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Bridgeworth, LLC

Details

Name: Bridgeworth, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 28 Jul 2008 (16 years ago) (Companies founded in July 2008)
Entity Number: 000-423-028
Register Number: 000423028
Historical Names: Bridgeworth Financial, LLC
ZIP code: 35223 (Companies in Jefferson, 35223)
County: Jefferson
Place of Formation: Jefferson County
Registered Office Street Address: 201 OFFICE PARK DR STE 300BIRMINGHAM, AL 35223

Activities FINANCIAL SERVICE

Central Index Key

CIK number Mailing Address Business Address Phone
1691804 101 25TH STREET NORTH, BIRMINGHAM, AL, 35203 101 25TH STREET NORTH, BIRMINGHAM, AL, 35203 205-208-8700

Filings since 2024-01-26

Form type 13F-HR
File number 028-17946
Filing date 2024-01-26
Reporting date 2023-12-31
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Filings since 2023-10-24

Form type 13F-HR
File number 028-17946
Filing date 2023-10-24
Reporting date 2023-09-30
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Filings since 2023-07-31

Form type 13F-HR
File number 028-17946
Filing date 2023-07-31
Reporting date 2023-06-30
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Filings since 2023-04-20

Form type 13F-HR
File number 028-17946
Filing date 2023-04-20
Reporting date 2023-03-31
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Filings since 2023-02-07

Form type 13F-HR
File number 028-17946
Filing date 2023-02-07
Reporting date 2022-12-31
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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
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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
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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

form 5500

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
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 101 25TH STREET NORTH, SUITE 100, BIRMINGHAM, AL, 35203
BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN 2022 263162378 2023-09-18 BRIDGEWORTH FINANCIAL, LLC 60
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 101 25TH STREET NORTH, SUITE 100, BIRMINGHAM, AL, 35203
BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN 2021 263162378 2022-07-22 BRIDGEWORTH FINANCIAL, LLC 53
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 101 25TH STREET NORTH, SUITE 100, BIRMINGHAM, AL, 35203
BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN 2020 263162378 2021-07-28 BRIDGEWORTH FINANCIAL, LLC 55
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 101 25TH STREET NORTH, SUITE 100, BIRMINGHAM, AL, 35203
BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN 2019 263162378 2020-07-20 BRIDGEWORTH FINANCIAL, LLC 52
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
BRIDGEWORTH FINANCIAL 401(K) RETIREMENT PLAN 2018 263162378 2019-07-22 BRIDGEWORTH FINANCIAL, LLC 44
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
BRIDGEWORTH FINANCIAL 401K RETIREMENT PLAN 2017 263162378 2018-07-30 BRIDGEWORTH FINANCIAL LLC 33
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
BRIDGEWORTH FINANCIAL 401K RETIREMENT PLAN 2016 263162378 2017-07-17 BRIDGEWORTH FINANCIAL LLC 33
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 2017-07-17
Name of individual signing MERCY LLOYD
BRIDGEWORTH FINANCIAL 401K RETIREMENT PLAN 2015 263162378 2016-07-25 BRIDGEWORTH FINANCIAL LLC 26
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
BRIDGEWORTH FINANCIAL 401K RETIREMENT PLAN 2014 263162378 2015-07-30 BRIDGEWORTH FINANCIAL LLC 22
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

Agent

Name Role
ZELL, DELYNN M Agent

Member

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

Events

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