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fi-plan partners llc

Details

Name: fi-plan partners llc
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 18 Feb 2005 (20 years ago) (Companies founded in February 2005)
Entity Number: 000-460-726
Register Number: 000460726
ZIP code: 35203 (Companies in Jefferson, 35203)
County: Jefferson
Place of Formation: Jefferson County
Registered Office Street Address: 1801 FIFTH AVENUE NORTH STE 400BIRMINGHAM, AL 35203

Activities OWN/OPERATE FINANCIAL SERVICES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FI-PLAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 202099454 2024-05-15 FI-PLAN PARTNERS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059893498
Plan sponsor’s address 5825 FELDSPAR WAY, HOOVER, AL, 352444503

Plan administrator’s name and address
Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of
Role Plan administrator
Date 2024-05-15
Name of individual signing ERISA FIDUCIARY SERVICES
FI-PLAN PARTNERS 401(K) PLAN 2022 202099454 2023-06-20 FI-PLAN PARTNERS 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059897975
Plan sponsor’s address 505 RUSSET BEND DRIVE, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2023-06-20
Name of individual signing GREGORY POWELL
FI-PLAN PARTNERS 401(K) PLAN 2021 202099454 2022-06-27 FI-PLAN PARTNERS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059897975
Plan sponsor’s address 505 RUSSET BEND DRIVE, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2022-06-27
Name of individual signing GREGORY POWELL
FI-PLAN PARTNERS 401(K) PLAN 2020 202099454 2021-06-19 FI-PLAN PARTNERS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059897975
Plan sponsor’s address 505 RUSSET BEND DRIVE, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2021-06-19
Name of individual signing GREGORY POWELL
FI-PLAN PARTNERS 401(K) PLAN 2019 202099454 2020-07-09 FI-PLAN PARTNERS 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059897975
Plan sponsor’s address 505 RUSSET BEND DRIVE, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2020-07-09
Name of individual signing GREGORY POWELL
FI-PLAN PARTNERS 401(K) PLAN 2018 202099454 2019-07-03 FI-PLAN PARTNERS 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059897975
Plan sponsor’s address 505 RUSSET BEND DRIVE, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2019-07-03
Name of individual signing GREGORY POWELL
FI-PLAN PARTNERS 401(K) PLAN 2017 202099454 2018-10-01 FI-PLAN PARTNERS 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059897975
Plan sponsor’s address 505 RUSSET BEND DRIVE, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2018-10-01
Name of individual signing GREGORY POWELL
FI-PLAN PARTNERS 401(K) PLAN 2016 202099454 2017-09-25 FI-PLAN PARTNERS 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059897975
Plan sponsor’s address 505 RUSSET BEND DRIVE, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2017-09-25
Name of individual signing GREGORY POWELL
FI-PLAN PARTNERS 401(K) PLAN 2015 202099454 2016-06-10 FI-PLAN PARTNERS 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 2059897975
Plan sponsor’s address 505 RUSSET BEND DR, HOOVER, AL, 35244

Signature of
Role Plan administrator
Date 2016-06-10
Name of individual signing GREGORY R POWELL
Role Employer/plan sponsor
Date 2016-06-10
Name of individual signing GREGORY R POWELL

Agent

Name Role
KINGREN, J F Agent

Member

Name Role
POWELL, GREGORY R Member

Related by officers

KINGREN, J F

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POWELL, GREGORY R

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1801 FIFTH AVENUE NORTH STE 400BIRMINGHAM, AL 35203

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Date of last update: 14 Aug 2024

Sources: Alabama Secretary of State

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