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UPIC SOLUTIONS, INC.

Company Details

Name: UPIC SOLUTIONS, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 07 Mar 2001 (24 years ago)
Organization Date: 07 Mar 2001 (24 years ago)
Organization Number: 0511882
Industry: Business Services
Number of Employees: Medium (20-99)
Place of Formation: KENTUCKY
Last Annual Report: 05 Apr 2024 (7 months ago)
Principal Office: 7870 E. Kemper Rd., suite 470, Cincinnati, OH 45249

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UPIC RETIREMENT PLAN 2021 611386122 2022-07-22 UPIC SOLUTIONS 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD RD., SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2020 611386122 2021-07-27 UPIC SOLUTIONS 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2019 611386122 2020-06-24 UPIC SOLUTIONS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2018 611386122 2019-08-28 UPIC SOLUTIONS 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2017 611386122 2018-06-21 UPIC SOLUTIONS 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669
UPIC RETIREMENT PLAN 2016 611386122 2017-07-25 UPIC SOLUTIONS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 813000
Sponsor’s telephone number 8666762871
Plan sponsor’s address 334 BEECHWOOD ROAD, SUITE 403, FORT MITCHELL, KY, 410171669

Officer

Name Role
Josh Howard Officer
David Burley Officer
Heather Reed Officer

Director

Name Role
Sara Fowler Director
Matthew Morris Director
Nancy Bohman Director
Suzy Antony Director
Tommie Lewis Director
Melanie Gresson Director
Vander Corliss Director
Ben Donlon Director
Chris Sargent Director
John Taylor Director

Incorporator

Name Role
CLIFTON B. CLARK, ESQ. Incorporator

Registered Agent

Name Role
JOSH R. HOWARD Registered Agent

Former Company Names

Name Action
UNITED WAY PROCESSING AND INFORMATION CENTER, INC. Old Name

Filings

Name File Date
Annual Report 2024-04-05
Registered Agent name/address change 2024-04-05
Principal Office Address Change 2024-04-05
Annual Report 2023-04-23
Annual Report 2022-05-03
Annual Report 2021-03-09
Annual Report 2020-08-19
Registered Agent name/address change 2019-05-31
Principal Office Address Change 2019-05-31
Annual Report 2019-05-31

Date of last update: 15 Nov 2024

Sources: Kentucky Secretary of State