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Holman, Whatley & Associates, Inc.

Details

Name: Holman, Whatley & Associates, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 10 Sep 2003 (21 years ago) (Companies founded in September 2003)
Entity Number: 000-230-902
Register Number: 000230902
Historical Names: Holman Financial Advisors, Inc.
ZIP code: 36303 (Companies in Houston, 36303)
County: Houston
Place of Formation: Houston County
Principal Address: DOTHAN, AL
Registered Office Street Address: 2431 W MAIN ST STE 603DOTHAN, AL 36303
Authorized Capital: 1,000 NPV

Activities OWN/CONTROL/OPERATE A FINANCIAL ADVISING/CONSULTING BUSINESS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HOLMAN FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN 2010 200244130 2011-04-25 HOLMAN FINANCIAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5132634696
Plan sponsor’s address 200 GROVE PARK LANE, SUITE 100, DOTHAN, AL, 363055912

Plan administrator’s name and address

Administrator’s EIN 200244130
Plan administrator’s name HOLMAN FINANCIAL ADVISORS, INC.
Plan administrator’s address 200 GROVE PARK LANE, SUITE 100, DOTHAN, AL, 363055912
Administrator’s telephone number 5132634696

Signature of

Role Plan administrator
Date 2011-04-25
Name of individual signing ANSLEY E. WHATLEY, III
HOLMAN FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN 2009 200244130 2010-10-14 HOLMAN FINANCIAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5132634696
Plan sponsor’s address 200 GROVE PARK LANE, SUITE 100, DOTHAN, AL, 363055912

Plan administrator’s name and address

Administrator’s EIN 200244130
Plan administrator’s name HOLMAN FINANCIAL ADVISORS, INC.
Plan administrator’s address 200 GROVE PARK LANE, SUITE 100, DOTHAN, AL, 363055912
Administrator’s telephone number 5132634696

Signature of

Role Plan administrator
Date 2010-10-14
Name of individual signing ANSLEY E. WHATLEY, III

Agent

Name Role
HOLMAN, ANN S Agent

Incorporator

Name Role
HOLMAN, ANN S Incorporator

Events

Event Date Event Type Old Value New Value
2008-01-30 Name Change Holman Financial Advisors, Inc. Holman, Whatley & Associates, Inc.

Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State