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PEARSON & BARNES INSURANCE, LLC

Company Details

Name: PEARSON & BARNES INSURANCE, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 21 Jan 2014 (11 years ago)
Organization Date: 21 Jan 2014 (11 years ago)
Last Annual Report: 20 Feb 2025 (2 months ago)
Managed By: Members
Organization Number: 0876933
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42502
City: Somerset
Primary County: Pulaski County
Principal Office: P.O. BOX 678, SOMERSET, KY 42502
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PEARSON & BARNES INSURANCE LLC CBS BENEFIT PLAN 2022 464500126 2023-12-27 PEARSON & BARNES INSURANCE LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-10-01
Business code 524210
Sponsor’s telephone number 6066791450
Plan sponsor’s address 429 OGDEN ST, SOMERSET, KY, 42501

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 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
PEARSON & BARNES INSURANCE LLC CBS BENEFIT PLAN 2021 464500126 2022-12-29 PEARSON & BARNES INSURANCE LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-10-01
Business code 524210
Sponsor’s telephone number 6066791450
Plan sponsor’s address 429 OGDEN ST, SOMERSET, KY, 42501

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
PEARSON & BARNES INSURANCE LLC CBS BENEFIT PLAN 2020 464500126 2021-12-14 PEARSON & BARNES INSURANCE LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-10-01
Business code 524210
Sponsor’s telephone number 6066791450
Plan sponsor’s address 429 OGDEN ST, SOMERSET, KY, 42501

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
PEARSON & BARNES INSURANCE LLC CBS BENEFIT PLAN 2019 464500126 2020-12-23 PEARSON & BARNES INSURANCE LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-10-01
Business code 524210
Sponsor’s telephone number 6066791450
Plan sponsor’s address 429 OGDEN ST, SOMERSET, KY, 42501

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

Member

Name Role
Autumn R Pearson Member

Organizer

Name Role
LEVI P. BARNES Organizer
AUTUMN R. PEARSON Organizer

Registered Agent

Name Role
AUTUMN R. PEARSON Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 831541 Agent - Life Active 2014-01-14 - - 2026-03-31 -
Department of Insurance DOI ID 831541 Agent - Casualty Active 2014-01-14 - - 2026-03-31 -
Department of Insurance DOI ID 831541 Agent - Property Active 2014-01-14 - - 2026-03-31 -

Assumed Names

Name Status Expiration Date
PEARSON INSURANCE AGENCY Active 2028-01-26

Filings

Name File Date
Annual Report 2025-02-20
Annual Report 2024-03-20
Annual Report 2023-03-20
Certificate of Assumed Name 2023-01-26
Annual Report Amendment 2022-07-05
Annual Report 2022-03-09
Annual Report 2021-03-15
Annual Report 2020-02-14
Annual Report 2019-05-07
Annual Report 2018-04-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5670327009 2020-04-06 0457 PPP 429 Ogden Street Suite 2, SOMERSET, KY, 42501-1733
Loan Status Date 2021-09-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17620.35
Loan Approval Amount (current) 17620.35
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27888
Servicing Lender Name The Salyersville National Bank
Servicing Lender Address 43 E Maple St, SALYERSVILLE, KY, 41465
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SOMERSET, PULASKI, KY, 42501-1733
Project Congressional District KY-05
Number of Employees 2
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27888
Originating Lender Name The Salyersville National Bank
Originating Lender Address SALYERSVILLE, KY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 17862.21
Forgiveness Paid Date 2021-08-23

Sources: Kentucky Secretary of State