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UPCHURCH INSURANCE AND FINANCIAL SERVICES, INC.

Company Details

Name: UPCHURCH INSURANCE AND FINANCIAL SERVICES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
Organization Date: 09 Jan 1984 (41 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Organization Number: 0185369
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42633
City: Monticello, Barrier, Bethesda, Betsey, Coopersville,...
Primary County: Wayne County
Principal Office: 181 W HWY 90, PO BOX 695, MONTICELLO, KY 42633
Place of Formation: KENTUCKY
Authorized Shares: 1000

Director

Name Role
MARTIN UPCHURCH Director
CHARLES F. YOUNG Director
CHARLES DAVID YOUNG Director

Incorporator

Name Role
MARTIN UPCHURCH Incorporator
CHARLES F. YOUNG Incorporator
CHARLES DAVID YOUNG Incorporator

Registered Agent

Name Role
MARTIN UPCHURCH Registered Agent

President

Name Role
Martin L. Upchurch 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 400991 Agent - Life Active 2006-03-21 - - 2026-03-31 -
Department of Insurance DOI ID 400991 Agent - Casualty Active 2000-08-15 - - 2026-03-31 -
Department of Insurance DOI ID 400991 Agent - Property Active 2000-08-15 - - 2026-03-31 -
Department of Insurance DOI ID 400991 Agent - General Lines Inactive 1984-06-12 - 2000-08-15 - -

Filings

Name File Date
Annual Report 2024-02-28
Annual Report 2023-06-05
Annual Report 2022-05-16
Annual Report 2021-04-13
Annual Report 2020-02-12
Annual Report 2019-10-01
Annual Report 2018-04-27
Annual Report 2017-08-18
Annual Report 2016-03-29
Annual Report 2015-03-31

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6003177100 2020-04-14 0457 PPP P. O. Box 695, Monticello, KY, 42633-0695
Loan Status Date 2020-11-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 4185
Loan Approval Amount (current) 4185
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27159
Servicing Lender Name First Southern National Bank
Servicing Lender Address 27, Public Sq, Lancaster, KY, 40444
Rural or Urban Indicator R
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Monticello, WAYNE, KY, 42633-0695
Project Congressional District KY-05
Number of Employees 1
NAICS code 524126
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 27159
Originating Lender Name First Southern National Bank
Originating Lender Address Lancaster, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 4210.45
Forgiveness Paid Date 2020-11-25

Sources: Kentucky Secretary of State