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  5. ROSS & BIRGE, INC.

ROSS & BIRGE, INC.

Company Details

Name: ROSS & BIRGE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 01 Jun 2001 (24 years ago)
Organization Date: 01 Jun 2001 (24 years ago)
Last Annual Report: 17 Feb 2025 (2 months ago)
Organization Number: 0516851
Industry: Health Services
Number of Employees: Small (0-19)
ZIP code: 42167
City: Tompkinsville, T Ville
Primary County: Monroe County
Principal Office: 22 EXCECUTIVE DRIVE, TOMPKINSVILLE, KY 42167
Place of Formation: KENTUCKY
Authorized Shares: 100

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROSS & BIRGE, INC. 401(K) PLAN 2023 611394048 2024-07-09 ROSS & BIRGE, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Signature of
Role Plan administrator
Date 2024-07-09
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
ROSS & BIRGE, INC. 401(K) PLAN 2022 611394048 2023-03-20 ROSS & BIRGE, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Signature of
Role Plan administrator
Date 2023-03-20
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
ROSS & BIRGE, INC. 401(K) PLAN 2021 611394048 2022-05-18 ROSS & BIRGE, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Signature of
Role Plan administrator
Date 2022-05-18
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
ROSS & BIRGE, INC. 401(K) PLAN 2020 611394048 2021-06-07 ROSS & BIRGE, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Signature of
Role Plan administrator
Date 2021-06-07
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
ROSS & BIRGE, INC. 401(K) PLAN 2019 611394048 2020-09-24 ROSS & BIRGE, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Signature of
Role Plan administrator
Date 2020-09-24
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
ROSS & BIRGE, INC. 401(K) PLAN 2018 611394048 2019-04-09 ROSS & BIRGE, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 421677478

Signature of
Role Plan administrator
Date 2019-04-09
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-09
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
ROSS & BIRGE, INC. 401(K) PLAN 2017 611394048 2018-06-20 ROSS & BIRGE, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 421677478

Signature of
Role Plan administrator
Date 2018-06-20
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-20
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
ROSS & BIRGE, INC. 401(K) PLAN 2016 611394048 2017-10-09 ROSS & BIRGE, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 421677478

Signature of
Role Plan administrator
Date 2017-10-09
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-09
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
ROSS & BIRGE, INC. 401(K) PLAN 2015 611394048 2016-06-01 ROSS & BIRGE, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 421677478

Signature of
Role Plan administrator
Date 2016-05-31
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-31
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
ROSS & BIRGE, INC. 401(K) PLAN 2014 611394048 2015-02-25 ROSS & BIRGE, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Signature of
Role Plan administrator
Date 2015-02-25
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-02-25
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/28/20140828143240P040041777853005.pdf
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Signature of
Role Plan administrator
Date 2014-08-27
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-27
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/15/20130715171409P040014612114003.pdf
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Signature of
Role Plan administrator
Date 2013-07-15
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/29/20120829171711P040040142658003.pdf
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Plan administrator’s name and address
Administrator’s EIN 611394048
Plan administrator’s name ROSS & BIRGE INC
Plan administrator’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167
Administrator’s telephone number 2704875741

Signature of
Role Plan administrator
Date 2012-08-29
Name of individual signing STEVEN BIRGE
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Plan administrator’s name and address
Administrator’s EIN 611394048
Plan administrator’s name ROSS & BIRGE INC
Plan administrator’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167
Administrator’s telephone number 2704875741

Signature of
Role Plan administrator
Date 2012-08-29
Name of individual signing STEVEN BIRGE
Valid signature Filed with incorrect/unrecognized electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 621320
Sponsor’s telephone number 2704875741
Plan sponsor’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167

Plan administrator’s name and address
Administrator’s EIN 611394048
Plan administrator’s name ROSS & BIRGE INC
Plan administrator’s address 22 EXECUTIVE DRIVE, TOMPKINSVILLE, KY, 42167
Administrator’s telephone number 2704875741

Signature of
Role Plan administrator
Date 2012-08-22
Name of individual signing STEVEN BIRGE
Valid signature Filed with incorrect/unrecognized electronic signature

Secretary

Name Role
Steve K Birge Secretary

Treasurer

Name Role
Heather R Page Treasurer

Vice President

Name Role
Heather R Page Vice President

Director

Name Role
Steven Birge Director
Heather R Page Director

Incorporator

Name Role
WILLIE FOWLER ROSS JR Incorporator
STEVEN BIRGE Incorporator
JAMISON HEFFRON Incorporator

President

Name Role
Steve K Birge President

Registered Agent

Name Role
WILLIE FOWLER ROSS JR Registered Agent

Former Company Names

Name Action
ROSS, BIRGE & HEFFRON, INC. Old Name

Filings

Name File Date
Annual Report 2025-02-17
Annual Report 2024-03-05
Annual Report 2023-03-15
Annual Report 2022-03-07
Annual Report 2021-02-09
Annual Report 2020-02-28
Annual Report 2019-04-03
Annual Report 2018-05-03
Annual Report 2017-02-27
Annual Report 2016-03-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8600028301 2021-01-29 0457 PPS 22 Executive Dr, Tompkinsville, KY, 42167-7478
Loan Status Date 2021-07-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 99918.77
Loan Approval Amount (current) 99918.77
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26977
Servicing Lender Name Edmonton State Bank
Servicing Lender Address 909 W Main St, GLASGOW, KY, 42141-1117
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tompkinsville, MONROE, KY, 42167-7478
Project Congressional District KY-01
Number of Employees 16
NAICS code 621320
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 26977
Originating Lender Name Edmonton State Bank
Originating Lender Address GLASGOW, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 100282.86
Forgiveness Paid Date 2021-06-15
6264927207 2020-04-27 0457 PPP 22 EXECUTIVE DR, TOMPKINSVILLE, KY, 42167-7478
Loan Status Date 2021-01-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 93728.2
Loan Approval Amount (current) 103985.86
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26977
Servicing Lender Name Edmonton State Bank
Servicing Lender Address 909 W Main St, GLASGOW, KY, 42141-1117
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address TOMPKINSVILLE, MONROE, KY, 42167-7478
Project Congressional District KY-01
Number of Employees 14
NAICS code 621320
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 26977
Originating Lender Name Edmonton State Bank
Originating Lender Address GLASGOW, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 104629.72
Forgiveness Paid Date 2020-12-14

Related by officers

STEVEN BIRGE

FRSB, INC.

Related by address

22 EXCECUTIVE DRIVE, TOMPKINSVILLE, KY 42167

FRSB, INC.

Sources: Kentucky Secretary of State

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