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Intelus Wealth Management, LLC

Details

Name: Intelus Wealth Management, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 20 Jan 2017 (8 years ago)
Entity Number: 000-381-270
Register Number: 000381270
County: Shelby
Place of Formation: Jefferson County
Registered Office Street Address: 2127 OLD CAHABA PLACEHELENA, AL 35080
Registered Office Street Address ZIP Code: 35080

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INTELUS WEALTH MANAGEMENT LLC 401K PLAN 2023 815251084 2024-10-03 INTELUS WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2053133590
Plan sponsor’s address TWO PERIMETER PARK STREET, SUITE 410E, BIRMINGHAM, AL, 35243
INTELUS WEALTH MANAGEMENT LLC 401K PLAN 2022 815251084 2023-10-10 INTELUS WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2053133590
Plan sponsor’s address TWO PERIMETER PARK STREET, SUITE 410E, BIRMINGHAM, AL, 35243
INTELUS WEALTH MANAGEMENT LLC 401K PLAN 2021 815251084 2022-10-12 INTELUS WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2053133590
Plan sponsor’s address TWO PERIMETER PARK STREET, SUITE 410E, BIRMINGHAM, AL, 35243

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing STANLEY FUNCHES
INTELUS WEALTH MANAGEMENT LLC 401K PLAN 2020 815251084 2021-10-15 INTELUS WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2053133590
Plan sponsor’s address TWO PERIMETER PARK STREET, SUITE 410E, BIRMINGHAM, AL, 35243

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing STANLEY FUNCHES
INTELUS WEALTH MANAGEMENT LLC 401K PLAN 2019 815251084 2020-10-02 INTELUS WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2053133590
Plan sponsor’s address TWO PERIMETER PARK STREET, SUITE 410E, BIRMINGHAM, AL, 35243
INTELUS WEALTH MANAGEMENT LLC 401K PLAN 2018 815251084 2019-09-27 INTELUS WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2053133590
Plan sponsor’s address 2127 OLD CAHABA PL, HELENA, AL, 35080

Agent

Name Role
FUNCHES, STANLEY T Agent

Organizer

Name Role Address
CARLISLE, W TODD Organizer 2311 HIGHLAND AVE SBIRMINGHAM, AL 35205

Date of last update: 13 Aug 2024

Sources: Alabama Secretary of State