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UPIC SOLUTIONS, INC.

Company Details

Name: UPIC SOLUTIONS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 07 Mar 2001 (24 years ago)
Organization Date: 07 Mar 2001 (24 years ago)
Last Annual Report: 28 Feb 2025 (2 months ago)
Organization Number: 0511882
Industry: Business Services
Number of Employees: Small (0-19)
Principal Office: 7870 E. Kemper Rd., suite 470, Cincinnati, OH 45249
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UPIC RETIREMENT PLAN 2021 611386122 2022-07-22 UPIC SOLUTIONS 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD RD., SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2020 611386122 2021-07-27 UPIC SOLUTIONS 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2019 611386122 2020-06-24 UPIC SOLUTIONS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2018 611386122 2019-08-28 UPIC SOLUTIONS 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2017 611386122 2018-06-21 UPIC SOLUTIONS 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2016 611386122 2017-07-25 UPIC SOLUTIONS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669

Director

Name Role
EDWARD C. SABATINO, JR. Director
YVONNE L. GRAY Director
JOE TOLAN Director
Vander Corliss Director
Ben Donlon Director
Chris Sargent Director
John Taylor Director
Sara Fowler Director
Nancy Bohman Director
Suzy Antony Director

Incorporator

Name Role
CLIFTON B. CLARK, ESQ. Incorporator

Registered Agent

Name Role
JOSH R. HOWARD Registered Agent

Officer

Name Role
Josh Howard Officer
Heather Reed Officer

Former Company Names

Name Action
UNITED WAY PROCESSING AND INFORMATION CENTER, INC. Old Name

Filings

Name File Date
Annual Report 2025-02-28
Registered Agent name/address change 2024-04-05
Principal Office Address Change 2024-04-05
Annual Report 2024-04-05
Annual Report 2023-04-23
Annual Report 2022-05-03
Annual Report 2021-03-09
Annual Report 2020-08-19
Principal Office Address Change 2019-05-31
Annual Report 2019-05-31

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1157227810 2020-05-01 0457 PPP 334 Beechwood Rd, Suite 500, Ft. Mitchell, KY, 41017-1672
Loan Status Date 2021-05-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 595400
Loan Approval Amount (current) 595400
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Ft. Mitchell, KENTON, KY, 41017-1672
Project Congressional District KY-04
Number of Employees 42
NAICS code 611420
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type -
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 600841.29
Forgiveness Paid Date 2021-04-08

Sources: Kentucky Secretary of State