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STURM INSURANCE AGENCY, INC.

Company Details

Name: STURM INSURANCE AGENCY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 16 Dec 1980 (44 years ago)
Organization Date: 16 Dec 1980 (44 years ago)
Last Annual Report: 04 Feb 2025 (3 months ago)
Organization Number: 0152210
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40602
City: Frankfort
Primary County: Franklin County
Principal Office: P. O. BOX 5100, FRANKFORT, KY 40602
Place of Formation: KENTUCKY
Common No Par Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STURM INSURANCE AGENCY INC CBS BENEFIT PLAN 2023 610995750 2024-04-29 STURM INSURANCE AGENCY INC 6
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-09-01
Business code 524210
Sponsor’s telephone number 5028751351
Plan sponsor’s address 201 CAPITAL AVENUE, FRANKFORT, KY, 40601

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 2024-04-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
STURM INSURANCE AGENCY INC CBS BENEFIT PLAN 2022 610995750 2023-12-27 STURM INSURANCE AGENCY INC 5
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-09-01
Business code 524210
Sponsor’s telephone number 5028751351
Plan sponsor’s address 201 CAPITAL AVENUE, FRANKFORT, KY, 40601

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
STURM INSURANCE AGENCY INC CBS BENEFIT PLAN 2021 610995750 2022-12-29 STURM INSURANCE AGENCY INC 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-09-01
Business code 524210
Sponsor’s telephone number 5028751351
Plan sponsor’s address 201 CAPITAL AVENUE, FRANKFORT, KY, 40601

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

Director

Name Role
JAMES STURM Director
David W Sturm Director

Incorporator

Name Role
JAMES STURM Incorporator

President

Name Role
David W Sturm President

Secretary

Name Role
Jana D Sturm Secretary

Registered Agent

Name Role
DAVID W. STURM Registered Agent

Treasurer

Name Role
Ryan Sturm Treasurer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 399772 Agent - Property Active 2000-08-15 - - 2026-03-31 -
Department of Insurance DOI ID 399772 Agent - Casualty Active 2000-08-04 - - 2026-03-31 -
Department of Insurance DOI ID 399772 Agent - Health Maintenance Organization Inactive 1994-11-08 - 2001-03-01 - -
Department of Insurance DOI ID 399772 Agent - Life Active 1989-03-27 - - 2026-03-31 -
Department of Insurance DOI ID 399772 Agent - Health Active 1989-03-27 - - 2026-03-31 -
Department of Insurance DOI ID 399772 Agent - General Lines Inactive 1987-03-24 - 2000-08-15 - -

Filings

Name File Date
Annual Report 2025-02-04
Annual Report 2024-05-17
Annual Report 2023-03-15
Annual Report 2022-03-07
Annual Report 2021-04-13
Annual Report 2020-02-21
Annual Report 2019-04-18
Annual Report 2018-04-10
Annual Report 2017-04-20
Annual Report 2016-03-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9645877006 2020-04-09 0457 PPP 201 CAPITAL AVE, FRANKFORT, KY, 40601-2832
Loan Status Date 2021-01-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 94823.12
Loan Approval Amount (current) 94823.12
Undisbursed Amount 0
Franchise Name -
Lender Location ID 75497
Servicing Lender Name WesBanco Bank, Inc.
Servicing Lender Address 1 Bank Plz, WHEELING, WV, 26003-3543
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address FRANKFORT, FRANKLIN, KY, 40601-2832
Project Congressional District KY-01
Number of Employees 8
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 75497
Originating Lender Name WesBanco Bank, Inc.
Originating Lender Address WHEELING, WV
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 95493.38
Forgiveness Paid Date 2020-12-30

Sources: Kentucky Secretary of State