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Bill Smith Wealth Management, LLC

Details

Name: Bill Smith Wealth Management, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 07 Dec 2010 (14 years ago)
Entity Number: 000-304-797
Register Number: 000304797
County: Jefferson
Place of Formation: Jefferson County
Principal Address: VESTAVIA HILLS, AL
Registered Office Street Address: 2232 GARLAND DRVESTAVIA HILLS, AL 35216
Registered Office Street Address ZIP Code: 35216

Activities MONEY MANAGEMENT SERVICES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BILL SMITH WEALTH MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLAN 2020 274173117 2021-10-15 BILL SMITH WEALTH MANAGEMENT LLC 1
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Three-digit plan number (PN) 501
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 2052064528
Plan sponsor’s address 2081 COLUMBIANA ROAD, SUITE 25, BIRMINGHAM, AL, 35216

Plan administrator’s name and address

Administrator’s EIN 834125247
Plan administrator’s name ARSENAL HEALTH LLC
Plan administrator’s address 5151 HAMPSTEAD HIGH STREET STE 200, MONTGOMERY, AL, 36116
Administrator’s telephone number 3342607774

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing THOMAS BRITT TAYLOR
BILL SMITH WEALTH MANAGEMENT LLC HEALTH AND 2019 274173117 2020-10-14 BILL SMITH WEALTH MANAGEMENT LLC 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 2052064528
Plan sponsor’s address 2081 COLUMBIANA ROAD, SUITE 25, BIRMINGHAM, AL, 35216

Plan administrator’s name and address

Administrator’s EIN 834125247
Plan administrator’s name ARSENAL HEALTH LLC
Plan administrator’s address 5151 HAMPSTEAD HIGH STREET STE 200, MONTGOMERY, AL, 36116
Administrator’s telephone number 3342607774

Signature of

Role Plan administrator
Date 2020-10-14
Name of individual signing THOMAS BRITT TAYLOR

Agent

Name Role Address
SMITH, WILLIAM E Agent 303 SOUTH MOUNTAIN DRIVETRINITY, AL 35673

Member

Name Role Address
SMITH, WILLIAM E Member 303 SOUTH MOUNTAIN DRIVETRINITY, AL 35673

Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State