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CATHERINE A. CARLSON INSURANCE, INC.

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Company Details

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 (5 months 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

President

Name Role
CATHERINE A. CARLSON President

Secretary

Name Role
CATHERINE A. CARLSON Secretary

Incorporator

Name Role
CATHERINE A. CARLSON Incorporator

Registered Agent

Name Role
CATHERINE A. CARLSON Registered Agent

Form 5500 Series

Employer Identification Number (EIN):
300630204
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
2
Sponsors Telephone Number:

Licenses

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 -

Filings

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

USAspending Awards / Financial Assistance

Date:
2020-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
21200.00
Total Face Value Of Loan:
21200.00
Date:
2020-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
21200.00
Total Face Value Of Loan:
21200.00

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$21,200
Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$21,200
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$21,471.82
Servicing Lender:
Heritage Bank, Inc.
Use of Proceeds:
Payroll: $21,200

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Sources: Kentucky Secretary of State