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JAMES MICHAEL JONES, INC.

Company Details

Name: JAMES MICHAEL JONES, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Organization Date: 23 Jan 1995 (30 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Organization Number: 0341429
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40108
Primary County: Meade
Principal Office: 185 FOUR OAKS ROAD, BRANDENBURG, KY 40108
Place of Formation: KENTUCKY
Authorized Shares: 500

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2023 611004430 2024-04-22 JAMES MICHAEL JONES 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2022 611004430 2023-05-03 JAMES MICHAEL JONES 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2023-05-03
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-03
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2021 611004430 2022-06-30 JAMES MICHAEL JONES 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2022-06-30
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2020 611004430 2021-07-15 JAMES MICHAEL JONES 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2019 611004430 2020-07-14 JAMES MICHAEL JONES 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2020-07-14
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2018 611004430 2019-07-17 JAMES MICHAEL JONES 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2019-07-16
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2017 611004430 2018-07-18 JAMES MICHAEL JONES 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2018-07-18
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2016 611004430 2017-07-25 JAMES MICHAEL JONES 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2017-07-25
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2015 611004430 2016-07-28 JAMES MICHAEL JONES 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2016-07-28
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN 2014 611004430 2015-07-29 JAMES MICHAEL JONES 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2015-07-29
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-29
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/16/20140716114125P030013154095001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2014-07-16
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/22/20130722080339P030402002369001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Signature of

Role Plan administrator
Date 2013-07-18
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/24/20120724071524P030000633205001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Plan administrator’s name and address

Administrator’s EIN 611004430
Plan administrator’s name JAMES MICHAEL JONES
Plan administrator’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108
Administrator’s telephone number 2704221140

Signature of

Role Plan administrator
Date 2012-07-24
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/08/01/20110801102732P030489473264001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Plan administrator’s name and address

Administrator’s EIN 611004430
Plan administrator’s name JAMES MICHAEL JONES
Plan administrator’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108
Administrator’s telephone number 2704221140

Signature of

Role Plan administrator
Date 2011-08-01
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/28/20100728133215P040130978034001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 2704221140
Plan sponsor’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108

Plan administrator’s name and address

Administrator’s EIN 611004430
Plan administrator’s name JAMES MICHAEL JONES
Plan administrator’s address 1975 BRANDENBURG ROAD, P.O. BOX 486, BRANDENBURG, KY, 40108
Administrator’s telephone number 2704221140

Signature of

Role Plan administrator
Date 2010-07-28
Name of individual signing JAMES JONES
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
JAMES MICHAEL JONES, INC. Registered Agent

President

Name Role
GINNY J. DANNER President

Director

Name Role
JAMES M JONES Director
DEBRA C JONES Director

Incorporator

Name Role
JIMMY WILDER Incorporator

Secretary

Name Role
Debra C. Jones Secretary

Vice President

Name Role
BENJAMIN M. JONES Vice President

Former Company Names

Name Action
JIMMY WILDER TAX & BOOKKEEPING SERVICE, INC. Old Name

Filings

Name File Date
Annual Report 2024-02-28
Annual Report 2023-03-15
Annual Report 2022-03-04
Annual Report 2021-03-30
Annual Report 2020-03-02
Annual Report 2019-05-08
Annual Report 2018-04-12
Annual Report 2017-03-02
Annual Report 2016-03-04
Annual Report 2015-03-31

Date of last update: 16 Jan 2025

Sources: Kentucky Secretary of State