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Mitchell & Associates, PLLC

Company Details

Name: Mitchell & Associates, PLLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 28 Oct 2019 (5 years ago)
Organization Date: 28 Oct 2019 (5 years ago)
Last Annual Report: 20 Jun 2024 (9 months ago)
Managed By: Members
Organization Number: 1075936
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 42420
City: Henderson
Primary County: Henderson County
Principal Office: 812 2nd St, Henderson, KY 42420
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MITCHELL & ASSOCITES, PLLC 401(K) PLAN 2023 611364409 2024-08-11 MITCHELL & ASSOCIATES, PLLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-12-01
Business code 541211
Sponsor’s telephone number 2708275828
Plan sponsor’s address P.O. BOX 255, HENDERSON, KY, 424190255

Signature of

Role Plan administrator
Date 2024-08-11
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-11
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
MITCHELL & ASSOCIATES PLLC CBS BENEFIT PLAN 2023 611364409 2024-12-30 MITCHELL & ASSOCIATES PLLC 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 541219
Sponsor’s telephone number 2708275828
Plan sponsor’s address 812 SECOND STREET, HENDERSON, KY, 42420

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
MITCHELL & ASSOCIATES PLLC CBS BENEFIT PLAN 2022 611364409 2023-12-27 MITCHELL & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 541219
Sponsor’s telephone number 2708275828
Plan sponsor’s address 812 SECOND STREET, HENDERSON, KY, 42420

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
MITCHELL & ASSOCITES, PLLC 401(K) PLAN 2022 611364409 2023-08-08 MITCHELL & ASSOCIATES, PLLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-12-01
Business code 541211
Sponsor’s telephone number 2708275828
Plan sponsor’s address P.O. BOX 255, HENDERSON, KY, 424190255

Signature of

Role Plan administrator
Date 2023-08-04
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-04
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
MITCHELL & ASSOCIATES PLLC CBS BENEFIT PLAN 2021 611364409 2022-12-29 MITCHELL & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 541219
Sponsor’s telephone number 2708275828
Plan sponsor’s address 812 SECOND STREET, HENDERSON, KY, 42420

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
MITCHELL & ASSOCITES, PLLC 401(K) PLAN 2021 611364409 2022-09-25 MITCHELL & ASSOCIATES, PLLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-12-01
Business code 541211
Sponsor’s telephone number 2708275828
Plan sponsor’s address P.O. BOX 255, HENDERSON, KY, 424190255

Signature of

Role Plan administrator
Date 2022-09-25
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
MITCHELL & ASSOCITES, PLLC 401(K) PLAN 2020 611364409 2021-10-05 MITCHELL & ASSOCIATES, PLLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-12-01
Business code 541211
Sponsor’s telephone number 2708275828
Plan sponsor’s address P.O. BOX 255, HENDERSON, KY, 424190255

Signature of

Role Plan administrator
Date 2021-10-01
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-01
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
MITCHELL & ASSOCIATES PLLC CBS BENEFIT PLAN 2020 611364409 2021-12-14 MITCHELL & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 541219
Sponsor’s telephone number 2708275828
Plan sponsor’s address 812 SECOND STREET, HENDERSON, KY, 42420

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
MITCHELL & ASSOCIATES PLLC CBS BENEFIT PLAN 2019 611364409 2020-12-23 MITCHELL & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-12-01
Business code 541219
Sponsor’s telephone number 2708275828
Plan sponsor’s address 812 SECOND STREET, HENDERSON, KY, 42420

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
MITCHELL & ASSOCITES, PLLC 401(K) PLAN 2019 611364409 2020-07-25 MITCHELL & ASSOCIATES, PLLC 7
Three-digit plan number (PN) 001
Effective date of plan 2019-12-01
Business code 541211
Sponsor’s telephone number 2708275828
Plan sponsor’s address P.O. BOX 255, HENDERSON, KY, 42419

Signature of

Role Plan administrator
Date 2020-07-25
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-25
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2020/07/27/20200727151506NAL0006252961011.pdf
Three-digit plan number (PN) 001
Effective date of plan 2019-12-01
Business code 541211
Sponsor’s telephone number 2708275828
Plan sponsor’s address P.O. BOX 255, HENDERSON, KY, 42419

Signature of

Role Plan administrator
Date 2020-07-27
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-27
Name of individual signing ROBERT E. MITCHELL
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
ROBERT E MITCHELL Registered Agent
Robert E Mitchell Registered Agent

Member

Name Role
ROBERT E MITCHELL Member

Organizer

Name Role
Robert E Mitchell Organizer

Filings

Name File Date
Annual Report 2024-06-20
Annual Report 2024-06-19
Annual Report 2023-06-02
Annual Report 2022-06-02
Annual Report 2021-06-07
Annual Report 2020-04-23

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6427667000 2020-04-06 0457 PPP 812 SECOND STREET PO BOX 255, HENDERSON, KY, 42419-0255
Loan Status Date 2021-04-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 111977
Loan Approval Amount (current) 111977
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27590
Servicing Lender Name Farmers Bank & Trust Company
Servicing Lender Address 201 S Main St, MARION, KY, 42064-1542
Rural or Urban Indicator R
Hubzone N
LMI Y
Business Age Description New Business or 2 years or less
Project Address HENDERSON, HENDERSON, KY, 42419-0255
Project Congressional District KY-01
Number of Employees 10
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27590
Originating Lender Name Farmers Bank & Trust Company
Originating Lender Address MARION, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 113035.41
Forgiveness Paid Date 2021-03-25

Sources: Kentucky Secretary of State