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  5. GARTMAN INSURANCE AGENCY INC.

GARTMAN INSURANCE AGENCY INC.

Company Details

Name: GARTMAN INSURANCE AGENCY INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 26 Jul 2010 (15 years ago)
Organization Date: 26 Jul 2010 (15 years ago)
Last Annual Report: 05 Apr 2024 (a year ago)
Organization Number: 0767794
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41018
City: Erlanger, Covington, Edgewood, Elsmere
Primary County: Kenton County
Principal Office: P.O. BOX 18884 , ERLANGER, KY 41018
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GARTMAN INSURANCE 401(K) PLAN 2023 273117619 2024-10-11 GARTMAN INSURANCE AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 8597276675
Plan sponsor’s address 495 ERLANGER ROAD, SUITE 104, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing MORTIZ GARTMAN
Valid signature Filed with authorized/valid electronic signature
GARTMAN INSURANCE 401(K) PLAN 2022 273117619 2023-07-26 GARTMAN INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 8597276675
Plan sponsor’s address 495 ERLANGER ROAD, SUITE 104, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2023-07-26
Name of individual signing MORTIZ GARTMAN
Valid signature Filed with authorized/valid electronic signature
GARTMAN INSURANCE AGENCY INC CBS BENEFIT PLAN 2021 273117619 2022-12-29 GARTMAN INSURANCE AGENCY INC 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 8597276675
Plan sponsor’s address 495 ERLANGER ROAD, STE 104, ERLANGER, KY, 410181497

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
GARTMAN INSURANCE 401(K) PLAN 2021 273117619 2022-10-13 GARTMAN INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 8597276675
Plan sponsor’s address 495 ERLANGER ROAD, SUITE 104, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing MORTIZ GARTMAN
Valid signature Filed with authorized/valid electronic signature
GARTMAN INSURANCE 401(K) PLAN 2020 273117619 2021-10-05 GARTMAN INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 8597276675
Plan sponsor’s address 495 ERLANGER ROAD, SUITE 104, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2021-10-05
Name of individual signing MORTIZ GARTMAN
Valid signature Filed with authorized/valid electronic signature
GARTMAN INSURANCE AGENCY INC CBS BENEFIT PLAN 2020 273117619 2021-12-14 GARTMAN INSURANCE AGENCY INC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 8597276675
Plan sponsor’s address 495 ERLANGER ROAD, ERLANGER, KY, 41018

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
GARTMAN INSURANCE AGENCY INC CBS BENEFIT PLAN 2019 273117619 2020-12-23 GARTMAN INSURANCE AGENCY INC 2
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 8597276675
Plan sponsor’s address 495 ERLANGER ROAD, 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

Registered Agent

Name Role
MORITZ W. GARTMAN III Registered Agent

Incorporator

Name Role
BETH GARTMAN Incorporator

Vice President

Name Role
BETH MICHELLE GARTMAN Vice President

President

Name Role
MORITZ WENDELL GARTMAN President

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 816760 Agent - Casualty Inactive 2013-08-07 - 2015-03-31 - -
Department of Insurance DOI ID 816760 Agent - Property Inactive 2013-08-07 - 2015-03-31 - -
Department of Insurance DOI ID 733952 Agent - Life Active 2010-08-06 - - 2026-03-31 -
Department of Insurance DOI ID 733952 Agent - Health Active 2010-08-06 - - 2026-03-31 -
Department of Insurance DOI ID 733952 Agent - Casualty Active 2010-08-06 - - 2026-03-31 -
Department of Insurance DOI ID 733952 Agent - Property Active 2010-08-06 - - 2026-03-31 -

Assumed Names

Name Status Expiration Date
GARTMAN & BILZ INSURANCE Inactive 2024-12-30
JOE SPALDING INSURANCE Inactive 2021-01-29

Filings

Name File Date
Annual Report 2024-04-05
Annual Report 2023-05-02
Annual Report 2022-06-15
Annual Report 2021-04-19
Certificate of Withdrawal of Assumed Name 2020-09-22
Annual Report 2020-06-16
Certificate of Assumed Name 2019-12-30
Annual Report 2019-05-30
Annual Report 2018-05-07
Annual Report 2017-04-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4231787109 2020-04-13 0457 PPP PO BOX 18884, ERLANGER, KY, 41018-0884
Loan Status Date 2020-12-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 77400
Loan Approval Amount (current) 77400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 57811
Servicing Lender Name First Financial Bank
Servicing Lender Address 255 E Fifth St Ste 700, CINCINNATI, OH, 45202-4700
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ERLANGER, KENTON, KY, 41018-0884
Project Congressional District KY-04
Number of Employees 11
NAICS code 524126
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 57811
Originating Lender Name First Financial Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 77811.39
Forgiveness Paid Date 2020-11-05

Related by officers

MORITZ W. GARTMAN III

WEN GARTMAN INSURANCE AGENCY INC GARTMAN & BILZ INSURANCE & RISK MANAGEMENT, LLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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