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  5. RATTERMAN & SONS, INC.

RATTERMAN & SONS, INC.

Company Details

Name: RATTERMAN & SONS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 19 Jun 1957 (68 years ago)
Organization Date: 19 Jun 1957 (68 years ago)
Last Annual Report: 04 Jun 2024 (10 months ago)
Organization Number: 0043452
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 40218
City: Louisville, Buechel, Watterson Park, Watterson Pk
Primary County: Jefferson County
Principal Office: 3800 BARDSTOWN RD., LOUISVILLE, KY 40218
Place of Formation: KENTUCKY
Authorized Shares: 10000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RATTERMAN & SONS CBS BENEFIT PLAN 2023 610533952 2024-12-30 RATTERMAN & SONS 9
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-02-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

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
RATTERMAN & SONS, INC., 401(K) PROFIT SHARING PLAN 2023 610533952 2024-03-29 RATTERMAN & SONS, INC. 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

Signature of
Role Plan administrator
Date 2024-03-29
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-29
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
RATTERMAN & SONS CBS BENEFIT PLAN 2022 610533952 2023-12-27 RATTERMAN & SONS 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-02-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

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
RATTERMAN & SONS, INC., 401(K) PROFIT SHARING PLAN 2022 610533952 2023-04-14 RATTERMAN & SONS, INC. 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

Signature of
Role Plan administrator
Date 2023-04-14
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-14
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
RATTERMAN & SONS CBS BENEFIT PLAN 2021 610533952 2022-12-29 RATTERMAN & SONS 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-02-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

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
RATTERMAN & SONS, INC., 401(K) PROFIT SHARING PLAN 2021 610533952 2022-02-23 RATTERMAN & SONS, INC. 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

Signature of
Role Plan administrator
Date 2022-02-23
Name of individual signing JAMES ALEX RATTERMAN, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-02-23
Name of individual signing JAMES ALEX RATTERMAN, JR.
Valid signature Filed with authorized/valid electronic signature
RATTERMAN & SONS, INC., 401(K) PROFIT SHARING PLAN 2020 610533952 2021-03-02 RATTERMAN & SONS, INC. 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

Signature of
Role Plan administrator
Date 2021-03-02
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-02
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
RATTERMAN & SONS CBS BENEFIT PLAN 2020 610533952 2021-12-14 RATTERMAN & SONS 5
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-02-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

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
RATTERMAN & SONS, INC., 401(K) PROFIT SHARING PLAN 2019 610533952 2020-03-03 RATTERMAN & SONS, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

Signature of
Role Plan administrator
Date 2020-03-03
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-03-03
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
RATTERMAN & SONS CBS BENEFIT PLAN 2019 610533952 2020-12-23 RATTERMAN & SONS 5
Three-digit plan number (PN) 501
Effective date of plan 2020-02-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

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
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/06/17/20190617152904P040304546167001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

Signature of
Role Plan administrator
Date 2019-06-17
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-17
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

Signature of
Role Plan administrator
Date 2018-06-07
Name of individual signing JAMES ALEX RATTERMAN JR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-07
Name of individual signing JAMES ALEX RATTERMAN JR
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/07/09/20180709113342P030047179543001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

Signature of
Role Plan administrator
Date 2018-07-09
Name of individual signing JAMES ALEX RATTERMAN JR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-09
Name of individual signing JAMES ALEX RATTERMAN JR
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/07/27/20170727132220P030053221069001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 812210
Sponsor’s telephone number 5024593800
Plan sponsor’s address 3800 BARDSTOWN ROAD, LOUISVILLE, KY, 40218

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing ALEX RATTERMAN
Valid signature Filed with authorized/valid electronic signature

Treasurer

Name Role
Michael Reis Ratterman Treasurer

Incorporator

Name Role
OSCAR S. RATTERMAN Incorporator
EMMETT A. RATTERMAN Incorporator

President

Name Role
James Alex Ratterman,Jr. President

Secretary

Name Role
James A Ratterman,Sr. Secretary

Registered Agent

Name Role
JAMES ALEX RATTERMAN, JR. Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 399711 Agent - Life Active 2013-06-05 - - 2027-03-31 -

Former Company Names

Name Action
J. B. RATTERMAN & SONS, INC. Old Name

Assumed Names

Name Status Expiration Date
EMBRY-BOSSE FUNERAL HOME Active 2028-02-27
RATTERMAN EMBRY BOSSE Active 2028-02-24
RATTERMAN FUNERAL & CREMATION CARE Inactive 2024-03-07
RATTERMAN FUNERAL & CREMATION CENTER Inactive 2024-03-07
COMMONWEALTH CREMATIONS Inactive 2023-02-01
COMMONWEALTH CREMATION CENTER Inactive 2023-02-01
FOREMAN FUNERAL HOME Inactive 2022-06-06
RATTERMAN MEMORIALS Inactive 2022-04-21
RATTERMAN FAMILY FUNERAL HOME Inactive 2021-07-27
RATTERMAN FUNERAL HOME Inactive 2021-04-11

Filings

Name File Date
Annual Report 2024-06-04
Annual Report 2023-04-11
Certificate of Assumed Name 2023-03-06
Certificate of Assumed Name 2023-03-06
Certificate of Assumed Name 2023-03-06
Certificate of Assumed Name 2023-03-06
Certificate of Assumed Name 2023-03-06
Certificate of Assumed Name 2023-03-06
Certificate of Assumed Name 2023-02-27
Certificate of Assumed Name 2023-02-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4031747201 2020-04-27 0457 PPP 3800 BARDSTOWN RD, LOUISVILLE, KY, 40218-1527
Loan Status Date 2021-01-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 184400
Loan Approval Amount (current) 184400
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 Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40218-1527
Project Congressional District KY-03
Number of Employees 18
NAICS code 812210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 185627.65
Forgiveness Paid Date 2020-12-30

Related by officers

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OSCAR S. RATTERMAN

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EMMETT A. RATTERMAN

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JAMES ALEX RATTERMAN, JR.

COMMONWEALTH CREMATION CENTER LLC WINDJAMR LLC WINDJAMR 3800 LLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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