Entity Number 000-140-798
Register Number000140798
Status Exists
NameEstes Pegram & Associates Inc.
Historical Names
Estes Pegram Financial Services, Inc.
CountyJefferson
Date of registration 28 Dec 1990 (34 years ago)
Legal typeDomestic Corporation
Principal Address BIRMINGHAM, AL
Registered Office Street Address 300 VESTAVIA PARKWAY, SUITE 2300BIRMINGHAM, AL 35216
Registered Office Street Address ZIP code 35216
Authorized Capital $1,000
Activities
ANY LAWFUL ACTIVITY
ESTES PEGRAM & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
2023
631035501
2024-01-28
ESTES PEGRAM & ASSOCIATES, INC
14
| 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
| 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
| 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
| 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
| 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
| 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
| 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
| 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
| 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
| 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 |
PEGRAM, JOHN
Incorporator
ESTES, J TERRY
Incorporator
ESTES, J. TERRY
Agent
1992-11-24
Name Change
Estes Pegram Financial Services, Inc.
Estes Pegram & Associates Inc.
Date of last update: 01 Aug 2024
Sources: Alabama Secretary of State
