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JEWISH HERITAGE FUND FOR EXCELLENCE, INC.

Company Details

Name: JEWISH HERITAGE FUND FOR EXCELLENCE, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 28 Sep 2005 (19 years ago)
Organization Date: 28 Sep 2005 (19 years ago)
Organization Number: 0622560
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: PNC TOWER, 101 S. 5TH STREET, SUITE 1600, LOUISVILLE, KY 40202
Principal Office ZIP code: 40202

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2023 203805455 2024-05-21 JEWISH HERITAGE FUND FOR EXCELLENCE 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2022 203805455 2023-05-22 JEWISH HERITAGE FUND FOR EXCELLENCE 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2021 203805455 2022-09-19 JEWISH HERITAGE FUND FOR EXCELLENCE 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2020 203805455 2021-07-22 JEWISH HERITAGE FUND FOR EXCELLENCE 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2019 203805455 2020-04-30 JEWISH HERITAGE FUND FOR EXCELLENCE 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2018 203805455 2019-07-19 JEWISH HERITAGE FUND FOR EXCELLENCE 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2017 203805455 2018-06-26 JEWISH HERITAGE FUND FOR EXCELLENCE 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2016 203805455 2017-09-22 JEWISH HERITAGE FUND FOR EXCELLENCE 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 100 EAST LIBERTY, SUITE 300, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2015 203805455 2016-07-08 JEWISH HERITAGE FUND FOR EXCELLENCE 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 100 EAST LIBERTY, #300, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2014 203805455 2015-06-05 JEWISH HERITAGE FUND FOR EXCELLENCE 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 100 EAST LIBERTY, #300, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2015-06-05
Name of individual signing JEFF POLSON
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role
Jon Goldberg Officer

Secretary

Name Role
Jennifer Tuvlin Secretary

Treasurer

Name Role
Bruce Roth Treasurer

Vice President

Name Role
Karen Abrams Vice President

President

Name Role
Jeff Polson President

Director

Name Role
Jon Goldberg Director
Mark Switow Director
Julia Richerson Director
Bruce Roth Director
Betsy Bennett Director
Eric Goodman Director
Karen Abrams Director
William Altman Director
Sandy Hammond Director
Gerald Temes Director

Registered Agent

Name Role
F. LARKIN FORE Registered Agent

Incorporator

Name Role
KATHLEEN M. HADDIX Incorporator

Former Company Names

Name Action
JEWISH HOSPITAL HEALTHCARE SERVICES, INC. Old Name
JH PARENT, INC. Old Name

Assumed Names

Name Status Expiration Date
JEWISH HERITAGE FUND Active 2026-11-30
JEWISH HOSPITAL HEALTHCARE SERVICES, INC. Inactive 2022-08-28

Filings

Name File Date
Annual Report 2024-03-06
Annual Report 2023-04-11
Registered Agent name/address change 2023-04-11
Annual Report 2022-03-07
Certificate of Assumed Name 2021-11-30
Annual Report 2021-02-12
Annual Report 2020-02-13
Annual Report 2019-04-22
Annual Report 2018-04-18
Principal Office Address Change 2018-03-29

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Jeff Polson

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Richard Schultz

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Reed Weinberg

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F. LARKIN FORE

VBM CORPORATION WXYZ CORPORATION INTERNATIONAL CHEMICAL, INC. AMERICAN-MIDDLE EASTERN TRADING CO., LTD. T-SHIRTS & MORE, INC. BATTS TEMPORARY SERVICES, INC. PITA II, INC. SCHMIDT GROUP, INC. JOHNSON-HOUSTON TRANSPORTATION CO. INTELLICARD INC.

KATHLEEN M. HADDIX

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MARK CARTER

CARTER BROTHERS LUMBER & SUPPLY, INC. LOUISVILLE SPEEDOMETER SERVICE INC. CHARITY COAL CORPORATION PROVISION COAL COMPANY, INC. ITCO, INC. MORNING MANNA MINISTRIES INCORPORATED OF LOUISVILLE, KENTUCKY INTEGRATED LUBE SOLUTIONS, LLC MELO-CARTER, LLC. KENTUCKY WRANGLER DIVISION JUNIOR HIGH SCHOOL RODEO ASSOCIATION, INC. MSC ENVIRONMENTAL, INC

Related by address

PNC TOWER, 101 S. 5TH STREET, SUITE 1600, LOUISVILLE, KY 40202

JEWISH HERITAGE MITZVAH FUND, INC. Standard Club Land LLC

Date of last update: 16 Nov 2024

Sources: Kentucky Secretary of State

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