| Name: | BALLAST, INC. |
| Legal type: | Kentucky Corporation |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 14 Jan 2008 (17 years ago) |
| Organization Date: | 14 Jan 2008 (17 years ago) |
| Last Annual Report: | 17 Feb 2025 (2 months ago) |
| Organization Number: | 0682913 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40507 |
| City: | Lexington |
| Primary County: | Fayette County |
| Principal Office: | 400 E VINE ST, SUITE 400, LEXINGTON, KY 40507 |
| Place of Formation: | KENTUCKY |
| Authorized Shares: | 1000 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 0001730477 | 400 EAST VINE STREET, SUITE 400, LEXINGTON, KY, 40507 | 400 EAST VINE STREET, SUITE 400, LEXINGTON, KY, 40507 | 859-226-0625 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2025-01-16 |
| Reporting date | 2024-12-31 |
| File | View File |
Filings since 2024-10-16
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2024-10-16 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-15
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2024-07-15 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-11
| Form type | N-PX |
| File number | 028-18348 |
| Filing date | 2024-07-11 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-06
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2024-05-06 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-18
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2024-01-18 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-18
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2023-10-18 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-19
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2023-07-19 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-19
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2023-04-19 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-26
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2023-01-26 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-18
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2022-10-18 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-14
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2022-07-14 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-18
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2022-04-18 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-18
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2022-01-18 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-12
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2021-11-12 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-04
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2021-08-04 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-05
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2021-05-05 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-21
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2021-01-21 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-14
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2020-10-14 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-11
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2020-08-11 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-17
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2020-04-17 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-14
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2020-01-14 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-22
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2019-10-22 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-26
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2019-07-26 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-30
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2019-04-30 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-01
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2019-02-01 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-02
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2018-11-02 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-19
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2018-07-19 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-11
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2018-05-11 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-12
| Form type | 13F-HR |
| File number | 028-18348 |
| Filing date | 2018-02-12 |
| Reporting date | 2017-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BALLAST, INC. 401(K) PLAN | 2023 | 261835420 | 2024-01-17 | BALLAST, INC. | 11 | |||||||||||||||||||||||
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| BALLAST, INC. 401(K) PLAN | 2022 | 261835420 | 2023-06-07 | BALLAST, INC. | 9 | |||||||||||||||||||||||
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| BALLAST, INC. 401(K) PLAN | 2021 | 261835420 | 2022-10-13 | BALLAST, INC. | 9 | |||||||||||||||||||||||
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| BALLAST, INC. 401(K) PLAN | 2020 | 261835420 | 2021-10-12 | BALLAST, INC. | 8 | |||||||||||||||||||||||
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| BALLAST, INC. 401(K) PLAN | 2019 | 261835420 | 2020-10-06 | BALLAST, INC. | 8 | |||||||||||||||||||||||
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| BALLAST, INC. 401(K) PLAN | 2018 | 261835420 | 2019-07-10 | BALLAST, INC. | 8 | |||||||||||||||||||||||
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| BALLAST, INC. 401(K) PLAN | 2017 | 261835420 | 2018-09-19 | BALLAST, INC. | 6 | |||||||||||||||||||||||
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| BALLAST, INC. 401(K) PLAN | 2016 | 261835420 | 2017-05-26 | BALLAST, INC. | 6 | |||||||||||||||||||||||
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| BALLAST, INC. 401(K) PLAN | 2015 | 261835420 | 2016-05-04 | BALLAST, INC. | 4 | |||||||||||||||||||||||
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| BOARDMAN WEALTH PLANNING, INC. 401(K) PLAN | 2014 | 261835420 | 2015-05-18 | BOARDMAN WEALTH PLANNING, INC. | 3 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2015-05-18 |
| Name of individual signing | JOHN BOARDMAN OR ANDY REYNOLDS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | https://efast2-filings-public.s3.amazonaws.com/prd/2014/03/30/20140330195946P040318350081001.pdf |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8592660625 |
| Plan sponsor’s address | 300 WEST VINE STREET, SUITE 806, LEXINGTON, KY, 40507 |
Signature of
| Role | Plan administrator |
| Date | 2014-03-30 |
| Name of individual signing | JOHN BOARDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| JOHN V. BOARDMAN, III | Registered Agent |
| Name | Role |
|---|---|
| John Valentine Boardman | President |
| Name | Role |
|---|---|
| Andrew J Reynolds | Vice President |
| Name | Role |
|---|---|
| Andrew J Reynolds | Director |
| John Valentine Boardman | Director |
| Name | Role |
|---|---|
| LEGALZOOM.COM, INC. | Incorporator |
| Name | Action |
|---|---|
| BOARDMAN WEALTH PLANNING, INC. | Old Name |
| Name | File Date |
|---|---|
| Annual Report | 2025-02-17 |
| Annual Report | 2024-08-01 |
| Registered Agent name/address change | 2023-03-16 |
| Principal Office Address Change | 2023-03-16 |
| Annual Report | 2023-03-16 |
| Annual Report | 2022-05-17 |
| Annual Report | 2021-05-20 |
| Annual Report | 2020-06-16 |
| Annual Report | 2019-06-21 |
| Annual Report | 2018-07-17 |
| Program | Program Status | Average Hourly Wage | Project Cost | Incentive Amount | Initial Jobs | New Jobs | Date of Action | Approval Type |
|---|---|---|---|---|---|---|---|---|
| KSBTC - Kentucky Small Business Tax Credit | Inactive | 31.49 | $10,365 | $7,000 | 9 | 2 | 2023-08-31 | Final |
| KSBTC - Kentucky Small Business Tax Credit | Inactive | 52.43 | $6,787 | $3,500 | 8 | 1 | 2022-08-25 | Final |
| KSBTC - Kentucky Small Business Tax Credit | Inactive | 26.16 | $12,563 | $7,000 | 6 | 2 | 2018-10-25 | Final |
| KSBTC - Kentucky Small Business Tax Credit | Inactive | 30.09 | $31,287 | $7,000 | 4 | 2 | 2016-06-30 | Final |
Sources: Kentucky Secretary of State
