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Whatley Financial Group LLC

Details

Name: Whatley Financial Group LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 11 Jan 2016 (9 years ago) (Companies founded in January 2016)
Entity Number: 000-356-712
Register Number: 000356712
ZIP code: 35205 (Companies in Jefferson, 35205)
County: Jefferson
Place of Formation: Jefferson County
Registered Office Street Address: 2 NORTH 20TH STREET SUITE 1400BIRMINGHAM, AL 35205

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WHATLEY FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN 2023 811039988 2024-10-10 WHATLEY FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2024-10-10
Name of individual signing WARREN WHATLEY
Valid signature Filed with authorized/valid electronic signature
WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2023 811039988 2024-10-02 WHATLEY FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET, SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2024-10-02
Name of individual signing WARREN WHATLEY
Valid signature Filed with authorized/valid electronic signature
WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2022 811039988 2023-08-22 WHATLEY FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET, SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2023-08-22
Name of individual signing WARREN WHATLEY
WHATLEY FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN 2022 811039988 2023-10-09 WHATLEY FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2023-10-09
Name of individual signing WARREN WHATLEY
WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2021 811039988 2022-07-11 WHATLEY FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET, SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2022-07-11
Name of individual signing WARREN WHATLEY
Role Employer/plan sponsor
Date 2022-07-11
Name of individual signing WARREN WHATLEY
WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2020 811039988 2021-07-12 WHATLEY FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET, SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing WARREN WHATLEY
WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2019 811039988 2020-07-14 WHATLEY FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET, SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing WARREN WHATLEY
Role Employer/plan sponsor
Date 2020-07-14
Name of individual signing WARREN WHATLEY
WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2018 811039988 2019-07-16 WHATLEY FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET, SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2019-07-16
Name of individual signing WARREN WHATLEY
Role Employer/plan sponsor
Date 2019-07-16
Name of individual signing WARREN WHATLEY
WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2017 261284704 2018-03-01 WHATLEY FINANCIAL GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET, SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2018-03-01
Name of individual signing WARREN WHATLEY
WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2016 261284704 2017-04-21 WHATLEY FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059498788
Plan sponsor’s address 2 NORTH 20TH STREET, SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2017-04-21
Name of individual signing WARREN WHATLEY

Agent

Name Role
WHATLEY, S W JR Agent

Organizer

Name Role Address
WHATLEY, S WARREN JR Organizer 2 NORTH 20TH STREET SUITE 1400BIRMINGHAM, AL 35205

Related by officers

WHATLEY, S WARREN JR

Guthrie Whatley Financial Group, LLC GWID, LLC

Related by address

No related companies by address

Date of last update: 03 Aug 2024

Sources: Alabama Secretary of State

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