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  5. WOODALL AGENCY, INC.

WOODALL AGENCY, INC.

Company Details

Name: WOODALL AGENCY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 28 Dec 1973 (51 years ago)
Organization Date: 28 Dec 1973 (51 years ago)
Last Annual Report: 13 Feb 2025 (2 months ago)
Organization Number: 0056397
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42445
City: Princeton
Primary County: Caldwell County
Principal Office: 200 MUIRFIELD DR., PRINCETON, KY 42445
Place of Formation: KENTUCKY
Authorized Shares: 2000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WOODALL AGENCY INC. 401(K) SAVINGS PLAN 2021 610853392 2023-02-13 WOODALL AGENCY INC 3
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2706252187
Plan sponsor’s address 200 MUIRFIELD DR, PRINCETON, KY, 424452355

Signature of
Role Plan administrator
Date 2023-02-13
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-02-13
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
WOODALL AGENCY INC. 401(K) SAVINGS PLAN 2021 610853392 2023-02-14 WOODALL AGENCY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2706252187
Plan sponsor’s address 200 MUIRFIELD DR, PRINCETON, KY, 424452355

Signature of
Role Plan administrator
Date 2023-02-14
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-02-14
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
WOODALL AGENCY INC 401(K) SAVINGS PLAN 2020 610853392 2021-05-15 WOODALL AGENCY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Signature of
Role Plan administrator
Date 2021-05-15
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-15
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
WOODALL AGENCY INC 401(K) SAVINGS PLAN 2019 610853392 2020-05-19 WOODALL AGENCY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Signature of
Role Plan administrator
Date 2020-05-19
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-19
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
WOODALL AGENCY INC 401(K) SAVINGS PLAN 2018 610853392 2019-06-18 WOODALL AGENCY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Signature of
Role Plan administrator
Date 2019-06-18
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-18
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
WOODALL AGENCY INC 401(K) SAVINGS PLAN 2017 610853392 2018-05-15 WOODALL AGENCY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Signature of
Role Plan administrator
Date 2018-05-15
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-15
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
WOODALL AGENCY INC 401(K) SAVINGS PLAN 2016 610853392 2017-04-28 WOODALL AGENCY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Signature of
Role Plan administrator
Date 2017-04-28
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-28
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
WOODALL AGENCY INC 401(K) SAVINGS PLAN 2015 610853392 2016-07-01 WOODALL AGENCY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Signature of
Role Plan administrator
Date 2016-07-01
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-01
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
WOODALL AGENCY INC 401(K) SAVINGS PLAN 2014 610853392 2015-05-16 WOODALL AGENCY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Signature of
Role Plan administrator
Date 2015-05-16
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-16
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
WOODALL AGENCY INC 401(K) SAVINGS PLAN 2013 610853392 2014-04-18 WOODALL AGENCY INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Signature of
Role Plan administrator
Date 2014-04-18
Name of individual signing FRED FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-04-18
Name of individual signing FRED FOLTZ
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/31/20130531180518P030084473637001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Signature of
Role Plan administrator
Date 2013-05-31
Name of individual signing FRED FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-31
Name of individual signing FRED FOLTZ
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/04/27/20120427110054P040001827650001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Plan administrator’s name and address
Administrator’s EIN 610853392
Plan administrator’s name WOODALL AGENCY INC
Plan administrator’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249
Administrator’s telephone number 2703655541

Signature of
Role Plan administrator
Date 2012-04-27
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-04-27
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/03/25/20110325123114P030146571616001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Plan administrator’s name and address
Administrator’s EIN 610853392
Plan administrator’s name WOODALL AGENCY INC
Plan administrator’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249
Administrator’s telephone number 2703655541

Signature of
Role Plan administrator
Date 2011-03-25
Name of individual signing FRED FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-03-25
Name of individual signing FRED FOLTZ
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/05/04/20100504144004P030011531574001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 2703655541
Plan sponsor’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249

Plan administrator’s name and address
Administrator’s EIN 610853392
Plan administrator’s name WOODALL AGENCY INC
Plan administrator’s address 111 E WASHINGTON ST, PRINCETON, KY, 424452249
Administrator’s telephone number 2703655541

Signature of
Role Plan administrator
Date 2010-05-04
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-05-04
Name of individual signing FREDERICK FOLTZ
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
FREDERICK C. FOLTZ Registered Agent

Director

Name Role
C. A. WOODALL, JR. Director

President

Name Role
Frederick C Foltz President

Secretary

Name Role
Martha W Foltz Secretary

Treasurer

Name Role
Frederick C Foltz Treasurer

Vice President

Name Role
Martha W Foltz Vice President

Incorporator

Name Role
C. A. WOODALL, JR. Incorporator

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 400958 Agent - Personal Lines Withdrawn - - - - -
Department of Insurance DOI ID 400958 Agent - Property Active 2024-06-10 - - 2026-03-31 -
Department of Insurance DOI ID 400958 Agent - Casualty Inactive 2000-08-15 - 2022-03-31 - -
Department of Insurance DOI ID 400958 Agent - Life Inactive 1986-11-04 - 2022-03-31 - -
Department of Insurance DOI ID 400958 Agent - Health Inactive 1986-11-04 - 2022-03-31 - -
Department of Insurance DOI ID 400958 Agent - General Lines Inactive 1982-03-31 - 2000-08-15 - -

Assumed Names

Name Status Expiration Date
TRIGG COUNTY INSURANCE AGENCY Inactive 2013-07-15

Filings

Name File Date
Annual Report 2025-02-13
Annual Report 2024-03-08
Registered Agent name/address change 2024-03-08
Annual Report 2023-03-24
Annual Report 2022-03-06
Annual Report 2021-06-15
Principal Office Address Change 2021-06-15
Annual Report 2020-02-12
Annual Report 2019-04-18
Annual Report 2018-04-10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6977067002 2020-04-07 0457 PPP 110 West Washington Street, PRINCETON, KY, 42445-1908
Loan Status Date 2021-06-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 42126
Loan Approval Amount (current) 42126
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27863
Servicing Lender Name Farmers Bank and Trust Company, Princeton, Kentucky
Servicing Lender Address 111 W Washington St, PRINCETON, KY, 42445-1907
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PRINCETON, CALDWELL, KY, 42445-1908
Project Congressional District KY-01
Number of Employees 5
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27863
Originating Lender Name Farmers Bank and Trust Company, Princeton, Kentucky
Originating Lender Address PRINCETON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 42590.56
Forgiveness Paid Date 2021-05-18

Related by officers

Martha W Foltz

Woodall Agency of Princeton, LLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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