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Pivotal Finance, LLC

Details

Name: Pivotal Finance, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 14 Dec 2015 (9 years ago)
Entity Number: 000-374-915
Register Number: 000374915
Historical Names: Walton Point Management Services LLC
Walton Point Management Services, LLC
County: Lee
Place of Formation: Alabama
Principal Address: 1922 Professional Circle STE 100Auburn, AL 36830
Principal Address ZIP Code: 36830
Registered Office Street Address: 1922 Professional CircleAuburn, AL 36830
Registered Office Street Address ZIP Code: 36830

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PIVOTAL FINANCE 401(K) PLAN 2023 364829418 2024-05-22 PIVOTAL FINANCE 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 522300
Sponsor’s telephone number 3344729490
Plan sponsor’s address 2372 E UNIVERSITY DR, SUITE 200, AUBURN, AL, 36830

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 2024-05-22
Name of individual signing QIAN LIU
PIVOTAL FINANCE 401(K) PLAN 2022 364829418 2023-10-01 PIVOTAL FINANCE 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 522300
Sponsor’s telephone number 3344729490
Plan sponsor’s address 2372 E UNIVERSITY DR, SUITE 200, AUBURN, AL, 36830

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 2023-09-30
Name of individual signing CHRISTINE RIMER
PIVOTAL FINANCE 401(K) PLAN 2021 364829418 2022-05-19 PIVOTAL FINANCE 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 522300
Sponsor’s telephone number 3344729490
Plan sponsor’s address 1922 PROFESSIONAL CIR, SUITE 100, AUBURN, AL, 36830

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing CHRISTINE RIMER
PIVOTAL FINANCE 401(K) PLAN 2020 364829418 2021-05-28 PIVOTAL FINANCE 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 522300
Sponsor’s telephone number 3344729490
Plan sponsor’s address 1922 PROFESSIONAL CIR, SUITE 100, AUBURN, AL, 36830

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-05-28
Name of individual signing CAROL HO

Agent

Name Role
Sanders, C Shane Agent

Member

Name Role Address
STONECREST PARTNERS LLC Member 1042 GREYSTONE CRESTBIRMINGHAM, AL 35242
SANDERS & ASSOCIATES LLC Member 530 ORIOLE CIRAUBURN, AL 36830
CRAFT ADVISORY SERVICES LLC Member 2473 GLENN BROOKE DRAUBURN, AL 36830
HKS3 HOLDINGS LLC Member 76 JACK KNIFE DRROSEMARY BEACH, FL 32461

Events

Event Date Event Type Old Value New Value
2021-11-16 Name Change Walton Point Management Services, LLC Pivotal Finance, LLC
2021-07-20 Name Change Walton Point Management Services LLC Walton Point Management Services, LLC

Date of last update: 13 Aug 2024

Sources: Alabama Secretary of State