| Name: | CATHERINE A. CARLSON INSURANCE, INC. |
| Legal type: | Kentucky Corporation |
| Status: | Inactive |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 08 Apr 2010 (15 years ago) |
| Organization Date: | 08 Apr 2010 (15 years ago) |
| Last Annual Report: | 01 Apr 2025 (21 days ago) |
| Organization Number: | 0760606 |
| ZIP code: | 41018 |
| City: | Erlanger, Covington, Edgewood, Elsmere |
| Primary County: | Kenton County |
| Principal Office: | 510 GRAVES ROAD, SUITE 208, ERLANGER, KY 41018 |
| Place of Formation: | KENTUCKY |
| Authorized Shares: | 100 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHERINE A CARLSON INSURANCE INC CBS BENEFIT PLAN | 2020 | 300630204 | 2021-12-14 | CATHERINE A CARLSON INSURANCE INC | 2 | |||||||||||||||||||||||||||||||
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| 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 |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2020-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 8593425518 |
| Plan sponsor’s address | 510 GRAVES AVE STE 208, ERLANGER, KY, 41018 |
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 |
| Name | Role |
|---|---|
| CATHERINE A. CARLSON | President |
| Name | Role |
|---|---|
| CATHERINE A. CARLSON | Secretary |
| Name | Role |
|---|---|
| CATHERINE A. CARLSON | Incorporator |
| Name | Role |
|---|---|
| CATHERINE A. CARLSON | Registered Agent |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 728736 | Agent - Life | Active | 2010-05-20 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 728736 | Agent - Health | Active | 2010-05-20 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 728736 | Agent - Casualty | Active | 2010-05-20 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 728736 | Agent - Property | Active | 2010-05-20 | - | - | 2026-03-31 | - |
| Name | File Date |
|---|---|
| Dissolution | 2025-04-02 |
| Annual Report | 2025-04-01 |
| Annual Report | 2024-04-18 |
| Annual Report | 2023-04-21 |
| Annual Report | 2022-04-20 |
| Annual Report | 2021-04-21 |
| Annual Report | 2020-04-27 |
| Annual Report | 2019-03-26 |
| Annual Report | 2018-03-29 |
| Annual Report | 2017-04-20 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7071467100 | 2020-04-14 | 0457 | PPP | 510 GRAVES AVE suite 208, ERLANGER, KY, 41018-3309 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
