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  5. MILWARD FUNERAL DIRECTORS, INC.

MILWARD FUNERAL DIRECTORS, INC.

Company Details

Name: MILWARD FUNERAL DIRECTORS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 30 Oct 1975 (49 years ago)
Organization Date: 30 Oct 1975 (49 years ago)
Last Annual Report: 05 Jan 2024 (a year ago)
Organization Number: 0051215
Industry: Personal Services
Number of Employees: Medium (20-99)
ZIP code: 40507
City: Lexington
Primary County: Fayette County
Principal Office: 159 N. BROADWAY, LEXINGTON, KY 40507
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MILWARD FUNERAL DIRECTORS, INC. 401(K) PROFIT SHARING PLAN 2023 610889933 2024-12-13 MILWARD FUNERAL DIRECTORS 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 15
Retired or separated participants receiving benefits 5
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 22
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
MILWARD FUNERAL DIRECTORS, INC. CBS BENEFIT PLAN 2023 610889933 2024-12-30 MILWARD FUNERAL DIRECTORS, INC. 12
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s address 159 N BROADWAY, LEXINGTON, KY, 40507

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
MILWARD FUNERAL DIRECTORS, INC. 401(K) PROFIT SHARING PLAN 2022 610889933 2023-10-12 MILWARD FUNERAL DIRECTORS 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 17
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 23
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
MILWARD FUNERAL DIRECTORS, INC. CBS BENEFIT PLAN 2022 610889933 2023-12-27 MILWARD FUNERAL DIRECTORS, INC. 13
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s address 159 N BROADWAY, LEXINGTON, KY, 40507

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
MILWARD FUNERAL DIRECTORS, INC. 401(K) PROFIT SHARING PLAN 2021 610889933 2022-12-23 MILWARD FUNERAL DIRECTORS 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 17
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 21
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
MILWARD FUNERAL DIRECTORS, INC. CBS BENEFIT PLAN 2021 610889933 2022-12-29 MILWARD FUNERAL DIRECTORS, INC. 13
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s address 159 N BROADWAY, LEXINGTON, KY, 40507

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
MILWARD FUNERAL DIRECTORS, INC. 401(K) PROFIT SHARING PLAN 2020 610889933 2022-01-10 MILWARD FUNERAL DIRECTORS 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 19
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 5
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 25
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
MILWARD FUNERAL DIRECTORS, INC. CBS BENEFIT PLAN 2020 610889933 2021-12-14 MILWARD FUNERAL DIRECTORS, INC. 12
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s address 159 N BROADWAY, LEXINGTON, KY, 40507

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
MILWARD FUNERAL DIRECTORS, INC. 401(K) PROFIT SHARING PLAN 2019 610889933 2020-11-13 MILWARD FUNERAL DIRECTORS 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 20
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 24
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
MILWARD FUNERAL DIRECTORS, INC. 401(K) PROFIT SHARING PLAN 2018 610889933 2019-10-02 MILWARD FUNERAL DIRECTORS 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 21
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 24
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/12/20/20181220121311P030098471677001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 19
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 25
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/12/29/20171229082233P040338893783001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 19
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 23
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/12/29/20161229090825P030013975889001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 18
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 24
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/03/25/20160325111505P040009915935001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 18
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 20
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/01/12/20150112141643P040057699745001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 19
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 24
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/02/28/20140228084317P040269116577001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Number of participants as of the end of the plan year
Active participants 19
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 22
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2014-02-28
Name of individual signing TODD WETZEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/02/26/20130226160254P030006508400001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Plan administrator’s name and address
Administrator’s EIN 610889933
Plan administrator’s name MILWARD FUNERAL DIRECTORS
Plan administrator’s address 159 N. BROADWAY, LEXINGTON, KY, 40507
Administrator’s telephone number 8592523411

Number of participants as of the end of the plan year
Active participants 20
Retired or separated participants receiving benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 22
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-02-26
Name of individual signing TODD WETZEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/12/14/20111214153744P030000282753001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Plan administrator’s name and address
Administrator’s EIN 610889933
Plan administrator’s name MILWARD FUNERAL DIRECTORS
Plan administrator’s address 159 N. BROADWAY, LEXINGTON, KY, 40507
Administrator’s telephone number 8592523411

Number of participants as of the end of the plan year
Active participants 19
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 20
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-12-14
Name of individual signing ROBERT E MILWARD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/01/06/20110106145256P040001460498001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-08-01
Business code 812210
Sponsor’s telephone number 8592523411
Plan sponsor’s mailing address 159 N. BROADWAY, LEXINGTON, KY, 40507
Plan sponsor’s address 159 N. BROADWAY, LEXINGTON, KY, 40507

Plan administrator’s name and address
Administrator’s EIN 610889933
Plan administrator’s name MILWARD FUNERAL DIRECTORS
Plan administrator’s address 159 N. BROADWAY, LEXINGTON, KY, 40507
Administrator’s telephone number 8592523411

Number of participants as of the end of the plan year
Active participants 18
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 22
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2011-01-06
Name of individual signing ROBERT E MILWARD
Valid signature Filed with authorized/valid electronic signature

Vice President

Name Role
Robert Milward, Jr. Vice President

Secretary

Name Role
Robert E Milward Jr Secretary

President

Name Role
Robert E. Milward President

Treasurer

Name Role
Susan M NEAL Treasurer

Registered Agent

Name Role
ROBERT E. MILWARD Registered Agent

Director

Name Role
ROBERT E. MILWARD Director

Incorporator

Name Role
ROBERT E. MILWARD Incorporator

Assumed Names

Name Status Expiration Date
CELEBRATION CENTER OF LEXINGTON Active 2029-01-05
CELEBRATION CENTER OF LEXINGTO Inactive 2021-11-02
MILWARD FUNERAL AND CREMATION SERVICE Inactive 2013-12-02

Filings

Name File Date
Annual Report 2024-01-05
Certificate of Assumed Name 2024-01-05
Annual Report 2023-03-15
Annual Report 2022-03-04
Annual Report 2021-03-09
Annual Report 2020-05-28
Annual Report 2019-06-17
Annual Report 2018-05-30
Annual Report 2017-05-03
Name Renewal 2016-08-29

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
301734950 0452110 1997-02-04 159 NORTH BROADWAY, LEXINGTON, KY, 40507
Inspection Type Referral
Scope Partial
Safety/Health Health
Close Conference 1997-05-16
Case Closed 1997-05-19

Related Activity
Type Referral
Activity Nr 201853090
Health Yes

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8848088301 2021-01-30 0457 PPS MILWARD FUNERAL DIRECTORS INC, LEXINGTON, KY, 40507
Loan Status Date 2021-12-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 236892
Loan Approval Amount (current) 236892
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40507
Project Congressional District KY-06
Number of Employees 39
NAICS code 812210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 238697.64
Forgiveness Paid Date 2021-11-10
8893927100 2020-04-15 0457 PPP MILWARD FUNERAL DIRECTORS INC ATTN CINDY BAKER, LEXINGTON, KY, 40507
Loan Status Date 2021-03-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 236537
Loan Approval Amount (current) 236537
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40507-1000
Project Congressional District KY-06
Number of Employees 38
NAICS code 812210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 237914.25
Forgiveness Paid Date 2021-02-16

Related by officers

Robert E Milward Jr

1509 TRENT BLVD., LLC

ROBERT E. MILWARD

HERITAGE VAULT AND CASKET COMPANY, INC. L. F. S. SERVICE CORP. MILWARD SERVICE COMPANY, INC. DANVILLE FUNERAL DIRECTORS, INC. LFS BANCORP, INC.

Related by address

159 N. BROADWAY, LEXINGTON, KY 40507

MILWARD MANAGEMENT, LLC MILWARD SERVICE COMPANY, INC. 1509 TRENT BLVD., LLC BLUEGRASS 100 CLUB, INC.

Sources: Kentucky Secretary of State

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