MCCALLUM, METHVIN & TERREL, P.C. CASH BALANCE PLAN
|
2017
|
631151855
|
2018-01-18
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2002-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059390199
|
Plan sponsor’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003
|
|
MCCALLUM, METHVIN & TERREL, P.C. CASH BALANCE PLAN
|
2016
|
631151855
|
2017-05-22
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2002-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059390199
|
Plan sponsor’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003
|
|
MCCALLUM, METHVIN & TERREL, P.C. CASH BALANCE PLAN
|
2015
|
631151855
|
2016-05-24
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2002-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059390199
|
Plan sponsor’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003
|
|
MCCALLUM, METHVIN & TERREL, P.C. CASH BALANCE PLAN
|
2014
|
631151855
|
2015-05-28
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2002-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059390199
|
Plan sponsor’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003
|
Signature of
Role |
Plan administrator |
Date |
2015-05-28 |
Name of individual signing |
ROBERT METHVIN |
|
|
MCCALLUM, METHVIN & TERREL, P.C. CASH BALANCE PLAN
|
2013
|
631151855
|
2014-07-18
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2002-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059390199
|
Plan sponsor’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003
|
Plan administrator’s name and address
Administrator’s EIN |
631151855 |
Plan administrator’s name |
MCCALLUM, METHVIN & TERRELL, P.C. |
Plan administrator’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003 |
Administrator’s telephone number |
2059390199 |
Signature of
Role |
Plan administrator |
Date |
2014-07-18 |
Name of individual signing |
ROBERT METHVIN |
|
|
MCCALLUM, METHVIN & TERREL, P.C. CASH BALANCE PLAN
|
2012
|
631151855
|
2013-03-04
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2002-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059390199
|
Plan sponsor’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003
|
Plan administrator’s name and address
Administrator’s EIN |
631151855 |
Plan administrator’s name |
MCCALLUM, METHVIN & TERRELL, P.C. |
Plan administrator’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003 |
Administrator’s telephone number |
2059390199 |
Signature of
Role |
Plan administrator |
Date |
2013-03-04 |
Name of individual signing |
ROBERT METHVIN |
|
|
MCCALLUM, METHVIN & TERREL, P.C. CASH BALANCE PLAN
|
2011
|
631151855
|
2013-09-18
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2002-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059390199
|
Plan sponsor’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003
|
Plan administrator’s name and address
Administrator’s EIN |
631151855 |
Plan administrator’s name |
MCCALLUM, METHVIN & TERRELL, P.C. |
Plan administrator’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003 |
Administrator’s telephone number |
2059390199 |
Signature of
Role |
Plan administrator |
Date |
2013-09-18 |
Name of individual signing |
ROBERT METHVIN |
|
|
MCCALLUM, METHVIN & TERRELL, P.C. 401 (K) PROFIT SHARING PLAN
|
2010
|
631151855
|
2011-09-30
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1996-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059393006
|
Plan sponsor’s mailing address |
2201 ARLINGTON AVENUE SOUTH, BIRMINGHAM, AL, 35205
|
Plan sponsor’s
address |
2201 ARLINTON AVENUE SOUTH, BIRMINGHAM, AL, 35205
|
Plan administrator’s name and address
Administrator’s EIN |
631151855 |
Plan administrator’s name |
MCCALLUM, METHVIN & TERRELL, P.C. |
Plan administrator’s
address |
2201 ARLINGTON AVENUE SOUTH, BIRMINGHAM, AL, 35205 |
Administrator’s telephone number |
2059393006 |
Number of participants as of the end of the plan year
Active participants |
11 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
3 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
14 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2011-09-30 |
Name of individual signing |
ROBERT G.METHVIN, JR. |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
MCCALLUM, METHVIN & TERREL, P.C. CASH BALANCE PLAN
|
2010
|
631151855
|
2011-09-29
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2002-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059390199
|
Plan sponsor’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003
|
Plan administrator’s name and address
Administrator’s EIN |
631151855 |
Plan administrator’s name |
MCCALLUM, METHVIN & TERRELL, P.C. |
Plan administrator’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003 |
Administrator’s telephone number |
2059390199 |
Signature of
Role |
Plan administrator |
Date |
2011-09-29 |
Name of individual signing |
ROBERT METHVIN |
|
|
MCCALLUM, METHVIN & TERREL, P.C. CASH BALANCE PLAN
|
2009
|
631151855
|
2010-10-15
|
MCCALLUM, METHVIN & TERRELL, P.C.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2002-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2059390199
|
Plan sponsor’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003
|
Plan administrator’s name and address
Administrator’s EIN |
631151855 |
Plan administrator’s name |
MCCALLUM, METHVIN & TERRELL, P.C. |
Plan administrator’s
address |
2201 ARLINGTON AVE S, BIRMINGHAM, AL, 352054003 |
Administrator’s telephone number |
2059390199 |
Signature of
Role |
Plan administrator |
Date |
2010-10-15 |
Name of individual signing |
ROBERT METHVIN |
|
|