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  5. POAGE ENGINEERS AND ASSOCIATES, INC.

POAGE ENGINEERS AND ASSOCIATES, INC.

Company Details

Name: POAGE ENGINEERS AND ASSOCIATES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 02 Jul 1974 (51 years ago)
Organization Date: 02 Jul 1974 (51 years ago)
Last Annual Report: 31 Jan 2025 (a month ago)
Organization Number: 0041816
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 40504
City: Lexington
Primary County: Fayette County
Principal Office: 880 SPARTA COURT, SUITE 200, LEXINGTON, KY 40504
Place of Formation: KENTUCKY
Authorized Shares: 200

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2019 610868556 2020-10-09 POAGE ENGINEERS AND ASSOCIATES INC. 13
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 880 SPARTA COURT, LEXINGTON, KY, 40504
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2019 610868556 2020-12-08 POAGE ENGINEERS AND ASSOCIATES INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 880 SPARTA COURT, LEXINGTON, KY, 40504
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2018 610868556 2019-10-01 POAGE ENGINEERS AND ASSOCIATES INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 880 SPARTA COURT, LEXINGTON, KY, 40504
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2017 610868556 2018-10-10 POAGE ENGINEERS AND ASSOCIATES INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 880 SPARTA COURT, LEXINGTON, KY, 40504
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2016 610868556 2017-10-10 POAGE ENGINEERS AND ASSOCIATES INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 880 SPARTA COURT, LEXINGTON, KY, 40504
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2015 610868556 2016-04-19 POAGE ENGINEERS AND ASSOCIATES INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2014 610868556 2015-10-14 POAGE ENGINEERS AND ASSOCIATES INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2013 610868556 2014-10-13 POAGE ENGINEERS AND ASSOCIATES INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2012 610868556 2013-10-14 POAGE ENGINEERS AND ASSOCIATES INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing KATHY KEATON
Valid signature Filed with authorized/valid electronic signature
POAGE ENGINEERS AND ASSOCIATES RETIREMENT PLAN 2011 610868556 2012-10-11 POAGE ENGINEERS AND ASSOCIATES INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936

Plan administrator’s name and address
Administrator’s EIN 610868556
Plan administrator’s name POAGE ENGINEERS AND ASSOCIATES INC.
Plan administrator’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936
Administrator’s telephone number 8592559034

Signature of
Role Plan administrator
Date 2012-10-11
Name of individual signing BRIAN SCOTT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/29/20110729110849P040015624050001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936

Plan administrator’s name and address
Administrator’s EIN 610868556
Plan administrator’s name POAGE ENGINEERS AND ASSOCIATES INC.
Plan administrator’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936
Administrator’s telephone number 8592559034

Signature of
Role Plan administrator
Date 2011-07-29
Name of individual signing CHRISTOPHER KELLY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/14/20101014030519P070026169425001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1975-12-15
Business code 541330
Sponsor’s telephone number 8592559034
Plan sponsor’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936

Plan administrator’s name and address
Administrator’s EIN 610868556
Plan administrator’s name POAGE ENGINEERS AND ASSOCIATES INC.
Plan administrator’s address 446 EAST HIGH STREET, LEXINGTON, KY, 405071936
Administrator’s telephone number 8592559034

Signature of
Role Plan administrator
Date 2010-10-13
Name of individual signing CHRISTOPHER KELLY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-13
Name of individual signing CHRISTOPHER KELLY
Valid signature Filed with authorized/valid electronic signature

Vice President

Name Role
Brian D Scott Vice President

Registered Agent

Name Role
CHRIS S. KELLY Registered Agent

Treasurer

Name Role
Teri Kelly Treasurer

President

Name Role
Chris S Kelly President

Secretary

Name Role
Samantha L Scott Secretary

Director

Name Role
JOSEPH L. POAGE Director
MARGARET POAGE Director

Incorporator

Name Role
JOSEPH L. POAGE Incorporator

Filings

Name File Date
Annual Report 2025-01-31
Annual Report 2025-01-31
Annual Report 2024-02-23
Annual Report 2024-02-23
Annual Report 2023-01-20
Annual Report 2022-01-20
Annual Report 2021-01-27
Annual Report 2020-01-16
Annual Report 2019-03-01
Annual Report 2018-03-02

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
317638567 0452110 2014-07-18 450 PRESTONSBURG ST, WEST LIBERTY, KY, 41472
Inspection Type Unprog Rel
Scope Partial
Safety/Health Safety
Close Conference 2014-12-31
Case Closed 2016-02-04

Violation Items
Citation ID 01001
Citaton Type Serious
Standard Cited 19260453 B02 V
Issuance Date 2014-12-31
Abatement Due Date 2015-01-05
Initial Penalty 3500.0
Contest Date 2015-01-26
Final Order 2015-09-01
Nr Instances 1
Nr Exposed 1
Gravity 10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5135367008 2020-04-05 0457 PPP 880 SPARTA CT, LEXINGTON, KY, 40504-1113
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 127000
Loan Approval Amount (current) 127000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27195
Servicing Lender Name Bank of the Bluegrass & Trust Company
Servicing Lender Address 101 E High St, LEXINGTON, KY, 40507-1407
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40504-1113
Project Congressional District KY-06
Number of Employees 8
NAICS code 541330
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27195
Originating Lender Name Bank of the Bluegrass & Trust Company
Originating Lender Address LEXINGTON, KY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 128043.84
Forgiveness Paid Date 2021-02-09

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P1586655 POAGE ENGINEERS AND ASSOCIATES, INC - LH9AD3N53L25 880 SPARTA CT STE 200, LEXINGTON, KY, 40504-1155
Capabilities Statement Link -
Phone Number 859-255-9034
Fax Number 859-252-3130
E-mail Address bscott@poageengineers.com
WWW Page -
E-Commerce Website -
Contact Person BRIAN SCOTT
County Code (3 digit) 067
Congressional District 06
Metropolitan Statistical Area 4280
CAGE Code 6K8F6
Year Established 1974
Accepts Government Credit Card No
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications -
Business Development Servicing Office KENTUCKY DISTRICT OFFICE (SBA office code 0457)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541330
NAICS Code's Description Engineering ServicesGeneral $22.50m Small Business Size Standard: [Yes]Special $41.50m Military and Aerospace Equipment and Military Weapons: [Yes]Special $41.50m Contracts and Subcontracts for Engineering Services Awarded Under the National Energy Policy Act of 1992: [Yes]Special $41.50m Marine Engineering and Naval Architecture: [Yes]
Small Yes

Export Profile (Trade Mission Online)
Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

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Related by address

No related companies by address

Sources: Kentucky Secretary of State

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