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Meld Financial, Inc.

Details

Name: Meld Financial, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 12 Jul 1995 (29 years ago) (Companies founded in July 1995)
Entity Number: 000-173-130
Register Number: 000173130
Historical Names: MBT Benefits, Inc.
ZIP code: 35243 (Companies in Jefferson, 35243)
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: 3008 PUMP HOUSE ROADBIRMINGHAM, AL 35243
Authorized Capital: $1,000
Paid Share Capital: ----

Activities PROVIDING EXECUTIVE BENEFITS CONSULTING/COMMUNICATION

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MELD FINANCIAL (WELFARE PLAN) 2023 631149380 2024-07-31 MELD FINANCIAL INC 6
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2017-01-01
Business code 561900
Sponsor’s telephone number 2059674200
Plan sponsor’s address 3008 PUMP HOUSE ROAD, BIRMINGHAM, AL, 35243

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2024-07-31
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2024-07-31
Name of individual signing W. HAL SHEPHERD
MELD FINANCIAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2023 631149380 2024-07-17 MELD FINANCIAL, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2059674200
Plan sponsor’s address PO BOX 43626, BIRMINGHAM, AL, 352430626

Signature of

Role Plan administrator
Date 2024-07-17
Name of individual signing KYLE WHITTINGTON
MELD FINANCIAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 631149380 2023-07-21 MELD FINANCIAL, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2059674200
Plan sponsor’s address PO BOX 43626, BIRMINGHAM, AL, 352430626

Signature of

Role Plan administrator
Date 2023-07-21
Name of individual signing KYLE WHITTINGTON
MELD FINANCIAL (WELFARE PLAN) 2022 631149380 2023-07-27 MELD FINANCIAL INC 6
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2017-01-01
Business code 561900
Sponsor’s telephone number 2059674200
Plan sponsor’s address 3008 PUMP HOUSE ROAD, BIRMINGHAM, AL, 35243

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2023-07-19
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2023-07-19
Name of individual signing W. HAL SHEPHERD
MELD FINANCIAL (WELFARE PLAN) 2021 631149380 2022-07-29 MELD FINANCIAL INC 6
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2017-01-01
Business code 561900
Sponsor’s telephone number 2059674200
Plan sponsor’s address 3008 PUMP HOUSE ROAD, BIRMINGHAM, AL, 35243

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2022-07-19
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2022-07-19
Name of individual signing W. HAL SHEPHERD
MELD FINANCIAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 631149380 2022-07-25 MELD FINANCIAL, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2059674200
Plan sponsor’s address PO BOX 43626, BIRMINGHAM, AL, 352430626

Signature of

Role Plan administrator
Date 2022-07-25
Name of individual signing MARK MCGARVEY
MELD FINANCIAL (WELFARE PLAN) 2020 631149380 2021-07-25 MELD FINANCIAL INC 8
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2017-01-01
Business code 561900
Sponsor’s telephone number 2059674200
Plan sponsor’s address 3008 PUMP HOUSE ROAD, BIRMINGHAM, AL, 35243

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2021-07-20
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2021-07-20
Name of individual signing W. HAL SHEPHERD
MELD FINANCIAL, INC. 401(K) 2020 631149380 2021-07-19 MELD FINANCIAL, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2059674200
Plan sponsor’s address PO BOX 43626, BIRMINGHAM, AL, 352430626

Signature of

Role Plan administrator
Date 2021-07-19
Name of individual signing MARK MCGARVEY
MELD FINANCIAL, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 631149380 2020-07-15 MELD FINANCIAL, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2059674200
Plan sponsor’s address PO BOX 43626, BIRMINGHAM, AL, 352430626

Signature of

Role Plan administrator
Date 2020-07-15
Name of individual signing MARK MCGARVEY
MELD FINANCIAL (WELFARE PLAN) 2019 631149380 2020-07-30 MELD FINANCIAL INC 7
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2017-01-01
Business code 561900
Sponsor’s telephone number 2059674200
Plan sponsor’s address 3008 PUMP HOUSE ROAD, BIRMINGHAM, AL, 35243

Plan administrator’s name and address

Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO LLC
Plan administrator’s address 800 CORPORATE PKWY STE 100, BIRMINGHAM, AL, 35242
Administrator’s telephone number 8669665457

Signature of

Role Plan administrator
Date 2020-07-30
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2020-07-30
Name of individual signing W. HAL SHEPHERD

Incorporator

Name Role Address
WILLOUGHBY, ANTHONY C Incorporator P.O. BOX 1387BIRMINGHAM, AL 35201
MCGARVEY, MARK A Incorporator No data

Agent

Name Role Address
WILLOUGHBY, ANTHONY C Agent P.O. BOX 1387BIRMINGHAM, AL 35201

Events

Event Date Event Type Old Value New Value
1997-07-22 Name Change MBT Benefits, Inc. Meld Financial, Inc.

Date of last update: 01 Aug 2024

Sources: Alabama Secretary of State