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Lentz Financial Services, Inc.

Details

Name: Lentz Financial Services, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 21 Jun 2006 (18 years ago)
Entity Number: 000-247-912
Register Number: 000247912
County: Morgan
Place of Formation: Morgan County
Registered Office Street Address: 2130 6TH AVE SE STE 309DECATUR, AL 35601
Registered Office Street Address ZIP Code: 35601
Principal Address: DECATUR, AL
Authorized Capital: $100

Activities GENERAL INVESTMENT/MANAGEMENT ADVISORY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2023 205100419 2024-05-17 LENTZ FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2024-05-17
Name of individual signing TRACY LENTZ
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2022 205100419 2023-04-19 LENTZ FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2023-04-19
Name of individual signing TRACY LENTZ
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2021 205100419 2022-05-03 LENTZ FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2022-05-03
Name of individual signing TRACY LENTZ
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2020 205100419 2021-06-16 LENTZ FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2021-06-16
Name of individual signing TRACY LENTZ
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2019 205100419 2020-05-04 LENTZ FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2020-05-04
Name of individual signing TRACY LENTZ
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2018 205100419 2019-04-24 LENTZ FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2019-04-24
Name of individual signing TRACY LENTZ
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2017 205100419 2018-05-02 LENTZ FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2018-05-02
Name of individual signing TRACY LENTZ
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2016 205100419 2017-04-19 LENTZ FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2017-04-19
Name of individual signing TRACY LENTZ
Role Employer/plan sponsor
Date 2017-04-19
Name of individual signing TRACY LENTZ
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2015 205100419 2016-06-21 LENTZ FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2016-06-02
Name of individual signing TRACY LENTZ
Role Employer/plan sponsor
Date 2016-06-02
Name of individual signing TRACY LENTZ
LENTZ FINANCIAL SERVICES, INC. 401K PLAN 2014 205100419 2015-10-06 LENTZ FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2563089766
Plan sponsor’s address 2205 GRAHAM AVENUE, SW, SUITE B, DECATUR, AL, 35601

Signature of
Role Plan administrator
Date 2015-10-06
Name of individual signing TRACY LENTZ
Role Employer/plan sponsor
Date 2015-10-06
Name of individual signing TRACY LENTZ

Agent

Name Role
LENTZ, TRACY L Agent

Incorporator

Name Role
LENTZ, TRACY L Incorporator

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LENTZ, TRACY L

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Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

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