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PlanServe, LLC

Details

Name: PlanServe, LLC
Jurisdiction: Alabama
Legal type: Foreign Limited Liability Company
Status: Exists
Date of registration: 07 Oct 2004 (20 years ago)
Entity Number: 000-607-303
Register Number: 000607303
County: Shelby
Place of Formation: Delaware
Principal Address: 3593 SHANDWICK PLBIRMINGHAM, AL 35242
Principal Address ZIP Code: 35242

Activities FINANCIAL SERVICES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PLANSERVE DATA SYSTEMS RETIREMENT PLAN 2016 201717685 2017-06-14 PLANSERVE, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541511
Sponsor’s telephone number 2054108306
Plan sponsor’s DBA name PLANSERVE DATA SYSTEMS
Plan sponsor’s address 270 DOUG BAKER BLVD, STE 700-252, BIRMINGHAM, AL, 35242

Signature of

Role Plan administrator
Date 2017-06-14
Name of individual signing DAVID KENNEDY
PLANSERVE DATA SYSTEMS RETIREMENT PLAN 2015 201717685 2016-10-07 PLANSERVE, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541511
Sponsor’s telephone number 2054108306
Plan sponsor’s DBA name PLANSERVE DATA SYSTEMS
Plan sponsor’s address 270 DOUG BAKER BLVD, STE 700-252, BIRMINGHAM, AL, 35242

Signature of

Role Plan administrator
Date 2016-10-07
Name of individual signing DAVID KENNEDY
PLANSERVE DATA SYSTEMS RETIREMENT PLAN 2014 201717685 2015-07-30 PLANSERVE, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541511
Sponsor’s telephone number 2054108306
Plan sponsor’s DBA name PLANSERVE DATA SYSTEMS
Plan sponsor’s address 270 DOUG BAKER BLVD, STE 700-252, BIRMINGHAM, AL, 35242

Signature of

Role Plan administrator
Date 2015-07-30
Name of individual signing DAVID KENNEDY
PLANSERVE DATA SYSTEMS RETIREMENT PLAN 2013 201717685 2014-07-28 PLANSERVE, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541511
Sponsor’s telephone number 2054108306
Plan sponsor’s DBA name PLANSERVE DATA SYSTEMS
Plan sponsor’s address 270 DOUG BAKER BLVD, STE 700-252, BIRMINGHAM, AL, 35242

Signature of

Role Plan administrator
Date 2014-07-28
Name of individual signing DAVID KENNEDY
PLANSERVE DATA SYSTEMS RETIREMENT PLAN 2012 201717685 2013-10-15 PLANSERVE, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541511
Sponsor’s telephone number 2054108306
Plan sponsor’s DBA name PLANSERVE DATA SYSTEMS
Plan sponsor’s address 270 DOUG BAKER BLVD, STE 700-252, BIRMINGHAM, AL, 35242

Signature of

Role Plan administrator
Date 2013-10-15
Name of individual signing DAVID KENNEDY

Agent

Name Role Address
KENNEDY, DAVID Agent 305 OAK TRACE DRIVEHOOVER, AL 35244

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State