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Sterling Capital Management, Inc.

Details

Name: Sterling Capital Management, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 03 Jan 1992 (33 years ago) (Companies founded in January 1992)
Entity Number: 000-147-150
Register Number: 000147150
Historical Names: Surrey, Inc.
ZIP code: 35205 (Companies in Jefferson, 35205)
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: 2151 HIGHLAND AVENUE S, SUITE 240BIRMINGHAM, AL 35205
Registered Office Mailing Address: PO BOX 530441BIRMINGHAM, AL 35223
Authorized Capital: $1,000

Activities ADVISORY SERVICES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STERLING CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 631057974 2024-09-09 STERLING CAPITAL MANAGEMENT, INC. 95
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 551112
Sponsor’s telephone number 2053134808
Plan sponsor’s address P.O. BOX 530441, BIRMINGHAM, AL, 352230441

Signature of
Role Plan administrator
Date 2024-09-09
Name of individual signing BETTY WILSON
Valid signature Filed with authorized/valid electronic signature
STERLING CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 631057974 2023-06-28 STERLING CAPITAL MANAGEMENT, INC. 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 551112
Sponsor’s telephone number 2053134808
Plan sponsor’s address P.O. BOX 530441, BIRMINGHAM, AL, 352230441

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing BETTY WILSON
STERLING CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 631057974 2022-03-11 STERLING CAPITAL MANAGEMENT, INC. 96
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 551112
Sponsor’s telephone number 2053134808
Plan sponsor’s address P.O. BOX 530441, BIRMINGHAM, AL, 352230441

Signature of
Role Plan administrator
Date 2022-03-11
Name of individual signing BETTY WILSON
STERLING CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 631057974 2021-07-15 STERLING CAPITAL MANAGEMENT, INC. 94
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 551112
Sponsor’s telephone number 2053134808
Plan sponsor’s address P.O. BOX 530441, BIRMINGHAM, AL, 352230441

Signature of
Role Plan administrator
Date 2021-07-15
Name of individual signing BETTY WILSON
STERLING CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 631057974 2020-04-02 STERLING CAPITAL MANAGEMENT, INC. 109
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 551112
Sponsor’s telephone number 2053134808
Plan sponsor’s address P.O. BOX 530441, BIRMINGHAM, AL, 352230441

Plan administrator’s name and address
Administrator’s EIN 631057974
Plan administrator’s name STERLING CAPITAL MANAGEMENT, INC.
Plan administrator’s address P.O. BOX 530441, BIRMINGHAM, AL, 352230441
Administrator’s telephone number 2053134808

Signature of
Role Plan administrator
Date 2020-04-02
Name of individual signing BETTY WILSON
STERLING CAPITAL MANAGEMENT, INC. LIFE INSURANCE AND LONG TERM DISABILITY PLAN 2018 631057974 2019-07-31 STERLING CAPITAL MANAGEMENT, INC. 162
Three-digit plan number (PN) 511
Effective date of plan 2014-11-01
Business code 525100
Sponsor’s telephone number 2053134808
Plan sponsor’s mailing address PO BOX 530441, BIRMINGHAM, AL, 352530441
Plan sponsor’s address 110 OFFICE PARK DRIVE, SUITE 300, BIRMINGHAM, AL, 35223

Number of participants as of the end of the plan year
Active participants 180

Signature of
Role Plan administrator
Date 2019-07-31
Name of individual signing BETTY WILSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-31
Name of individual signing BETTY WILSON
Valid signature Filed with authorized/valid electronic signature
STERLING CAPITAL MANAGEMENT INC MEDICAL AND DENTAL PLAN 2018 631057974 2019-07-31 STERLING CAPITAL MANAGEMENT, INC. 128
Three-digit plan number (PN) 510
Effective date of plan 2014-05-01
Business code 525100
Sponsor’s telephone number 2053134808
Plan sponsor’s mailing address PO BOX 530441, BIRMINGHAM, AL, 352530441
Plan sponsor’s address 110 OFFICE PARK DRIVE, SUITE 300, BIRMINGHAM, AL, 25223

Number of participants as of the end of the plan year
Active participants 151

Signature of
Role Plan administrator
Date 2019-07-31
Name of individual signing BETTY WILSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-31
Name of individual signing BETTY WILSON
Valid signature Filed with authorized/valid electronic signature
STERLING CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 631057974 2019-07-26 STERLING CAPITAL MANAGEMENT, INC. 95
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 551112
Sponsor’s telephone number 2053134808
Plan sponsor’s address P.O. BOX 530441, BIRMINGHAM, AL, 352230441

Plan administrator’s name and address
Administrator’s EIN 631057974
Plan administrator’s name STERLING CAPITAL MANAGEMENT, INC.
Plan administrator’s address P.O. BOX 530441, BIRMINGHAM, AL, 352230441
Administrator’s telephone number 2053134808

Signature of
Role Plan administrator
Date 2019-07-26
Name of individual signing BETTY WILSON
STERLING CAPITAL MANAGEMENT INC MEDICAL AND DENTAL PLAN 2017 631057974 2018-07-24 STERLING CAPITAL MANAGEMENT, INC. 117
File View Page
Three-digit plan number (PN) 510
Effective date of plan 2014-05-01
Business code 525100
Sponsor’s telephone number 2053134808
Plan sponsor’s mailing address PO BOX 530441, BIRMINGHAM, AL, 352530441
Plan sponsor’s address 110 OFFICE PARK DRIVE, SUITE 300, BIRMINGHAM, AL, 35223

Number of participants as of the end of the plan year
Active participants 126

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing BETTY WILSON
Valid signature Filed with authorized/valid electronic signature
STERLING CAPITAL MANAGEMENT INC MEDICAL AND DENTAL PLAN 2017 631057974 2018-06-29 STERLING CAPITAL MANAGEMENT 117
Three-digit plan number (PN) 510
Effective date of plan 2014-05-01
Business code 525100
Sponsor’s telephone number 2053134808
Plan sponsor’s mailing address PO BOX 530441, BIRMINGHAM, AL, 352530441
Plan sponsor’s address 110 OFFICE PARK DRIVE, SUITE 300, BIRMINGHAM, AL, 35223

Number of participants as of the end of the plan year
Active participants 126

Signature of
Role Plan administrator
Date 2018-06-29
Name of individual signing BETTY WILSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-29
Name of individual signing BETTY WILSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LARUSSA, BENNY M JR Agent 3148 GUILFORD ROADBIRMINGHAM, AL 35223

Incorporator

Name Role Address
LARUSSA, BENNY M JR Incorporator 3148 GUILFORD ROADBIRMINGHAM, AL 35223

Events

Event Date Event Type Old Value New Value
1995-01-24 Name Change Surrey, Inc. Sterling Capital Management, Inc.

Related by officers

LARUSSA, BENNY M JR

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2151 HIGHLAND AVENUE S, SUITE 240BIRMINGHAM, AL 35205

Sterling Capital IV, LLC Sterling Capital V - AFF, LLC Sterling Capital I, LLC Sterling Capital II, LLC

PO BOX 530441BIRMINGHAM, AL 35223

VHI Three Holdings, LLC Golden Dixie, LLC Sterling Crest, LLC L&B Lookout, LLC Sterling Capital IV, LLC Southside Investors II, LLC VHI Two Holdings, LLC Shelby ES Partners, LLC Sterling Capital V - AFF, LLC

Date of last update: 01 Aug 2024

Sources: Alabama Secretary of State

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