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Hill Wealth Management, LLC

Details

Name: Hill Wealth Management, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 26 May 2011 (13 years ago)
Entity Number: 000-014-738
Register Number: 000014738
County: Shelby
Place of Formation: Shelby County
Principal Address: 4500 VALLEYDALE RD STE 180BIRMINGHAM, AL 35242
Principal Address ZIP Code: 35242
Registered Office Street Address: 4500 VALLEYDALE RD SUITE 180BIRMINGHAM, AL 35242
Registered Office Street Address ZIP Code: 35242

Activities ANY LAWFUL BUSINESS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HILL WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 452345688 2024-06-19 HILL WEALTH MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2059107489
Plan sponsor’s mailing address 2057 VALLEYDALE RD STE 200, BIRMINGHAM, AL, 35244
Plan sponsor’s address 2057 VALLEYDALE RD STE 200, BIRMINGHAM, AL, 35244

Number of participants as of the end of the plan year
Active participants 12
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 12
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
HILL WEALTH MANAGEMENT LLC (WELFARE PLAN) 2023 452345688 2024-07-31 HILL WEALTH MANAGEMENT, LLC 0
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 8167828200
Plan sponsor’s address 4500 VALLEYDALE RD, SUITE 180, BIRMINGHAM, AL, 35242

Plan administrator’s name and address
Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO, LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of
Role Plan administrator
Date 2024-07-31
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2024-07-31
Name of individual signing W. HAL SHEPHERD
HILL WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 452345688 2023-07-28 HILL WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2059107489
Plan sponsor’s mailing address 4500 VALLEYDALE RD STE 180, BIRMINGHAM, AL, 35242
Plan sponsor’s address 4500 VALLEYDALE ROAD STE 180, BIRMINGHAM, AL, 35242

Number of participants as of the end of the plan year
Active participants 10
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 12
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
HILL WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 452345688 2022-10-14 HILL WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2059107489
Plan sponsor’s mailing address 4500 VALLEYDALE RD STE 180, BIRMINGHAM, AL, 35242
Plan sponsor’s address 4500 VALLEYDALE ROAD STE 180, BIRMINGHAM, AL, 35242

Number of participants as of the end of the plan year
Active participants 8
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 8

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing TONI HILL
Valid signature Filed with authorized/valid electronic signature
HILL WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 452345688 2021-10-11 HILL WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2059107489
Plan sponsor’s mailing address 4500 VALLEYDALE RD STE 180, BIRMINGHAM, AL, 35242
Plan sponsor’s address 4500 VALLEYDALE ROAD STE 180, BIRMINGHAM, AL, 35242

Number of participants as of the end of the plan year
Active participants 9
Number of participants with account balances as of the end of the plan year 6

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing TONI HILL
Valid signature Filed with authorized/valid electronic signature
HILL WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 452345688 2020-06-04 HILL WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2059107489
Plan sponsor’s mailing address 4500 VALLEYDALE RD STE 180, BIRMINGHAM, AL, 35242
Plan sponsor’s address 4500 VALLEYDALE ROAD STE 180, BIRMINGHAM, AL, 35242

Number of participants as of the end of the plan year
Active participants 7
Number of participants with account balances as of the end of the plan year 7

Signature of
Role Plan administrator
Date 2020-06-04
Name of individual signing TONI HILL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
HILL, TONI L Agent 4500 VALLEYDALE ROAD,SUITE 180BIRMINGHAM, AL 35242

Member

Name Role Address
TLHT HOLDING LLC Member 4500 VALLEYDALE ROAD SUITE 180BIRMINGHAM, AL 35242
HILL, TAD Member 4500 VALLEYDALE ROAD SUITE 180BIRMINGHAM, AL 35242

Organizer

Name Role Address
HILL, TONI L Organizer 4500 VALLEYDALE ROAD,SUITE 180BIRMINGHAM, AL 35242
BAILEY, STEPHEN J Organizer 2000 PROVIDENCE PARK SUITE 200BIRMINGHAM, AL 35242

Related by officers

HILL, TONI L

Alabama Regional Medical Supply, Inc. Wadshill Leasing Company, Inc. Grand Ease Ayers, Inc. Alabama Hospice, Inc. Freedom Financial Group, Inc. Alabama Regional Hospice, LLC TNT Marketing, Inc.

BAILEY, STEPHEN J

Drennen Family LLC Helena High School Band Boosters, Inc. Alabama Elder Planning Council Bailey Elder Law Firm LLC

Related by address

No related companies by address

Date of last update: 30 Jul 2024

Sources: Alabama Secretary of State

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