Search icon

M & W HVAC, INC.

Company Details

Name: M & W HVAC, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 20 Sep 2005 (19 years ago)
Organization Date: 20 Sep 2005 (19 years ago)
Last Annual Report: 19 Feb 2025 (7 days ago)
Organization Number: 0622010
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 40475
City: Richmond
Primary County: Madison County
Principal Office: 6019 ATWOOD DR, #7, RICHMOND, KY 40475
Place of Formation: KENTUCKY
Authorized Shares: 100

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
M & W HVAC INC CBS BENEFIT PLAN 2023 510553644 2024-12-30 M & W HVAC INC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 522298
Sponsor’s telephone number 8596617626
Plan sponsor’s address 6019 ATWOOD DRIVE, STE #7, RICHMOND, KY, 40475

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
M & W HVAC INC CBS BENEFIT PLAN 2022 510553644 2023-12-27 M & W HVAC INC 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 522298
Sponsor’s telephone number 8596617626
Plan sponsor’s address 6019 ATWOOD DRIVE, STE #7, RICHMOND, KY, 40475

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
M & W HVAC INC CBS BENEFIT PLAN 2021 510553644 2022-12-29 M & W HVAC INC 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 522298
Sponsor’s telephone number 8596617626
Plan sponsor’s address 6019 ATWOOD DRIVE, STE #7, RICHMOND, KY, 40475

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
M & W HVAC INC CBS BENEFIT PLAN 2020 510553644 2021-12-14 M & W HVAC INC 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 522298
Sponsor’s telephone number 8596617626
Plan sponsor’s address 6019 ATWOOD DRIVE, STE #7, RICHMOND, KY, 40475

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
M & W HVAC INC CBS BENEFIT PLAN 2019 510553644 2020-12-23 M & W HVAC INC 4
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 522298
Sponsor’s telephone number 8596617626
Plan sponsor’s address 6019 ATWOOD DRIVE, #7, RICHMOND, KY, 40475

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature

President

Name Role
ADAM L MORGAN President

Vice President

Name Role
Katherine D Morgan Vice President

Director

Name Role
Adam L Morgan Director
Katherine D Morgan Director

Incorporator

Name Role
ADAM L. MORGAN Incorporator
J.W. WITT II Incorporator

Registered Agent

Name Role
ADAM MORGAN Registered Agent

Assumed Names

Name Status Expiration Date
MORGAN HEATING & AIR Inactive 2023-05-06

Filings

Name File Date
Annual Report 2025-02-19
Certificate of Assumed Name 2024-07-22
Annual Report 2024-03-11
Annual Report 2023-01-30
Annual Report 2022-01-18
Annual Report 2021-02-09
Annual Report Amendment 2020-04-12
Annual Report 2020-02-05
Registered Agent name/address change 2020-02-05
Annual Report 2019-01-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4694877010 2020-04-04 0457 PPP 6019 Atwood Drive # 7, RICHMOND, KY, 40475-8320
Loan Status Date 2021-02-04
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 41700
Loan Approval Amount (current) 41700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27196
Servicing Lender Name Central Bank & Trust Co.
Servicing Lender Address 300 W Vine St, LEXINGTON, KY, 40507-1621
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address RICHMOND, MADISON, KY, 40475-8320
Project Congressional District KY-06
Number of Employees 6
NAICS code 238220
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27196
Originating Lender Name Central Bank & Trust Co.
Originating Lender Address LEXINGTON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 42018.54
Forgiveness Paid Date 2021-01-14

Sources: Kentucky Secretary of State