CLOUD WILLIS & ELLIS RETIREMENT PLAN
|
2023
|
260663153
|
2024-10-10
|
CLOUD WILLIS & ELLIS, LLC
|
31
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
3928 MONTCLAIR ROAD, SUITE 227, BIRMINGHAM, AL, 35213
|
Signature of
Role |
Plan administrator |
Date |
2024-10-10 |
Name of individual signing |
EDWARD BURNS WILLIS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-10-10 |
Name of individual signing |
EDWARD BURNS WILLIS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CLOUD WILLIS & ELLIS LLC RETIREMENT PLAN
|
2022
|
260663153
|
2023-10-15
|
CLOUD WILLIS & ELLIS, LLC
|
31
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
3928 MONTCLAIR ROAD, SUITE 227, BIRMINGHAM, AL, 35213
|
Signature of
Role |
Plan administrator |
Date |
2023-10-15 |
Name of individual signing |
EDWARD BURNS WILLIS |
|
Role |
Employer/plan sponsor |
Date |
2023-10-15 |
Name of individual signing |
EDWARD BURNS WILLIS |
|
|
CLOUD WILLIS & ELLIS RETIREMENT PLAN
|
2021
|
260663153
|
2022-10-03
|
CLOUD WILLIS & ELLIS, LLC
|
21
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
3928 MONTCLAIR RD STE 227, MOUNTAIN BRK, AL, 352132435
|
Signature of
Role |
Plan administrator |
Date |
2022-10-03 |
Name of individual signing |
EDWARD BURNS WILLIS |
|
Role |
Employer/plan sponsor |
Date |
2022-10-03 |
Name of individual signing |
EDWARD BURNS WILLIS |
|
|
CLOUD WILLIS & ELLIS LLC RETIREMENT PLAN
|
2020
|
260663153
|
2021-09-08
|
CLOUD WILLIS & ELLIS, LLC
|
29
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
3928 MONTCLAIR ROAD, STE 227, BIRMINGHAM, AL, 35213
|
Signature of
Role |
Plan administrator |
Date |
2021-09-07 |
Name of individual signing |
EDWARD BURNS WILLIS |
|
Role |
Employer/plan sponsor |
Date |
2021-09-07 |
Name of individual signing |
EDWARD BURNS WILLIS |
|
|
CLOUD WILLIS & ELLIS LLC RETIREMENT PLAN
|
2019
|
260663153
|
2020-10-15
|
CLOUD WILLIS & ELLIS, LLC
|
27
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
3928 MONTCLAIR ROAD, SUITE 227, BIRMINGHAM, AL, 35213
|
Signature of
Role |
Plan administrator |
Date |
2020-10-15 |
Name of individual signing |
BRIAN M. CLOUD |
|
Role |
Employer/plan sponsor |
Date |
2020-10-15 |
Name of individual signing |
BRIAN M. CLOUD |
|
|
CLOUD & WILLIS, LLC RETIREMENT PLAN
|
2018
|
260663153
|
2019-08-02
|
CLOUD & WILLIS, LLC
|
20
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
201 BEACON PARKWAY WEST, SUITE 400, BIRMINGHAM, AL, 35209
|
Signature of
Role |
Plan administrator |
Date |
2019-08-02 |
Name of individual signing |
BRIAN CLOUD |
|
|
CLOUD & WILLIS, LLC RETIREMENT PLAN
|
2017
|
260663153
|
2018-07-31
|
CLOUD & WILLIS, LLC
|
21
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
201 BEACON PARKWAY WEST, SUITE 400, BIRMINGHAM, AL, 35209
|
Signature of
Role |
Plan administrator |
Date |
2018-07-31 |
Name of individual signing |
BRIAN CLOUD |
|
|
CLOUD & WILLIS, LLC RETIREMENT PLAN
|
2016
|
260663153
|
2017-10-10
|
CLOUD & WILLIS, LLC
|
21
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
201 BEACON PARKWAY WEST, SUITE 400, BIRMINGHAM, AL, 35209
|
|
CLOUD & WILLIS, LLC RETIREMENT PLAN
|
2015
|
260663153
|
2016-10-14
|
CLOUD & WILLIS, LLC
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
201 BEACON PARKWAY WEST, SUITE 400, BIRMINGHAM, AL, 35209
|
Signature of
Role |
Plan administrator |
Date |
2016-10-14 |
Name of individual signing |
BRIAN CLOUD |
|
|
CLOUD & WILLIS, LLC RETIREMENT PLAN
|
2014
|
260663153
|
2015-10-14
|
CLOUD & WILLIS, LLC
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2008-09-01
|
Business code |
541110
|
Sponsor’s telephone number |
2053226060
|
Plan sponsor’s
address |
201 BEACON PARKWAY WEST, SUITE 400, BIRMINGHAM, AL, 35209
|
Signature of
Role |
Plan administrator |
Date |
2015-10-14 |
Name of individual signing |
BRIAN CLOUD |
|
|