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  5. Edward J. Bosch, Jr. & Associates, LLC

Edward J. Bosch, Jr. & Associates, LLC

Company Details

Name: Edward J. Bosch, Jr. & Associates, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 15 Mar 2016 (9 years ago)
Organization Date: 15 Mar 2016 (9 years ago)
Last Annual Report: 27 Jun 2024 (10 months ago)
Managed By: Members
Organization Number: 0947106
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41042
City: Florence
Primary County: Boone County
Principal Office: 7620 Dixie Hwy, Florence, KY 41042
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN 2023 811818021 2025-01-02 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN 2023 811818021 2024-10-14 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN 2023 811818021 2024-10-11 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J BOSCH JR & ASSOCIATES CBS BENEFIT PLAN 2023 811818021 2024-12-30 EDWARD J BOSCH JR & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2023-03-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXI HIGHWAY, FLORENCE, KY, 41042

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN 2022 811818021 2023-10-12 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN 2022 811818021 2023-10-11 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J BOSCH JR & ASSOCIATES CBS BENEFIT PLAN 2022 811818021 2023-12-27 EDWARD J BOSCH JR & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2023-03-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXI HIGHWAY, FLORENCE, KY, 41042

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
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN 2021 811818021 2022-10-13 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 401(K) PLAN 2021 811818021 2022-10-08 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN 2020 811818021 2021-10-14 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
File https://efast2-filings-public.s3.amazonaws.com/prd/2021/10/12/20211012105604NAL0009649107001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
File https://efast2-filings-public.s3.amazonaws.com/prd/2020/10/12/20201012104507NAL0002910081001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/10/14/20191014154834P040053488957001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/12/21/20181221152210P040118692001001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8597469110
Plan sponsor’s address 7620 DIXIE HIGHWAY, FLORENCE, KY, 41042

Member

Name Role
Edward, Jr. J Bosch Member

Registered Agent

Name Role
Ed Bosch Registered Agent

Assumed Names

Name Status Expiration Date
BOSCH PRIVATE WEALTH Active 2029-03-05
BOSCH WEALTH ADVISORS Active 2029-02-16
BOSCH FINANCIAL Active 2028-02-13
Bosch FInancial Inactive 2021-03-15

Filings

Name File Date
Annual Report 2024-06-27
Certificate of Assumed Name 2024-03-05
Certificate of Assumed Name 2024-02-16
Annual Report 2023-06-27
Certificate of Assumed Name 2023-02-13
Annual Report 2022-06-23
Annual Report 2021-05-24
Annual Report 2020-09-30
Annual Report 2019-06-03
Annual Report 2018-05-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9099758308 2021-01-30 0457 PPS 7620 Dixie Hwy, Florence, KY, 41042-2615
Loan Status Date 2022-03-04
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 50489.24
Loan Approval Amount (current) 50489.24
Undisbursed Amount 0
Franchise Name -
Lender Location ID 116820
Servicing Lender Name Heritage Bank, Inc.
Servicing Lender Address 1818 Florence, Burlington, KY, 41005
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Florence, BOONE, KY, 41042-2615
Project Congressional District KY-04
Number of Employees 6
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 116820
Originating Lender Name Heritage Bank, Inc.
Originating Lender Address Burlington, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 51005.2
Forgiveness Paid Date 2022-02-10
9080537000 2020-04-09 0457 PPP 7620 DIXIE HWY, FLORENCE, KY, 41042-2615
Loan Status Date 2021-08-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 47800
Loan Approval Amount (current) 47800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 116820
Servicing Lender Name Heritage Bank, Inc.
Servicing Lender Address 1818 Florence, Burlington, KY, 41005
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address FLORENCE, BOONE, KY, 41042-2615
Project Congressional District KY-04
Number of Employees 6
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 116820
Originating Lender Name Heritage Bank, Inc.
Originating Lender Address Burlington, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 48403.72
Forgiveness Paid Date 2021-07-22

Related by officers

Edward, Jr. J Bosch

Bluth Real Estate, LLC

Ed Bosch

7620 Dixie Highway, LLC

Related by address

7620 Dixie Hwy, Florence, KY 41042

7620 Dixie Highway, LLC 300 Timberlake Avenue, LLC Bluth Real Estate, LLC 5514 Taylor Mill Road, LLC

Sources: Kentucky Secretary of State

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