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JONES, NALE & MATTINGLY PLC

Company Details

Name: JONES, NALE & MATTINGLY PLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 14 Aug 1995 (29 years ago)
Organization Date: 14 Aug 1995 (29 years ago)
Organization Number: 0404168
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Medium (20-99)
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 15 May 2024 (6 months ago)
Managed By: Members
Principal Office: 401 WEST MAIN STREET, SUITE 1100, LOUISVILLE, KY 40202
Principal Office ZIP code: 40202

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JONES, NALE & MATTINGLY, PLC 401K PLAN 2023 610420207 2024-10-04 JONES, NALE & MATTINGLY, PLC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 401 WEST MAIN STREET, SUITE 1100, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2024-10-04
Name of individual signing DAVID PRICE
Valid signature Filed with authorized/valid electronic signature
JONES, NALE & MATTINGLY, PLC 401K PLAN 2022 610420207 2023-07-05 JONES, NALE & MATTINGLY, PLC 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 401 WEST MAIN STREET, SUITE 1100, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2023-07-05
Name of individual signing DAVID PRICE
Valid signature Filed with authorized/valid electronic signature
JONES, NALE & MATTINGLY, PLC 401K PLAN 2021 610420207 2022-07-05 JONES, NALE & MATTINGLY, PLC 41
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 401 WEST MAIN STREET, SUITE 1100, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2022-07-05
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
JONES, NALE & MATTINGLY, PLC 401K PLAN 2020 610420207 2021-07-15 JONES, NALE & MATTINGLY, PLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 401 WEST MAIN STREET, SUITE 1100, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
JONES, NALE & MATTINGLY, PLC 401K PLAN 2019 610420207 2020-07-02 JONES, NALE & MATTINGLY, PLC 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2020-07-02
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
JONES, NALE & MATTINGLY, PLC 401K PLAN 2018 610420207 2019-07-18 JONES, NALE & MATTINGLY, PLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2019-07-18
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
JONES, NALE & MATTINGLY, PLC 401K PLAN 2017 610420207 2018-10-02 JONES, NALE & MATTINGLY, PLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2018-10-02
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
JONES, NALE & MATTINGLY, PLC 401K PLAN 2016 610420207 2017-07-24 JONES, NALE & MATTINGLY, PLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2017-07-24
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
JONES, NALE & MATTINGLY, PLC 401K PLAN 2015 610420207 2016-09-28 JONES, NALE & MATTINGLY, PLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2016-09-28
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
JONES, NALE & MATTINGLY, PLC 401K PLAN 2014 610420207 2015-07-21 JONES, NALE & MATTINGLY, PLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2015-07-21
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/18/20140818121201P040090757783001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2014-08-18
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/24/20130724065550P040403839825001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Signature of

Role Plan administrator
Date 2013-07-24
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-24
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/19/20120719093925P040007289474001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Plan administrator’s name and address

Administrator’s EIN 610420207
Plan administrator’s name JONES, NALE & MATTINGLY, PLC
Plan administrator’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467
Administrator’s telephone number 5025830248

Signature of

Role Plan administrator
Date 2012-07-19
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/22/20110722120909P030030905559001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Plan administrator’s name and address

Administrator’s EIN 610420207
Plan administrator’s name JONES, NALE & MATTINGLY, PLC
Plan administrator’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467
Administrator’s telephone number 5025830248

Signature of

Role Plan administrator
Date 2011-07-22
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-22
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/16/20100716124405P030040436147001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541211
Sponsor’s telephone number 5025830248
Plan sponsor’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467

Plan administrator’s name and address

Administrator’s EIN 610420207
Plan administrator’s name JONES, NALE & MATTINGLY, PLC
Plan administrator’s address 642 S. FOURTH AVENUE SUITE 300, LOUISVILLE, KY, 402022467
Administrator’s telephone number 5025830248

Signature of

Role Plan administrator
Date 2010-07-16
Name of individual signing DENNIS MARTIN
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
DAVID R. PRICE Registered Agent

Member

Name Role
David R Price Member
Jonathon D Eade Member
Travis C Frick Member
Brandon S Mayes Member
Kortney W Ryan Member

Organizer

Name Role
R. WAYNE STRATTON Organizer
JON A. MEYER Organizer
DENNIS G. MARTIN Organizer
DAVID R. PRICE Organizer
TIMOTHY W. STEPHENS Organizer

Filings

Name File Date
Annual Report 2024-05-15
Annual Report 2023-05-02
Annual Report 2022-04-13
Registered Agent name/address change 2021-05-10
Principal Office Address Change 2021-05-10
Annual Report 2021-05-10
Annual Report 2020-05-08
Annual Report 2019-05-29
Annual Report 2018-05-22
Annual Report 2017-05-31

Date of last update: 04 Nov 2024

Sources: Kentucky Secretary of State