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THE STEVENSON COMPANY, LLC

Company Details

Name: THE STEVENSON COMPANY, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 08 Nov 1994 (30 years ago)
Organization Date: 08 Nov 1994 (30 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Managed By: Managers
Organization Number: 0338134
Industry: Business Services
Number of Employees: Medium (20-99)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 9505 WILLIAMSBURG PLAZA, SUITE 300, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE STEVENSON COMPANY 401(K) PROFIT SHARING PLAN 2023 611272460 2024-07-31 THE STEVENSON COMPANY 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541910
Sponsor’s telephone number 5022715250
Plan sponsor’s address 9505 WILLIAMSBURG PLAZA, SUITE 300, LOUISVILLE, KY, 40222

Signature of

Role Plan administrator
Date 2024-07-31
Name of individual signing DAVID STEVENSON
Valid signature Filed with authorized/valid electronic signature
THE STEVENSON COMPANY CBS BENEFIT PLAN 2023 611272460 2024-12-30 THE STEVENSON COMPANY 25
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 541600
Sponsor’s telephone number 5022715255
Plan sponsor’s address 10002 SHELBYVILLE ROAD, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
THE STEVENSON COMPANY 401(K) PROFIT SHARING PLAN 2022 611272460 2023-07-25 THE STEVENSON COMPANY 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 9505 WILLIAMSBURG PLAZA, SUITE 300, LOUISVILLE, KY, 40222
THE STEVENSON COMPANY CBS BENEFIT PLAN 2022 611272460 2023-12-27 THE STEVENSON COMPANY 28
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 541600
Sponsor’s telephone number 5022715255
Plan sponsor’s address 10002 SHELBYVILLE ROAD, LOUISVILLE, KY, 40223

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
THE STEVENSON COMPANY 401(K) PROFIT SHARING PLAN 2021 611272460 2022-06-15 THE STEVENSON COMPANY 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 9505 WILLIAMSBURG PLAZA, SUITE 300, LOUISVILLE, KY, 40222
THE STEVENSON COMPANY CBS BENEFIT PLAN 2021 611272460 2022-12-29 THE STEVENSON COMPANY 23
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 541600
Sponsor’s telephone number 5022715255
Plan sponsor’s address 10002 SHELBYVILLE ROAD, LOUISVILLE, KY, 40223

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
THE STEVENSON COMPANY CBS BENEFIT PLAN 2020 611272460 2021-12-14 THE STEVENSON COMPANY 22
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 541600
Sponsor’s telephone number 5022715255
Plan sponsor’s address 10002 SHELBYVILLE ROAD, LOUISVILLE, KY, 40223

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
THE STEVENSON COMPANY 401(K) PROFIT SHARING PLAN 2020 611272460 2021-06-01 THE STEVENSON COMPANY 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
THE STEVENSON COMPANY 401(K) PROFIT SHARING PLAN 2019 611272460 2020-06-29 THE STEVENSON COMPANY 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
THE STEVENSON COMPANY 401(K) PROFIT SHARING PLAN 2018 611272460 2019-04-12 THE STEVENSON COMPANY 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/04/18/20180418155101P040010129207001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/03/31/20170331090627P040082531601001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2017-03-31
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/03/30/20160330121438P040018250247001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2016-03-30
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/12/09/20151209102840P030121687489001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 541600
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2015-12-09
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/06/24/20150624162940P030062553959001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2015-06-24
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/03/11/20150311122721P040127875575001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2015-03-11
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-03-11
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/05/07/20140507141906P030328952483001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2014-05-07
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-07
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/04/20140604102302P030061288823001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2014-06-04
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/17/20130617142225P030014151346001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2013-06-17
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-17
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/17/20130617141852P040091474469001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Signature of

Role Plan administrator
Date 2013-06-17
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-17
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/18/20120618164953P030003795414001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5022715250

Signature of

Role Plan administrator
Date 2012-06-18
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/08/20120608114843P040100399232001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5022715250

Signature of

Role Plan administrator
Date 2012-06-08
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-06-08
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/08/20120608114728P040100396864001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5022715250

Signature of

Role Plan administrator
Date 2012-06-08
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-06-08
Name of individual signing DAVID J. STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/07/20110707142928P030089258065001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5022715250

Signature of

Role Plan administrator
Date 2011-07-07
Name of individual signing DAVID STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-07
Name of individual signing DAVID STEVENSON
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5022715250

Signature of

Role Plan administrator
Date 2011-06-30
Name of individual signing DAVID STEVENSON
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-06-30
Name of individual signing DAVID STEVENSON
Valid signature Filed with incorrect/unrecognized electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5022715250

Signature of

Role Plan administrator
Date 2011-06-30
Name of individual signing DAVID STEVENSON
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-06-30
Name of individual signing DAVID STEVENSON
Valid signature Filed with incorrect/unrecognized electronic signature
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5022715250

Signature of

Role Plan administrator
Date 2011-07-01
Name of individual signing DAVID STEVENSON
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-07-01
Name of individual signing DAVE STEVENSON
Valid signature Filed with incorrect/unrecognized electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/07/20110707143125P030089259729001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5022715250

Signature of

Role Plan administrator
Date 2011-07-07
Name of individual signing DAVID STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-07
Name of individual signing DAVE STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/07/20110707142718P030420266128001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5022715250
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5022715250

Signature of

Role Plan administrator
Date 2011-07-07
Name of individual signing DAVID STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-07
Name of individual signing DAVID STEVENSON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/21/20100721130607P040388597425001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541600
Sponsor’s telephone number 5024299060
Plan sponsor’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223

Plan administrator’s name and address

Administrator’s EIN 611272460
Plan administrator’s name THE STEVENSON COMPANY
Plan administrator’s address 10002 SHELBYVILLE ROAD, SUITE 201, LOUISVILLE, KY, 40223
Administrator’s telephone number 5024299060

Signature of

Role Plan administrator
Date 2010-07-21
Name of individual signing DAVID STEVENSON
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
DAVID J. STEVENSON Registered Agent

Incorporator

Name Role
WILLIAM G. STRENCH Incorporator

Organizer

Name Role
DAVID J STEVENSON Organizer

Former Company Names

Name Action
THE STEVENSON COMPANY Type Conversion

Filings

Name File Date
Articles of Organization (LLC) 2024-06-27
Annual Report 2024-02-28
Annual Report 2023-03-16
Amendment 2022-09-15
Registered Agent name/address change 2022-03-07
Principal Office Address Change 2022-03-07
Annual Report 2022-03-07
Annual Report 2021-02-11
Annual Report 2020-02-13
Annual Report 2019-04-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2064997105 2020-04-10 0457 PPP 10002 SHELBYVILLE RD, LOUISVILLE, KY, 40223-2910
Loan Status Date 2021-07-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 513400
Loan Approval Amount (current) 513400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27569
Servicing Lender Name Stock Yards Bank & Trust Company
Servicing Lender Address 1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40223-2910
Project Congressional District KY-03
Number of Employees 29
NAICS code 541910
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 27569
Originating Lender Name Stock Yards Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 519377.95
Forgiveness Paid Date 2021-06-16

Sources: Kentucky Secretary of State