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Leavell Investment Management, Inc.

Details

Name: Leavell Investment Management, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 18 May 1979 (45 years ago)
Entity Number: 000-056-631
Register Number: 000056631
Historical Names: T. Leavell & Associates, Inc.
Place of Formation: Mobile County
Authorized Capital: 25000 @ $1.00PV
Paid Share Capital: $1,000

Central Index Key

CIK number Mailing Address Business Address Phone
924181 LEAVELL INVESTMENT MANAGEMENT, 210 ST. JOSEPH STREET, MOBILE, AL, 36602 LEAVELL INVESTMENT MANAGEMENT, 210 ST. JOSEPH STREET, MOBILE, AL, 36602 2514333709

Filings since 2024-08-29

Form type N-PX
File number 028-03713
Filing date 2024-08-29
Reporting date 2024-06-30
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Filings since 2024-07-17

Form type 13F-HR
File number 028-03713
Filing date 2024-07-17
Reporting date 2024-06-30
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Filings since 2024-04-24

Form type 13F-HR
File number 028-03713
Filing date 2024-04-24
Reporting date 2024-03-31
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Filings since 2024-01-23

Form type 13F-HR
File number 028-03713
Filing date 2024-01-23
Reporting date 2023-12-31
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Filings since 2023-10-16

Form type 13F-HR
File number 028-03713
Filing date 2023-10-16
Reporting date 2023-09-30
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Filings since 2023-07-19

Form type 13F-HR
File number 028-03713
Filing date 2023-07-19
Reporting date 2023-06-30
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Filings since 2023-04-13

Form type 13F-HR
File number 028-03713
Filing date 2023-04-13
Reporting date 2023-03-31
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Filings since 2023-01-17

Form type 13F-HR
File number 028-03713
Filing date 2023-01-17
Reporting date 2022-12-31
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Filings since 2022-10-17

Form type 13F-HR
File number 028-03713
Filing date 2022-10-17
Reporting date 2022-09-30
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Filings since 2022-07-28

Form type 13F-HR
File number 028-03713
Filing date 2022-07-28
Reporting date 2022-06-30
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Filings since 2022-04-21

Form type 13F-HR
File number 028-03713
Filing date 2022-04-21
Reporting date 2022-03-31
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Filings since 2022-01-20

Form type 13F-HR
File number 028-03713
Filing date 2022-01-20
Reporting date 2021-12-31
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Filings since 2021-10-26

Form type 13F-HR
File number 028-03713
Filing date 2021-10-26
Reporting date 2021-09-30
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Filings since 2021-07-21

Form type 13F-HR
File number 028-03713
Filing date 2021-07-21
Reporting date 2021-06-30
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Filings since 2021-04-15

Form type 13F-HR
File number 028-03713
Filing date 2021-04-15
Reporting date 2021-03-31
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Filings since 2021-01-26

Form type 13F-HR
File number 028-03713
Filing date 2021-01-26
Reporting date 2020-12-31
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Filings since 2020-10-27

Form type 13F-HR
File number 028-03713
Filing date 2020-10-27
Reporting date 2020-09-30
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Filings since 2020-07-23

Form type 13F-HR
File number 028-03713
Filing date 2020-07-23
Reporting date 2020-06-30
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Filings since 2020-04-16

Form type 13F-HR
File number 028-03713
Filing date 2020-04-16
Reporting date 2020-03-31
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Filings since 2020-01-22

Form type 13F-HR
File number 028-03713
Filing date 2020-01-22
Reporting date 2019-12-31
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Filings since 2019-10-28

Form type 13F-HR
File number 028-03713
Filing date 2019-10-28
Reporting date 2019-09-30
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Filings since 2019-07-18

Form type 13F-HR
File number 028-03713
Filing date 2019-07-18
Reporting date 2019-06-30
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Filings since 2019-04-16

Form type 13F-HR
File number 028-03713
Filing date 2019-04-16
Reporting date 2019-03-31
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Filings since 2019-01-24

Form type 13F-HR
File number 028-03713
Filing date 2019-01-24
Reporting date 2018-12-31
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Filings since 2018-10-22

Form type 13F-HR
File number 028-03713
Filing date 2018-10-22
Reporting date 2018-09-30
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Filings since 2018-07-23

Form type 13F-HR
File number 028-03713
Filing date 2018-07-23
Reporting date 2018-06-30
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Filings since 2018-04-25

Form type 13F-HR
File number 028-03713
Filing date 2018-04-25
Reporting date 2018-03-31
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Form type 13F-HR
File number 028-03713
Filing date 2018-01-11
Reporting date 2017-12-31
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Form type 13F-HR
File number 028-03713
Filing date 2017-10-25
Reporting date 2017-09-30
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Form type 13F-HR
File number 028-03713
Filing date 2017-07-13
Reporting date 2017-06-30
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Form type 13F-HR
File number 028-03713
Filing date 2017-04-26
Reporting date 2017-03-31
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Form type 13F-HR/A
File number 028-03713
Filing date 2017-02-22
Reporting date 2016-12-31
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Form type 13F-HR
File number 028-03713
Filing date 2017-01-30
Reporting date 2016-12-31
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Form type 13F-HR
File number 028-03713
Filing date 2016-10-21
Reporting date 2016-09-30
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Form type 13F-HR
File number 028-03713
Filing date 2016-07-18
Reporting date 2016-06-30
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Form type 13F-HR
File number 028-03713
Filing date 2016-04-19
Reporting date 2016-03-31
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Form type 13F-HR
File number 028-03713
Filing date 2016-01-22
Reporting date 2015-12-31
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Form type 13F-HR
File number 028-03713
Filing date 2015-10-22
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Form type 13F-HR
File number 028-03713
Filing date 2015-07-17
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Form type 13F-HR
File number 028-03713
Filing date 2015-04-17
Reporting date 2015-03-31
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Form type 13F-HR
File number 028-03713
Filing date 2015-02-03
Reporting date 2014-12-31
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Form type 13F-HR
File number 028-03713
Filing date 2014-10-20
Reporting date 2014-09-30
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Form type 13F-HR
File number 028-03713
Filing date 2014-07-17
Reporting date 2014-06-30
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Form type 13F-HR
File number 028-03713
Filing date 2014-04-25
Reporting date 2014-03-31
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Filings since 2014-01-15

Form type 13F-HR
File number 028-03713
Filing date 2014-01-15
Reporting date 2013-12-31
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Filings since 2013-10-15

Form type 13F-HR
File number 028-03713
Filing date 2013-10-15
Reporting date 2013-09-30
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Filings since 2013-09-13

Form type 13F-HR/A
File number 028-03713
Filing date 2013-09-13
Reporting date 2003-12-31
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Filings since 2013-09-13

Form type 13F-HR/A
File number 028-03713
Filing date 2013-09-13
Reporting date 2006-09-30
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Filings since 2013-09-13

Form type 13F-HR/A
File number 028-03713
Filing date 2013-09-13
Reporting date 2006-12-31
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-09-13
Reporting date 2007-03-31
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-09-09
Reporting date 2007-06-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-09-09
Reporting date 2007-09-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-30
Reporting date 2007-12-31
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Filings since 2013-08-30

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-30
Reporting date 2008-03-31
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Filings since 2013-08-30

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-30
Reporting date 2008-06-30
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Filings since 2013-08-30

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-30
Reporting date 2008-09-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-30
Reporting date 2008-12-31
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-30
Reporting date 2009-03-31
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-30
Reporting date 2009-06-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-29
Reporting date 2009-09-30
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Filings since 2013-08-29

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-29
Reporting date 2009-12-31
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Filings since 2013-08-29

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-29
Reporting date 2010-03-31
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Filings since 2013-08-29

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-29
Reporting date 2010-12-31
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Filings since 2013-08-28

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-28
Reporting date 2011-03-31
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Filings since 2013-08-28

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-28
Reporting date 2011-06-30
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Filings since 2013-08-28

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-28
Reporting date 2011-09-30
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Filings since 2013-08-28

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-28
Reporting date 2011-12-31
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Filings since 2013-08-28

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-28
Reporting date 2012-03-31
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Filings since 2013-08-28

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-28
Reporting date 2012-06-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-28
Reporting date 2012-09-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-26
Reporting date 2013-03-31
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-26
Reporting date 2012-12-31
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Filings since 2013-08-26

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-26
Reporting date 2012-12-31
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Filings since 2013-08-26

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-26
Reporting date 2013-03-31
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Filings since 2013-08-26

Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-26
Reporting date 2013-03-31
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-26
Reporting date 2013-06-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-14
Reporting date 2010-09-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-14
Reporting date 2010-06-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-06
Reporting date 2010-09-30
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Form type 13F-HR/A
File number 028-03713
Filing date 2013-08-05
Reporting date 2010-06-30
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Form type 13F-HR
File number 028-03713
Filing date 2013-07-25
Reporting date 2013-06-30
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Form type 13F-HR
File number 028-03713
Filing date 2013-04-19
Reporting date 2013-03-31
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Form type 13F-HR
File number 028-03713
Filing date 2013-01-18
Reporting date 2012-12-31
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Form type 13F-HR
File number 028-03713
Filing date 2012-10-16
Reporting date 2012-09-30
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Filings since 2012-07-17

Form type 13F-HR
File number 028-03713
Filing date 2012-07-17
Reporting date 2012-06-30
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Filings since 2012-04-16

Form type 13F-HR
File number 028-03713
Filing date 2012-04-16
Reporting date 2012-03-31
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Form type 13F-HR
File number 028-03713
Filing date 2012-01-24
Reporting date 2011-12-31
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Form type 13F-HR
File number 028-03713
Filing date 2011-11-08
Reporting date 2011-09-30
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Filings since 2011-07-27

Form type 13F-HR
File number 028-03713
Filing date 2011-07-27
Reporting date 2011-06-30
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Form type 13F-HR
File number 028-03713
Filing date 2011-04-26
Reporting date 2011-03-31
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Form type 13F-HR
File number 028-03713
Filing date 2011-01-18
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
File number 028-03713
Filing date 2010-07-19
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Form type 13F-HR
File number 028-03713
Filing date 2010-04-30
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Form type 13F-HR
File number 028-03713
Filing date 2010-01-25
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Form type 13F-HR/A
File number 028-03713
Filing date 2009-11-03
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Form type 13F-HR
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Form type 13F-HR
File number 028-03713
Filing date 2009-07-16
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Form type 13F-HR
File number 028-03713
Filing date 2009-04-27
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
File number 028-03713
Filing date 2008-07-18
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Form type 13F-HR
File number 028-03713
Filing date 2008-04-23
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Form type 13F-HR
File number 028-03713
Filing date 2008-02-11
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Form type 13F-HR
File number 028-03713
Filing date 2007-10-19
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
File number 028-03713
Filing date 2007-04-26
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Form type 13F-HR
File number 028-03713
Filing date 2007-02-13
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Form type 13F-HR
File number 028-03713
Filing date 2006-10-20
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Form type 13F-HR/A
File number 028-03713
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File number 028-03713
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
File number 028-03713
Filing date 2005-04-11
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Form type 13F-HR
File number 028-03713
Filing date 2005-01-13
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Form type 13F-HR
File number 028-03713
Filing date 2004-10-18
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Form type 13F-HR
File number 028-03713
Filing date 2004-07-19
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Form type 13F-HR/A
File number 028-03713
Filing date 2004-04-15
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
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File number 028-03713
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
File number 028-03713
Filing date 2002-10-23
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Form type 13F-HR
File number 028-03713
Filing date 2002-07-25
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
File number 028-03713
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Form type 13F-HR
File number 028-03713
Filing date 2001-07-19
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Form type 13F-HR
File number 028-03713
Filing date 2001-04-23
Reporting date 2001-03-31
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Form type 13F-HR
File number 028-03713
Filing date 2001-01-30
Reporting date 2000-12-31
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Form type 13F-HR
File number 028-03713
Filing date 2000-10-16
Reporting date 2000-09-30
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Filings since 2000-07-24

Form type 13F-HR
File number 028-03713
Filing date 2000-07-24
Reporting date 2000-06-30
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Filings since 2000-04-26

Form type 13F-HR
File number 028-03713
Filing date 2000-04-26
Reporting date 2000-03-31

Filings since 2000-01-28

Form type 13F-HR
File number 028-03713
Filing date 2000-01-28
Reporting date 1999-12-31

Filings since 1999-10-26

Form type 13F-HR
File number 028-03713
Filing date 1999-10-26
Reporting date 1999-09-30

Filings since 1999-07-28

Form type 13F-HR
File number 028-03713
Filing date 1999-07-28
Reporting date 1999-06-30

Filings since 1999-04-26

Form type 13F-HR
File number 028-03713
Filing date 1999-04-26
Reporting date 1999-03-31

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN 2023 630771955 2024-06-20 LEAVELL INVESTMENT MANAGEMENT, INC. 30
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Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 541990
Sponsor’s telephone number 2055882173
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2024-06-20
Name of individual signing RANDALL J FREEMAN
Role Employer/plan sponsor
Date 2024-06-20
Name of individual signing LEAVELL INVESTMENT MANAGEMENT, INC.
LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN 2022 630771955 2023-04-28 LEAVELL INVESTMENT MANAGEMENT, INC. 30
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Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 812990
Sponsor’s telephone number 2514333709
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2023-04-28
Name of individual signing MICHAEL HOFTO
LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN 2021 630771955 2022-06-22 LEAVELL INVESTMENT MANAGEMENT, INC. 28
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 812990
Sponsor’s telephone number 2514333709
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2022-06-22
Name of individual signing MICHAEL J HOFTO
LEAVELL INVESTMENT MANAGEMENT 401(K) PS PLAN 2020 630771955 2021-05-04 LEAVELL INVESTMENT MANAGEMENT, INC. 29
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 812990
Sponsor’s telephone number 2514333709
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2021-05-04
Name of individual signing MICHAEL HOFTO
LEAVELL INVESTMENT MANAGEMENT 401(K) PS PLAN 2019 630771955 2020-05-06 LEAVELL INVESTMENT MANAGEMENT, INC. 27
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 812990
Sponsor’s telephone number 2514333709
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2020-05-06
Name of individual signing MICHAEL HOFTO
LEAVELL INVESTMENT MANAGEMENT 401(K) PS PLAN 2018 630771955 2019-06-06 LEAVELL INVESTMENT MANAGEMENT, INC. 27
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 812990
Sponsor’s telephone number 2514333709
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2019-06-06
Name of individual signing MICHAEL HOFTO
Role Employer/plan sponsor
Date 2019-06-06
Name of individual signing MICHAEL HOFTO
LEAVELL INVESTMENT MANAGEMENT 401(K) P/S PLAN 2017 630771955 2018-08-22 LEAVELL INVESTMENT MANAGEMENT 28
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 812990
Sponsor’s telephone number 2514333709
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2018-08-22
Name of individual signing MICHAEL HOFTO
LEAVELL INVESTMENT MANAGEMENT 401(K) P/S PLAN 2016 630771955 2017-10-11 LEAVELL INVESTMENT MANAGEMENT 26
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 812990
Sponsor’s telephone number 2514333709
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2017-10-11
Name of individual signing MICHAEL HOFTO
LEAVELL INVESTMENT MANAGEMENT 401(K) P/S PLAN 2015 630771955 2016-09-19 LEAVELL INVESTMENT MANAGEMENT 23
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 812990
Sponsor’s telephone number 2514333709
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2016-09-19
Name of individual signing MICHAEL HOFTO
LEAVELL INVESTMENT MANAGEMENT 401(K) P/S PLAN 2014 630771955 2015-09-25 LEAVELL INVESTMENT MANAGEMENT 27
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-01-01
Business code 812990
Sponsor’s telephone number 2514333709
Plan sponsor’s address 210 ST. JOSEPH STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2015-09-25
Name of individual signing MICHAEL HOFTO

Incorporator

Name Role
LARSEN, DAVID A Incorporator
MITCHELL, ANNE Incorporator
SLYVESTER, WILLIAM Incorporator

Events

Event Date Event Type Old Value New Value
2014-07-23 Capital Change $25,000 Authorized $1,000 Paid In 25000 @ $1.00PV Authorized $1,000 Paid In
2008-05-27 Name Change T. Leavell & Associates, Inc. Leavell Investment Management, Inc.
2004-08-06 Name Merged No data Capital Management Corporation

Date of last update: 31 Jul 2024

Sources: Alabama Secretary of State