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  5. SHERRILL D. MORGAN & ASSOCIATES, INC.

SHERRILL D. MORGAN & ASSOCIATES, INC.

Company Details

Name: SHERRILL D. MORGAN & ASSOCIATES, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 18 Jun 1982 (43 years ago)
Organization Date: 18 Jun 1982 (43 years ago)
Last Annual Report: 28 Jun 2024 (7 months ago)
Organization Number: 0167865
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41011
Primary County: Kenton
Principal Office: 525 W FIFTH ST, SUITE 310, COVINGTON, KY 41011
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2023 611008329 2024-10-14 SHERRILL D. MORGAN & ASSOCIATES, INC. 18
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2022 611008329 2023-07-19 SHERRILL D. MORGAN & ASSOCIATES, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2023-07-19
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2021 611008329 2022-10-14 SHERRILL D. MORGAN & ASSOCIATES, INC. 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2020 611008329 2021-07-12 SHERRILL D. MORGAN & ASSOCIATES, INC. 22
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2019 611008329 2020-10-15 SHERRILL D. MORGAN & ASSOCIATES, INC. 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2018 611008329 2019-10-15 SHERRILL D. MORGAN & ASSOCIATES, INC. 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2017 611008329 2018-09-10 SHERRILL D. MORGAN & ASSOCIATES, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2018-09-10
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2016 611008329 2017-08-02 SHERRILL D. MORGAN & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2017-08-02
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2015 611008329 2016-10-05 SHERRILL D. MORGAN & ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2016-10-05
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN 2014 611008329 2015-09-03 SHERRILL D. MORGAN & ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2015-09-03
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/21/20140721093454P040015807407001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2014-07-21
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/16/20130716080726P030390111073001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Signature of
Role Plan administrator
Date 2013-07-16
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/31/20120731161342P040020303218001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Plan administrator’s name and address
Administrator’s EIN 611008329
Plan administrator’s name SHERRILL D. MORGAN & ASSOCIATES, INC.
Plan administrator’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200
Administrator’s telephone number 8592916600

Signature of
Role Plan administrator
Date 2012-07-31
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Plan administrator’s name and address
Administrator’s EIN 611008329
Plan administrator’s name SHERRILL D. MORGAN & ASSOCIATES, INC.
Plan administrator’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200
Administrator’s telephone number 8592916600

Signature of
Role Plan administrator
Date 2011-06-30
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-06-30
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with incorrect/unrecognized electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/19/20110719164949P040031138871001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Plan administrator’s name and address
Administrator’s EIN 611008329
Plan administrator’s name SHERRILL D. MORGAN & ASSOCIATES, INC.
Plan administrator’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200
Administrator’s telephone number 8592916600

Signature of
Role Plan administrator
Date 2011-07-19
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-19
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Plan administrator’s name and address
Administrator’s EIN 611008329
Plan administrator’s name SHERRILL D. MORGAN & ASSOCIATES, INC.
Plan administrator’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200
Administrator’s telephone number 8592916600

Signature of
Role Plan administrator
Date 2011-06-30
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-06-30
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with incorrect/unrecognized electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/02/20100702101923P030116402434001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 541211
Sponsor’s telephone number 8592916600
Plan sponsor’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200

Plan administrator’s name and address
Administrator’s EIN 611008329
Plan administrator’s name SHERRILL D. MORGAN & ASSOCIATES, INC.
Plan administrator’s address 525 WEST 5TH STREET, SUITE 310, COVINGTON, KY, 410111200
Administrator’s telephone number 8592916600

Signature of
Role Plan administrator
Date 2010-07-02
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-02
Name of individual signing MICHAEL WILLIAMS
Valid signature Filed with authorized/valid electronic signature

Secretary

Name Role
Sherrill Morgan Secretary

Vice President

Name Role
LISA STAMM Vice President

Director

Name Role
Sherrill Morgan Director
Mark Morgan Director
SHERRILL D. MORGAN Director

Incorporator

Name Role
SHERRILL D. MORGAN Incorporator

President

Name Role
Mark Morgan President

Registered Agent

Name Role
SHERRILL D. MORGAN Registered Agent

Officer

Name Role
Michael W Williams Officer

Assumed Names

Name Status Expiration Date
SHERRILL MORGAN Inactive 2019-04-07

Filings

Name File Date
Annual Report 2024-06-28
Annual Report 2023-06-23
Annual Report 2022-06-30
Annual Report 2021-06-22
Annual Report 2020-06-16
Annual Report 2019-06-13
Annual Report 2018-06-06
Annual Report 2017-05-12
Annual Report 2016-06-03
Annual Report 2015-03-26

Related by officers

Mark Morgan

FERROCRAFT, INC. Employer Advisory Services, LLC WMC OUTPARCEL, LLC MORGAN CONSULTING, LLC MilliRock Trucking 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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