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JAMES JEWEL BOX, LLC

Company Details

Name: JAMES JEWEL BOX, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 06 Jun 2017 (8 years ago)
Organization Date: 06 Jun 2017 (8 years ago)
Last Annual Report: 11 Apr 2025 (9 days ago)
Managed By: Members
Organization Number: 0987477
Industry: Apparel and Accessory Stores
Number of Employees: Small (0-19)
ZIP code: 40047
City: Mount Washington, Mt Washington
Primary County: Bullitt County
Principal Office: 185 OAKBROOKE CIRCLE, SUITE 2, MT. WASHINGTON, MT. WASHINGTON, KY 40047
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JAMES JEWEL BOX CBS BENEFIT PLAN 2023 821947416 2024-12-30 JAMES JEWEL BOX 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 448310
Sponsor’s telephone number 5025386627
Plan sponsor’s address 185 OAKBROOKE CIRCLE, MOUNT WASHINGTON, KY, 40047

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
JAMES JEWEL BOX CBS BENEFIT PLAN 2022 821947416 2023-12-27 JAMES JEWEL BOX 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 448310
Sponsor’s telephone number 5025386627
Plan sponsor’s address 185 OAKBROOKE CIRCLE, MOUNT WASHINGTON, KY, 40047

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
JAMES JEWEL BOX CBS BENEFIT PLAN 2021 821947416 2022-12-29 JAMES JEWEL BOX 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 448310
Sponsor’s telephone number 5025386627
Plan sponsor’s address 185 OAKBROOKE CIRCLE, MOUNT WASHING, KY, 40047

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
JAMES JEWEL BOX CBS BENEFIT PLAN 2020 821947416 2021-12-14 JAMES JEWEL BOX 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 448310
Sponsor’s telephone number 5025386627
Plan sponsor’s address 185 OAKBROOKE CIRCLE, MOUNT WASHING, KY, 40047

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
JAMES JEWEL BOX CBS BENEFIT PLAN 2019 821947416 2020-12-23 JAMES JEWEL BOX 2
Three-digit plan number (PN) 501
Effective date of plan 2020-03-01
Business code 448310
Sponsor’s telephone number 5025386627
Plan sponsor’s address 185 OAKBROOKE CIRCLE, MOUNT WASHING, KY, 40047

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

Registered Agent

Name Role
JARVIS JAMES Registered Agent

Member

Name Role
CHERA BETH STEVENSON Member
JARVIS JAMES Member
JOSHUA STEVENSON Member

Organizer

Name Role
JARVIS JAMES Organizer

Filings

Name File Date
Annual Report 2025-04-11
Annual Report 2024-08-03
Annual Report 2023-08-19
Annual Report 2022-04-13
Annual Report 2021-09-14
Principal Office Address Change 2020-05-19
Annual Report 2020-05-19
Registered Agent name/address change 2020-05-19
Annual Report 2019-05-17
Annual Report 2018-04-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6090567107 2020-04-14 0457 PPP 185 OAKBROOKE CIRCLE SUITE 2, MOUNT WASHINGTON, KY, 40047-5507
Loan Status Date 2021-03-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 50432
Loan Approval Amount (current) 50432
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27643
Servicing Lender Name The Peoples Bank
Servicing Lender Address 201 N Bardstown Rd, MOUNT WASHINGTON, KY, 40047-7645
Rural or Urban Indicator R
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address MOUNT WASHINGTON, BULLITT, KY, 40047-5507
Project Congressional District KY-02
Number of Employees 8
NAICS code 448310
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27643
Originating Lender Name The Peoples Bank
Originating Lender Address MOUNT WASHINGTON, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 50836.84
Forgiveness Paid Date 2021-02-10
8014938409 2021-02-12 0457 PPS 185 Oakbrooke Dr, Mount Washington, KY, 40047-6599
Loan Status Date 2021-08-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 47612
Loan Approval Amount (current) 47612
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27643
Servicing Lender Name The Peoples Bank
Servicing Lender Address 201 N Bardstown Rd, MOUNT WASHINGTON, KY, 40047-7645
Rural or Urban Indicator R
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Mount Washington, BULLITT, KY, 40047-6599
Project Congressional District KY-02
Number of Employees 12
NAICS code 448310
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27643
Originating Lender Name The Peoples Bank
Originating Lender Address MOUNT WASHINGTON, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 47801.14
Forgiveness Paid Date 2021-07-21

Sources: Kentucky Secretary of State