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Kelley & Mullis Wealth Management, Inc.

Details

Name: Kelley & Mullis Wealth Management, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 29 Dec 2000 (24 years ago)
Entity Number: 000-214-060
Register Number: 000214060
Historical Names: Kelley, Kyzer & Mullis, Inc.
County: Shelby
Place of Formation: Jefferson County
Principal Address: VESTAVIA HILLS, AL
Registered Office Street Address: 2008 STONEGATE TRAIL #112VESTAVIA HILLS, AL 35242
Registered Office Street Address ZIP Code: 35242
Authorized Capital: $1,000

Activities PROVIDE FINANCIAL SERVICES/FINANCIAL PLANNING/LIFE INSURANCE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2023 631265313 2024-04-22 KELLEY & MULLIS WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 523900
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242

Signature of
Role Plan administrator
Date 2024-04-22
Name of individual signing MELISSA BROWN
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2022 631265313 2023-06-06 KELLEY & MULLIS WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 523900
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242

Signature of
Role Plan administrator
Date 2023-06-06
Name of individual signing MELISSA BROWN
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2021 631265313 2022-03-23 KELLEY & MULLIS WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 523900
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242

Signature of
Role Plan administrator
Date 2022-03-23
Name of individual signing MELISSA BROWN
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2020 631265313 2021-04-30 KELLEY & MULLIS WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 523900
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242

Signature of
Role Plan administrator
Date 2021-04-30
Name of individual signing MELISSA BROWN
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2019 631265313 2020-05-20 KELLEY & MULLIS WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 523900
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242

Signature of
Role Plan administrator
Date 2020-05-20
Name of individual signing MELISSA BROWN
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2018 631265313 2019-05-02 KELLEY & MULLIS WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 523900
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242

Signature of
Role Plan administrator
Date 2019-05-02
Name of individual signing MELISSA BROWN
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2017 631265313 2018-04-19 KELLEY & MULLIS WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 523900
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242

Signature of
Role Plan administrator
Date 2018-04-19
Name of individual signing MELISSA BROWN
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2016 631265313 2017-02-07 KELLEY & MULLIS WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 523900
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242

Signature of
Role Plan administrator
Date 2017-02-07
Name of individual signing MELISSA BROWN
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2015 631265313 2016-06-15 KELLEY & MULLIS WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 523900
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242
KELLEY & MULLIS WEALTH MANAGEMENT 401K PLAN 2014 631265313 2015-06-03 KELLEY & MULLIS WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 812990
Sponsor’s telephone number 2057338006
Plan sponsor’s address 2008 STONEGATE TRAIL, STE. 112, VESTAVIA HILLS, AL, 35242

Signature of
Role Plan administrator
Date 2015-06-03
Name of individual signing MICHAEL MULLIS

Agent

Name Role Address
MULLIS, MICHAEL E Agent 987 COBBLE CREEK DRBIRMINGHAM, AL 35226

Incorporator

Name Role Address
BRYANT, WILLIAM J Incorporator 2000 SOUTHBRIDGE PARKWAY STE 500BIRMINGHAM, AL 35209

Events

Event Date Event Type Old Value New Value
2010-07-23 Name Change Kelley, Kyzer & Mullis, Inc. Kelley & Mullis Wealth Management, Inc.

Related by officers

MULLIS, MICHAEL E

Mullis Real Estate, LLC Davis and Mullis, LLC M & M, LLC Mullis & Mullis Properties, LLC

BRYANT, WILLIAM J

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Date of last update: 01 Aug 2024

Sources: Alabama Secretary of State

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