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
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
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 |
|
|