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  5. C. E. AND S. FOUNDATION, INC.

C. E. AND S. FOUNDATION, INC.

Company Details

Name: C. E. AND S. FOUNDATION, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Foreign Corporation
Status: Active
Standing: Good
File Date: 13 May 1991 (34 years ago)
Authority Date: 13 May 1991 (34 years ago)
Last Annual Report: 06 Aug 2024 (5 months ago)
Organization Number: 0286282
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40202
Primary County: Jefferson
Principal Office: 101 SOUTH FIFTH STREET, SUITE 1650, LOUISVILLE, KY 40202
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
C. E. AND S. FOUNDATION RETIREMENT PLAN 2023 592466943 2024-09-24 C. E. AND S. FOUNDATION, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 S 5TH ST STE 1650, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2024-09-24
Name of individual signing TESSA P MCNAIR
Valid signature Filed with authorized/valid electronic signature
C. E. AND S. FOUNDATION RETIREMENT PLAN 2022 592466943 2023-06-16 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH FIFTH STREET, SUITE 1650, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2023-06-16
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
C. E. AND S. FOUNDATION RETIREMENT PLAN 2021 592466943 2022-07-07 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 S 5TH ST, STE 1650, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
C. E. AND S. FOUNDATION RETIREMENT PLAN 2020 592466943 2021-06-25 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH FIFTH STREET,, SUITE 1650A, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2021-06-25
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
C. E. AND S. FOUNDATION RETIREMENT PLAN 2019 592466943 2020-07-10 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH FIFTH STREET, SUITE 1650A, LOUISVILLE, KY, 402023122

Signature of
Role Plan administrator
Date 2020-07-10
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
THE C.E. AND S. FOUNDATION INC. RETIREMENT PLAN 2018 592466943 2019-07-22 C.E. AND S. FOUNDATION, INC. 7
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 S 5TH ST STE 1650, LOUISVILLE, KY, 402023122

Signature of
Role Employer/plan sponsor
Date 2019-07-22
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
THE C.E. AND S. FOUNDATION INC. RETIREMENT PLAN 2018 592466943 2019-07-22 C.E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 S 5TH ST STE 1650, LOUISVILLE, KY, 402023122

Signature of
Role Plan administrator
Date 2019-07-22
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-22
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
THE C. E. AND S. FOUNDATION INC. RETIREMENT PLAN 2017 592466943 2018-07-30 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH ST, SUITE 1650, LOUISVILLE, KY, 40202
THE C. E. AND S. FOUNDATION INC. RETIREMENT PLAN 2016 592466943 2017-07-05 C. E. AND S. FOUNDATION, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH ST, SUITE 1650, LOUISVILLE, KY, 40202
THE C. E. AND S. FOUNDATION INC. RETIREMENT PLAN 2015 592466943 2016-07-27 C. E. AND S. FOUNDATION, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH ST, SUITE 1650, LOUISVILLE, KY, 40202
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/09/20150709151240P040083473735001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2015-07-09
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-25
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/28/20140728090305P030060089735001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2014-07-25
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-25
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/16/20130716080223P030390105809001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2013-07-08
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-15
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/29/20120629113823P030004496710001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2012-06-29
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-06-19
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/05/12/20110512074740P030057462513001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650 A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, SUITE 1650 A, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2011-05-11
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-05-11
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650 A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, SUITE 1650 A, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2011-04-29
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-05-11
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/06/16/20100616121504P040011509765001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH STREET, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C E AND S FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2010-06-16
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-06-16
Name of individual signing WANDA RYAN
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
BRYAN K JOHNSON Registered Agent

Director

Name Role
Carol L Jones Director
David A Jones, Jr. Director
Matthew L Jones Director
Mary Gwen Wheeler Director
A. ROBERT DOLL Director

President

Name Role
Carol L Jones President

Secretary

Name Role
Tess McNair Secretary

Treasurer

Name Role
Sara Kelley Treasurer

Filings

Name File Date
Annual Report 2024-08-06
Annual Report 2023-03-17
Principal Office Address Change 2023-03-17
Annual Report 2022-07-19
Annual Report 2021-03-08
Annual Report 2020-03-06
Annual Report 2019-05-30
Principal Office Address Change 2018-07-26
Annual Report 2018-06-25
Annual Report 2017-05-19

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Related by address

101 SOUTH FIFTH STREET, SUITE 1650, LOUISVILLE, KY 40202

FORGE LOUISVILLE LLC

Date of last update: 19 Dec 2024

Sources: Kentucky Secretary of State

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