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  5. SCHMIDT INSURANCE AGENCY, INC.

SCHMIDT INSURANCE AGENCY, INC.

Company Details

Name: SCHMIDT INSURANCE AGENCY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 15 Oct 1980 (45 years ago)
Organization Date: 15 Oct 1980 (45 years ago)
Last Annual Report: 01 Mar 2024 (a year ago)
Organization Number: 0150618
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 7404 SOUTH PARK PLACE, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY
Authorized Shares: 100

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SIA 401(K) PLAN 2023 610980495 2024-06-18 SCHMIDT INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7404 SOUTH PARK PLACE, LOUISVILLE, KY, 402224861

Signature of
Role Plan administrator
Date 2024-06-18
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-18
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SIA 401(K) PLAN 2022 610980495 2023-10-06 SCHMIDT INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7404 SOUTH PARK PLACE, LOUISVILLE, KY, 402224861

Signature of
Role Plan administrator
Date 2023-10-06
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-06
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SIA 401(K) PLAN 2021 610980495 2022-09-19 SCHMIDT INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7404 SOUTH PARK PLACE, LOUISVILLE, KY, 402224861

Signature of
Role Plan administrator
Date 2022-09-19
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-19
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SIA 401(K) PLAN 2020 610980495 2021-02-08 SCHMIDT INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7404 SOUTH PARK PLACE, LOUISVILLE, KY, 402224861

Signature of
Role Plan administrator
Date 2021-02-08
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SIA 401(K) PLAN 2019 610980495 2020-07-20 SCHMIDT INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7404 SOUTH PARK PLACE, LOUISVILLE, KY, 402224861

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-20
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SIA 401(K) PLAN 2018 610980495 2019-07-25 SCHMIDT INSURANCE AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7404 SOUTH PARK PLACE, LOUISVILLE, KY, 402224861

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-25
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SIA 401(K) PLAN 2017 610980495 2018-07-02 SCHMIDT INSURANCE AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7404 SOUTH PARK PLACE, LOUISVILLE, KY, 402224861

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-02
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SIA 401(K) PLAN 2016 610980495 2017-07-26 SCHMIDT INSURANCE AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7404 SOUTH PARK PLACE, LOUISVILLE, KY, 402224861

Signature of
Role Plan administrator
Date 2017-07-26
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-26
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SIA 401(K) PLAN 2015 610980495 2016-03-21 SCHMIDT INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871

Signature of
Role Plan administrator
Date 2016-03-21
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-03-21
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SIA 401(K) PLAN 2014 610980495 2015-07-10 SCHMIDT INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871

Signature of
Role Plan administrator
Date 2015-07-10
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-10
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/28/20140728101732P040019118383001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871

Signature of
Role Plan administrator
Date 2014-07-28
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-28
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/31/20130731155038P030419393777001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871

Signature of
Role Plan administrator
Date 2013-07-31
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-31
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/30/20120730143825P030001779540001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871

Plan administrator’s name and address
Administrator’s EIN 610980495
Plan administrator’s name SCHMIDT INSURANCE AGENCY, INC.
Plan administrator’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871
Administrator’s telephone number 5024290477

Signature of
Role Plan administrator
Date 2012-07-30
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-30
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/04/12/20130412103237P030059879733001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871

Plan administrator’s name and address
Administrator’s EIN 610980495
Plan administrator’s name SCHMIDT INSURANCE AGENCY, INC.
Plan administrator’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871
Administrator’s telephone number 5024290477

Signature of
Role Plan administrator
Date 2013-04-12
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-04-12
Name of individual signing MARY SCHMIDT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/26/20100726163810P040399583185001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 5024290477
Plan sponsor’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871

Plan administrator’s name and address
Administrator’s EIN 610980495
Plan administrator’s name SCHMIDT INSURANCE AGENCY, INC.
Plan administrator’s address 7410 NEW LAGRANGE RD STE 200, LOUISVILLE, KY, 402224871
Administrator’s telephone number 5024290477

Signature of
Role Plan administrator
Date 2010-07-26
Name of individual signing MARY K. SCHMIDIT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-26
Name of individual signing MARY K. SCHMIDIT
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
MARY K. SCHMIDT Registered Agent

Incorporator

Name Role
LUCY B. KING Incorporator

Secretary

Name Role
Mary K Schmidt Secretary

Vice President

Name Role
Mary K Schmidt Vice President

Director

Name Role
Mary Kays Schmidt Director
KENTON R. HAYES, JR. Director
Michael Leonard Schmidt Director
MARY KAYS SCHMIDT Director

President

Name Role
MIchael L Schmidt 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 400978 Agent - Property Active 2022-06-07 - - 2026-03-31 -
Department of Insurance DOI ID 400978 Agent - Health Active 2022-06-07 - - 2026-03-31 -
Department of Insurance DOI ID 400978 Agent - Casualty Active 2022-06-07 - - 2026-03-31 -
Department of Insurance DOI ID 400978 Agent - Life Active 2022-06-07 - - 2026-03-31 -
Department of Insurance DOI ID 400978 Agent - Health Maintenance Organization Inactive 1993-01-22 - 2001-03-01 - -
Department of Insurance DOI ID 400978 Agent - Prepaid Dental Plan Inactive 1990-05-31 - 2001-03-01 - -
Department of Insurance DOI ID 400978 Agent - General Lines Inactive 1984-11-15 - 2000-08-15 - -

Former Company Names

Name Action
MARY K. SCHMIDT INC. Old Name

Filings

Name File Date
Annual Report 2024-03-01
Annual Report 2023-03-14
Annual Report 2022-03-05
Annual Report 2021-02-12
Annual Report 2020-03-23
Annual Report 2019-05-25
Registered Agent name/address change 2018-05-01
Annual Report 2018-05-01
Annual Report 2017-05-11
Principal Office Address Change 2016-07-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2490037701 2020-05-01 0457 PPP 7404 S PARK PL, LOUISVILLE, KY, 40222
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 10625
Loan Approval Amount (current) 10625
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40222-2022
Project Congressional District KY-03
Number of Employees 50
NAICS code 524210
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 Unanswered
Veteran Unanswered
Forgiveness Amount 10721.6
Forgiveness Paid Date 2021-04-01
9150988608 2021-03-25 0457 PPS 7404 S Park Pl, Louisville, KY, 40222-4861
Loan Status Date 2021-04-06
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 15100
Loan Approval Amount (current) 15100
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40222-4861
Project Congressional District KY-03
Number of Employees 5
NAICS code 524210
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 15268.94
Forgiveness Paid Date 2022-05-12

Related by officers

LUCY B. KING

THE LIGHT TOUCH OF LOUISVILLE, INC. PRESTIGE FOOD SALES, INC. HAVEN HOUSE INN, INC. CMA REALTY, INC. KTR TRUCKING, INC. JULIA A. HAYES, INC. GAYLE C. ISAACS, INC.

Mary Kays Schmidt

South Park Place, L.L.C.

KENTON R. HAYES, JR.

AGENCY FINANCE CORPORATION JULIA A. HAYES, INC. GAYLE C. ISAACS, INC. BENEFIT SPECIALISTS, INC. E. CHARLES JORDAN, INC. MR. INSURANCE, INC. 1900 PLANTSIDE PROPERTIES, LLC

Michael Leonard Schmidt

South Park Place, L.L.C.

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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