| Name: | Bridgeworth, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 28 Jul 2008 (16 years ago) |
| Entity Number: | 000-423-028 |
| Register Number: | 000423028 |
| Historical Names: |
Bridgeworth Financial, LLC
|
| County: | Jefferson |
| Place of Formation: | Jefferson County |
| Registered Office Street Address: | 201 OFFICE PARK DR STE 300BIRMINGHAM, AL 35223 |
| Registered Office Street Address ZIP Code: | 35223 |
Activities
FINANCIAL SERVICE
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1691804 | 101 25TH STREET NORTH, BIRMINGHAM, AL, 35203 | 101 25TH STREET NORTH, BIRMINGHAM, AL, 35203 | 205-208-8700 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2024-01-26 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-24
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2023-10-24 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-31
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2023-07-31 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-20
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2023-04-20 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-07
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2023-02-07 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-28
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2022-10-28 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-10
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2022-08-10 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-09
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2022-05-09 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-10
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2022-02-10 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-21
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2021-10-21 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-03
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2021-08-03 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-14
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2021-05-14 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-28
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2021-01-28 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-13
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2020-11-13 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-10
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2020-08-10 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-27
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2020-04-27 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-17
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2020-01-17 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-15
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2019-10-15 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-25
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2019-07-25 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-24
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2019-04-24 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-05
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2019-02-05 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-13
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2018-11-13 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-15
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2018-08-15 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-10
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2018-05-10 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-08
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2018-02-08 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-09
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2017-11-09 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-11
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2017-08-11 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-10
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2017-05-10 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-15
| Form type | 13F-HR |
| File number | 028-17946 |
| Filing date | 2017-02-15 |
| Reporting date | 2016-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN | 2023 | 263162378 | 2024-04-18 | BRIDGEWORTH FINANCIAL, LLC | 61 | |||||||||||||||||||||
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| BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN | 2022 | 263162378 | 2023-09-18 | BRIDGEWORTH FINANCIAL, LLC | 60 | |||||||||||||||||||||
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| BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN | 2021 | 263162378 | 2022-07-22 | BRIDGEWORTH FINANCIAL, LLC | 53 | |||||||||||||||||||||
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| BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN | 2020 | 263162378 | 2021-07-28 | BRIDGEWORTH FINANCIAL, LLC | 55 | |||||||||||||||||||||
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| BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN | 2019 | 263162378 | 2020-07-20 | BRIDGEWORTH FINANCIAL, LLC | 52 | |||||||||||||||||||||
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| BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN | 2018 | 263162378 | 2019-07-22 | BRIDGEWORTH FINANCIAL, LLC | 44 | |||||||||||||||||||||
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| BRIDGEWORTH FINANCIAL 401K RETIREMENT PLAN | 2017 | 263162378 | 2018-07-30 | BRIDGEWORTH FINANCIAL LLC | 33 | |||||||||||||||||||||
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| BRIDGEWORTH FINANCIAL 401K RETIREMENT PLAN | 2016 | 263162378 | 2017-07-17 | BRIDGEWORTH FINANCIAL LLC | 33 | |||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2017-07-17 |
| Name of individual signing | MERCY LLOYD |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-07-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2052088700 |
| Plan sponsor’s address | 3800 COLONNADE PKWY, SUITE 300, BIRMINGHAM, AL, 35243 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-25 |
| Name of individual signing | MERCY LLOYD |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-07-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2052088700 |
| Plan sponsor’s address | 3800 COLONNADE PKWY, SUITE 300, BIRMINGHAM, AL, 35243 |
Signature of
| Role | Plan administrator |
| Date | 2015-07-30 |
| Name of individual signing | MERCY LLOYD |
| Name | Role |
|---|---|
| ZELL, DELYNN M | Agent |
| Name | Role | Address |
|---|---|---|
| GOLDBERG, LAWRENCE | Member | No data |
| HARRIS, D WAYNE | Member | No data |
| HEFFERLY, KATHRYN W | Member | No data |
| WARE, HENRY B | Member | 3800 COLONADE PARKWAY, SUITE 300BIRMINGHAM, AL 35243 |
| TUCKER, JACQUELINE | Member | 1808 BEAVER CREEK ROADSWEET WATER, AL 36782 |
| ZELL, DELYNN M | Member | No data |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2012-12-17 | Name Change | Bridgeworth Financial, LLC | Bridgeworth, LLC |
Date of last update: 13 Aug 2024
Sources: Alabama Secretary of State
