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STEVE SCHUREMAN INSURANCE, INC.

Company Details

Name: STEVE SCHUREMAN INSURANCE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 06 Aug 2013 (12 years ago)
Organization Date: 06 Aug 2013 (12 years ago)
Last Annual Report: 18 Feb 2025 (24 days ago)
Organization Number: 0863966
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40324
City: Georgetown
Primary County: Scott County
Principal Office: 101 TRACKSIDE RD, GEORGETOWN, KY 40324
Place of Formation: KENTUCKY
Authorized Shares: 100

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STEVE SCHUREMAN INSURANCE 401(K) PLAN 2023 463320021 2024-10-02 STEVE SCHUREMAN INSURANCE, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324
STEVE SCHUREMAN INSURANCE 401(K) PLAN 2022 463320021 2023-06-26 STEVE SCHUREMAN INSURANCE, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324
STEVE SCHUREMAN INSURANCE, INC. CBS BENEFIT PLAN 2021 463320021 2022-12-29 STEVE SCHUREMAN INSURANCE, INC. 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 W MAIN STREET, GEORGETOWN, KY, 40324

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
STEVE SCHUREMAN INSURANCE 401(K) PLAN 2021 463320021 2022-07-28 STEVE SCHUREMAN INSURANCE, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324
STEVE SCHUREMAN INSURANCE 401(K) PLAN 2020 463320021 2021-10-11 STEVE SCHUREMAN INSURANCE, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324
STEVE SCHUREMAN INSURANCE, INC. CBS BENEFIT PLAN 2020 463320021 2021-12-14 STEVE SCHUREMAN INSURANCE, INC. 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 W MAIN STREET, GEORGETOWN, KY, 40324

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
STEVE SCHUREMAN INSURANCE, INC. CBS BENEFIT PLAN 2019 463320021 2020-12-23 STEVE SCHUREMAN INSURANCE, INC. 1
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 W MAIN STREET, GEORGETOWN, KY, 40324

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
STEVE SCHUREMAN INSURANCE 401(K) PLAN 2019 463320021 2020-07-28 STEVE SCHUREMAN INSURANCE, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324
STEVE SCHUREMAN INSURANCE 401(K) PLAN 2018 463320021 2019-07-29 STEVE SCHUREMAN INSURANCE, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324
STEVE SCHUREMAN INSURANCE 401(K) PLAN 2017 463320021 2018-07-26 STEVE SCHUREMAN INSURANCE, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/09/20171009084927P040212580369001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/07/27/20160727094155P030051959623001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/12/20151012071708P040038645911001.pdf
Three-digit plan number (PN) 001
Business code 524210
Sponsor’s telephone number 5028632454
Plan sponsor’s address 143 WEST MAIN STREET, GEORGETOWN, KY, 40324

Registered Agent

Name Role
STEPHEN B. SCHUREMAN Registered Agent

President

Name Role
Stephen Brently Schureman President

Incorporator

Name Role
STEPHEN B. SCHUREMAN Incorporator

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 817924 Agent - Life Active 2013-08-19 - - 2027-03-31 -
Department of Insurance DOI ID 817924 Agent - Health Active 2013-08-19 - - 2027-03-31 -
Department of Insurance DOI ID 817924 Agent - Casualty Active 2013-08-19 - - 2027-03-31 -
Department of Insurance DOI ID 817924 Agent - Property Active 2013-08-19 - - 2027-03-31 -

Filings

Name File Date
Annual Report 2025-02-18
Registered Agent name/address change 2025-02-18
Principal Office Address Change 2024-09-23
Annual Report 2024-03-19
Annual Report 2023-03-17
Annual Report 2022-03-11
Annual Report 2021-02-11
Annual Report 2020-02-17
Annual Report 2019-05-22
Annual Report 2018-04-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6579497105 2020-04-14 0457 PPP 143 W MAIN ST, GEORGETOWN, KY, 40324-1320
Loan Status Date 2020-12-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 44704.1
Loan Approval Amount (current) 44704.1
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26908
Servicing Lender Name Whitaker Bank, Inc
Servicing Lender Address 2001 Pleasant Ridge Dr, LEXINGTON, KY, 40509-2416
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address GEORGETOWN, SCOTT, KY, 40324-1320
Project Congressional District KY-06
Number of Employees 5
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 26908
Originating Lender Name Whitaker Bank, Inc
Originating Lender Address LEXINGTON, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 44916.44
Forgiveness Paid Date 2020-10-13

Sources: Kentucky Secretary of State