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Stephen Ward & Associates, Inc.

Details

Name: Stephen Ward & Associates, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 28 Jan 2002 (23 years ago)
Entity Number: 000-220-929
Register Number: 000220929
County: Madison
Place of Formation: Madison County
Principal Address: MADISON, AL
Registered Office Street Address: 128 JETPLEX CIRCLE BLDG 2MADISON, AL 35758
Registered Office Street Address ZIP Code: 35758
Authorized Capital: $1,000
Paid Share Capital: $1,000

Activities ANY LAWFUL ACTIVITY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2018 710866494 2019-09-30 STEPHEN WARD & ASSOCIATES, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2017 710866494 2018-07-30 STEPHEN WARD & ASSOCIATES, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing STEPHEN WARD
Role Employer/plan sponsor
Date 2018-07-30
Name of individual signing TARA COLLIER
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2016 710866494 2017-09-18 STEPHEN WARD & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758

Signature of
Role Plan administrator
Date 2017-09-18
Name of individual signing STEPHEN WARD
Role Employer/plan sponsor
Date 2017-09-18
Name of individual signing TARA COLLIER
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2015 710866494 2016-07-25 STEPHEN WARD & ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2014 710866494 2015-09-29 STEPHEN WARD & ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758

Signature of
Role Plan administrator
Date 2015-09-29
Name of individual signing STEPHEN WARD
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2013 710866494 2014-09-18 STEPHEN WARD & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758

Signature of
Role Plan administrator
Date 2014-09-18
Name of individual signing STEPHEN WARD
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2012 710866494 2013-06-20 STEPHEN WARD & ASSOCIATES, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758

Signature of
Role Plan administrator
Date 2013-06-20
Name of individual signing STEPHEN WARD
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2011 710866494 2012-07-31 STEPHEN WARD & ASSOCIATES, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758

Plan administrator’s name and address
Administrator’s EIN 710866494
Plan administrator’s name STEPHEN WARD & ASSOCIATES, INC.
Plan administrator’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758
Administrator’s telephone number 2567743565

Signature of
Role Plan administrator
Date 2012-07-31
Name of individual signing STEPHEN WARD
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2011 710866494 2012-06-25 STEPHEN WARD & ASSOCIATES, INC. 19
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758

Plan administrator’s name and address
Administrator’s EIN 710866494
Plan administrator’s name STEPHEN WARD & ASSOCIATES, INC.
Plan administrator’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758
Administrator’s telephone number 2567743565

Signature of
Role Plan administrator
Date 2012-06-25
Name of individual signing STEPHEN WARD
STEPHEN WARD & ASSOCIATES, INC. 401(K) PLAN 2010 710866494 2011-08-15 STEPHEN WARD & ASSOCIATES, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-12
Business code 238100
Sponsor’s telephone number 2567743565
Plan sponsor’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758

Plan administrator’s name and address
Administrator’s EIN 710866494
Plan administrator’s name STEPHEN WARD & ASSOCIATES, INC.
Plan administrator’s address 128 JETPLEX CIRCLE, MADISON, AL, 35758
Administrator’s telephone number 2567743565

Signature of
Role Plan administrator
Date 2011-08-15
Name of individual signing STEPHEN WARD

Agent

Name Role
WARD, CHARLES STEPHEN Agent

Incorporator

Name Role
WARD, CHARLES STEPHEN Incorporator
WARD, DIANNE H Incorporator

Related by officers

WARD, CHARLES STEPHEN

Stephen Ward & Associates, L.L.C.

Related by address

MADISON, AL

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Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

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