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SIMMS & MONTGOMERY, INC.

Company Details

Name: SIMMS & MONTGOMERY, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 07 May 1962 (63 years ago)
Organization Date: 07 May 1962 (63 years ago)
Organization Number: 0048613
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
Primary County: Washington
Place of Formation: KENTUCKY
Last Annual Report: 29 Feb 2024 (9 months ago)
Principal Office: P.O. BOX 272, SPRINGFIELD, KY 40069
Principal Office ZIP code: 40069
Authorized Shares: 1000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SIMMS & MONTGOMERY INC 2023 610598450 2024-07-29 SIMMS & MONTGOMERY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2024-07-29
Name of individual signing JOHN PETTUS
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY INC 2022 610598450 2023-07-26 SIMMS & MONTGOMERY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2023-07-26
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-26
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY INC 2021 610598450 2022-05-20 SIMMS & MONTGOMERY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-27
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY INC 2021 610598450 2022-05-20 SIMMS & MONTGOMERY INC 3
Three-digit plan number (PN) 001
Effective date of plan 2022-01-27
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY INC 2020 610598450 2022-05-20 SIMMS & MONTGOMERY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-20
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY, INC. 2019 610598450 2020-11-10 SIMMS & MONTGOMERY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address PO BOX 272, SPRINGFIELD, KY, 400690272

Signature of
Role Plan administrator
Date 2020-11-10
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-11-10
Name of individual signing CHARLES POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY, INC. 2018 610598450 2019-11-14 SIMMS & MONTGOMERY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P O BOX 272, SPRINGFIELD, KY, 40069
SIMMS & MONTGOMERY, INC. 2017 610598450 2018-08-27 SIMMS & MONTGOMERY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P O BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2018-08-24
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-08-24
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY, INC. 2016 610598450 2017-08-28 SIMMS & MONTGOMERY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-08-28
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
SIMMS & MONTGOMERY, INC. 2015 610598450 2016-08-24 SIMMS & MONTGOMERY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2016-08-23
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-23
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/08/27/20150827164504P030034870049002.pdf
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2015-08-27
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-08-27
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/29/20140829091509P040005400841002.pdf
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2014-08-26
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-26
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2014-08-26
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-26
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/08/26/20130826101505P040464798625001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Signature of
Role Plan administrator
Date 2013-08-22
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-22
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/22/20120822123008P040035569186001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1972-01-28
Business code 524210
Sponsor’s telephone number 8593363937
Plan sponsor’s address P.O. BOX 272, SPRINGFIELD, KY, 40069

Plan administrator’s name and address
Administrator’s EIN 610598450
Plan administrator’s name SIMMS & MONTGOMERY, INC.
Plan administrator’s address P.O. BOX 272, SPRINGFIELD, KY, 40069
Administrator’s telephone number 8593363937

Signature of
Role Plan administrator
Date 2012-08-22
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-08-22
Name of individual signing CHARLES M POLIN
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
CHARLES M. POLIN Registered Agent

President

Name Role
Charles M Polin President

Secretary

Name Role
John I Pettus Secretary

Treasurer

Name Role
John I Pettus Treasurer

Incorporator

Name Role
J. R. MONTGOMERY, JR. Incorporator

Filings

Name File Date
Annual Report 2024-02-29
Annual Report 2023-03-17
Annual Report 2022-03-08
Annual Report 2021-02-09
Annual Report 2020-02-12
Annual Report 2019-04-18
Annual Report 2018-04-10
Annual Report 2017-03-07
Annual Report 2016-06-17
Annual Report 2015-06-30

Related by officers

CHARLES M. POLIN

SPRINGFIELD REALTY COMPANY, INC. SPRINGFIELD/WASHINGTON COUNTY ECONOMIC DEVELOPMENT AUTHORITY, INC.

Charles M Polin

SPRINGFIELD REALTY COMPANY, INC. LINCOLN COUNTRY CLUB, INC.

John I Pettus

SPRINGFIELD REALTY COMPANY, INC. LINCOLN COUNTRY CLUB, INC.

J. R. MONTGOMERY, JR.

"FIRST & PEOPLES BANK, SPRINGFIELD, KENTUCKY"

Related by address

No related companies by address

Date of last update: 13 Oct 2024

Sources: Kentucky Secretary of State

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