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LEXINGTON INSURANCE AGENCY, INC

Company Details

Name: LEXINGTON INSURANCE AGENCY, INC
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 30 Dec 2003 (21 years ago)
Organization Date: 30 Dec 2003 (21 years ago)
Last Annual Report: 17 Feb 2025 (2 months ago)
Organization Number: 0575213
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40507
City: Lexington
Primary County: Fayette County
Principal Office: 465 E HIGH ST, STE 101, LEXINGTON, KY 40507
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEXINGTON INSURANCE AGENCY, INC. CBS BENEFIT PLAN 2023 200543387 2024-12-30 LEXINGTON INSURANCE AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E HIGH ST, SUITE 101, LEXINGTON, KY, 40507

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
LEXINGTON INSURANCE AGENCY 401(K) PLAN 2023 200543387 2024-07-11 LEXINGTON INSURANCE AGENCY, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 EAST HIGH STREET, SUITE 101, LEXINGTON, KY, 40507
LEXINGTON INSURANCE AGENCY, INC. CBS BENEFIT PLAN 2022 200543387 2023-12-27 LEXINGTON INSURANCE AGENCY, INC. 11
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E HIGH ST, SUITE 101, LEXINGTON, KY, 40507

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
LEXINGTON INSURANCE AGENCY 401(K) PLAN 2022 200543387 2023-09-18 LEXINGTON INSURANCE AGENCY, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8598992411
Plan sponsor’s address 465 EAST HIGH STREET, SUITE 101, LEXINGTON, KY, 40507
LEXINGTON INSURANCE AGENCY, INC. CBS BENEFIT PLAN 2021 200543387 2022-12-29 LEXINGTON INSURANCE AGENCY, INC. 11
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E HIGH ST, SUITE 101, LEXINGTON, KY, 40507

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
LEXINGTON INSURANCE AGENCY 401(K) PLAN 2021 200543387 2022-10-04 LEXINGTON INSURANCE AGENCY, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 405071939
LEXINGTON INSURANCE AGENCY 401(K) PLAN 2020 200543387 2021-05-28 LEXINGTON INSURANCE AGENCY, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 405071939
LEXINGTON INSURANCE AGENCY 401(K) PLAN 2019 200543387 2020-06-16 LEXINGTON INSURANCE AGENCY, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 405071939
LEXINGTON INSURANCE AGENCY 401(K) PLAN 2018 200543387 2019-07-10 LEXINGTON INSURANCE AGENCY, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 405071939
LEXINGTON INSURANCE AGENCY 401(K) PLAN 2017 200543387 2018-06-26 LEXINGTON INSURANCE AGENCY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 405071939
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/05/15/20170515093343P040026838487001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 405071939

Signature of

Role Plan administrator
Date 2017-05-15
Name of individual signing LINDSAY CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-15
Name of individual signing LINDSAY CAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/07/01/20160701130416P040016625719001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 405071939

Signature of

Role Plan administrator
Date 2016-07-01
Name of individual signing LINDSAY CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-01
Name of individual signing LINDSAY CAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/13/20150713101632P030011994239001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 405071939

Signature of

Role Plan administrator
Date 2015-07-13
Name of individual signing MICHAEL L. CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-13
Name of individual signing MICHAEL L. CAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/26/20140626145757P040465426785001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 40507

Signature of

Role Plan administrator
Date 2014-06-26
Name of individual signing MICHAEL L. CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-26
Name of individual signing MICHAEL L. CAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/18/20130618070317P030258804483001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 40507

Signature of

Role Plan administrator
Date 2013-06-18
Name of individual signing MICHAEL L. CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-18
Name of individual signing MICHAEL L. CAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/08/20120608082619P040016757409001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 40507

Plan administrator’s name and address

Administrator’s EIN 200543387
Plan administrator’s name LEXINGTON INSURANCE AGENCY, INC.
Plan administrator’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 40507
Administrator’s telephone number 8592536570

Signature of

Role Plan administrator
Date 2012-06-08
Name of individual signing MICHAEL L. CAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/06/28/20110628120145P040027047783001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 40507

Plan administrator’s name and address

Administrator’s EIN 200543387
Plan administrator’s name LEXINGTON INSURANCE AGENCY, INC.
Plan administrator’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 40507
Administrator’s telephone number 8592536570

Signature of

Role Plan administrator
Date 2011-06-28
Name of individual signing LINDSAY CAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/15/20100715085741P030375677297001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 8592536570
Plan sponsor’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 40507

Plan administrator’s name and address

Administrator’s EIN 200543387
Plan administrator’s name LEXINGTON INSURANCE AGENCY, INC.
Plan administrator’s address 465 E. HIGH STREET, SUITE 101, LEXINGTON, KY, 40507
Administrator’s telephone number 8592536570

Signature of

Role Plan administrator
Date 2010-07-15
Name of individual signing M. LINDSAY CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-15
Name of individual signing M. LINDSAY CAMPBELL
Valid signature Filed with authorized/valid electronic signature

Incorporator

Name Role
BILLY W. SHERROW Incorporator

President

Name Role
Kevin O Stinnett President

Registered Agent

Name Role
KEVIN O. STINNETT Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 583843 Agent - Life Active 2004-02-02 - - 2026-03-31 -
Department of Insurance DOI ID 583843 Agent - Property Active 2004-02-02 - - 2026-03-31 -
Department of Insurance DOI ID 583843 Agent - Health Active 2004-02-02 - - 2026-03-31 -
Department of Insurance DOI ID 583843 Agent - Casualty Active 2004-02-02 - - 2026-03-31 -
Department of Insurance DOI ID 400304 Agent - Health Inactive 2001-05-31 - 2004-02-19 - -
Department of Insurance DOI ID 400304 Agent - Casualty Inactive 2000-08-15 - 2004-02-19 - -
Department of Insurance DOI ID 400304 Agent - Property Inactive 2000-08-15 - 2004-02-19 - -
Department of Insurance DOI ID 400304 Agent - Assessment Chapter 299 Inactive 1997-11-10 - 2000-12-01 - -
Department of Insurance DOI ID 400304 Agent - Life Inactive 1993-09-24 - 2004-02-19 - -
Department of Insurance DOI ID 400304 Agent - Health Maintenance Organization Inactive 1988-06-23 - 2001-03-01 - -

Former Company Names

Name Action
LIA, INC. Old Name

Filings

Name File Date
Annual Report 2025-02-17
Annual Report 2024-04-24
Annual Report Amendment 2023-04-07
Annual Report 2023-02-20
Annual Report 2022-03-07
Annual Report Amendment 2021-07-23
Annual Report Amendment 2021-07-14
Registered Agent name/address change 2021-07-14
Annual Report 2021-02-09
Annual Report 2020-02-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4631517206 2020-04-27 0457 PPP 465 E. HIGH ST STE 101, LEXINGTON, KY, 40507-1939
Loan Status Date 2021-02-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 186600
Loan Approval Amount (current) 186600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27195
Servicing Lender Name Bank of the Bluegrass & Trust Company
Servicing Lender Address 101 E High St, LEXINGTON, KY, 40507-1407
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address LEXINGTON, FAYETTE, KY, 40507-1939
Project Congressional District KY-06
Number of Employees 17
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27195
Originating Lender Name Bank of the Bluegrass & Trust Company
Originating Lender Address LEXINGTON, KY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 187918.98
Forgiveness Paid Date 2021-01-13

Sources: Kentucky Secretary of State