Search icon

PHELPS HEATING & COOLING, INC.

Company Details

Name: PHELPS HEATING & COOLING, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 22 Mar 2005 (20 years ago)
Organization Date: 22 Mar 2005 (20 years ago)
Last Annual Report: 12 Feb 2025 (2 months ago)
Organization Number: 0608955
Industry: Miscellaneous Repair Services
Number of Employees: Small (0-19)
ZIP code: 42748
City: Hodgenville, White City
Primary County: Larue County
Principal Office: 305 W. MAIN ST, HODGENVILLE, KY 42748
Place of Formation: KENTUCKY
Authorized Shares: 200

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PHELPS HEATING & COOLING, INC CBS BENEFIT PLAN 2023 202626600 2024-12-30 PHELPS HEATING & COOLING, INC 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 423700
Sponsor’s telephone number 2703583167
Plan sponsor’s address 305 W MAIN ST, HODGENVILLE, KY, 42748

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
PHELPS HEATING & COOLING, INC CBS BENEFIT PLAN 2022 202626600 2023-12-27 PHELPS HEATING & COOLING, INC 9
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 423700
Sponsor’s telephone number 2703583167
Plan sponsor’s address 305 W MAIN ST, HODGENVILLE, KY, 42748

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
PHELPS HEATING & COOLING, INC CBS BENEFIT PLAN 2021 202626600 2022-12-29 PHELPS HEATING & COOLING, INC 10
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 423700
Sponsor’s telephone number 2703583167
Plan sponsor’s address 305 W MAIN ST, HODGENVILLE, KY, 42748

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
PHELPS HEATING & COOLING, INC CBS BENEFIT PLAN 2020 202626600 2021-12-14 PHELPS HEATING & COOLING, INC 10
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-06-01
Business code 423700
Sponsor’s telephone number 2703583167
Plan sponsor’s address 305 W MAIN ST, HODGENVILLE, KY, 42748

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
JAMES B. PHELPS, JR. Registered Agent

President

Name Role
JAMES B PHELPS, JR President

Incorporator

Name Role
KAREN SENA Incorporator

Filings

Name File Date
Annual Report 2025-02-12
Annual Report 2025-02-12
Annual Report 2024-03-08
Annual Report 2023-03-16
Annual Report 2022-03-07
Annual Report 2021-08-23
Annual Report 2020-08-07
Reinstatement 2019-11-18
Reinstatement Certificate of Existence 2019-11-18
Reinstatement Approval Letter Revenue 2019-11-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6948217109 2020-04-14 0457 PPP 305 W Main Street, HODGENVILLE, KY, 42748
Loan Status Date 2021-04-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 119500
Loan Approval Amount (current) 119500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27585
Servicing Lender Name Magnolia Bank Incorporated
Servicing Lender Address 651, W Dixie Ave, Elizabethtown, KY, 42701
Rural or Urban Indicator R
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address HODGENVILLE, LARUE, KY, 42748-0001
Project Congressional District KY-02
Number of Employees 12
NAICS code 238220
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27585
Originating Lender Name Magnolia Bank Incorporated
Originating Lender Address Elizabethtown, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 120651.85
Forgiveness Paid Date 2021-03-30

Sources: Kentucky Secretary of State