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BARGER INSURANCE AGENCY, INC.

Company Details

Name: BARGER INSURANCE AGENCY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 08 Jan 1998 (27 years ago)
Organization Date: 08 Jan 1998 (27 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Organization Number: 0450281
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42728
City: Columbia, Casey Creek, Cundiff, Fairplay, Milltown...
Primary County: Adair County
Principal Office: 326 PUBLIC SQUARE STE 100, COLUMBIA, KY 42728
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARGER INSURANCE AGENCY INC CBS BENEFIT PLAN 2023 611319795 2024-12-30 BARGER INSURANCE AGENCY INC 6
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 2703842457
Plan sponsor’s address 326 PUBLIC SQ, STE 100, COLUMBIA, KY, 42728

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
BARGER INSURANCE AGENCY INC CBS BENEFIT PLAN 2022 611319795 2023-12-27 BARGER INSURANCE AGENCY INC 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 2703842457
Plan sponsor’s address 326 PUBLIC SQ, STE 100, COLUMBIA, KY, 42728

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
BARGER INSURANCE AGENCY INC CBS BENEFIT PLAN 2021 611319795 2022-12-29 BARGER INSURANCE AGENCY INC 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 2703842457
Plan sponsor’s address 326 PUBLIC SQ, STE 100, COLUMBIA, KY, 42728

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
BARGER INSURANCE AGENCY INC CBS BENEFIT PLAN 2020 611319795 2021-12-14 BARGER INSURANCE AGENCY INC 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 2703842457
Plan sponsor’s address 326 PUBLIC SQ, STE 100, COLUMBIA, KY, 42728

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
BARGER INSURANCE AGENCY INC CBS BENEFIT PLAN 2019 611319795 2020-12-23 BARGER INSURANCE AGENCY INC 7
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 2703842457
Plan sponsor’s address 326 PUBLIC SQ, STE 100, COLUMBIA, KY, 42728

Plan administrator’s name and address

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

Signature of

Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature

Vice President

Name Role
Stephen T. Keen Vice President

Incorporator

Name Role
H. DWAYNE LOY Incorporator

Registered Agent

Name Role
H. DWAYNE LOY Registered Agent

Secretary

Name Role
H. Dwayne Loy Secretary

President

Name Role
Susan G Loy President

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 401109 Agent - Property Active 2000-08-15 - - 2026-03-31 -
Department of Insurance DOI ID 400747 Agent - Property Inactive 2000-08-15 - 2004-02-26 - -
Department of Insurance DOI ID 401109 Agent - Casualty Active 2000-08-15 - - 2026-03-31 -
Department of Insurance DOI ID 400747 Agent - Casualty Inactive 2000-08-15 - 2004-02-26 - -
Department of Insurance DOI ID 401109 Agent - Life Active 1999-04-12 - - 2026-03-31 -
Department of Insurance DOI ID 401109 Agent - Health Active 1999-04-12 - - 2026-03-31 -
Department of Insurance DOI ID 401109 Agent - General Lines Inactive 1998-04-03 - 2000-08-15 - -
Department of Insurance DOI ID 400747 Agent - General Lines Inactive 1995-11-02 - 2000-08-15 - -

Assumed Names

Name Status Expiration Date
JACK & JACK INSURANCE Inactive 2023-04-09
BARGER INSURANCE AGENCY Inactive 2021-10-12
JACK & JACK INSURANCE AGENCY Inactive 2012-12-03

Filings

Name File Date
Annual Report 2024-02-28
Annual Report 2023-03-15
Annual Report 2022-03-07
Annual Report 2021-02-09
Annual Report 2020-02-12
Annual Report 2019-04-19
Certificate of Assumed Name 2018-04-09
Annual Report 2018-04-06
Annual Report 2017-05-04
Annual Report 2016-04-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4563697004 2020-04-03 0457 PPP 326 Public Square Suite 100, COLUMBIA, KY, 42728-1456
Loan Status Date 2020-11-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 71200
Loan Approval Amount (current) 66400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26897
Servicing Lender Name Bank of Columbia
Servicing Lender Address 144 Public Sq, COLUMBIA, KY, 42728-1452
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address COLUMBIA, ADAIR, KY, 42728-1456
Project Congressional District KY-01
Number of Employees 8
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 26897
Originating Lender Name Bank of Columbia
Originating Lender Address COLUMBIA, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 66783.85
Forgiveness Paid Date 2020-11-12

Sources: Kentucky Secretary of State