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  5. SMITH INSURANCE AGENCY, INC.

SMITH INSURANCE AGENCY, INC.

Company Details

Name: SMITH INSURANCE AGENCY, INC.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 01 Jul 1971 (54 years ago)
Business ID: 303236
ZIP code: 39602
County: Lincoln
State of Incorporation: MISSISSIPPI
Principal Office Address: 315 SOUTH JACKSON ST, P.O. BOX 831BROOKHAVEN, MS 39602

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SMITH INSURANCE AGENCY,INC. 401(K) PLAN 2021 640508362 2022-10-10 SMITH INSURANCE AGENCY, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6018234916
Plan sponsor’s address 315 SOUTH JACKSON STREET, BROOKHAVEN, MS, 39601

Signature of
Role Plan administrator
Date 2022-10-10
Name of individual signing JOSHUA R. SMITH
Valid signature Filed with authorized/valid electronic signature
SMITH INSURANCE AGENCY 401(K) PLAN 2021 640508362 2022-06-10 SMITH INSURANCE AGENCY, INC. 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6018234916
Plan sponsor’s address 315 SOUTH JACKSON STREET, BROOKHAVEN, MS, 39601

Signature of
Role Plan administrator
Date 2022-06-10
Name of individual signing SANDRA L. WINBORNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-10
Name of individual signing SANDRA L. WINBORNE
Valid signature Filed with authorized/valid electronic signature
SMITH INSURANCE AGENCY 401(K) PLAN 2020 640508362 2021-05-17 SMITH INSURANCE AGENCY, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6018234916
Plan sponsor’s address 315 SOUTH JACKSON STREET, BROOKHAVEN, MS, 39601

Signature of
Role Plan administrator
Date 2021-05-17
Name of individual signing SANDRA L WINBORNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-17
Name of individual signing SANDRA L WINBORNE
Valid signature Filed with authorized/valid electronic signature
SMITH INSURANCE AGENCY, INC. 401(K) PLAN 2019 640508362 2020-04-27 SMITH INSURANCE AGENCY, INC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6018336321
Plan sponsor’s address 315 SOUTH JACKSON STREET, BROOKHAVEN, MS, 39601
SMITH INSURANCE AGENCY, INC. 401(K) PLAN 2018 640508362 2019-05-07 SMITH INSURANCE AGENCY, INC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6018336321
Plan sponsor’s address 315 SOUTH JACKSON STREET, BROOKHAVEN, MS, 39601
SMITH INSURANCE AGENCY, INC. 401(K) PLAN 2017 640508362 2018-06-26 SMITH INSURANCE AGENCY, INC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6018336321
Plan sponsor’s address 315 SOUTH JACKSON STREET, BROOKHAVEN, MS, 39601

Signature of
Role Plan administrator
Date 2018-06-26
Name of individual signing SANDRA WINBORNE
Valid signature Filed with authorized/valid electronic signature
SMITH INSURANCE AGENCY, INC. 401(K) PLAN 2016 640508362 2017-04-11 SMITH INSURANCE AGENCY, INC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6018336321
Plan sponsor’s address 315 SOUTH JACKSON STREET, BROOKHAVEN, MS, 39601

Signature of
Role Plan administrator
Date 2017-04-11
Name of individual signing SANDRA WINBORNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-11
Name of individual signing SANDRA WINBORNE
Valid signature Filed with authorized/valid electronic signature
SMITH INSURANCE AGENCY, INC. 401(K) PLAN 2015 640508362 2016-04-25 SMITH INSURANCE AGENCY, INC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6018336321
Plan sponsor’s address 315 SOUTH JACKSON STREET, BROOKHAVEN, MS, 39601

Signature of
Role Plan administrator
Date 2016-04-25
Name of individual signing SANDRA WINBORNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-25
Name of individual signing SANDRA WINBORNE
Valid signature Filed with authorized/valid electronic signature
SMITH INSURANCE AGENCY, INC. 401(K) PLAN 2014 640508362 2015-08-27 SMITH INSURANCE AGENCY, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6018336321
Plan sponsor’s address 315 SOUTH JACKSON STREET, BROOKHAVEN, MS, 39601

Signature of
Role Plan administrator
Date 2015-08-27
Name of individual signing SANDRA WINBORNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-08-27
Name of individual signing SANDRA WINBORNE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MICHAEL E SMITH Agent 315 SOUTH JACKSON ST, PO BOX 910, BROOKHAVEN, MS 39601

Director

Name Role Address
Joshua R Smith Director PO Box 831, Brookhaven, MS 39602
Michael E Smith Director PO Box 831, Brookhaven, MS 39602
Sara Sloane Smith Director 409 Perkins Drive, Brookhaven, MS 39601

President

Name Role Address
Joshua R Smith President PO Box 831, Brookhaven, MS 39602

Vice President

Name Role Address
Michael E Smith Vice President PO Box 831, Brookhaven, MS 39602

Secretary

Name Role Address
Sandra L Winborne Secretary PO Box 831, Brookhaven, MS 39602

Treasurer

Name Role Address
Sandra L Winborne Treasurer PO Box 831, Brookhaven, MS 39602

Filings

Type Status Filed Date Description
Annual Report Filed 2025-04-14 Annual Report For SMITH INSURANCE AGENCY, INC.
Annual Report Filed 2024-02-06 Annual Report For SMITH INSURANCE AGENCY, INC.
Annual Report Filed 2023-02-09 Annual Report For SMITH INSURANCE AGENCY, INC.
Annual Report Filed 2022-02-14 Annual Report For SMITH INSURANCE AGENCY, INC.
Annual Report Filed 2021-01-29 Annual Report For SMITH INSURANCE AGENCY, INC.
Annual Report Filed 2020-02-12 Annual Report For SMITH INSURANCE AGENCY, INC.
Annual Report Filed 2019-03-05 Annual Report For SMITH INSURANCE AGENCY, INC.
Annual Report Filed 2018-02-15 Annual Report For SMITH INSURANCE AGENCY, INC.
Annual Report Filed 2017-04-07 Annual Report For SMITH INSURANCE AGENCY, INC.
Annual Report Filed 2016-03-11 Annual Report For SMITH INSURANCE AGENCY, INC.

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1919297109 2020-04-10 0470 PPP 315 S JACKSON ST, BROOKHAVEN, MS, 39601-3301
Loan Status Date 2021-07-01
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 441600
Loan Approval Amount (current) 441600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39572
Servicing Lender Name Pike National Bank
Servicing Lender Address 350 Rawls Dr, MCCOMB, MS, 39648-2834
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address BROOKHAVEN, LINCOLN, MS, 39601-3301
Project Congressional District MS-03
Number of Employees 39
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 39572
Originating Lender Name Pike National Bank
Originating Lender Address MCCOMB, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 444691.2
Forgiveness Paid Date 2020-12-22

Related by officers

MICHAEL E SMITH

INSURANCE AND RISK MANAGERS, INC. DELTA TECHNOLOGIES, INC. Madison Insurance, Inc. INSURANCE & RISK MANAGERS, P.A. INSURANCE & RISK MANAGERS, II, P.A. THE SAFARI CLUB WAYSIDE CONSERVATION LEAGUE SENIOR CLASS OF AMERICA, INC. Fatland Properties, LLC

Joshua R Smith

Madison Insurance, Inc. Log Haul LLC Good Times Event Rentals LLC Slosh Properties, LLC Slosh & Joane Properties, LLC

Michael E Smith

INSURANCE AND RISK MANAGERS, INC. Madison Insurance, Inc. BUSH LAKE TIMBER AND LAND MANAGEMENT CO., LLC SMITH MANAGEMENT, LLC WILDERNESS CABINS, INC. AUTO CORRAL, INC. Smith Energy Services, Inc. Thunder Core, Inc. Fatland Properties, LLC

Sandra L Winborne

INSURANCE AND RISK MANAGERS, INC. Madison Insurance, Inc. TLD, LLC

Related by address

No related companies by address

Date of last update: 17 Apr 2025

Sources: Mississippi Secretary of State

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