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Windham Financial Group, PC

Details

Name: Windham Financial Group, PC
Jurisdiction: Alabama
Legal type: Domestic Professional Corporation
Status: Exists
Date of registration: 10 Dec 2013 (11 years ago) (Companies founded in December 2013)
Entity Number: 000-292-834
Register Number: 000292834
ZIP code: 35071 (Companies in Jefferson, 35071)
County: Jefferson
Place of Formation: Jefferson County
Principal Address: 1420 NORTHBROOK DRIVEGARDENDALE, AL 35071
Registered Office Street Address: 2841 RIDGE PARKWAYTRUSSVILLE, AL 35173
Authorized Capital: 100 @ $0.01 PV

Activities ACCOUNTING/BOOKKEEPING

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WINDHAM FINANCIAL GROUP, PC 401(K) PLAN 2023 464341407 2024-06-25 WINDHAM FINANCIAL GROUP, PC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2056313244
Plan sponsor’s address 1420 NORTHBROOK DRIVE, SUITE 104, GARDENDALE, AL, 35071
WINDHAM FINANCIAL GROUP, PC 401(K) PLAN 2022 464341407 2023-06-06 WINDHAM FINANCIAL GROUP, PC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2056313244
Plan sponsor’s address 1420 NORTHBROOK DRIVE, SUITE 104, GARDENDALE, AL, 35071
WINDHAM FINANCIAL GROUP, PC 401(K) PLAN 2021 464341407 2022-05-17 WINDHAM FINANCIAL GROUP, PC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2056313244
Plan sponsor’s address 1420 NORTHBROOK DRIVE, SUITE 104, GARDENDALE, AL, 35071
WINDHAM FINANCIAL GROUP, PC 401(K) PLAN 2020 464341407 2021-06-28 WINDHAM FINANCIAL GROUP, PC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2056313244
Plan sponsor’s address 1420 NORTHBROOK DRIVE, SUITE 104, GARDENDALE, AL, 35071
WINDHAM FINANCIAL GROUP, PC 401(K) PLAN 2019 464341407 2020-07-01 WINDHAM FINANCIAL GROUP, PC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2056313244
Plan sponsor’s address 1420 NORTHBROOK DRIVE, SUITE 104, GARDENDALE, AL, 35071
WINDHAM FINANCIAL GROUP, PC 401(K) PLAN 2018 464341407 2019-06-19 WINDHAM FINANCIAL GROUP, PC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2056313244
Plan sponsor’s address 1420 NORTHBROOK DRIVE, SUITE 104, GARDENDALE, AL, 35071
WINDHAM FINANCIAL GROUP, PC 401(K) PLAN 2017 464341407 2018-07-02 WINDHAM FINANCIAL GROUP, PC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2056313244
Plan sponsor’s address 1420 NORTHBROOK DRIVE, SUITE 104, GARDENDALE, AL, 35071
WINDHAM FINANCIAL GROUP, PC 401(K) PLAN 2016 464341407 2017-05-10 WINDHAM FINANCIAL GROUP, PC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2056313244
Plan sponsor’s address 1420 NORTHBROOK DRIVE, SUITE 104, GARDENDALE, AL, 35071
WINDHAM FINANCIAL GROUP, PC 401(K) PLAN 2015 464341407 2016-02-24 WINDHAM FINANCIAL GROUP, PC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2056313244
Plan sponsor’s address 1420 NORTHBROOK DRIVE, SUITE 104, GARDENDALE, AL, 35071

Agent

Name Role Address
WINDHAM, MARISA C Agent 1420 NORTHBROOK DRIVEGARDENDALE, AL 35071

Director

Name Role Address
WINDHAM, PAUL R Director 1420 NORTHBROOK DRIVEGARDENDALE, AL 35071
WINDHAM, MARISA C Director 1420 NORTHBROOK DRIVEGARDENDALE, AL 35071

Incorporator

Name Role Address
LEGALZOOM.COM INC Incorporator 101 N BRAND BLVD 10TH FLOORGLENDALE, CA 91203

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Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

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