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  5. ROBERT H. CLARKSON INSURANCE AGENCY, LLC

ROBERT H. CLARKSON INSURANCE AGENCY, LLC

Headquarter

Company Details

Name: ROBERT H. CLARKSON INSURANCE AGENCY, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 31 Oct 1995 (29 years ago)
Organization Date: 31 Oct 1995 (29 years ago)
Last Annual Report: 02 Aug 2024 (8 months ago)
Managed By: Members
Organization Number: 0407348
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40202
City: Louisville
Primary County: Jefferson County
Principal Office: 401 W MAIN ST STE 1500, LOUISVILLE, KY 40202
Place of Formation: KENTUCKY

Links between entities

Type Company Name Company Number State
Headquarter of ROBERT H. CLARKSON INSURANCE AGENCY, LLC, ALABAMA 000-604-552 ALABAMA
Headquarter of ROBERT H. CLARKSON INSURANCE AGENCY, LLC, NEW YORK 3092710 NEW YORK
Headquarter of ROBERT H. CLARKSON INSURANCE AGENCY, LLC, MINNESOTA 89f1a48f-add4-e011-a886-001ec94ffe7f MINNESOTA
Headquarter of ROBERT H. CLARKSON INSURANCE AGENCY, LLC, ILLINOIS LLC_00313688 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2023 611293787 2024-04-15 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2024-04-15
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2022 611293787 2023-02-22 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2023-02-22
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2021 611293787 2022-03-31 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2022-03-31
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2020 611293787 2021-09-13 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2021-09-13
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2019 611293787 2020-07-14 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2018 611293787 2019-09-27 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2019-09-27
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2017 611293787 2018-07-17 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2018-07-17
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2016 611293787 2017-06-20 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2017-06-20
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2015 611293787 2016-06-03 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2016-06-03
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
R.H. CLARKSON INSURANCE AGENCY 401(K) RETIREMENT SAVINGS PLAN 2014 611293787 2015-04-17 ROBERT H. CLARKSON INSURANCE AGENCY, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2015-04-17
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/04/14/20140414080749P040103248629001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2014-04-14
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/24/20130524141804P030225021155001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2013-05-24
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/18/20120718093020P030018986560002.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 611293787
Plan administrator’s name ROBERT H. CLARKSON INSURANCE AGENCY, LLC
Plan administrator’s address 401 WEST MAIN STREET, STE. 1500, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025853600

Signature of
Role Plan administrator
Date 2012-07-18
Name of individual signing JOHN LASHER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/02/22/20110222133504P030004507111001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, SUITE 1500, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 611293787
Plan administrator’s name ROBERT H. CLARKSON INSURANCE AGENCY, LLC
Plan administrator’s address 401 WEST MAIN STREET, SUITE 1500, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025853600

Signature of
Role Plan administrator
Date 2011-02-21
Name of individual signing JOHN F. LASHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-02-21
Name of individual signing JOHN F. LASHER
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, SUITE 1500, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 611293787
Plan administrator’s name ROBERT H. CLARKSON INSURANCE AGENCY, LLC
Plan administrator’s address 401 WEST MAIN STREET, SUITE 1500, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025853600

Signature of
Role Plan administrator
Date 2011-02-21
Name of individual signing JOHN F. LASHER
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-02-21
Name of individual signing JOHN F. LASHER
Valid signature Filed with incorrect/unrecognized electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/06/24/20100624201452P030111170770001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 5025853600
Plan sponsor’s address 401 WEST MAIN STREET, SUITE 1500, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 611293787
Plan administrator’s name ROBERT H. CLARKSON INSURANCE AGENCY, LLC
Plan administrator’s address 401 WEST MAIN STREET, SUITE 1500, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025853600

Signature of
Role Plan administrator
Date 2010-06-23
Name of individual signing JOHN F. LASHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-06-23
Name of individual signing JOHN F. LASHER
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
ROBERT H. CLARKSON Registered Agent

Organizer

Name Role
ROBERT H. CLARKSON Organizer

Member

Name Role
Robert H Clarkson Member
RH Clarkson Financial Services, Inc Member

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 400771 Surplus Lines Broker - Not Applicable Active 2006-10-05 - - 2026-03-31 -
Department of Insurance DOI ID 400771 Agent - Casualty Active 2001-05-08 - - 2026-03-31 -
Department of Insurance DOI ID 400771 Agent - Property Active 2000-08-15 - - 2026-03-31 -
Department of Insurance DOI ID 400771 Agent - General Lines Inactive 1996-02-06 - 2000-08-15 - -

Filings

Name File Date
Annual Report 2024-08-02
Annual Report 2023-06-13
Annual Report 2022-05-16
Annual Report 2021-05-21
Annual Report 2020-06-23
Annual Report 2019-05-22
Annual Report 2018-06-20
Annual Report 2017-05-04
Annual Report 2016-04-20
Annual Report 2015-05-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1879297408 2020-05-05 0457 PPP 401 W MAIN ST, SUITE 1500, LOUISVILLE, KY, 40202-2927
Loan Status Date 2021-02-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 230000
Loan Approval Amount (current) 230000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40202-2927
Project Congressional District KY-03
Number of Employees 14
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 231635.56
Forgiveness Paid Date 2021-01-25

Related by officers

ROBERT H. CLARKSON

AMERICAN PAINTING CONTRACTORS, LTD. R. H. CLARKSON FINANCIAL SERVICES, INC. SENIOR POWER, INC. CLASSIC GRANITE & MARBLE OF TENNESSEE, INC. C & S PROCESS TECHNOLOGY, INC. CLASSIC GRANITE & MARBLE OF NEW YORK, INC. KIT, INC. LIQUID RECOVERY, INC.

Robert H Clarkson

R. H. CLARKSON FINANCIAL SERVICES, INC. LIQUID RECOVERY, INC. FRITZ'S INTERNATIONAL, INC. GATEWAY GROUP, LLC MTNA PURCHASING GROUP, INC. RHC BENEFITS GROUP, INC. CC & CC PROPERTIES, LLC CFMW, LLC Newco Agency LLC RHC RE LLC

Related by address

401 W MAIN ST STE 1500, LOUISVILLE, KY 40202

MTNA PURCHASING GROUP, INC. RHC BENEFITS GROUP, INC.

Sources: Kentucky Secretary of State

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