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Estes Pegram & Associates Inc.

Details

Name: Estes Pegram & Associates Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 28 Dec 1990 (34 years ago) (Companies founded in December 1990)
Entity Number: 000-140-798
Register Number: 000140798
Historical Names: Estes Pegram Financial Services, Inc.
ZIP code: 35216 (Companies in Jefferson, 35216)
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: 300 VESTAVIA PARKWAY, SUITE 2300BIRMINGHAM, AL 35216
Authorized Capital: $1,000

Activities ANY LAWFUL ACTIVITY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2023 631035501 2024-01-28 ESTES PEGRAM & ASSOCIATES, INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2024-01-28
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2024-01-28
Name of individual signing PATRICK HOLLIFIELD
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2022 631035501 2023-02-08 ESTES PEGRAM & ASSOCIATES, INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2023-02-08
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2023-02-08
Name of individual signing PATRICK HOLLIFIELD
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2021 631035501 2022-03-24 ESTES PEGRAM & ASSOCIATES, INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2022-03-24
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2022-03-24
Name of individual signing PATRICK HOLLIFIELD
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2020 631035501 2021-02-11 ESTES PEGRAM & ASSOCIATES, INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2021-02-11
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2021-02-11
Name of individual signing PATRICK HOLLIFIELD
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2019 631035501 2020-04-08 ESTES PEGRAM & ASSOCIATES, INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2020-04-08
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2020-04-08
Name of individual signing PATRICK HOLLIFIELD
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2018 631035501 2019-04-12 ESTES PEGRAM & ASSOCIATES, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2019-04-12
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2019-04-12
Name of individual signing PATRICK HOLLIFIELD
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2017 631035501 2018-04-09 ESTES PEGRAM & ASSOCIATES, INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2018-04-09
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2018-04-09
Name of individual signing PATRICK HOLLIFIELD
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2016 631035501 2017-04-12 ESTES PEGRAM & ASSOCIATES, INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2017-04-12
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2017-04-12
Name of individual signing PATRICK HOLLIFIELD
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2015 631035501 2016-05-23 ESTES PEGRAM & ASSOCIATES, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2016-05-23
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2016-05-23
Name of individual signing PATRICK HOLLIFIELD
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2014 631035501 2015-04-10 ESTES PEGRAM & ASSOCIATES, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 524210
Sponsor’s telephone number 2059431991
Plan sponsor’s address 300 VESTAVIA PARKWAY STE 2300, VESTAVIA, AL, 352163788

Signature of
Role Plan administrator
Date 2015-04-10
Name of individual signing PATRICK HOLLIFIELD
Role Employer/plan sponsor
Date 2015-04-10
Name of individual signing PATRICK HOLLIFIELD

Incorporator

Name Role
PEGRAM, JOHN Incorporator
ESTES, J TERRY Incorporator

Agent

Name Role
ESTES, J. TERRY Agent

Events

Event Date Event Type Old Value New Value
1992-11-24 Name Change Estes Pegram Financial Services, Inc. Estes Pegram & Associates Inc.

Related by officers

ESTES, J TERRY

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300 VESTAVIA PARKWAY, SUITE 2300BIRMINGHAM, AL 35216

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Date of last update: 01 Aug 2024

Sources: Alabama Secretary of State

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