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  5. MERKLEY-KENDRICK JEWELERS, INC.

MERKLEY-KENDRICK JEWELERS, INC.

Company Details

Name: MERKLEY-KENDRICK JEWELERS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
Organization Date: 29 Jan 1971 (54 years ago)
Last Annual Report: 16 May 2024 (a year ago)
Organization Number: 0035033
Industry: Apparel and Accessory Stores
Number of Employees: Small (0-19)
ZIP code: 40207
City: Louisville, Bellewood, Brownsboro Village, Brwnsboro...
Primary County: Jefferson County
Principal Office: 138 CHENOWETH LANE, LOUISVILLE, KY 40207
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2023 610713063 2024-10-11 MERKLEY KENDRICK JEWELERS 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LN, LOUISVILLE, KY, 402072651
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2022 610713063 2023-09-14 MERKLEY KENDRICK JEWELERS 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LN, LOUISVILLE, KY, 402072651
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2021 610713063 2022-06-24 MERKLEY KENDRICK JEWELERS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LN, LOUISVILLE, KY, 402072651
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2020 610713063 2021-05-26 MERKLEY KENDRICK JEWELERS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LN, LOUISVILLE, KY, 402072651
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2019 610713063 2020-08-24 MERKLEY KENDRICK JEWELERS 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LN, LOUISVILLE, KY, 402072651
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2018 610713063 2019-08-15 MERKLEY KENDRICK JEWELERS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LN, LOUISVILLE, KY, 402072651

Signature of
Role Plan administrator
Date 2019-08-15
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2017 610713063 2018-06-06 MERKLEY KENDRICK JEWELERS 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LN, LOUISVILLE, KY, 402072651

Signature of
Role Plan administrator
Date 2018-06-05
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-05
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2016 610713063 2017-07-21 MERKLEY KENDRICK JEWELERS 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LN, LOUISVILLE, KY, 402072651

Signature of
Role Plan administrator
Date 2017-07-20
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-20
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2015 610713063 2016-08-31 MERKLEY KENDRICK JEWELERS 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LN, LOUISVILLE, KY, 402072651

Signature of
Role Plan administrator
Date 2016-08-30
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-30
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
MERKLEY KENDRICK JEWELERS INC. PROFIT SHARING PLAN 2014 610713063 2015-08-27 MERKLEY KENDRICK JEWELERS 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LANE, LOUISVILLE, KY, 40207
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/25/20140825101800P040104803681005.pdf
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LANE, LOUISVILLE, KY, 40207
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/24/20130524141843P030225022227002.pdf
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LANE, LOUISVILLE, KY, 40207

Signature of
Role Plan administrator
Date 2013-05-24
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/27/20120827084104P030017577121003.pdf
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LANE, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 610713063
Plan administrator’s name MERKLEY KENDRICK JEWELERS
Plan administrator’s address 138 CHENOWETH LANE, LOUISVILLE, KY, 40207
Administrator’s telephone number 5028956124

Signature of
Role Plan administrator
Date 2012-08-27
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/11/15/20111115152159P030027674960004.pdf
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LANE, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 610713963
Plan administrator’s name MERKLEY KENDRICK JEWELERS
Plan administrator’s address 138 CHENOWETH LANE, LOUISVILLE, KY, 40207
Administrator’s telephone number 5028956124

Signature of
Role Plan administrator
Date 2011-11-15
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/05/20/20100520081559P030012528996005.pdf
Three-digit plan number (PN) 001
Effective date of plan 1976-02-01
Business code 448310
Sponsor’s telephone number 5028956124
Plan sponsor’s address 138 CHENOWETH LANE, LOUISVILLE, KY, 40207

Plan administrator’s name and address
Administrator’s EIN 610713963
Plan administrator’s name MERKLEY KENDRICK JEWELERS
Plan administrator’s address 138 CHENOWETH LANE, LOUISVILLE, KY, 40207
Administrator’s telephone number 5028956124

Signature of
Role Plan administrator
Date 2010-05-19
Name of individual signing BRIAN MERKLEY
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
PAUL F. VISSMAN Registered Agent

President

Name Role
Brian S Merkley President

Secretary

Name Role
Carolyn K Merkley Secretary

Vice President

Name Role
William E Merkley Vice President

Incorporator

Name Role
JOSEPH C. MERKLEY Incorporator
DONALD J. MERKLEY Incorporator
WILLIAM E. MERKLEY Incorporator

Filings

Name File Date
Annual Report 2024-05-16
Annual Report 2023-04-08
Annual Report 2022-03-10
Annual Report 2021-04-22
Annual Report 2020-06-16
Annual Report 2019-05-21
Annual Report 2018-04-19
Annual Report 2017-05-01
Annual Report 2016-06-30
Annual Report 2015-06-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4670497009 2020-04-04 0457 PPP 138 Chenoweth Lane, LOUISVILLE, KY, 40207-2651
Loan Status Date 2021-07-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 176000
Loan Approval Amount (current) 176000
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, 40207-2651
Project Congressional District KY-03
Number of Employees 8
NAICS code 448310
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27909
Originating Lender Name Stock Yards Bank and Trust Company
Originating Lender Address Louisville, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 178058.22
Forgiveness Paid Date 2021-06-10
5729438303 2021-01-25 0457 PPS 138 Chenoweth Ln, Louisville, KY, 40207-2651
Loan Status Date 2021-10-13
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 157000
Loan Approval Amount (current) 157000
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, 40207-2651
Project Congressional District KY-03
Number of Employees 9
NAICS code 448310
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27909
Originating Lender Name Stock Yards Bank and Trust Company
Originating Lender Address Louisville, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 157985.61
Forgiveness Paid Date 2021-09-27

Related by officers

PAUL F. VISSMAN

LOUIE'S PLACE, INC. BLUEGRASS SIGNS, INC. CFH DESIGNS, INC. KAREM & KAREM, ATTORNEYS SCOTT TICHENOR & ASSOCIATES, LLC

William E Merkley

MERKLEY JEWELERS, INC. GEM INVESTMENTS LTD.

DONALD J. MERKLEY

MERKLEY JEWELERS, INC. GEM INVESTMENTS LTD. MERKLEY, INC.

WILLIAM E. MERKLEY

MERKLEY JEWELERS, INC. GEM INVESTMENTS LTD. BKC PROPERTIES LLC

Related by address

138 CHENOWETH LANE, LOUISVILLE, KY 40207

GEM INVESTMENTS LTD.

Sources: Kentucky Secretary of State

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