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BERTRAM, COX & MILLER, LLP

Company Details

Name: BERTRAM, COX & MILLER, LLP
Jurisdiction: Kentucky
Legal type: Kentucky RUPA Limited Liability Partnership
Status: Active
Standing: Good
File Date: 02 Jul 2013 (12 years ago)
Organization Date: 02 Jul 2013 (12 years ago)
Last Annual Report: 09 Aug 2024 (5 months ago)
Organization Number: 0861243
Industry: Legal Services
Number of Employees: Small (0-19)
ZIP code: 42718
Primary County: Taylor
Principal Office: 321 E. MAIN STREET, PO BOX 1155, CAMPBELLSVILLE, KY 42718
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BERTRAM, COX & MILLER, LLP PROFIT SHARING PLAN 2023 208080135 2024-07-23 BERTRAM, COX & MILLER, LLP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-01
Business code 541110
Sponsor’s telephone number 2704656111
Plan sponsor’s address 321 E MAIN ST, CAMPBELLSVILLE, KY, 47219

Signature of

Role Plan administrator
Date 2024-07-23
Name of individual signing ANNA HUMPHRESS
Valid signature Filed with authorized/valid electronic signature
BERTRAM, COX & MILLER, LLP PROFIT SHARING PLAN 2022 208080135 2023-07-25 BERTRAM, COX & MILLER, LLP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-01
Business code 541110
Sponsor’s telephone number 2704656111
Plan sponsor’s address 321 E MAIN ST, CAMPBELLSVILLE, KY, 47219

Signature of

Role Plan administrator
Date 2023-07-25
Name of individual signing ANNA HUMPHRESS
Valid signature Filed with authorized/valid electronic signature
BERTRAM, COX & MILLER, LLP PROFIT SHARING PLAN 2021 208080135 2022-07-26 BERTRAM, COX & MILLER, LLP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-01
Business code 541110
Sponsor’s telephone number 2704656111
Plan sponsor’s address 321 E MAIN ST, CAMPBELLSVILLE, KY, 47219

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing ANNA HUMPHRESS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-26
Name of individual signing ANNA HUMPHRESS
Valid signature Filed with authorized/valid electronic signature
BERTRAM, COX & MILLER, LLP PROFIT SHARING PLAN 2020 208080135 2021-07-13 BERTRAM, COX & MILLER, LLP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-01
Business code 541110
Sponsor’s telephone number 2704656111
Plan sponsor’s address 321 E MAIN ST, CAMPBELLSVILLE, KY, 47219

Signature of

Role Plan administrator
Date 2021-07-13
Name of individual signing ANNA HUMPHRESS
Valid signature Filed with authorized/valid electronic signature
BERTRAM, COX & MILLER, LLP PROFIT SHARING PLAN 2019 208080135 2020-07-27 BERTRAM, COX & MILLER, LLP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-01
Business code 541110
Sponsor’s telephone number 2704656111
Plan sponsor’s address 321 E MAIN ST, CAMPBELLSVILLE, KY, 47219

Signature of

Role Plan administrator
Date 2020-07-27
Name of individual signing ANNA HUMPHRESS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-27
Name of individual signing ANNA HUMPHRESS
Valid signature Filed with authorized/valid electronic signature
BERTRAM, COX & MILLER, LLP PROFIT SHARING PLAN 2018 208080135 2019-07-17 BERTRAM, COX & MILLER, LLP 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-01
Business code 541110
Sponsor’s telephone number 2704656111
Plan sponsor’s address 321 E MAIN ST, CAMPBELLSVILLE, KY, 47219

Signature of

Role Plan administrator
Date 2019-07-17
Name of individual signing ANNA HUMPHRESS
Valid signature Filed with authorized/valid electronic signature
BERTRAM, COX & MILLER, LLP PROFIT SHARING PLAN 2017 208080135 2018-06-15 BERTRAM, COX & MILLER, LLP 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-01
Business code 541110
Sponsor’s telephone number 2704656111
Plan sponsor’s address 321 E MAIN ST, CAMPBELLSVILLE, KY, 47219

Signature of

Role Plan administrator
Date 2018-06-15
Name of individual signing JOHN D. BERTRAM
Valid signature Filed with authorized/valid electronic signature
BERTRAM, COX & MILLER, LLP PROFIT SHARING PLAN 2016 208080135 2017-06-19 BERTRAM, COX & MILLER, LLP 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-01
Business code 541110
Sponsor’s telephone number 2704656111
Plan sponsor’s address 321 E MAIN ST, CAMPBELLSVILLE, KY, 47219

Signature of

Role Plan administrator
Date 2017-06-19
Name of individual signing JOHN D. BERTRAM
Valid signature Filed with authorized/valid electronic signature
BERTRAM, COX & MILLER, LLP PROFIT SHARING PLAN 2009 208080135 2011-02-09 BERTRAM, COX & MILLER, LLP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-01
Business code 541110
Sponsor’s telephone number 2704656111
Plan sponsor’s address 321 E. MAIN STREET, CAMPBELLSVILLE, KY, 42718

Plan administrator’s name and address

Administrator’s EIN 208080135
Plan administrator’s name BERTRAM, COX & MILLER, LLP
Administrator’s telephone number 2704656111

Number of participants as of the end of the plan year

Active participants 9
Retired or separated participants receiving benefits 4
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-02-09
Name of individual signing SUSIE SKAGGS
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
JOHN C. MILLER Registered Agent

Filings

Name File Date
Annual Report 2024-08-09
Annual Report 2023-06-19
Annual Report 2022-06-21
Annual Report 2021-04-16
Annual Report 2020-04-20
Annual Report 2019-06-05
Annual Report 2018-06-27
Annual Report 2017-06-19
Annual Report 2016-05-10
Annual Report 2015-04-21

Date of last update: 15 Nov 2024

Sources: Kentucky Secretary of State