| Name: | WORRELL INS AND FINANCIAL SERVICES, INC. |
| Legal type: | Kentucky Corporation |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 08 Jul 2014 (11 years ago) |
| Organization Date: | 08 Jul 2014 (11 years ago) |
| Last Annual Report: | 28 Feb 2025 (2 months ago) |
| Organization Number: | 0891647 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 41048 |
| City: | Hebron |
| Primary County: | Boone County |
| Principal Office: | 1892 PETERSBURG RD, HEBRON, KY 41048 |
| Place of Formation: | KENTUCKY |
| Authorized Shares: | 100 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WORRELL INS AND FINANCIAL SERVICES 401K PLAN | 2023 | 471498358 | 2024-06-04 | WORRELL INS AND FINANCIAL SERVICES, INC. | 6 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-06-04 |
| Name of individual signing | ADAM WORRELL |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-06-04 |
| Name of individual signing | ADAM WORRELL |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| ADAM WORRELL | Registered Agent |
| Name | Role |
|---|---|
| ADAM WORRELL | President |
| Name | Role |
|---|---|
| DEREN WORRELL | Secretary |
| Name | Role |
|---|---|
| ADAM WORRELL | Incorporator |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 847807 | Agent - Life | Active | 2014-08-11 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 847807 | Agent - Health | Active | 2014-08-11 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 847807 | Agent - Casualty | Active | 2014-08-11 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 847807 | Agent - Property | Active | 2014-08-11 | - | - | 2026-03-31 | - |
| Name | File Date |
|---|---|
| Annual Report | 2025-02-28 |
| Annual Report | 2024-03-28 |
| Annual Report | 2023-03-30 |
| Annual Report | 2022-03-07 |
| Annual Report | 2021-04-01 |
| Annual Report | 2020-05-06 |
| Annual Report | 2019-04-02 |
| Annual Report | 2018-03-25 |
| Annual Report | 2017-03-02 |
| Annual Report | 2016-03-09 |
Sources: Kentucky Secretary of State
