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  5. SIMMS & MONTGOMERY, INC.

SIMMS & MONTGOMERY, INC.

Company Details

Name: SIMMS & MONTGOMERY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 07 May 1962 (63 years ago)
Organization Date: 07 May 1962 (63 years ago)
Last Annual Report: 04 Feb 2025 (a month ago)
Organization Number: 0048613
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40069
City: Springfield, Maud
Primary County: Washington County
Principal Office: P.O. BOX 272, SPRINGFIELD, KY 40069
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SIMMS & MONTGOMERY INC 2023 610598450 2024-07-29 SIMMS & MONTGOMERY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2024-07-29
Name of individual signing JOHN PETTUS
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY INC 2022 610598450 2023-07-26 SIMMS & MONTGOMERY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2023-07-26
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-26
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY INC 2021 610598450 2022-05-20 SIMMS & MONTGOMERY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-27
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY INC 2021 610598450 2022-05-20 SIMMS & MONTGOMERY INC 3
Three-digit plan number (PN) 001
Effective date of plan 2022-01-27
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY INC 2020 610598450 2022-05-20 SIMMS & MONTGOMERY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY, INC. 2019 610598450 2020-11-10 SIMMS & MONTGOMERY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2020-11-10
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-11-10
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY, INC. 2018 610598450 2019-11-14 SIMMS & MONTGOMERY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P O BOX 272, SPRINGFIELD, KY, 40069
SIMMS & MONTGOMERY, INC. 2017 610598450 2018-08-27 SIMMS & MONTGOMERY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P O BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2018-08-24
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-08-24
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY, INC. 2016 610598450 2017-08-28 SIMMS & MONTGOMERY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-08-28
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY, INC. 2015 610598450 2016-08-24 SIMMS & MONTGOMERY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2016-08-23
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-23
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/08/27/20150827164504P030034870049002.pdf
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2015-08-27
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-08-27
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/29/20140829091509P040005400841002.pdf
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2014-08-26
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-26
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2014-08-26
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-26
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/08/26/20130826101505P040464798625001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2013-08-22
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-22
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/22/20120822123008P040035569186001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Plan administrator’s name and address
Administrator’s EIN 610598450
Plan administrator’s name SIMMS & MONTGOMERY, INC.
Plan administrator’s address P.O. BOX 272, SPRINGFIELD, KY, 40069
Administrator’s telephone number 8593363937

Signature of
Role Plan administrator
Date 2012-08-22
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-08-22
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature

Secretary

Name Role
John I Pettus Secretary

Treasurer

Name Role
John I Pettus Treasurer

Incorporator

Name Role
J. R. MONTGOMERY, JR. Incorporator

Registered Agent

Name Role
CHARLES M. POLIN Registered Agent

President

Name Role
Charles M Polin President

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 399719 Agent - Property Active 2000-08-15 - - 2026-03-31 -
Department of Insurance DOI ID 399719 Agent - Casualty Active 2000-08-04 - - 2026-03-31 -
Department of Insurance DOI ID 399719 Agent - Life Active 1991-04-18 - - 2026-03-31 -
Department of Insurance DOI ID 399719 Agent - Health Active 1991-04-18 - - 2026-03-31 -
Department of Insurance DOI ID 399719 Agent - General Lines Inactive 1982-03-31 - 2000-08-15 - -

Filings

Name File Date
Annual Report 2025-02-04
Annual Report 2024-02-29
Annual Report 2023-03-17
Annual Report 2022-03-08
Annual Report 2021-02-09
Annual Report 2020-02-12
Annual Report 2019-04-18
Annual Report 2018-04-10
Annual Report 2017-03-07
Annual Report 2016-06-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1193647303 2020-04-28 0457 PPP PO BOX 272, SPRINGFIELD, KY, 40069-0272
Loan Status Date 2022-05-27
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20156.25
Loan Approval Amount (current) 20156.25
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27936
Servicing Lender Name Springfield State Bank
Servicing Lender Address 125 E Main St, SPRINGFIELD, KY, 40069-1224
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address SPRINGFIELD, WASHINGTON, KY, 40069-0272
Project Congressional District KY-01
Number of Employees 3
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 27936
Originating Lender Name Springfield State Bank
Originating Lender Address SPRINGFIELD, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20272.71
Forgiveness Paid Date 2020-11-27

Related by officers

John I Pettus

SPRINGFIELD REALTY COMPANY, INC. LINCOLN COUNTRY CLUB, INC.

J. R. MONTGOMERY, JR.

"FIRST & PEOPLES BANK, SPRINGFIELD, KENTUCKY"

CHARLES M. POLIN

SPRINGFIELD REALTY COMPANY, INC. SPRINGFIELD/WASHINGTON COUNTY ECONOMIC DEVELOPMENT AUTHORITY, INC.

Charles M Polin

SPRINGFIELD REALTY COMPANY, INC. LINCOLN COUNTRY CLUB, INC.

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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