| Name: | Team Wealth Solutions, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 11 Sep 2001 (23 years ago) (Companies founded in September 2001) |
| Entity Number: | 000-218-731 |
| Register Number: | 000218731 |
| Historical Names: |
Chatham Financial Management, Inc.
Team Wealth Solutions, Inc. |
| ZIP code: | 35976 (Companies in Marshall, 35976) |
| County: | Marshall |
| Place of Formation: | Marshall County |
| Registered Office Street Address: | 400 GUNTER AVENUEGUNTERSVILLE, AL 35976 |
Activities
PROVIDE FINANCIAL/RELATED SERVICES
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TEAM WEALTH SOLUTIONS 401(K) PLAN | 2023 | 832474007 | 2024-10-07 | TEAM WEALTH SOLUTIONS | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-10-07 |
| Name of individual signing | ADAM O'SHIELDS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2565719797 |
| Plan sponsor’s address | 400 GUNTER AVENUE, GUNTERSVILLE, AL, 35976 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-12 |
| Name of individual signing | ADAM O'SHIELDS |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2565719797 |
| Plan sponsor’s address | 400 GUNTER AVENUE, GUNTERSVILLE, AL, 35976 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-17 |
| Name of individual signing | ADAM O'SHIELDS |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2565719797 |
| Plan sponsor’s address | 400 GUNTER AVENUE, GUNTERSVILLE, AL, 35976 |
Signature of
| Role | Plan administrator |
| Date | 2021-10-11 |
| Name of individual signing | ADAM O'SHIELDS |
| Name | Role | Address |
|---|---|---|
| O'SHIELDS, ADAM | Agent | 429 A GUNTER AVENUEGUNTERSVILLE, AL 35976 |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2017-12-26 | Name Change | Team Wealth Solutions, Inc. | Team Wealth Solutions, LLC |
| 2009-03-09 | Name Change | Chatham Financial Management, Inc. | Team Wealth Solutions, Inc. |
Date of last update: 01 Aug 2024
Sources: Alabama Secretary of State
