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  5. THE OWEN FUNERAL HOME, INC.

THE OWEN FUNERAL HOME, INC.

Company Details

Name: THE OWEN FUNERAL HOME, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 22 Jul 1964 (61 years ago)
Organization Date: 22 Jul 1964 (61 years ago)
Last Annual Report: 12 Aug 2024 (8 months ago)
Organization Number: 0039313
Industry: Miscellaneous Services
Number of Employees: Medium (20-99)
ZIP code: 40216
City: Louisville, Shively
Primary County: Jefferson County
Principal Office: 5317 DIXIE HWY., LOUISVILLE, KY 40216
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OWEN FUNERAL HOME CBS BENEFIT PLAN 2023 611397216 2024-12-30 OWEN FUNERAL HOME 12
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HWY, LOUISVILLE, KY, 40216

Plan administrator’s name and address
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
OWEN FUNERAL HOME INC 401(K) PROFIT SHARING PLAN 2023 610623494 2024-09-06 OWEN FUNERAL HOME INC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-10-01
Business code 812210
Sponsor’s telephone number 5025925099
Plan sponsor’s address 5317 DIXIE HWY, LOUISVILLE, KY, 40216

Signature of
Role Plan administrator
Date 2024-09-06
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
OWEN FUNERAL HOME CBS BENEFIT PLAN 2022 611397216 2023-12-27 OWEN FUNERAL HOME 14
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HWY, LOUISVILLE, KY, 40216

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
OWEN FUNERAL HOME INC 401(K) PROFIT SHARING PLAN 2022 610623494 2023-09-11 OWEN FUNERAL HOME INC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-10-01
Business code 812210
Sponsor’s telephone number 5025925099
Plan sponsor’s address 5317 DIXIE HWY, LOUISVILLE, KY, 40216

Signature of
Role Plan administrator
Date 2023-09-11
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
OWEN FUNERAL HOME INC 401(K) PROFIT SHARING PLAN 2021 610623494 2022-09-22 OWEN FUNERAL HOME INC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-10-01
Business code 812210
Sponsor’s telephone number 5025925099
Plan sponsor’s address 5317 DIXIE HWY, LOUISVILLE, KY, 40216

Signature of
Role Plan administrator
Date 2022-09-22
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature
OWEN FUNERAL HOME CBS BENEFIT PLAN 2021 611397216 2022-12-29 OWEN FUNERAL HOME 15
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HWY, LOUISVILLE, KY, 40216

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
OWEN FUNERAL HOME INC 401(K) PROFIT SHARING PLAN 2020 610623494 2021-10-15 OWEN FUNERAL HOME INC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-10-01
Business code 812210
Sponsor’s telephone number 5025925099
Plan sponsor’s address 5317 DIXIE HWY, LOUISVILLE, KY, 40216

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing VANESSA URREGO
Valid signature Filed with authorized/valid electronic signature
OWEN FUNERAL HOME CBS BENEFIT PLAN 2020 611397216 2021-12-14 OWEN FUNERAL HOME 15
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HWY, LOUISVILLE, KY, 40216

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 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
OWEN FUNERAL HOME CBS BENEFIT PLAN 2019 611397216 2020-12-23 OWEN FUNERAL HOME 15
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HWY, LOUISVILLE, KY, 40216

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature
OWEN FH, INC., PSP 2016 610623494 2017-10-05 OWEN FUNERAL HOME, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-10-19
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HIGHWAY, LOUISVILLE, KY, 40216

Signature of
Role Plan administrator
Date 2017-10-05
Name of individual signing LINDA MILLER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/17/20161017100916P040033289409001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-10-19
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HIGHWAY, LOUISVILLE, KY, 40216

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing LINDA MILLER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/17/20161017100708P040033284849001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-10-19
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HIGHWAY, LOUISVILLE, KY, 40216

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing LINDA MILLER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/13/20151013143756P030042385591001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-10-19
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HIGHWAY, LOUISVILLE, KY, 40216

Signature of
Role Plan administrator
Date 2015-10-13
Name of individual signing LINDA MILLER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/25/20140725143039P030018025839001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-10-19
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HIGHWAY, LOUISVILLE, KY, 40216

Signature of
Role Plan administrator
Date 2014-07-25
Name of individual signing LINDA OWEN MILLER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/08/16/20100816141756P030023898868001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 812210
Sponsor’s telephone number 5024472600
Plan sponsor’s address 5317 DIXIE HIGHWAY, LOUISVILLE, KY, 40216

Plan administrator’s name and address
Administrator’s EIN 610623494
Plan administrator’s name OWEN FUNERAL HOME, INC.
Plan administrator’s address 5317 DIXIE HIGHWAY, LOUISVILLE, KY, 40216
Administrator’s telephone number 5024472600

Signature of
Role Plan administrator
Date 2010-08-16
Name of individual signing DAVID OWEN
Valid signature Filed with authorized/valid electronic signature

Incorporator

Name Role
ANNA G. ROBERTS Incorporator
BIRD S. OWEN, JR. Incorporator
EDITH E. OWEN Incorporator

President

Name Role
David L Owen President

Vice President

Name Role
Pamela Owen Vice President

Secretary

Name Role
Rachel Owen Secretary

Registered Agent

Name Role
STEPHEN B. PENCE Registered Agent

Director

Name Role
David L Owen Director
Pamela Owen Director
Rachel Owen Director

Assumed Names

Name Status Expiration Date
OWEN FUNERAL HOME Inactive 2022-10-12

Filings

Name File Date
Annual Report 2024-08-12
Annual Report 2023-04-19
Annual Report 2022-06-28
Reinstatement Certificate of Existence 2021-12-17
Reinstatement 2021-12-17
Reinstatement Approval Letter UI 2021-12-16
Reinstatement Approval Letter Revenue 2021-12-16
Administrative Dissolution 2021-10-19
Annual Report 2020-03-04
Reinstatement Certificate of Existence 2019-12-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2804557109 2020-04-11 0457 PPP 5317 Dixie Highway, LOUISVILLE, KY, 40216-1557
Loan Status Date 2021-07-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 267900
Loan Approval Amount (current) 267900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 97430
Servicing Lender Name L&N FCU
Servicing Lender Address 9201 Smyrna Pkwy, LOUISVILLE, KY, 40229-1415
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Unanswered
Project Address LOUISVILLE, JEFFERSON, KY, 40216-1557
Project Congressional District KY-03
Number of Employees 15
NAICS code 812210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 97430
Originating Lender Name L&N FCU
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 271041.4
Forgiveness Paid Date 2021-06-24

Related by officers

BIRD S. OWEN, JR.

LINCOLN EQUI-SERVICES, INC. HIGHLANDS PROPERTIES, INC.

David L Owen

FIRST TRADITIONAL, INC. OWEN J-TOWN, LLC SOUTHEASTERN SHRINE CONVENTION ASSOCIATION OF KENTUCKY, INC.

STEPHEN B. PENCE

PEDLEY, ZIELKE & GORINDIER & PENCE, PLLC H2H HOLDINGS, LLC COMMONWEALTH STRATEGIES, LLC PENCE & WHETZEL, PLLC NARULA DENTISTRY, PLLC HOLY SMOKES BBQ, LLC LEONIDAS SOLUTIONS, LLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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