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UNITED MECHANICAL, INC.

Company Details

Name: UNITED MECHANICAL, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 09 Dec 1999 (25 years ago)
Organization Date: 09 Dec 1999 (25 years ago)
Last Annual Report: 17 Mar 2025 (a month ago)
Organization Number: 0484691
Industry: Construction Special Trade Contractors
Number of Employees: Medium (20-99)
ZIP code: 40228
City: Louisville, Hollow Creek, Spring Mill
Primary County: Jefferson County
Principal Office: 5598 POPLAR LEVEL RD, LOUISVILLE, KY 40228
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED MECHANICAL INC CBS BENEFIT PLAN 2023 611357868 2024-04-29 UNITED MECHANICAL INC 13
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-03-01
Business code 238220
Sponsor’s telephone number 5023391133
Plan sponsor’s address 8003 VINE CREST AVE, SUITE 1, LOUISVILLE, KY, 40222

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 2024-04-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
UNITED MECHANICAL 401(K) PLAN 2023 611357868 2024-07-03 UNITED MECHANICAL, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 238220
Sponsor’s telephone number 5023391133
Plan sponsor’s address 5598 POPLAR LEVEL ROAD, LOUISVILLE, KY, 40228

Signature of

Role Plan administrator
Date 2024-07-03
Name of individual signing ELIZABETH JOHNSON
Valid signature Filed with authorized/valid electronic signature
UNITED MECHANICAL INC CBS BENEFIT PLAN 2022 611357868 2023-12-27 UNITED MECHANICAL INC 10
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-03-01
Business code 238220
Sponsor’s telephone number 5023391133
Plan sponsor’s address 8003 VINE CREST AVE, SUITE 1, LOUISVILLE, KY, 40222

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
UNITED MECHANICAL INC CBS BENEFIT PLAN 2021 611357868 2022-12-29 UNITED MECHANICAL INC 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-03-01
Business code 238220
Sponsor’s telephone number 5023391133
Plan sponsor’s address 8003 VINE CREST AVE, SUITE 1, LOUISVILLE, KY, 40222

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
UNITED MECHANICAL INC CBS BENEFIT PLAN 2020 611357868 2021-12-14 UNITED MECHANICAL INC 5
Three-digit plan number (PN) 501
Effective date of plan 2021-03-01
Business code 238220
Sponsor’s telephone number 5023391133
Plan sponsor’s address 8003 VINE CREST AVE, SUITE 1, LOUISVILLE, KY, 40222

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

Registered Agent

Name Role
JOHN P. BURKE Registered Agent

President

Name Role
John P. Burke President

Vice President

Name Role
Christopher M. Underwood Vice President

Incorporator

Name Role
PHILIP J. GUELTZOW Incorporator

Filings

Name File Date
Annual Report Amendment 2025-03-17
Annual Report 2025-02-13
Annual Report 2024-02-01
Annual Report Amendment 2023-08-08
Annual Report 2023-04-03
Annual Report 2022-04-21
Registered Agent name/address change 2021-07-15
Annual Report 2021-03-29
Principal Office Address Change 2021-03-29
Annual Report 2020-03-06

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
311293229 0452110 2007-12-05 525 W BROADWAY, LOUISVILLE, KY, 40202
Inspection Type Unprog Rel
Scope Partial
Safety/Health Health
Close Conference 2008-01-23
Case Closed 2008-01-23

Related Activity

Type Inspection
Activity Nr 310657416

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1321468408 2021-02-01 0457 PPS 8003 Vine Crest Ave Ste 1, Louisville, KY, 40222-4695
Loan Status Date 2021-12-17
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 288800
Loan Approval Amount (current) 288800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40222-4695
Project Congressional District KY-03
Number of Employees 13
NAICS code 238220
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 290998.09
Forgiveness Paid Date 2021-11-08
8394727105 2020-04-15 0457 PPP 8003 VINE CREST AVE STE 1, LOUISVILLE, KY, 40222-4695
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 306200
Loan Approval Amount (current) 306200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40222-4695
Project Congressional District KY-03
Number of Employees 14
NAICS code 238220
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 308428.46
Forgiveness Paid Date 2021-01-08

Contracts

Branch Contract Id Procurement Type Begin Date End Date Amount
Executive 2500001274 Standard Goods and Services - - 3554.38
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (931) EQUIPMENT MAINTENANCE, RECONDITIONING, AND REPAIR SERVICES - (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Executive 2500002727 Standard Goods and Services - - 8928.8
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (031) AIR CONDITIONING, HEATING, AND VENTILATING: EQUIPMENT, PARTS
Executive 2300004949 Construction - - 17590.77
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (910) BUILDING MAINTENANCE AND REPAIR SERVICES
Authorization Construction Small Purchase
Executive 2500004165 Standard Goods and Services - - 795
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (910) BUILDING MAINTENANCE AND REPAIR SERVICES (981) RENTAL OR LEASE OF EQUIPMENT - GENERAL EQUIPMENT
Executive 2400000056 Standard Goods and Services - - 530
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Executive 2400003145 Standard Goods and Services - - 2970
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Executive 2500001289 Standard Goods and Services - - 550
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Executive 2400003724 Standard Goods and Services - - 2830
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Executive 2400007000 Standard Goods and Services - - 625
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (934) EQUIPMENT MAINTENANCE, RECONDITIONING, AND REPAIR SERVICES -
Executive 2500002514 Standard Goods and Services 2024-09-01 2025-10-31 16200
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (934) EQUIPMENT MAINTENANCE, RECONDITIONING, AND REPAIR SERVICES -
Executive 2400006357 Standard Goods and Services 2024-05-20 2024-05-20 550
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (941) EQUIPMENT MAINTENANCE, RECONDITIONING, REPAIR, AND RELATED S
Executive 2400004953 Standard Goods and Services 2024-03-15 2024-03-15 2607
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Executive 2400003746 Standard Goods and Services 2024-01-15 2024-01-15 3112
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER (450) HARDWARE AND RELATED ITEMS
Executive 2400006800 Standard Goods and Services 2023-12-14 2023-12-14 550
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Executive 2400003356 Standard Goods and Services 2023-11-16 2023-11-16 190
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Executive 2400001599 Standard Goods and Services 2023-09-15 2023-09-15 9629.85
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Authorization RFQ - Small Purchase with Minority Vendor Consideration
Executive 2300006208 Standard Goods and Services 2023-04-19 2023-04-19 242.5
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (931) EQUIPMENT MAINTENANCE, RECONDITIONING, AND REPAIR SERVICES -
Executive 2300005190 Standard Goods and Services 2023-03-04 2023-03-04 280
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (931) EQUIPMENT MAINTENANCE, RECONDITIONING, AND REPAIR SERVICES -
Executive 2300004558 Standard Goods and Services 2023-03-01 2023-03-01 2884.95
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (940) EQUIPMENT MAINTENANCE, REPAIR, CONSTRUCTION, AND RELATED SER
Executive 2300004537 Standard Goods and Services 2023-03-01 2023-03-01 2155
Department Behavioral Health, Developmental & Intellectual Disabilities
Category (931) EQUIPMENT MAINTENANCE, RECONDITIONING, AND REPAIR SERVICES -

Government Spending

Branch Date of Service Fiscal Year Cabinet Department Classification Item Name Amount
Executive 2025-01-24 2025 Health & Family Services Cabinet Behavioral Health, Developmental & Intellectual Disabilities Travel Exp & Exp Allowances Travel For Non-State Employees 70
Executive 2024-09-19 2025 Health & Family Services Cabinet Behavioral Health, Developmental & Intellectual Disabilities Maintenance And Repairs Maint Of Equipment-1099 Rept 550
Executive 2024-08-26 2025 Health & Family Services Cabinet Behavioral Health, Developmental & Intellectual Disabilities Supplies Mech Maint Materials & Suppls 2574.38
Executive 2024-08-26 2025 Health & Family Services Cabinet Behavioral Health, Developmental & Intellectual Disabilities Maintenance And Repairs Maint Of Equipment-1099 Rept 840
Executive 2024-08-26 2025 Health & Family Services Cabinet Behavioral Health, Developmental & Intellectual Disabilities Travel Exp & Exp Allowances Travel For Non-State Employees 140
Executive 2024-08-21 2025 Health & Family Services Cabinet Behavioral Health, Developmental & Intellectual Disabilities Maintenance And Repairs Maint Of Equipment-1099 Rept 2830
Executive 2024-07-12 2025 Health & Family Services Cabinet Behavioral Health, Developmental & Intellectual Disabilities Maintenance And Repairs Maint Of Blds & Grnds-1099 Rep 530
Executive 2023-07-14 2024 Health & Family Services Cabinet Behavioral Health, Developmental & Intellectual Disabilities Maintenance And Repairs Maint Of Equipment-1099 Rept 1950
Executive 2023-07-14 2024 Health & Family Services Cabinet Behavioral Health, Developmental & Intellectual Disabilities Supplies Mech Maint Materials & Suppls 783.22

Sources: Kentucky Secretary of State