Menu
Search icon
  1. Home
    2. ›
  2. Business Directory
    3. ›
  3. Fayette County
    4. ›
  4. Lexington
    5. ›
  5. EQUITY MANAGEMENT GROUP, INC.

EQUITY MANAGEMENT GROUP, INC.

Company Details

Name: EQUITY MANAGEMENT GROUP, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 06 Dec 1995 (29 years ago)
Organization Date: 06 Dec 1995 (29 years ago)
Last Annual Report: 27 Jun 2024 (10 months ago)
Organization Number: 0408725
Industry: Real Estate
Number of Employees: Small (0-19)
ZIP code: 40502
City: Lexington
Primary County: Fayette County
Principal Office: 840 EAST HIGH STREET, LEXINGTON, KY 40502
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EQUITY MANAGEMENT GROUP, INC. RETIREMENT SAVINGS PLAN 2023 611292714 2024-07-25 EQUITY MANAGEMENT GROUP, INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
EQUITY MANAGEMENT GROUP, INC. RETIREMENT SAVINGS PLAN 2022 611292714 2023-05-09 EQUITY MANAGEMENT GROUP, INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
EQUITY MANAGEMENT GROUP, INC. RETIREMENT SAVINGS PLAN 2021 611292714 2022-05-25 EQUITY MANAGEMENT GROUP, INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
EQUITY MANAGEMENT GROUP, INC. RETIREMENT SAVINGS PLAN 2020 611292714 2022-05-25 EQUITY MANAGEMENT GROUP, INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
EQUITY MANAGEMENT GROUP, INC. RETIREMENT SAVINGS PLAN 2020 611292714 2021-04-05 EQUITY MANAGEMENT GROUP, INC 15
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
EQUITY MANAGEMENT GROUP, INC. RETIREMENT SAVINGS PLAN 2019 611292714 2020-07-20 EQUITY MANAGEMENT GROUP, INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
EQUITY MANAGEMENT GROUP, INC. RETIREMENT SAVINGS PLAN 2018 611292714 2019-07-29 EQUITY MANAGEMENT GROUP, INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
EQUITY MANAGEMENT GROUP, INC. RETIREMENT SAVINGS PLAN 2017 611292714 2018-10-10 EQUITY MANAGEMENT GROUP, INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
EQUITY MANAGEMENT GROUP, INC. RETIREMENT SAVINGS PLAN 2016 611292714 2017-07-26 EQUITY MANAGEMENT GROUP, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
EQUITY MANAGEMENT GROUP RETIREMENT SAVINGS PLAN 2015 611292714 2016-08-01 EQUITY MANAGEMENT GROUP, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/27/20150727142806P040115449447001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/15/20141015094100P040020165967003.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/11/20131011141041P040012344485003.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502

Signature of
Role Plan administrator
Date 2013-10-11
Name of individual signing BRET A. CALLER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/09/20121009173039P040000957302005.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502

Plan administrator’s name and address
Administrator’s EIN 611292714
Plan administrator’s name EQUITY MANAGEMENT GROUP, INC
Plan administrator’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
Administrator’s telephone number 8592661414

Signature of
Role Plan administrator
Date 2012-10-09
Name of individual signing BRET A. CALLER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/13/20111013134606P040151876961009.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502

Plan administrator’s name and address
Administrator’s EIN 611292714
Plan administrator’s name EQUITY MANAGEMENT GROUP, INC
Plan administrator’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
Administrator’s telephone number 8592661414

Signature of
Role Plan administrator
Date 2011-10-13
Name of individual signing BRET A. CALLER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/24/20100924141714P030001638279011.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 531310
Sponsor’s telephone number 8592661414
Plan sponsor’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502

Plan administrator’s name and address
Administrator’s EIN 611292714
Plan administrator’s name EQUITY MANAGEMENT GROUP, INC
Plan administrator’s address 840 EAST HIGH STREET, LEXINGTON, KY, 40502
Administrator’s telephone number 8592661414

Signature of
Role Plan administrator
Date 2010-09-24
Name of individual signing BRET A. CALLER
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
BRET A. CALLER Registered Agent

Incorporator

Name Role
JOHN S. TALBOTT, III Incorporator

President

Name Role
Bret A Caller President

Filings

Name File Date
Annual Report 2024-06-27
Annual Report 2023-06-26
Annual Report 2022-06-14
Annual Report 2021-06-22
Annual Report 2020-06-25
Annual Report 2019-06-27
Annual Report 2018-06-28
Annual Report 2017-06-23
Annual Report 2016-06-21
Annual Report 2015-05-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6714767009 2020-04-07 0457 PPP 840 East High St., LEXINGTON, KY, 40502-2107
Loan Status Date 2021-04-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 215300
Loan Approval Amount (current) 215300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 57811
Servicing Lender Name First Financial Bank
Servicing Lender Address 255 E Fifth St Ste 700, CINCINNATI, OH, 45202-4700
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40502-2107
Project Congressional District KY-06
Number of Employees 16
NAICS code 531312
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 57811
Originating Lender Name First Financial Bank
Originating Lender Address CINCINNATI, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 217234.75
Forgiveness Paid Date 2021-03-18

Related by officers

BRET A. CALLER

GREAT SCOTT L.C. MAN O WAR PLACE, LLC ITS ENTERPRISE, INC. THE CALLER FAMILY CHARITABLE FOUNDATION, INC. WASHINGTON SQUARE, LLC FORTUNE TRADE CENTER, LLC ORIGINATOR, LLC LVP CENTER, LLC MT TABOR PARTNERS, LLC SHOPPERS VILLAGE VERSAILLES ROAD, LLC

JOHN S. TALBOTT, III

S & T FENCING, INC. GREAT SCOTT L.C. WIMBLEDON, L.C. MDP PROPERTIES LLC GREENWOOD APARTMENTS LLC FIRE STOP COMPANY, LLC RUBLOFF OF KENTUCKY LLC VERSAILLES ACQUISITION GROUP LIMITED PARTNERSHIP CAPITOL PIZZA INCORPORATED TECHNICAL DESIGNS & CONSULTANTS INC.

Bret A Caller

INVESTORS BUILDING CORPORATION THE CALLER FAMILY CHARITABLE FOUNDATION, INC. WASHINGTON SQUARE, LLC PVL PROPERTIES, LLC Viking Partners Stonefield, LLC

Related by address

840 EAST HIGH STREET, LEXINGTON, KY 40502

KENTUCKY LIGHTING & SUPPLY, INC. CALLER PROPERTIES, LLC GREAT SCOTT L.C. ASHLAND VENTURE LLC RICHMOND ROAD PLAZA, LLC DUKE PROPERTIES, INC. INVESTORS BUILDING CORPORATION ITS ENTERPRISE, INC. THE CALLER FAMILY CHARITABLE FOUNDATION, INC.

Sources: Kentucky Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 kyprofile.com