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  5. ISON INSURANCE AGENCY, INC.

ISON INSURANCE AGENCY, INC.

Company Details

Name: ISON INSURANCE AGENCY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
Organization Date: 04 Jan 1982 (43 years ago)
Last Annual Report: 03 Feb 2025 (3 months ago)
Organization Number: 0163121
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41472
City: West Liberty, Blairs Mill, Blaze, Caney, Cottle, Dingu...
Primary County: Morgan County
Principal Office: 346 RIVERSIDE DR., P. O. BOX 188, WEST LIBERTY, KY 41472
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ISON INSURANCE AGENCY, INC CBS BENEFIT PLAN 2023 610998922 2024-12-30 ISON INSURANCE AGENCY, INC 6
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P. O. BOX 188, WEST LIBERTY, KY, 41472

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
ISON INSURANCE AGENCY, INC CBS BENEFIT PLAN 2022 610998922 2023-12-27 ISON INSURANCE AGENCY, INC 6
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P. O. BOX 188, WEST LIBERTY, KY, 41472

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
ISON INSURANCE AGENCY, INC CBS BENEFIT PLAN 2021 610998922 2022-12-29 ISON INSURANCE AGENCY, INC 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P. O. BOX 188, WEST LIBERTY, KY, 41472

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
ISON INSURANCE AGENCY, INC CBS BENEFIT PLAN 2020 610998922 2021-12-14 ISON INSURANCE AGENCY, INC 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P O BOX 188, WEST LIBERTY, KY, 41472

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 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
ISON INSURANCE AGENCY, INC CBS BENEFIT PLAN 2019 610998922 2020-12-23 ISON INSURANCE AGENCY, INC 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P O BOX 188, WEST LIBERTY, KY, 41472

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature
ISON INSURANCE AGENCY, INC. RETIREMENT PLAN 2016 610998922 2017-08-28 ISON INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
ISON INSURANCE AGENCY, INC. RETIREMENT PLAN 2016 610998922 2017-08-28 ISON INSURANCE AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
ISON INSURANCE AGENCY, INC. RETIREMENT PLAN 2015 610998922 2016-10-09 ISON INSURANCE AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Signature of
Role Plan administrator
Date 2016-10-09
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
ISON INSURANCE AGENCY, INC. RETIREMENT PLAN 2014 610998922 2015-10-10 ISON INSURANCE AGENCY, INC. 6
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Signature of
Role Plan administrator
Date 2015-10-09
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
ISON INSURANCE AGENCY, INC. RETIREMENT PLAN 2013 610998922 2014-05-08 ISON INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s mailing address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Number of participants as of the end of the plan year
Active participants 6
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 6
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2014-05-08
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-08
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/29/20130729105148P040042600583001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s mailing address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Number of participants as of the end of the plan year
Active participants 6
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-07-29
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-29
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/14/20120914111220P030003344021001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s mailing address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Plan administrator’s name and address
Administrator’s EIN 610998922
Plan administrator’s name ISON INSURANCE AGENCY, INC.
Plan administrator’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472
Administrator’s telephone number 6067434472

Number of participants as of the end of the plan year
Active participants 7
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 6
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2012-09-13
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/11/20110711103757P030091491681001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Plan administrator’s name and address
Administrator’s EIN 610998922
Plan administrator’s name ISON INSURANCE AGENCY, INC.
Plan administrator’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472
Administrator’s telephone number 6067434472

Signature of
Role Plan administrator
Date 2011-07-11
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Plan administrator’s name and address
Administrator’s EIN 610998922
Plan administrator’s name ISON INSURANCE AGENCY, INC.
Plan administrator’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472
Administrator’s telephone number 6067434472

Signature of
Role Employer/plan sponsor
Date 2011-07-01
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Plan administrator’s name and address
Administrator’s EIN 610998922
Plan administrator’s name ISON INSURANCE AGENCY, INC.
Plan administrator’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472
Administrator’s telephone number 6067434472

Signature of
Role Employer/plan sponsor
Date 2010-07-09
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/12/20100712132317P030019145044001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1982-01-01
Business code 524210
Sponsor’s telephone number 6067434472
Plan sponsor’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472

Plan administrator’s name and address
Administrator’s EIN 610998922
Plan administrator’s name ISON INSURANCE AGENCY, INC.
Plan administrator’s address P.O. BOX 188, 346 RIVERSIDE DRIVE, WEST LIBERTY, KY, 41472
Administrator’s telephone number 6067434472

Signature of
Role Plan administrator
Date 2010-07-12
Name of individual signing JOHN ISON
Valid signature Filed with authorized/valid electronic signature

President

Name Role
John L. Ison President

Director

Name Role
John L Ison Director
Jennifer C Ison Director
JAMES PAUL ISON Director
BARBARA S. ISON Director

Incorporator

Name Role
JAMES PAUL ISON Incorporator
BARBARA S. ISON Incorporator

Secretary

Name Role
Jennifer C Ison Secretary

Registered Agent

Name Role
JOHN. L. ISON 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 398832 Agent - Casualty Active 2000-08-15 - - 2027-03-31 -
Department of Insurance DOI ID 398832 Agent - Property Active 2000-08-15 - - 2027-03-31 -
Department of Insurance DOI ID 398832 Agent - Assessment Chapter 299 Inactive 1999-03-10 - 2000-12-01 - -
Department of Insurance DOI ID 398832 Agent - Life Active 1991-02-21 - - 2027-03-31 -
Department of Insurance DOI ID 398832 Agent - Health Active 1991-02-21 - - 2027-03-31 -
Department of Insurance DOI ID 398832 Agent - General Lines Inactive 1982-03-31 - 2000-08-15 - -

Assumed Names

Name Status Expiration Date
C. ROGER LEWIS INSURANCE AGENCY Active 2027-03-14
C.R. LEWIS INSURANCE AGENCY Inactive 2021-11-22

Filings

Name File Date
Annual Report 2025-02-03
Annual Report 2024-02-28
Annual Report 2023-03-14
Certificate of Assumed Name 2022-03-14
Annual Report 2022-03-07
Annual Report 2021-02-09
Annual Report 2020-02-13
Annual Report 2019-04-18
Annual Report 2018-04-26
Annual Report 2017-05-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7746527006 2020-04-08 0457 PPP 346 RIVERSIDE DR, WEST LIBERTY, KY, 41472-1030
Loan Status Date 2020-11-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 101557
Loan Approval Amount (current) 101557
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27970
Servicing Lender Name Bank of the Mountains Inc
Servicing Lender Address 204, Court St, West Liberty, KY, 41472
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address WEST LIBERTY, MORGAN, KY, 41472-1030
Project Congressional District KY-05
Number of Employees 9
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27970
Originating Lender Name Bank of the Mountains Inc
Originating Lender Address West Liberty, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 102121.82
Forgiveness Paid Date 2020-11-03

Related by officers

JAMES PAUL ISON

MORGAN COUNTY LIONS CLUB INC. U A V, INC. UNITED AGENCY OF KENTUCKY, LLC

BARBARA S. ISON

STAMPER HOLDINGS, LLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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