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CORE OPTIX, INC.

Company Details

Name: CORE OPTIX, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 31 Jul 2013 (12 years ago)
Organization Date: 31 Jul 2013 (12 years ago)
Last Annual Report: 08 Aug 2024 (8 months ago)
Organization Number: 0863460
Industry: Miscellaneous Manufacturing Industries
Number of Employees: Small (0-19)
Principal Office: 821 MELBOURNE ST., BLDG A, CINCINNATI, OH 45229
Place of Formation: KENTUCKY
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORE OPTIX 401(K) PROFIT SHARING PLAN 2019 371745771 2020-10-12 CORE OPTIX, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 423600
Sponsor’s telephone number 5134022673
Plan sponsor’s address 100 BEACON DRIVE, SUITE 3, WILDER, KY, 41076

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
CORE OPTIX 401(K) PROFIT SHARING PLAN 2018 371745771 2019-10-14 CORE OPTIX, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 423600
Sponsor’s telephone number 5134022673
Plan sponsor’s address 100 BEACON DRIVE, SUITE 3, WILDER, KY, 41076

Signature of
Role Plan administrator
Date 2019-10-14
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-14
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
CORE OPTIX 401(K) PROFIT SHARING PLAN 2017 371745771 2018-10-12 CORE OPTIX, INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 423600
Sponsor’s telephone number 5134022673
Plan sponsor’s address 1825 AIRPORT EXCHANGE BLVD., SUITE 110, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2018-10-12
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-12
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
CORE OPTIX 401(K) PROFIT SHARING PLAN 2017 371745771 2018-10-12 CORE OPTIX, INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 423600
Sponsor’s telephone number 5134022673
Plan sponsor’s address 1825 AIRPORT EXCHANGE BLVD., SUITE 110, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2018-10-12
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-12
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
CORE OPTIX 401(K) PROFIT SHARING PLAN 2017 371745771 2018-10-12 CORE OPTIX, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 423600
Sponsor’s telephone number 5134022673
Plan sponsor’s address 1825 AIRPORT EXCHANGE BLVD., SUITE 110, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2018-10-12
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-12
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
CORE OPTIX 401(K) PROFIT SHARING PLAN 2016 371745771 2017-10-13 CORE OPTIX, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 423600
Sponsor’s telephone number 5134022673
Plan sponsor’s address 1825 AIRPORT EXCHANGE BLVD., SUITE 110, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2017-10-13
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-13
Name of individual signing JERRY SHADE
Valid signature Filed with authorized/valid electronic signature
CORE OPTIX 401(K) PROFIT SHARING PLAN 2015 371745771 2016-10-05 CORE OPTIX, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 423600
Sponsor’s telephone number 5134022673
Plan sponsor’s address 1825 AIRPORT EXCHANGE BLVD., SUITE 110, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2016-10-05
Name of individual signing JOHN THOMSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-05
Name of individual signing JOHN THOMSON
Valid signature Filed with authorized/valid electronic signature
CORE OPTIX 401(K) PROFIT SHARING PLAN 2014 371745771 2015-07-28 CORE OPTIX, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 423600
Sponsor’s telephone number 8594962799
Plan sponsor’s address 1825 AIRPORT EXCHANGE BLVD., SUITE 110, ERLANGER, KY, 41018

Signature of
Role Plan administrator
Date 2015-07-28
Name of individual signing JOSEPH KREIDLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-28
Name of individual signing JOSEPH KREIDLER
Valid signature Filed with authorized/valid electronic signature
CORE OPTIX 401(K) PROFIT SHARING PLAN 2013 300781786 2014-05-23 CORE OPTIX, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 423600
Sponsor’s telephone number 8552673678
Plan sponsor’s address 1850 AUGUSTINE AVENUE, SUITE C, COVINGTON, KY, 41014

Signature of
Role Plan administrator
Date 2014-05-22
Name of individual signing JOSEPH KREIDLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-22
Name of individual signing JOSEPH KREIDLER
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
Jerry H Shade Director
Joseph Kreidler Director

Incorporator

Name Role
JOSEPH G. KREIDLER Incorporator

Registered Agent

Name Role
JOSEPH KREIDLER Registered Agent

President

Name Role
Jerry Shade President

Vice President

Name Role
Joe Kriedler Vice President

Filings

Name File Date
Annual Report 2024-08-08
Annual Report 2023-08-10
Annual Report 2022-06-06
Registered Agent name/address change 2021-05-20
Principal Office Address Change 2021-05-20
Annual Report 2021-05-20
Annual Report 2020-08-10
Sixty Day Notice Return 2019-10-18
Registered Agent name/address change 2019-08-09
Principal Office Address Change 2019-08-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5008428300 2021-01-23 0457 PPS 100 Beacon Dr, Wilder, KY, 41076-2510
Loan Status Date 2022-09-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 111247.5
Loan Approval Amount (current) 111247.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Wilder, CAMPBELL, KY, 41076-2510
Project Congressional District KY-04
Number of Employees 7
NAICS code 238210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 112944.02
Forgiveness Paid Date 2022-08-09
7381177102 2020-04-14 0457 PPP 100 BEACON DR, WILDER, KY, 41076
Loan Status Date 2021-05-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 87500
Loan Approval Amount (current) 87500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WILDER, CAMPBELL, KY, 41076-0001
Project Congressional District KY-04
Number of Employees 7
NAICS code 238210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 88399.31
Forgiveness Paid Date 2021-04-27

Related by officers

Jerry H Shade

Bridge & Barrel Watch Company, LLC

JOSEPH KREIDLER

Core Optix, LLC

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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