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  5. MARCUS W. BOSLEY & ASSOCIATES, INC.

MARCUS W. BOSLEY & ASSOCIATES, INC.

Company Details

Name: MARCUS W. BOSLEY & ASSOCIATES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 23 Sep 1991 (34 years ago)
Organization Date: 23 Sep 1991 (34 years ago)
Last Annual Report: 21 May 2024 (a year ago)
Organization Number: 0291148
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 42301
City: Owensboro, Saint Joseph, St Joseph, Stanley
Primary County: Daviess County
Principal Office: 1601 FREDERICA ST., OWENSBORO, KY 42301
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2023 611209038 2024-10-11 MARCUS W BOSLEY & ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2022 611209038 2023-09-28 MARCUS W BOSLEY & ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2023-09-28
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2021 611209038 2022-07-07 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 611209038 2021-08-20 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2021-08-20
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 611209038 2020-07-15 MARCUS W BOSLEY & ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 611209038 2019-04-29 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2019-04-29
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 611209038 2018-05-31 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2018-05-31
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-31
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 611209038 2017-07-11 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2017-07-10
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-10
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 611209038 2016-07-27 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2016-07-27
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-27
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 611209038 2015-10-09 MARCUS W BOSLEY & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 2706867671
Plan sponsor’s address 1601 FREDERICA STREET, OWENSBORO, KY, 42301

Signature of
Role Plan administrator
Date 2015-10-09
Name of individual signing MARCUS BOSLEY
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
JOHN DAVID MEYER Registered Agent

President

Name Role
Marcus W. Bosley President

Incorporator

Name Role
THOMAS J. MEYER Incorporator

Filings

Name File Date
Annual Report 2024-05-21
Annual Report 2023-07-25
Annual Report 2022-05-10
Annual Report 2021-05-20
Annual Report 2020-06-15
Annual Report 2019-06-20
Annual Report 2018-06-27
Annual Report 2017-06-07
Annual Report 2016-04-15
Annual Report 2015-04-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6804147004 2020-04-07 0457 PPP 1601 FREDERICA ST, OWENSBORO, KY, 42301-4808
Loan Status Date 2021-01-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 51321.25
Loan Approval Amount (current) 51321.25
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27217
Servicing Lender Name Independence Bank of Kentucky
Servicing Lender Address 2425 Frederica St, OWENSBORO, KY, 42301-5437
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address OWENSBORO, DAVIESS, KY, 42301-4808
Project Congressional District KY-02
Number of Employees 5
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 27217
Originating Lender Name Independence Bank of Kentucky
Originating Lender Address OWENSBORO, KY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 51678.39
Forgiveness Paid Date 2020-12-28

Related by officers

JOHN DAVID MEYER

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THOMAS J. MEYER

TINGLES, INC. MEYER, HUTCHINSON AND HAYNES, P.S.C. MEYER, LAMAR & HAYNES, LLP CLEARWATER CONSULTING COMPANY, L.L.C. MAYFAIR DIAGNOSTIC LABORATORY SHELTON PETROLEUM COMPANY, INC. UNION PROPANE GAS COMPANY, INC. (271.B EFFECTIVE DATE FOEMAN SHELTON, DISTRIBUTOR, INC. QUARTER RACING OWNERS OF KENTUCKY, INC. OWENSBORO-DAVIESS COUNTY FOSTER PARENTS ASSOCIATION, INC.

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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