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Meridiem Advisory Group, LLC

Details

Name: Meridiem Advisory Group, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 13 Aug 2004 (20 years ago) (Companies founded in August 2004)
Entity Number: 000-454-261
Register Number: 000454261
Historical Names: Cook Phillips, L.L.C.
Gateway Partners, LLC
ZIP code: 36117 (Companies in Montgomery, 36117)
County: Montgomery
Place of Formation: Montgomery County
Registered Office Street Address: 6925-B HALCYON PARK DRIVEMONTGOMERY, AL 36117

Activities ACT AS BROKERAGE FACILITATOR

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MERIDIEM ADVISORY GROUP, LLC 401(K) PLAN 2023 201475050 2024-06-14 MERIDIEM ADVISORY GROUP, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 3344811400
Plan sponsor’s address 6925-B HALCYON PARK DRIVE, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2024-06-14
Name of individual signing TRIP PHILLIPS
GATEWAY PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2022 201475050 2023-08-23 GATEWAY PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 3344811400
Plan sponsor’s address 6925-B HALCYON PARK DRIVE, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2023-08-23
Name of individual signing TRIP PHILLIPS
GATEWAY PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2021 201475050 2022-06-28 GATEWAY PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 3344811400
Plan sponsor’s address 6925-B HALCYON PARK DRIVE, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2022-06-28
Name of individual signing TRIP PHILLIPS

Agent

Name Role
PHILLIPS, MABRY S. III Agent

Member

Name Role Address
COOK, C PENTON Member No data
PHILLIPS, MABRY S III Member 8261 MOSSY OAK DRMONTGOMERY, AL 36117

Events

Event Date Event Type Old Value New Value
2023-03-15 Name Change Gateway Partners, LLC Meridiem Advisory Group, LLC
2016-01-06 Name Change Cook Phillips, L.L.C. Gateway Partners, LLC

Date of last update: 13 Aug 2024

Sources: Alabama Secretary of State