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  5. ISON INSURANCE AGENCY, INC.

ISON INSURANCE AGENCY, INC.

Company Details

Name: ISON INSURANCE AGENCY, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Organization Date: 04 Jan 1982 (43 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Organization Number: 0163121
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41472
Primary County: Morgan
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 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
ISON INSURANCE AGENCY, INC. RETIREMENT PLAN 2012 610998922 2013-07-29 ISON INSURANCE AGENCY, INC. 8
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 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

Director

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

Registered Agent

Name Role
JOHN. L. ISON Registered Agent

President

Name Role
John L. Ison President

Incorporator

Name Role
JAMES PAUL ISON Incorporator
BARBARA S. ISON Incorporator

Secretary

Name Role
Jennifer C Ison Secretary

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 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
Certificate of Assumed Name 2016-11-22

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

Date of last update: 29 Jan 2025

Sources: Kentucky Secretary of State

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