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JACKSON ASSOCIATES, INC.

Company Details

Name: JACKSON ASSOCIATES, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 16 Oct 1933 (91 years ago)
Organization Date: 16 Oct 1933 (91 years ago)
Organization Number: 0063399
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 06 Mar 2024 (8 months ago)
Principal Office: 427 EAST WOODBINE ST., LOUISVILLE, KY 40208
Principal Office ZIP code: 40208
Authorized Shares: 20000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JACKSON ASSOCIATES 401(K) PLAN 2022 610166090 2024-05-24 JACKSON ASSOCIATES, INC. 42
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 EAST WOODBINE ST, LOUISVILLE, KY, 402082039
JACKSON ASSOCIATES 401(K) PLAN 2022 610166090 2024-03-12 JACKSON ASSOCIATES, INC. 42
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 EAST WOODBINE ST, LOUISVILLE, KY, 402082039
JACKSON ASSOCIATES 401(K) PLAN 2021 610166090 2023-04-11 JACKSON ASSOCIATES, INC. 48
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 EAST WOODBINE ST, LOUISVILLE, KY, 402082039
JACKSON ASSOCIATES 401(K) PLAN 2020 610166090 2022-04-06 JACKSON ASSOCIATES, INC. 43
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 EAST WOODBINE ST, LOUISVILLE, KY, 402082039
JACKSON ASSOCIATES 401(K) PLAN 2019 610166090 2021-01-04 JACKSON ASSOCIATES, INC. 32
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 EAST WOODBINE ST, LOUISVILLE, KY, 402082039
JACKSON ASSOCIATES 401(K) PLAN 2018 610166090 2020-04-09 JACKSON ASSOCIATES, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 EAST WOODBINE STREET, LOUISVILLE, KY, 402082039

Signature of

Role Plan administrator
Date 2020-04-09
Name of individual signing EDWIN V. BERGSTROM JR.
Valid signature Filed with authorized/valid electronic signature
JACKSON ASSOCIATES 401(K) PLAN 2017 610166090 2019-04-08 JACKSON ASSOCIATES, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402082039
JACKSON ASSOCIATES 401(K) PLAN 2016 610166090 2018-02-23 JACKSON ASSOCIATES, INC. 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402080000
JACKSON ASSOCIATES 401(K) PLAN 2015 610166090 2016-09-01 JACKSON ASSOCIATES, INC. 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402080000

Signature of

Role Plan administrator
Date 2016-09-01
Name of individual signing EDWIN V. BERGSTROM JR.
Valid signature Filed with authorized/valid electronic signature
JACKSON ASSOCIATES 401(K) PLAN 2014 610166090 2015-11-02 JACKSON ASSOCIATES, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402080000

Signature of

Role Plan administrator
Date 2015-11-02
Name of individual signing EDWIN V. BERGSTROM JR.
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/01/27/20150127110729P030061724631001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402080000

Signature of

Role Plan administrator
Date 2015-01-27
Name of individual signing EDWIN V. BERGSTROM JR.
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/04/07/20140407082946P040289804035001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402080000

Signature of

Role Plan administrator
Date 2014-04-07
Name of individual signing EDWIN V. BERGSTROM JR.
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/04/12/20130412113224P030059897685001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402090000

Plan administrator’s name and address

Administrator’s EIN 610166090
Plan administrator’s name JACKSON ASSOCIATES, INC.
Plan administrator’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402090000
Administrator’s telephone number 5026363524

Signature of

Role Plan administrator
Date 2013-04-12
Name of individual signing EDWIN V. BERGSTROM JR.
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/04/12/20120412142838P040009741154001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402090000

Plan administrator’s name and address

Administrator’s EIN 610166090
Plan administrator’s name JACKSON ASSOCIATES, INC.
Plan administrator’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402090000
Administrator’s telephone number 5026363524

Signature of

Role Plan administrator
Date 2012-04-12
Name of individual signing EDWIN V. BERGSTROM JR.
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/08/24/20110824122018P030117841697001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1999-07-01
Business code 236200
Sponsor’s telephone number 5026363524
Plan sponsor’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402090000

Plan administrator’s name and address

Administrator’s EIN 610166090
Plan administrator’s name JACKSON ASSOCIATES, INC.
Plan administrator’s address 427 E. WOODBINE ST, LOUISVILLE, KY, 402090000
Administrator’s telephone number 5026363524

Signature of

Role Plan administrator
Date 2011-08-24
Name of individual signing LARRY MCDONALD
Valid signature Filed with authorized/valid electronic signature

Vice President

Name Role
Edwin V Bergstrom Jr Vice President

Secretary

Name Role
Sarah Woidich Secretary

President

Name Role
Michael Grider President

Incorporator

Name Role
J. F. RUSSELL Incorporator
A. L. COUPE Incorporator
RALPH THARP Incorporator

Registered Agent

Name Role
EDWIN V BERGSTROM JR Registered Agent

Former Company Names

Name Action
COUPE CONSTRUCTION COMPANY Old Name
A. L. COUPE CONSTRUCTION COMPANY Old Name
J. F. RUSSELL & COMPANY, INCORPORATED. Old Name

Filings

Name File Date
Annual Report 2024-03-06
Annual Report 2023-03-16
Annual Report 2022-06-27
Annual Report 2021-02-17
Annual Report 2020-02-19
Amendment 2020-01-27
Annual Report 2019-04-29
Annual Report 2018-04-11
Annual Report 2017-03-02
Annual Report 2016-03-08

Date of last update: 12 Nov 2024

Sources: Kentucky Secretary of State