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Capital Strategies Group, Inc.

Details

Name: Capital Strategies Group, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 31 Jul 1998 (26 years ago)
Entity Number: 000-197-208
Register Number: 000197208
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: TWO METROPLEX DR STE 111BIRMINGHAM, AL 35209
Registered Office Street Address ZIP Code: 35209
Authorized Capital: $10

Activities INSURANCE & INSURANCE RELATED FINANCIAL SERVICES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2023 631207374 2024-02-13 CAPITAL STRATEGIES GROUP, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-08-01
Business code 524210
Sponsor’s telephone number 2053972813
Plan sponsor’s address 850 SHADES CREEK PARKWAY, SUITE 300, BIRMINGHAM, AL, 35209
CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2022 631207374 2023-03-27 CAPITAL STRATEGIES GROUP, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-08-01
Business code 524210
Sponsor’s telephone number 2053972813
Plan sponsor’s address 850 SHADES CREEK PARKWAY, SUITE 300, BIRMINGHAM, AL, 35209
CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2012 631207374 2013-09-30 CAPITAL STRATEGIES GROUP, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-08-01
Business code 524210
Sponsor’s telephone number 2053972813
Plan sponsor’s mailing address 850 SHADES CREEK PARKWAY, SUITE 300, BIRMINGHAM, AL, 35209
Plan sponsor’s address 850 SHADES CREEK PARKWAY, SUITE 300, BIRMINGHAM, AL, 35209

Plan administrator’s name and address
Administrator’s EIN 631207374
Plan administrator’s name CAPITAL STRATEGIES GROUP, INC.
Plan administrator’s address 850 SHADES CREEK PARKWAY, SUITE 300, BIRMINGHAM, AL, 35209
Administrator’s telephone number 2053972813

Number of participants as of the end of the plan year
Active participants 29
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
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 33
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 2013-09-30
Name of individual signing LUCILA MCDOWELL
Valid signature Filed with authorized/valid electronic signature
CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2011 631207374 2012-10-15 CAPITAL STRATEGIES GROUP, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-08-01
Business code 524210
Sponsor’s telephone number 2053972813
Plan sponsor’s mailing address 850 SHADES CREEK PARKWAY, SUITE 300, BIRMINGHAM, AL, 35209
Plan sponsor’s address 850 SHADES CREEK PARKWAY, SUITE 300, BIRMINGHAM, AL, 35209

Plan administrator’s name and address
Administrator’s EIN 631207374
Plan administrator’s name CAPITAL STRATEGIES GROUP, INC.
Plan administrator’s address 850 SHADES CREEK PARKWAY, SUITE 300, BIRMINGHAM, AL, 35209
Administrator’s telephone number 2053972813

Number of participants as of the end of the plan year
Active participants 28
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
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 30
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 2012-10-15
Name of individual signing CLAUDETTE LOVVORN
Valid signature Filed with authorized/valid electronic signature
CAPITAL STRATEGIES GROUP, INC 401(K) PLAN 2010 631207374 2011-06-02 CAPITAL STRATEGIES GROUP, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-08-01
Business code 524210
Sponsor’s telephone number 2052632400
Plan sponsor’s address 850 SHADES CREEK PKWY STE 300, BIRMINGHAM, AL, 35209

Plan administrator’s name and address
Administrator’s EIN 631207374
Plan administrator’s name CAPITAL STRATEGIES GROUP, INC.
Plan administrator’s address 850 SHADES CREEK PKWY STE 300, BIRMINGHAM, AL, 35209
Administrator’s telephone number 2052632400

Signature of
Role Plan administrator
Date 2011-06-02
Name of individual signing CLAUDETTE LOVVORN

Agent

Name Role
KINNEBREW, LEE A Agent

Incorporator

Name Role
ROBINSON, JOHN L JR Incorporator

Events

Event Date Event Type Old Value New Value
1999-07-01 Name Merged No data Strategic Benefit Services, Inc.

Related by officers

KINNEBREW, LEE A

HKM, Inc. King's Home, Inc.

ROBINSON, JOHN L JR

Strategic Benefit Services, Inc. Robinson Investment Properties LLC Capital Strategies Group, L.L.C. Garner Properties, LLC

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TWO METROPLEX DR STE 111BIRMINGHAM, AL 35209

Blue Island Industries, Inc. New Dimensions of Birmingham, Inc., a close corporation Gieger Strategic Advisors, Inc. Capital Strategies Ventures, Inc. Butler Consulting, Inc. CapStrat Air, LLC Narrow Gate Investments, LLC CSG Air, LLC TOH Aircraft Partners, LLC

Date of last update: 01 Aug 2024

Sources: Alabama Secretary of State

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