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BOLI Portfolio Strategies, Inc.

Details

Name: BOLI Portfolio Strategies, Inc.
Jurisdiction: Alabama
Legal type: Foreign Corporation
Status: Exists
Date of registration: 22 Apr 2009 (16 years ago)
Entity Number: 000-260-726
Register Number: 000260726
County: Jefferson
Place of Formation: Georgia
Principal Address: 2693 ALTA GLEN DRIVEBIRMINGHAM, AL 35243
Principal Address ZIP Code: 35243
Registered Office Street Address: 5104 SKYLARK DRIVEBIRMINGHAM, AL 35242
Registered Office Street Address ZIP Code: 35242
Authorized Capital: $10,000

Activities DESIGN/IMPLEMENT/FINANCE NONQUALIFIED EXECUTIVE BENEFITS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2022 264723216 2023-01-19 BOLI PORTFOLIO STRATEGIES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2023-01-19
Name of individual signing DONNA SCROGGINS
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2021 264723216 2022-07-18 BOLI PORTFOLIO STRATEGIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing DONNA SCROGGINS
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2020 264723216 2021-08-13 BOLI PORTFOLIO STRATEGIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2021-08-13
Name of individual signing DONNA SCROGGINS
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2019 264723216 2020-10-05 BOLI PORTFOLIO STRATEGIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2020-10-05
Name of individual signing DONNA SCROGGINS
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2018 264723216 2019-10-08 BOLI PORTFOLIO STRATEGIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 264723216
Plan administrator’s name BOLI PORTFOLIO STRATEGIES, INC.
Plan administrator’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2059683255

Signature of
Role Plan administrator
Date 2019-10-08
Name of individual signing DONNA SCROGGINS
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2017 264723216 2018-07-31 BOLI PORTFOLIO STRATEGIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 264723216
Plan administrator’s name BOLI PORTFOLIO STRATEGIES, INC.
Plan administrator’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2059683255
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2016 264723216 2017-07-25 BOLI PORTFOLIO STRATEGIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 264723216
Plan administrator’s name BOLI PORTFOLIO STRATEGIES, INC.
Plan administrator’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2059683255

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing DONNA SCROGGINS
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2015 264723216 2016-07-28 BOLI PORTFOLIO STRATEGIES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 264723216
Plan administrator’s name BOLI PORTFOLIO STRATEGIES, INC.
Plan administrator’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2059683255

Signature of
Role Plan administrator
Date 2016-07-28
Name of individual signing DONNA SCROGGINS
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2014 264723216 2015-10-12 BOLI PORTFOLIO STRATEGIES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 264723216
Plan administrator’s name BOLI PORTFOLIO STRATEGIES, INC.
Plan administrator’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2059683255

Signature of
Role Plan administrator
Date 2015-10-12
Name of individual signing WILLIAM W. CUNNINGHAM III
BOLI PORTFOLIO STRATEGIES, INC. 401(K) PLAN 2013 264723216 2014-10-09 BOLI PORTFOLIO STRATEGIES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2059683255
Plan sponsor’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 264723216
Plan administrator’s name BOLI PORTFOLIO STRATEGIES, INC.
Plan administrator’s address 2693 ALTA GLEN DRIVE, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2059683255

Signature of
Role Plan administrator
Date 2014-10-09
Name of individual signing WILLIAM W. CUNNINGHAM III

Agent

Name Role
DONNA SCROGGINS Agent

Incorporator

Name Role Address
CUNNINGHAM, WILLIAM WELDON III Incorporator No data
MILLER, BRIAN Incorporator 6610 VAUGHN RDMONTGOMERY, AL 36116

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2693 ALTA GLEN DRIVEBIRMINGHAM, AL 35243

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Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

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