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  5. LEXINGTON MEDICAL SOCIETY, INC.

LEXINGTON MEDICAL SOCIETY, INC.

Company Details

Name: LEXINGTON MEDICAL SOCIETY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 22 Aug 2016 (9 years ago)
Organization Date: 22 Aug 2016 (9 years ago)
Last Annual Report: 18 Feb 2025 (2 months ago)
Organization Number: 0960741
Industry: Membership Organizations
Number of Employees: Medium (20-99)
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY 40503-3328
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEXINGTON MEDICAL SOCIETY CBS BENEFIT PLAN 2023 616032171 2024-12-30 LEXINGTON MEDICAL SOCIETY 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-08-01
Business code 813930
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE CT, SUITE 201, LEXINGTON, KY, 40503

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
LEXINGTON MEDICAL SOCIETY 401(K) PLAN 2023 616032171 2024-06-27 LEXINGTON MEDICAL SOCIETY 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-03-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304
LEXINGTON MEDICAL SOCIETY CBS BENEFIT PLAN 2022 616032171 2023-12-27 LEXINGTON MEDICAL SOCIETY 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-08-01
Business code 813930
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE CT, SUITE 201, LEXINGTON, KY, 40503

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
LEXINGTON MEDICAL SOCIETY 401(K) PLAN 2022 616032171 2023-07-19 LEXINGTON MEDICAL SOCIETY 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-03-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304
LEXINGTON MEDICAL SOCIETY CBS BENEFIT PLAN 2021 616032171 2022-12-29 LEXINGTON MEDICAL SOCIETY 3
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-08-01
Business code 813930
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE CT, SUITE 201, LEXINGTON, KY, 40503

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
LEXINGTON MEDICAL SOCIETY MONEY PURCHASE PENSION PLAN 2021 616032171 2022-12-15 LEXINGTON MEDICAL SOCIETY 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304
LEXINGTON MEDICAL SOCIETY MONEY PURCHASE PENSION PLAN 2021 616032171 2022-04-14 LEXINGTON MEDICAL SOCIETY 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304
LEXINGTON MEDICAL SOCIETY MONEY PURCHASE PENSION PLAN 2020 616032171 2021-05-18 LEXINGTON MEDICAL SOCIETY 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304

Signature of
Role Plan administrator
Date 2021-05-18
Name of individual signing A2214178
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MEDICAL SOCIETY MONEY PURCHASE PENSION PLAN 2019 616032171 2020-06-03 LEXINGTON MEDICAL SOCIETY 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304

Signature of
Role Plan administrator
Date 2020-06-03
Name of individual signing CHRISTOPHER M. HICKEY
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MEDICAL SOCIETY MONEY PURCHASE PENSION PLAN 2018 616032171 2019-06-05 LEXINGTON MEDICAL SOCIETY 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304

Signature of
Role Plan administrator
Date 2019-06-05
Name of individual signing CHRISTOPHER M. HICKEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/05/11/20180511080520P040039201645001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304

Signature of
Role Plan administrator
Date 2018-05-11
Name of individual signing CHRISTOPHER M. HICKEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/06/20/20170620102950P040015408545001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304

Signature of
Role Plan administrator
Date 2017-06-20
Name of individual signing CHRISTOPHER M. HICKEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/07/06/20160706103416P040022120199001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE COURT, SUITE 201, LEXINGTON, KY, 405033304

Signature of
Role Plan administrator
Date 2016-07-06
Name of individual signing CHRISTOPHER M. HICKEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/27/20150727201558P030120087511001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE CT SUITE 201, LEXINGTON, KY, 40503
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/04/20140604082319P030125822053001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE CT SUITE 201, LEXINGTON, KY, 40503
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/14/20131014074112P030036043635001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE CT SUITE 201, LEXINGTON, KY, 40503

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing KATHY KEATON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/24/20120724155111P040033620464005.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE CT SUITE 201, LEXINGTON, KY, 405033328

Plan administrator’s name and address
Administrator’s EIN 616032171
Plan administrator’s name LEXINGTON MEDICAL SOCIETY
Plan administrator’s address 2628 WILHITE CT SUITE 201, LEXINGTON, KY, 405033328
Administrator’s telephone number 8592780569

Signature of
Role Plan administrator
Date 2012-07-24
Name of individual signing CAROLYN KURZ
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/23/20110723110006P040101782273010.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE CT SUITE 201, LEXINGTON, KY, 405033328

Plan administrator’s name and address
Administrator’s EIN 616032171
Plan administrator’s name LEXINGTON MEDICAL SOCIETY
Plan administrator’s address 2628 WILHITE CT SUITE 201, LEXINGTON, KY, 405033328
Administrator’s telephone number 8592780569

Signature of
Role Plan administrator
Date 2011-07-23
Name of individual signing CAROLYN KURZ
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/08/31/20100831134020P030160102002015.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 621399
Sponsor’s telephone number 8592780569
Plan sponsor’s address 2628 WILHITE CT SUITE 201, LEXINGTON, KY, 405033328

Plan administrator’s name and address
Administrator’s EIN 616032171
Plan administrator’s name LEXINGTON MEDICAL SOCIETY
Plan administrator’s address 2628 WILHITE CT SUITE 201, LEXINGTON, KY, 405033328
Administrator’s telephone number 8592780569

Signature of
Role Plan administrator
Date 2010-08-31
Name of individual signing CAROLYN KURZ
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
Mary Shepard, MD Director
Amanda Martin Fox, MD Director
THOMAS H WAID Director
THOMAS K SLABAUGH JR Director
DANESH MAZLOOMDOOST MD Director
CHARLES L PAPP MD Director
ROBERT P GRANACHER JR Director
V THERESA LITTLE MD Director
RICHARD D FLOYD IV Director
CHRISTOPHER M HICKEY Director

Officer

Name Role
Christopher Hickey Officer

Registered Agent

Name Role
CHRISTOPHER M. HICKEY Registered Agent

President

Name Role
Hope Cottrill President

Secretary

Name Role
Heider Abbas Secretary

Vice President

Name Role
Tina Fawns Vice President

Incorporator

Name Role
CHRISTOPHER M HICKEY Incorporator

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-03-25
Annual Report 2023-03-20
Annual Report 2022-03-07
Annual Report 2021-05-24
Annual Report 2020-06-03
Annual Report 2019-04-01
Annual Report 2018-03-29
Annual Report 2017-03-06
Articles of Incorporation 2016-08-22

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-6032171 Association Unconditional Exemption 2628 WILHITE CT STE 201, LEXINGTON, KY, 40503-3328 1977-04
In Care of Name -
Group Exemption Number 0000
Subsection Board of Trade, Business League, Chamber of Commerce, Real Estate Board
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are not deductible.
Foundation All organizations except 501(c)(3)
Tax Period 2023-12
Asset 500,000 to 999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 950184
Income Amount 884982
Form 990 Revenue Amount 884982
National Taxonomy of Exempt Entities -
Sort Name -

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name LEXINGTON MEDICAL SOCIETY
EIN 61-6032171
Tax Period 202212
Filing Type E
Return Type 990O
File View File
Organization Name LEXINGTON MEDICAL SOCIETY
EIN 61-6032171
Tax Period 202112
Filing Type E
Return Type 990O
File View File
Organization Name LEXINGTON MEDICAL SOCIETY
EIN 61-6032171
Tax Period 201912
Filing Type E
Return Type 990O
File View File
Organization Name LEXINGTON MEDICAL SOCIETY
EIN 61-6032171
Tax Period 201812
Filing Type P
Return Type 990O
File View File
Organization Name LEXINGTON MEDICAL SOCIETY
EIN 61-6032171
Tax Period 201612
Filing Type E
Return Type 990O
File View File

Related by officers

Hope Cottrill

KENTUCKY BLOOD CENTER, INC. LEXINGTON MEDICAL SOCIETY FOUNDATION, INC.

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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