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Guthrie Whatley Financial Group, LLC

Details

Name: Guthrie Whatley Financial Group, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Dissolved
Date of registration: 16 Jan 2008 (17 years ago)
Date of dissolution: 06 Apr 2017
Entity Number: 000-415-073
Register Number: 000415073
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: 1130 SOUTH 22ND ST STE 4700BIRMINGHAM, AL 35205
Registered Office Street Address ZIP Code: 35205

Activities ANY LAWFUL ACTIVITY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GUTHRIE WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2015 261284704 2016-03-09 GUTHRIE 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 2016-03-09
Name of individual signing WARREN WHATLEY
GUTHRIE WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2014 261284704 2015-04-29 GUTHRIE 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 2059498789
Plan sponsor’s address 2 NORTH 20TH STREET, SUITE 1400, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2015-04-29
Name of individual signing SCOTT GUTHRIE
Role Employer/plan sponsor
Date 2015-04-29
Name of individual signing SCOTT GUTHRIE
GUTHRIE WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2013 261284704 2014-04-28 GUTHRIE 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 2014-04-28
Name of individual signing SCOTT GUTHRIE
GUTHRIE WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2012 261284704 2013-07-16 GUTHRIE 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 2013-07-16
Name of individual signing SCOTT GUTHRIE
GUTHRIE WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2011 261284704 2012-08-14 GUTHRIE 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 1130 SOUTH 22ND STREET, SUITE 4100, BIRMINGHAM, AL, 35205

Plan administrator’s name and address
Administrator’s EIN 261284704
Plan administrator’s name GUTHRIE WHATLEY FINANCIAL GROUP, LLC
Plan administrator’s address 1130 SOUTH 22ND STREET, SUITE 4100, BIRMINGHAM, AL, 35205
Administrator’s telephone number 2059498788

Signature of
Role Plan administrator
Date 2012-08-14
Name of individual signing SCOTT GUTHRIE
GUTHRIE WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN 2010 261284704 2011-07-14 GUTHRIE 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 1130 SOUTH 22ND STREET, SUITE 4100, BIRMINGHAM, AL, 35205

Plan administrator’s name and address
Administrator’s EIN 261284704
Plan administrator’s name GUTHRIE WHATLEY FINANCIAL GROUP, LLC
Plan administrator’s address 1130 SOUTH 22ND STREET, SUITE 4100, BIRMINGHAM, AL, 35205
Administrator’s telephone number 2059498789

Signature of
Role Plan administrator
Date 2011-07-14
Name of individual signing SCOTT GUTHRIE
GUTHRIE WHATLEY FINANCIAL GROUP,LLC 401(K) PLAN 2009 261284704 2010-06-24 GUTHRIE WHATLEY FINANCIAL GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 2059498789
Plan sponsor’s address 1130 SOUTH 22ND STREET SUITE 4100, BIRMINGHAM, AL, 35205

Plan administrator’s name and address
Administrator’s EIN 261284704
Plan administrator’s name GUTHRIE WHATLEY FINANCIAL GROUP
Plan administrator’s address 1130 SOUTH 22ND STREET SUITE 4100, BIRMINGHAM, AL, 35205
Administrator’s telephone number 2059498789

Signature of
Role Plan administrator
Date 2010-06-24
Name of individual signing SCOTT GUTHRIE
Role Employer/plan sponsor
Date 2010-06-24
Name of individual signing SCOTT GUTHRIE

Agent

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

Member

Name Role Address
WHATLEY, S WARREN JR Member 2 NORTH 20TH STREET SUITE 1400BIRMINGHAM, AL 35205
GUTHRIE, D SCOTT Member No data

Related by officers

WHATLEY, S WARREN JR

Whatley Financial Group LLC GWID, LLC

GUTHRIE, D SCOTT

GWID, LLC

Related by address

BIRMINGHAM, AL

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Date of last update: 13 Aug 2024

Sources: Alabama Secretary of State

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