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Grandview Financial Group, Inc.

Details

Name: Grandview Financial Group, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 08 Jan 2008 (17 years ago) (Companies founded in January 2008)
Entity Number: 000-255-729
Register Number: 000255729
ZIP code: 35243 (Companies in Jefferson, 35243)
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: 3168 CAHABA HEIGHTS ROADBIRMINGHAM, AL 35243
Authorized Capital: $1,000

Activities ANY LAWFUL ACTIVITY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GRANDVIEW FINANCIAL GROUP 401(K) PLAN 2023 261602764 2024-07-19 GRANDVIEW FINANCIAL GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 523900
Sponsor’s telephone number 2052621120
Plan sponsor’s address 3168 CAHABA HEIGHTS ROAD, VESTAVIA HILLS, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-07-19
Name of individual signing QIAN LIU
GRANDVIEW FINANCIAL (WELFARE PLAN) 2022 261602764 2023-07-27 GRANDVIEW FINANCIAL GROUP INC 2
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2019-07-01
Business code 525990
Sponsor’s telephone number 2052621120
Plan sponsor’s address 2 PERIMETER PARK SOUTH, STE 310E, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of
Role Plan administrator
Date 2023-07-19
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2023-07-19
Name of individual signing W. HAL SHEPHERD
GRANDVIEW FINANCIAL (WELFARE PLAN) 2021 261602764 2022-07-29 GRANDVIEW FINANCIAL GROUP INC 2
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2019-07-01
Business code 525990
Sponsor’s telephone number 2052621120
Plan sponsor’s address 2 PERIMETER PARK SOUTH, STE 310E, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of
Role Plan administrator
Date 2022-07-21
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2022-07-21
Name of individual signing W. HAL SHEPHERD
GRANDVIEW FINANCIAL (WELFARE PLAN) 2020 261602764 2021-07-25 GRANDVIEW FINANCIAL GROUP INC 4
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2019-07-01
Business code 525990
Sponsor’s telephone number 2052621120
Plan sponsor’s address 2 PERIMETER PARK SOUTH, STE 310E, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO LLC
Plan administrator’s address 2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243
Administrator’s telephone number 8669665457

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2021-07-20
Name of individual signing W. HAL SHEPHERD
GRANDVIEW FINANCIAL (WELFARE PLAN) 2019 261602764 2020-07-30 GRANDVIEW FINANCIAL GROUP INC 0
File View Page
Three-digit plan number (PN) 951
Effective date of plan 2019-07-01
Business code 525990
Sponsor’s telephone number 2052621120
Plan sponsor’s address 2 PERIMETER PARK SOUTH, STE 310E, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 472506773
Plan administrator’s name KENNION & CO LLC
Plan administrator’s address 800 CORPORATE PKWY STE 100, BIRMINGHAM, AL, 35242
Administrator’s telephone number 8669665457

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing W. HAL SHEPHERD
Role Employer/plan sponsor
Date 2020-07-30
Name of individual signing W. HAL SHEPHERD
GRANDVIEW FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 010677190 2011-10-14 GRANDVIEW FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address TWO PERIMETER PARK S, STE 310E, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 010677190
Plan administrator’s name GRANDVIEW FINANCIAL GROUP, INC.
Plan administrator’s address TWO PERIMETER PARK S, STE 310E, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2052621120

Signature of
Role Plan administrator
Date 2011-10-14
Name of individual signing ROBERT R. STRAKA
GRANDVIEW FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 010677190 2010-06-25 GRANDVIEW FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address TWO PERIMETER PARK S, STE 310E, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 010677190
Plan administrator’s name GRANDVIEW FINANCIAL GROUP, INC.
Plan administrator’s address TWO PERIMETER PARK S, STE 310E, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2052621120

Signature of
Role Plan administrator
Date 2010-06-24
Name of individual signing ROBERT R. STRAKA

Agent

Name Role Address
MORGAN, KELLY Agent TWO PERIMETER SOUTH SUITE 310-EBIRMINGHAM, AL 35243

Incorporator

Name Role Address
STRAKA, ROBERT R Incorporator TWO PERIMETER PARK SOUTH STE 310-EBIRMINGHAM, AL 35243

Related by officers

MORGAN, KELLY

Grandview Properties, LLC

STRAKA, ROBERT R

Robert Straka Associates, Inc. Grandview Properties, LLC Grandview Properties, LLC Grandview Financial Group, LLC

Related by address

BIRMINGHAM, AL

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3168 CAHABA HEIGHTS ROADBIRMINGHAM, AL 35243

Grandview Properties, LLC Grandview Financial Group, LLC

Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

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