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  5. GARTMAN INSURANCE AGENCY INC.

GARTMAN INSURANCE AGENCY INC.

Company Details

Name: GARTMAN INSURANCE AGENCY INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 26 Jul 2010 (14 years ago)
Organization Date: 26 Jul 2010 (14 years ago)
Last Annual Report: 05 Apr 2024 (9 months ago)
Organization Number: 0767794
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41018
Primary County: Kenton
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 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 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 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

Vice President

Name Role
BETH MICHELLE GARTMAN Vice President

Incorporator

Name Role
BETH GARTMAN Incorporator

Registered Agent

Name Role
MORITZ W. GARTMAN III Registered Agent

President

Name Role
MORITZ WENDELL GARTMAN President

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

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

Date of last update: 14 Jan 2025

Sources: Kentucky Secretary of State

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