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LOFTIS INSURANCE AGENCY, INC.

Company Details

Name: LOFTIS INSURANCE AGENCY, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 03 Dec 2013 (11 years ago)
Organization Date: 03 Dec 2013 (11 years ago)
Organization Number: 0873389
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
Primary County: Madison
Place of Formation: KENTUCKY
Last Annual Report: 20 Mar 2024 (8 months ago)
Principal Office: 145 PLAZA DRIVE, BEREA, KY 40403
Principal Office ZIP code: 40403
Authorized Shares: 100

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LOFTIS INSURANCE AGENCY, INC 401(K) PLAN 2023 464146897 2024-04-25 LOFTIS INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 8599862371
Plan sponsor’s address 145 PLAZA DRIVE, BEREA, KY, 40403

Signature of
Role Plan administrator
Date 2024-04-25
Name of individual signing CRAIG LOFTIS
Valid signature Filed with authorized/valid electronic signature
LOFTIS INSURANCE AGENCY, INC 401(K) PLAN 2022 464146897 2023-06-27 LOFTIS INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 8599862371
Plan sponsor’s address 145 PLAZA DRIVE, BEREA, KY, 40403

Signature of
Role Plan administrator
Date 2023-06-27
Name of individual signing CRAIG K LOFTIS
Valid signature Filed with authorized/valid electronic signature
LOFTIS INSURANCE AGENCY, INC 401(K) PLAN 2021 464146897 2022-05-02 LOFTIS INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 8599862371
Plan sponsor’s address 145 PLAZA DRIVE, BEREA, KY, 40403

Signature of
Role Plan administrator
Date 2022-05-02
Name of individual signing CRAIG K LOFTIS
Valid signature Filed with authorized/valid electronic signature
LOFTIS INSURANCE AGENCY, INC 401(K) PLAN 2020 464146897 2021-04-21 LOFTIS INSURANCE AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 8599862371
Plan sponsor’s address 145 PLAZA DRIVE, BEREA, KY, 40403

Signature of
Role Plan administrator
Date 2021-04-21
Name of individual signing CRAIG K. LOFTIS
Valid signature Filed with authorized/valid electronic signature
LOFTIS INSURANCE AGENCY, INC 401(K) PLAN 2019 464146897 2020-05-19 LOFTIS INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 8599862371
Plan sponsor’s address 145 PLAZA DRIVE, BEREA, KY, 40403

Signature of
Role Plan administrator
Date 2020-05-19
Name of individual signing CRAIG K LOFITS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-19
Name of individual signing CRAIG K LOFTIS
Valid signature Filed with authorized/valid electronic signature
LOFTIS INSURANCE AGENCY, INC 401(K) PLAN 2018 464146897 2019-06-19 LOFTIS INSURANCE AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 8599862371
Plan sponsor’s address 145 PLAZA DRIVE, BEREA, KY, 40403

Signature of
Role Plan administrator
Date 2019-06-19
Name of individual signing CRAIG LOFTIS
Valid signature Filed with authorized/valid electronic signature
LOFTIS INSURANCE AGENCY, INC 401(K) PLAN 2017 464146897 2018-09-04 LOFTIS INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 8599862371
Plan sponsor’s address 145 PLAZA DRIVE, BEREA, KY, 40403

Signature of
Role Plan administrator
Date 2018-09-04
Name of individual signing CRAIG K. LOFTIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-04
Name of individual signing CRAIG K. LOFTIS
Valid signature Filed with authorized/valid electronic signature
LOFTIS INSURANCE AGENCY, INC 401(K) PLAN 2016 464146897 2017-07-18 LOFTIS INSURANCE AGENCY, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 8599862371
Plan sponsor’s address 145 PLAZA DRIVE, BEREA, KY, 40403

Signature of
Role Plan administrator
Date 2017-07-18
Name of individual signing CRAIG K. LOFTIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-18
Name of individual signing CRAIG K. LOFTIS
Valid signature Filed with authorized/valid electronic signature
LOFTIS INSURANCE AGENCY, INC 401(K) PLAN 2015 464146897 2016-05-17 LOFTIS INSURANCE AGENCY, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 8599862371
Plan sponsor’s address 145 PLAZA DRIVE, BEREA, KY, 40403

Signature of
Role Plan administrator
Date 2016-05-17
Name of individual signing CRAIG K. LOFTIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-17
Name of individual signing CRAIG K. LOFTIS
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
CRAIG LOFTIS Registered Agent

President

Name Role
Craig K Loftis President

Incorporator

Name Role
CRAIG LOFTIS Incorporator

Filings

Name File Date
Annual Report 2024-03-20
Annual Report 2023-03-16
Annual Report 2022-03-07
Annual Report 2021-02-10
Annual Report 2020-02-14
Annual Report 2019-04-24
Annual Report 2018-04-18
Annual Report 2017-05-01
Annual Report 2016-03-25
Annual Report 2015-05-07

Related by officers

CRAIG LOFTIS

LOFTIS PROPERTIES, LLC CRAIG LOFTIS INSURANCE AGENCY, INC. CRAIG LOFTIS AGENCY, LLC

Related by address

145 PLAZA DRIVE, BEREA, KY 40403

CAL Properties L.L.C.

Date of last update: 15 Nov 2024

Sources: Kentucky Secretary of State

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