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SMITH-WARREN MANAGEMENT SERVICES INC

Details

Name: SMITH-WARREN MANAGEMENT SERVICES INC
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 09 Sep 1997 (27 years ago) (Companies founded in September 1997)
Entity Number: 000-190-365
Register Number: 000190365
Historical Names: Warren & Company, Inc.
ZIP code: 36104 (Companies in Montgomery, 36104)
County: Montgomery
Place of Formation: Montgomery County
Registered Office Street Address: 610 S MCDONOUGH STMONTGOMERY, AL 36104
Authorized Capital: $1,000

Activities MANAGE/ADMINISTER BUSINESS ENTITIES/TRADE ASSOCIATIONS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SMITH-WARREN MANAGEMENT SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 721394176 2024-10-09 WARREN & COMPANY INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3342699990
Plan sponsor’s address 2777 ZELDA RD., MONTGOMERY, AL, 361062643

Signature of

Role Plan administrator
Date 2024-10-09
Name of individual signing KEITH WARREN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-09
Name of individual signing KEITH WARREN
Valid signature Filed with authorized/valid electronic signature
SMITH-WARREN MANAGEMENT SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 721394176 2023-07-28 WARREN & COMPANY INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3342699990
Plan sponsor’s address 2777 ZELDA RD., MONTGOMERY, AL, 361062643

Signature of

Role Plan administrator
Date 2023-07-28
Name of individual signing KEITH WARREN
Role Employer/plan sponsor
Date 2023-07-28
Name of individual signing KEITH WARREN
WARREN & COMPANY INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 721394176 2022-09-12 WARREN & COMPANY INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3342699990
Plan sponsor’s address 2777 ZELDA RD., MONTGOMERY, AL, 361062643

Signature of

Role Plan administrator
Date 2022-09-12
Name of individual signing KEITH WARREN
Role Employer/plan sponsor
Date 2022-09-12
Name of individual signing KEITH WARREN
WARREN & COMPANY INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 721394176 2021-07-27 WARREN & COMPANY INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3342699990
Plan sponsor’s address 2777 ZELDA RD., MONTGOMERY, AL, 361062643

Signature of

Role Plan administrator
Date 2021-07-27
Name of individual signing KEITH WARREN
Role Employer/plan sponsor
Date 2021-07-27
Name of individual signing KEITH WARREN
WARREN & COMPANY INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 721394176 2020-10-01 WARREN & COMPANY INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3342699990
Plan sponsor’s address 2777 ZELDA RD., MONTGOMERY, AL, 361062643

Signature of

Role Plan administrator
Date 2020-10-01
Name of individual signing KEITH WARREN
Role Employer/plan sponsor
Date 2020-10-01
Name of individual signing KEITH WARREN
WARREN & COMPANY INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 721394176 2019-10-09 WARREN & COMPANY INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3342699990
Plan sponsor’s address 2777 ZELDA RD., MONTGOMERY, AL, 361062643

Signature of

Role Plan administrator
Date 2019-10-09
Name of individual signing KEITH WARREN
Role Employer/plan sponsor
Date 2019-10-09
Name of individual signing KEITH WARREN
WARREN & COMPANY INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 721394176 2018-10-11 WARREN & COMPANY INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3342699990
Plan sponsor’s address 2777 ZELDA RD., MONTGOMERY, AL, 361062643

Signature of

Role Plan administrator
Date 2018-10-11
Name of individual signing KEITH WARREN
Role Employer/plan sponsor
Date 2018-10-11
Name of individual signing KEITH WARREN
WARREN & COMPANY INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 721394176 2017-10-11 WARREN & COMPANY INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3342699990
Plan sponsor’s address 2777 ZELDA RD., MONTGOMERY, AL, 361062643

Signature of

Role Plan administrator
Date 2017-10-11
Name of individual signing KEITH WARREN
Role Employer/plan sponsor
Date 2017-10-11
Name of individual signing KEITH WARREN

Agent

Name Role
WARREN, KEITH E Agent

Incorporator

Name Role
WARREN, KEITH E Incorporator

Events

Event Date Event Type Old Value New Value
2021-08-31 Name Change Warren & Company, Inc. SMITH-WARREN MANAGEMENT SERVICES INC

Date of last update: 01 Aug 2024

Sources: Alabama Secretary of State