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TATUM, HESTER & BURKHEAD INSURANCE, INC.

Company Details

Name: TATUM, HESTER & BURKHEAD INSURANCE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 19 Dec 1977 (47 years ago)
Organization Date: 19 Dec 1977 (47 years ago)
Last Annual Report: 02 Jan 2025 (3 months ago)
Organization Number: 0085531
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42240
City: Hopkinsville
Primary County: Christian County
Principal Office: P. O. BOX 1010, HOPKINSVILLE, KY 42240
Place of Formation: KENTUCKY
Common No Par Shares: 2000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2023 610927552 2024-06-25 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address 108 N. MAIN STREET, P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2024-06-25
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2022 610927552 2023-09-26 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address 108 N. MAIN STREET, P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2023-09-26
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2021 610927552 2022-04-22 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address 108 N. MAIN STREET, P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2022-04-22
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2020 610927552 2021-03-23 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address 108 N. MAIN STREET, P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2021-03-23
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2019 610927552 2020-04-24 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address 108 N. MAIN STREET, P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2020-04-24
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2018 610927552 2019-03-01 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address 108 N. MAIN STREET, P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2019-03-01
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2017 610927552 2018-04-12 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address 108 N. MAIN STREET, P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2018-04-12
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2016 610927552 2017-04-06 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address 108 N. MAIN STREET, P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2017-04-06
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2015 610927552 2016-05-23 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2016-05-23
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
TATUM HESTER & BURKHEAD INSURANCE, INC. PROFIT SHARING PLAN 2014 610927552 2015-04-21 TATUM HESTER & BURKHEAD INSURANCE, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2015-04-21
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/02/06/20140206164205P040072045077001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Signature of

Role Plan administrator
Date 2014-02-06
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/03/06/20130306090309P040011345415001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Plan administrator’s name and address

Administrator’s EIN 610927552
Plan administrator’s name TATUM HESTER & BURKHEAD INSURANCE, INC.
Plan administrator’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010
Administrator’s telephone number 2708866668

Signature of

Role Plan administrator
Date 2013-03-06
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/05/11/20120511103451P040036479728001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Plan sponsor’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Plan administrator’s name and address

Administrator’s EIN 610927552
Plan administrator’s name TATUM HESTER & BURKHEAD INSURANCE, INC.
Plan administrator’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010
Administrator’s telephone number 2708866668

Signature of

Role Plan administrator
Date 2012-05-11
Name of individual signing BRIAN BURKHEAD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/03/31/20110331111209P030005054930001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Plan administrator’s name and address

Administrator’s EIN 610927552
Plan administrator’s name TATUM HESTER & BURKHEAD INSURANCE, INC.
Plan administrator’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010
Administrator’s telephone number 2708866668

Signature of

Role Plan administrator
Date 2011-03-31
Name of individual signing BRIAN KEITH BURKHEAD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-03-31
Name of individual signing BRIAN KEITH BURKHEAD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/11/04/20101104093055P030000472903001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1978-10-01
Business code 524210
Sponsor’s telephone number 2708866668
Plan sponsor’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010

Plan administrator’s name and address

Administrator’s EIN 610927552
Plan administrator’s name TATUM HESTER & BURKHEAD INSURANCE, INC.
Plan administrator’s address P.O. BOX 1010, HOPKINSVILLE, KY, 422411010
Administrator’s telephone number 2708866668

Signature of

Role Plan administrator
Date 2010-11-04
Name of individual signing BRIAN KEITH BURKHEAD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-11-04
Name of individual signing BRIAN KEITH BURKHEAD
Valid signature Filed with authorized/valid electronic signature

President

Name Role
Brian Burkhead President

Secretary

Name Role
Lisa Burkhead Secretary

Treasurer

Name Role
Lisa Burkhead Treasurer

Director

Name Role
C. D. BURKHEAD Director
EDWARD HESTER Director

Incorporator

Name Role
C. D. BURKHEAD Incorporator
EDWARD HESTER Incorporator

Registered Agent

Name Role
BRIAN BURKHEAD 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 399752 Agent - Casualty Active 2000-08-15 - - 2026-03-31 -
Department of Insurance DOI ID 399752 Agent - Property Active 2000-08-15 - - 2026-03-31 -
Department of Insurance DOI ID 399752 Agent - Life Active 1985-10-08 - - 2026-03-31 -
Department of Insurance DOI ID 399752 Agent - Health Active 1985-10-08 - - 2026-03-31 -
Department of Insurance DOI ID 399752 Agent - General Lines Inactive 1982-03-31 - 2000-08-15 - -

Assumed Names

Name Status Expiration Date
AFFORDABLE INSURANCE Inactive 2013-09-02

Filings

Name File Date
Annual Report 2025-01-02
Annual Report 2024-01-02
Annual Report 2023-01-05
Annual Report 2022-01-03
Annual Report 2021-01-08
Annual Report 2020-01-09
Annual Report Amendment 2019-09-30
Annual Report 2019-01-09
Annual Report 2018-01-11
Annual Report 2017-01-10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2763288306 2021-01-21 0457 PPS 108 N Main St, Hopkinsville, KY, 42240-2310
Loan Status Date 2021-08-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 65737
Loan Approval Amount (current) 65737
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120955
Servicing Lender Name Planters Bank, Inc.
Servicing Lender Address 1312 S Main St, HOPKINSVILLE, KY, 42240-2016
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Hopkinsville, CHRISTIAN, KY, 42240-2310
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 120955
Originating Lender Name Planters Bank, Inc.
Originating Lender Address HOPKINSVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 66034.64
Forgiveness Paid Date 2021-07-08
5160037103 2020-04-13 0457 PPP PO BOX 1010, HOPKINSVILLE, KY, 42241-1010
Loan Status Date 2020-12-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 65737
Loan Approval Amount (current) 65737
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120955
Servicing Lender Name Planters Bank, Inc.
Servicing Lender Address 1312 S Main St, HOPKINSVILLE, KY, 42240-2016
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address HOPKINSVILLE, CHRISTIAN, KY, 42241-1010
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 120955
Originating Lender Name Planters Bank, Inc.
Originating Lender Address HOPKINSVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 66135.07
Forgiveness Paid Date 2020-11-23

Sources: Kentucky Secretary of State