President

Name Role
MOLLY STANLEY Vice President

Former Company Names

Name Action
THE LAKESIDE CORPORATION Old Name

Filings

Name File Date
Annual Report 2025-01-10
Annual Report 2024-01-03
Principal Office Address Change 2023-01-11
Annual Report 2023-01-11
Annual Report 2022-01-12
Annual Report 2021-01-05
Annual Report 2020-01-08
Annual Report 2019-04-18
Annual Report 2018-01-31
Annual Report 2017-01-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2968688301 2021-01-21 0457 PPS 2010 Trevilian Way, Louisville, KY, 40205-2142
Loan Status Date 2021-12-10
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 95200
Loan Approval Amount (current) 95200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27569
Servicing Lender Name Stock Yards Bank & Trust Company
Servicing Lender Address 1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40205-2142
Project Congressional District KY-03
Number of Employees 48
NAICS code 713940
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 95987.68
Forgiveness Paid Date 2021-11-26
5229617001 2020-04-05 0457 PPP 2010 TREVILIAN WAY, LOUISVILLE, KY, 40205-2142
Loan Status Date 2021-02-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 95200
Loan Approval Amount (current) 95200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27569
Servicing Lender Name Stock Yards Bank & Trust Company
Servicing Lender Address 1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40205-2142
Project Congressional District KY-03
Number of Employees 11
NAICS code 713990
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 95953.78
Forgiveness Paid Date 2021-01-28

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PATRICK CARRICO

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Related by address

No related companies by address

Sources: Kentucky Secretary of State

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