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Volkert, Inc.

Headquarter

Details

Name: Volkert, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 15 Mar 1946 (79 years ago)
Entity Number: 000-019-440
Register Number: 000019440
Historical Names: J. P. Ewin, Inc.
Ewin Engineering Corporation
David Volkert & Associates, Inc.
Volkert & Associates, Inc.
County: Montgomery
Place of Formation: Mobile County
Registered Office Street Address: 641 SOUTH LAWRENCE STREETMONTGOMERY, AL 36104
Registered Office Street Address ZIP Code: 36104
Authorized Capital: $500,000
Paid Share Capital: $125,000

Activities CONSULTING
PROJECT MANAGEMENT
PROGRAM MANAGEMENT
CONSTRUCTION

Links between entities

Type Company Name Company Number State
Headquarter of Volkert, Inc. 10002444 Alaska
Headquarter of Volkert, Inc. 4219667 New York
Headquarter of Volkert, Inc. 1049096 CONNECTICUT
Headquarter of Volkert, Inc. 20131624898 COLORADO
Headquarter of Volkert, Inc. 0330332 KENTUCKY
Headquarter of Volkert, Inc. CORP_63277169 ILLINOIS

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
0DL42 Active Non-Manufacturer 1988-07-19 2023-12-13 2028-12-13 2024-11-28

Contact Information
POC STEVEN JAMES
Phone +1 251-342-1070
Fax +1 251-342-7962
Address 11 N WATER ST STE 18290, MOBILE, AL, 36602 5018, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner
Vendor Certified 2023-12-01
CAGE number 0YGJ0
Company Name VOLKERT DAVID AND ASSOCIATES INC
CAGE Last Updated 2022-06-11
List of Offerors (1)
CAGE number 85WK5
Owner Type Immediate
Legal Business Name VOLKERT, INC

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 630703075 2023-10-10 DAVID VOLKERT & ASSOCIATES, INC. 1380
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-04-09
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address 11 N WATER STREET, SUITE 18290, MOBILE, AL, 36602
Plan sponsor’s address 11 N WATER ST, SUITE 18290, MOBILE, AL, 36602

Number of participants as of the end of the plan year
Active participants 1172
Retired or separated participants receiving benefits 7
Other retired or separated participants entitled to future benefits 335
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 1428
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 150

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 630703075 2022-10-13 DAVID VOLKERT & ASSOCIATES, INC. 1328
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-04-09
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address 41 WEST INTESTATE 65 SERVICE ROAD N, SUITE 400, MOBILE, AL, 36608
Plan sponsor’s address 41 WEST INTESTATE 65 SERVICE ROAD N, SUITE 400, MOBILE, AL, 36608

Number of participants as of the end of the plan year
Active participants 1081
Retired or separated participants receiving benefits 8
Other retired or separated participants entitled to future benefits 290
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 1377
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 115

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 630703075 2021-10-14 DAVID VOLKERT & ASSOCIATES, INC. 1293
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-04-09
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address 41 WEST INTESTATE 65 SERVICE ROAD N, SUITE 400, MOBILE, AL, 36608
Plan sponsor’s address 41 WEST INTESTATE 65 SERVICE ROAD N, SUITE 400, MOBILE, AL, 36608

Number of participants as of the end of the plan year
Active participants 1080
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 245
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 1255
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 91

Signature of
Role Plan administrator
Date 2021-10-14
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 630703075 2020-10-12 DAVID VOLKERT & ASSOCIATES, INC. 1264
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-04-09
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address P. O. BOX 7434, MOBILE, AL, 36670
Plan sponsor’s address 3809 MOFFETT RD, MOBILE, AL, 36618

Number of participants as of the end of the plan year
Active participants 1084
Retired or separated participants receiving benefits 10
Other retired or separated participants entitled to future benefits 199
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 1226
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 71

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 630703075 2019-07-31 DAVID VOLKERT & ASSOCIATES, INC. 1166
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-04-09
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address P. O. BOX 7434, MOBILE, AL, 36670
Plan sponsor’s address 3809 MOFFETT RD, MOBILE, AL, 36618

Number of participants as of the end of the plan year
Active participants 1070
Retired or separated participants receiving benefits 9
Other retired or separated participants entitled to future benefits 185
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 1160
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 77

Signature of
Role Plan administrator
Date 2019-07-31
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 630703075 2018-07-31 DAVID VOLKERT & ASSOCIATES, INC. 1054
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-04-09
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address P. O. BOX 7434, MOBILE, AL, 36670
Plan sponsor’s address 3809 MOFFETT RD, MOBILE, AL, 36618

Number of participants as of the end of the plan year
Active participants 986
Retired or separated participants receiving benefits 7
Other retired or separated participants entitled to future benefits 173
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 1097
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 47

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 630703075 2017-07-26 DAVID VOLKERT & ASSOCIATES, INC. 977
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-04-09
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address P. O. BOX 7434, MOBILE, AL, 36670
Plan sponsor’s address 3809 MOFFETT RD, MOBILE, AL, 36618

Number of participants as of the end of the plan year
Active participants 903
Retired or separated participants receiving benefits 7
Other retired or separated participants entitled to future benefits 144
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 797
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 48

Signature of
Role Plan administrator
Date 2017-07-26
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 630703075 2016-08-01 DAVID VOLKERT & ASSOCIATES, INC. 999
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-04-09
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address P. O. BOX 7434, MOBILE, AL, 36670
Plan sponsor’s address 3809 MOFFETT RD, MOBILE, AL, 36618

Number of participants as of the end of the plan year
Active participants 809
Retired or separated participants receiving benefits 6
Other retired or separated participants entitled to future benefits 162
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 760
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 14

Signature of
Role Plan administrator
Date 2016-08-01
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
DAVID VOLKERT & ASSOCIATES, INC. WELFARE BENEFITS PLAN 2013 630703075 2015-05-31 DAVID VOLKERT & ASSOCIATES, INC. 703
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1989-01-01
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address 3809 MOFFETT RD, MOBILE, AL, 36618
Plan sponsor’s address 3809 MOFFETT RD, MOBILE, AL, 36618

Number of participants as of the end of the plan year
Active participants 687

Signature of
Role Plan administrator
Date 2015-05-31
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-31
Name of individual signing HOLLY GIBNEY
Valid signature Filed with authorized/valid electronic signature
DAVID VOLKERT & ASSOCIATES, INC. WELFARE BENEFITS PLAN 2012 630703075 2014-06-02 DAVID VOLKERT & ASSOCIATES, INC. 635
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1989-01-01
Business code 541330
Sponsor’s telephone number 2513421070
Plan sponsor’s mailing address 3809 MOFFETT RD, MOBILE, AL, 36618
Plan sponsor’s address 3809 MOFFETT RD, MOBILE, AL, 36618

Number of participants as of the end of the plan year
Active participants 703

Signature of
Role Plan administrator
Date 2014-06-02
Name of individual signing THOMAS ZOGHBY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-02
Name of individual signing THOMAS ZOGHBY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
CORPORATION SERVICE COMPANY INC Agent 251 LITTLE FALLS DRIVEWILMINGTON, DE 19808

Director

Name Role Address
Thomas Hand Director 11 North Water StreetMobile, AL 36602

Incorporator

Name Role Address
EWIN, J P Incorporator No data
MCPHILLIPS, JAMES Incorporator No data
DUKES, GILBERT F Incorporator 2610-B DAUPHIN STREET SUITE 101MOBILE, AL 36606
VICKERS, MARION F Incorporator No data

Events

Event Date Event Type Old Value New Value
2014-12-10 Name Merged No data ALLIED ENGINEERING & TESTING, INC. * Not On File Into Domestic
2010-10-18 Name Merged No data Volkert Management Services, Inc.
2010-10-18 Name Merged No data Volkert Construction Services, Inc.
2010-10-18 Name Merged No data Volkert Environmental Group, Inc.
2009-08-17 Name Change Volkert & Associates, Inc. Volkert, Inc.
1999-12-01 Name Change David Volkert & Associates, Inc. Volkert & Associates, Inc.
1998-12-22 Name Merged No data DAVID VOLKERT & ASSOCIATES INC (FL) Non-Qualified Foreign Into Domestic
1998-12-22 Name Merged No data DAVID VOLKERT & ASSOCIATES INC (MD) Non-Qualified Foreign Into Domestic
1997-11-24 Name Merged No data Watt, Estes, Volkert & Associates, Inc.
1996-12-31 Name Merged No data Volkert & Associates, Inc.

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MCPHILLIPS, JAMES

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DUKES, GILBERT F

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Related by address

641 SOUTH LAWRENCE STREETMONTGOMERY, AL 36104

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Date of last update: 30 Jul 2024

Sources: Alabama Secretary of State

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