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W. R. COLE & ASSOCIATES, INC.

Company Details

Name: W. R. COLE & ASSOCIATES, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 03 Aug 1978 (46 years ago)
Organization Date: 03 Aug 1978 (46 years ago)
Last Annual Report: 01 Mar 2024 (a year ago)
Organization Number: 0110309
Industry: Construction Special Trade Contractors
Number of Employees: Small (0-19)
Principal Office: P. O. BOX 99094, LOUISVILLE, KY 402690094
Place of Formation: KENTUCKY
Authorized Shares: 4250

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
W.R. COLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 610940946 2024-07-09 W.R. COLE & ASSOCIATES, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 40299
W.R. COLE & ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2022 610940946 2024-04-15 W.R. COLE & ASSOCIATES, INC. 18
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-08-01
Business code 441300
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DR, LOUISVILLE, KY, 40299
W.R. COLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 610940946 2023-05-08 W.R. COLE & ASSOCIATES, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 40299
W.R. COLE & ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2021 610940946 2023-01-19 W.R. COLE & ASSOCIATES, INC. 19
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-08-01
Business code 441300
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DR, LOUISVILLE, KY, 40299
W.R. COLE & ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2020 610940946 2022-02-21 W.R. COLE & ASSOCIATES, INC. 23
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-08-01
Business code 441300
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DR, LOUISVILLE, KY, 40299
W.R. COLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 610940946 2022-04-07 W.R. COLE & ASSOCIATES, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 40299
W.R. COLE & ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2019 610940946 2021-02-02 W.R. COLE & ASSOCIATES, INC. 22
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-08-01
Business code 441300
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DR, LOUISVILLE, KY, 40299
W.R. COLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 610940946 2021-05-12 W.R. COLE & ASSOCIATES, INC. 22
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 40299
W.R. COLE & ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2018 610940946 2020-04-29 W.R. COLE & ASSOCIATES, INC. 21
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-08-01
Business code 441300
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DR, LOUISVILLE, KY, 40299
W.R. COLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 610940946 2020-02-28 W.R. COLE & ASSOCIATES, INC. 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 40299
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/02/04/20190204162730P040015271103001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2017-08-01
Business code 441300
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DR, LOUISVILLE, KY, 40299
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/02/27/20190227204723P040080127671001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 40299
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/02/20/20180220144058P030004000185001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444

Plan administrator’s name and address
Administrator’s EIN 610940946
Plan administrator’s name W.R. COLE & ASSOCIATES, INC.
Plan administrator’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444
Administrator’s telephone number 5022674499

Signature of
Role Plan administrator
Date 2018-02-20
Name of individual signing WILLIAM R. COLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/01/18/20170118080926P040037051543001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444

Plan administrator’s name and address
Administrator’s EIN 610940946
Plan administrator’s name W.R. COLE & ASSOCIATES, INC.
Plan administrator’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444
Administrator’s telephone number 5022674499

Signature of
Role Plan administrator
Date 2017-01-18
Name of individual signing WILLIAM R. COLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/12/07/20151207083411P040115741905001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444

Plan administrator’s name and address
Administrator’s EIN 610940946
Plan administrator’s name W.R. COLE & ASSOCIATES, INC.
Plan administrator’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444
Administrator’s telephone number 5022674499

Signature of
Role Plan administrator
Date 2015-12-07
Name of individual signing WILLIAM R. COLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/01/02/20150102154321P040028300727001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444

Plan administrator’s name and address
Administrator’s EIN 610940946
Plan administrator’s name W.R. COLE & ASSOCIATES, INC.
Plan administrator’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444
Administrator’s telephone number 5022674499

Signature of
Role Plan administrator
Date 2015-01-02
Name of individual signing WILLIAM R. COLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/01/12/20140112101718P040192033169001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444

Plan administrator’s name and address
Administrator’s EIN 610940946
Plan administrator’s name W.R. COLE & ASSOCIATES, INC.
Plan administrator’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444
Administrator’s telephone number 5022674499

Signature of
Role Plan administrator
Date 2014-01-12
Name of individual signing WILLIAM R. COLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/02/25/20130225133757P030107705747001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444

Plan administrator’s name and address
Administrator’s EIN 610940946
Plan administrator’s name W.R. COLE & ASSOCIATES, INC.
Plan administrator’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444
Administrator’s telephone number 5022674499

Signature of
Role Plan administrator
Date 2013-02-25
Name of individual signing WILLIAM R. COLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/11/10/20111110121214P040014681168001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444

Plan administrator’s name and address
Administrator’s EIN 610940946
Plan administrator’s name W.R. COLE & ASSOCIATES, INC.
Plan administrator’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444
Administrator’s telephone number 5022674499

Signature of
Role Plan administrator
Date 2011-11-10
Name of individual signing WILLIAM R. COLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/02/28/20110228142532P040082314496001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1995-08-01
Business code 238100
Sponsor’s telephone number 5022674499
Plan sponsor’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444

Plan administrator’s name and address
Administrator’s EIN 610940946
Plan administrator’s name W.R. COLE & ASSOCIATES, INC.
Plan administrator’s address 11300 DECIMAL DRIVE, LOUISVILLE, KY, 402992444
Administrator’s telephone number 5022674499

Signature of
Role Plan administrator
Date 2011-02-28
Name of individual signing WILLIAM R. COLE
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
W. R. COLE, III Registered Agent

President

Name Role
W R Cole III President

Treasurer

Name Role
Sheila Cozine Treasurer

Director

Name Role
WILLIAM R. COLE Director
SAM BRADLEY Director
W. R. COLE, III Director
PATRICIA BAILEY Director
SUE STRAUFFER Director

Incorporator

Name Role
WILLIAM R. COLE Incorporator

Filings

Name File Date
Annual Report 2024-03-01
Annual Report 2023-08-24
Annual Report 2022-03-08
Annual Report 2021-04-19
Annual Report 2020-03-12
Annual Report 2019-05-24
Annual Report 2018-05-09
Annual Report 2017-04-13
Annual Report 2016-03-09
Annual Report 2015-04-27

Related by officers

W. R. COLE, III

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Sheila Cozine

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PATRICIA BAILEY

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Related by address

No related companies by address

Date of last update: 04 Nov 2024

Sources: Kentucky Secretary of State

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