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  5. Evergreen Advisors, Inc.

Evergreen Advisors, Inc.

Company Details

Name: Evergreen Advisors, Inc.
Legal type: Foreign Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 19 Jul 2021 (4 years ago)
Organization Date: 14 Nov 2002 (22 years ago)
Authority Date: 19 Jul 2021 (4 years ago)
Last Annual Report: 06 Mar 2025 (a month ago)
Organization Number: 1159996
Industry: Depository Institutions
Number of Employees: Small (0-19)
ZIP code: 41011
City: Covington, Ft Mitchell, Ft Wright, Park Hills
Primary County: Kenton County
Principal Office: 40 W 5th St, Covington, KY 41011
Place of Formation: OHIO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EVERGREEN ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST 2023 352188030 2024-04-09 EVERGREEN ADVISORS INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5137849151
Plan sponsor’s address 40 WEST FIFTH ST, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2024-04-09
Name of individual signing MARIANN MCDERMOTT
Valid signature Filed with authorized/valid electronic signature
EVERGREEN ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST 2022 352188030 2023-05-03 EVERGREEN ADVISORS INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5137849151
Plan sponsor’s address 40 WEST FIFTH ST, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2023-05-03
Name of individual signing MARIANN MCDERMOTT
Valid signature Filed with authorized/valid electronic signature
EVERGREEN ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST 2021 352188030 2022-03-31 EVERGREEN ADVISORS INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5137849151
Plan sponsor’s address 40 WEST FIFTH ST, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2022-03-31
Name of individual signing MARIANN MCDERMOTT
Valid signature Filed with authorized/valid electronic signature
EVERGREEN ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST 2020 352188030 2021-03-31 EVERGREEN ADVISORS INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5137849151
Plan sponsor’s address 40 WEST FIFTH ST, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2021-03-31
Name of individual signing MARIANN MCDERMOTT
Valid signature Filed with authorized/valid electronic signature
EVERGREEN ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST 2019 352188030 2020-05-05 EVERGREEN ADVISORS INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5137849151
Plan sponsor’s address 40 WEST FIFTH ST, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2020-05-05
Name of individual signing MARIANN MCDERMOTT
Valid signature Filed with authorized/valid electronic signature
EVERGREEN ADVISORS INC 401 K PROFIT SHARING PLAN TRUST 2018 352188030 2019-03-28 EVERGREEN ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5137849151
Plan sponsor’s address 40 WEST FIFTH ST, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2019-03-28
Name of individual signing MARIANN MCDERMOTT
Valid signature Filed with authorized/valid electronic signature
EVERGREEN ADVISORS INC 401 K PROFIT SHARING PLAN TRUST 2017 352188030 2018-04-11 EVERGREEN ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5137849151
Plan sponsor’s address 40 WEST FIFTH ST, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2018-04-11
Name of individual signing MARIANN MCDERMOTT
Valid signature Filed with authorized/valid electronic signature
EVERGREEN ADVISORS, INC 401(K) PROFIT SHARING & TRUST 2015 352188030 2016-05-26 EVERGREEN ADVISORS, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5137849150
Plan sponsor’s address 40 WEST 5TH STREET, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2016-05-26
Name of individual signing DOUGLAS BOSCHERT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-26
Name of individual signing DOUGLAS BOSCHERT
Valid signature Filed with authorized/valid electronic signature
EVERGREEN ADVISORS, INC. 401(K) PROFIT SHARING & TRUST 2014 352188030 2015-06-22 EVERGREEN ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5137849150
Plan sponsor’s address 40 WEST 5TH STREET, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2015-06-22
Name of individual signing MARIANN MCDERMOTT
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
Doug Boschert Registered Agent

Officer

Name Role
Doug Boschert Officer

Authorized Rep

Name Role
Mariann McDermott Authorized Rep

Member

Name Role
Doug Boschert Member

President

Name Role
Doug Boschert President

Filings

Name File Date
Annual Report 2025-03-06
Annual Report 2024-03-25
Annual Report 2023-03-23
Annual Report 2022-10-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6108297108 2020-04-14 0457 PPP 40 W 5TH ST, COVINGTON, KY, 41011-1402
Loan Status Date 2021-05-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 56000
Loan Approval Amount (current) 56000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 78932
Servicing Lender Name CFBank National Association
Servicing Lender Address 4960 E Dublin Granville Rd, Ste 400, Columbus, OH, 43081
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address COVINGTON, KENTON, KY, 41011-1402
Project Congressional District KY-04
Number of Employees 4
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 78932
Originating Lender Name CFBank National Association
Originating Lender Address Columbus, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 56549.26
Forgiveness Paid Date 2021-04-15

Related by officers

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Related by address

40 W 5th St, Covington, KY 41011

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Sources: Kentucky Secretary of State

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