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CorpFinancial LLC

Details

Name: CorpFinancial LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 24 May 2007 (18 years ago) (Companies founded in May 2007)
Entity Number: 000-495-068
Register Number: 000495068
Historical Names: Corporate Financial Services, LLC
ZIP code: 36104 (Companies in Montgomery, 36104)
County: Montgomery
Place of Formation: Montgomery County
Registered Office Street Address: 150 SOUTH PERRY STMONTGOMERY, AL 36104

Activities FINANCIAL SERVICES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 800138348 2022-07-11 CORPORATE FINANCIAL SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2022-07-11
Name of individual signing RUTH M. ROPER
Role Employer/plan sponsor
Date 2022-07-11
Name of individual signing RUTH M. ROPER
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 800138348 2021-05-12 CORPORATE FINANCIAL SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2021-05-12
Name of individual signing RUTH M. ROPER
Role Employer/plan sponsor
Date 2021-05-12
Name of individual signing RUTH M. ROPER
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 800138348 2020-04-22 CORPORATE FINANCIAL SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2020-04-22
Name of individual signing RUTH M. ROPER
Role Employer/plan sponsor
Date 2020-04-22
Name of individual signing RUTH M. ROPER
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2018 800138348 2019-07-03 CORPORATE FINANCIAL SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2019-07-03
Name of individual signing RUTH M. ROPER
Role Employer/plan sponsor
Date 2019-07-03
Name of individual signing RUTH M. ROPER
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 800138348 2018-09-17 CORPORATE FINANCIAL SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2018-09-17
Name of individual signing RUTH M. ROPER
Role Employer/plan sponsor
Date 2018-09-17
Name of individual signing RUTH M. ROPER
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 800138348 2017-09-20 CORPORATE FINANCIAL SERVICES, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2017-09-20
Name of individual signing RUTH M. ROPER
Role Employer/plan sponsor
Date 2017-09-20
Name of individual signing RUTH M. ROPER
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2015 800138348 2016-10-04 CORPORATE FINANCIAL SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2016-10-04
Name of individual signing RUTH M. ROPER
Role Employer/plan sponsor
Date 2016-10-04
Name of individual signing RUTH M. ROPER
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2014 800138348 2015-09-30 CORPORATE FINANCIAL SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2015-09-30
Name of individual signing RUTH M. ROPER
Role Employer/plan sponsor
Date 2015-09-30
Name of individual signing RUTH M. ROPER
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2013 800138348 2014-09-18 CORPORATE FINANCIAL SERVICES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2014-09-17
Name of individual signing RUTH M. ROPER
Role Employer/plan sponsor
Date 2014-09-17
Name of individual signing RUTH M. ROPER
CORPORATE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2012 800138348 2013-09-24 CORPORATE FINANCIAL SERVICES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-08-15
Business code 541990
Sponsor’s telephone number 3342154499
Plan sponsor’s address 7050 FAIN PARK DRIVE, SUITE 12, MONTGOMERY, AL, 36117

Signature of

Role Plan administrator
Date 2013-09-24
Name of individual signing RUTH M. ROPER

Member

Name Role Address
JOHNSON, D KYLE Member 150 S PERRY STMONTGOMERY, AL 36104

Agent

Name Role Address
JOHNSON, D K Agent 150 S PERRY STMONTGOMERY, AL 36104

Events

Event Date Event Type Old Value New Value
2020-09-24 Name Change Corporate Financial Services, LLC CorpFinancial LLC

Date of last update: 14 Aug 2024

Sources: Alabama Secretary of State