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IRA Innovations, LLC

Details

Name: IRA Innovations, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 10 Apr 2003 (22 years ago) (Companies founded in April 2003)
Entity Number: 000-228-542
Register Number: 000228542
Historical Names: Entrust Administration of the Southeast, Inc.
IRA Innovations, Inc.
ZIP code: 35244 (Companies in Jefferson, 35244)
County: Jefferson
Place of Formation: Shelby County
Principal Address: 5184 CALDWELL MILL RD STE 204-303BIRMINGHAM, AL 35244
Registered Office Street Address: 100 CONCOURSE PKWY, STE. 170BIRMINGHAM, AL 35244
Registered Office Mailing Address: PO BOX 360750BIRMINGHAM, AL 35236

Activities CUSTODIAL/TRUSTEE SVC FOR SELF-DIRECTED IRA/PROFIT SHARING PLANS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IRA INNOVATIONS LLC 401(K) PSP 2023 900077915 2024-05-29 IRA INNOVATIONS, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY , STE. 170, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing C. MICHAEL TODD
IRA INNOVATIONS LLC 401(K) PSP 2022 900077915 2024-05-29 IRA INNOVATIONS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY , STE. 170, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing C. MICHAEL TODD
IRA INNOVATIONS LLC 401(K) PSP 2022 900077915 2023-09-28 IRA INNOVATIONS, LLC 14
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY , STE. 170, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2023-09-28
Name of individual signing C. MICHAEL TODD
IRA INNOVATIONS LLC 401(K) PSP 2021 900077915 2023-11-01 IRA INNOVATIONS, LLC 14
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY , STE. 170, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2023-11-01
Name of individual signing C. MICHAEL TODD
IRA INNOVATIONS LLC 401(K) PSP 2021 900077915 2024-05-29 IRA INNOVATIONS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY , STE. 170, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing C. MICHAEL TODD
IRA INNOVATIONS LLC 401(K) PSP 2021 900077915 2022-10-14 IRA INNOVATIONS, LLC 14
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY , STE. 170, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing C. MICHAEL TODD
IRA INNOVATIONS LLC 401(K) PSP 2020 900077915 2023-12-07 IRA INNOVATIONS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY, SUITE 170, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2023-12-07
Name of individual signing C. MICHAEL TODD
IRA INNOVATIONS LLC 401(K) PSP 2020 900077915 2021-10-14 IRA INNOVATIONS, LLC 12
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY, SUITE 170, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2021-10-14
Name of individual signing C. MICHAEL TODD
IRA INNOVATIONS LLC 401(K) PSP 2019 900077915 2020-10-14 IRA INNOVATIONS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY, SUITE 170, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing WILLIAM P GULAS
IRA INNOVATIONS LLC 401(K) PSP 2018 900077915 2019-10-08 IRA INNOVATIONS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2059850860
Plan sponsor’s address 100 CONCOURSE PARKWAY, SUITE 170, BIRMINGHAM, AL, 35244

Signature of
Role Plan administrator
Date 2019-10-08
Name of individual signing BILL GULAS

Member

Name Role Address
C. Michael Todd Member 100 Concourse PkwyBirmingham,, AL 35244

Organizer

Name Role Address
GULAS, WILLIAM P Organizer 5184 CALDWELL MILL RD STE 204-303BIRMINGHAM, AL 35244
LEARA, STEPHEN P Organizer 2200 WOODCREST PLACE SUITE 310BIRMINGHAM, AL 35209

Agent

Name Role
CHRISTINA BABINEAUX Agent

Events

Event Date Event Type Old Value New Value
2012-12-31 Name Change IRA Innovations, Inc. IRA Innovations, LLC
2011-12-12 Name Change Entrust Administration of the Southeast, Inc. IRA Innovations, Inc.
2011-12-05 Name Merged No data Entrust Tennessee, Inc.

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GULAS, WILLIAM P

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LEARA, STEPHEN P

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Related by address

No related companies by address

Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

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