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McDonald Financial Services, LLC

Details

Name: McDonald Financial Services, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 29 Apr 1998 (27 years ago) (Companies founded in April 1998)
Entity Number: 000-659-742
Register Number: 000659742
Historical Names: Barganier McDonald, L.L.C.
Carl Brandt McDonald, Jr., LLC
ZIP code: 36117 (Companies in Montgomery, 36117)
County: Montgomery
Place of Formation: Elmore County
Registered Office Street Address: 8314 CROSSLAND LOOP DRMONTGOMERY, AL 36117

Activities TRANSACT ANY AND ALL LAWFUL BUSINESS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN 2023 631204395 2024-10-07 MCDONALD FINANCIAL SERVICES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-09-01
Business code 523900
Sponsor’s telephone number 3343870094
Plan sponsor’s address 350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing MIKE BARRANCO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-07
Name of individual signing MIKE BARRANCO
Valid signature Filed with authorized/valid electronic signature
MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN 2022 631204395 2023-10-13 MCDONALD FINANCIAL SERVICES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-09-01
Business code 523900
Sponsor’s telephone number 3343870094
Plan sponsor’s address 350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing MIKE BARRANCO
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing MIKE BARRANCO
MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN 2021 631204395 2022-05-03 MCDONALD FINANCIAL SERVICES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-09-01
Business code 523900
Sponsor’s telephone number 3343870094
Plan sponsor’s address 350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117

Signature of
Role Plan administrator
Date 2022-05-03
Name of individual signing MIKE BARRANCO
Role Employer/plan sponsor
Date 2022-05-03
Name of individual signing MIKE BARRANCO
MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN 2020 631204395 2021-09-13 MCDONALD FINANCIAL SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-09-01
Business code 523900
Sponsor’s telephone number 3343870094
Plan sponsor’s address 350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117

Signature of
Role Plan administrator
Date 2021-09-13
Name of individual signing MIKE BARRANCO
Role Employer/plan sponsor
Date 2021-09-13
Name of individual signing MIKE BARRANCO
MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN 2019 631204395 2020-05-04 MCDONALD FINANCIAL SERVICES, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-09-01
Business code 523900
Sponsor’s telephone number 3343870094
Plan sponsor’s address 350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117

Signature of
Role Plan administrator
Date 2020-05-04
Name of individual signing C. BRANDT MCDONALD, JR.
Role Employer/plan sponsor
Date 2020-05-04
Name of individual signing C. BRANDT MCDONALD, JR.
MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN 2018 631204395 2019-09-06 MCDONALD FINANCIAL SERVICES, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-09-01
Business code 523900
Sponsor’s telephone number 3343870094
Plan sponsor’s address 350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117

Signature of
Role Plan administrator
Date 2019-09-05
Name of individual signing C. BRANDT MCDONALD, JR.
Role Employer/plan sponsor
Date 2019-09-05
Name of individual signing C. BRANDT MCDONALD, JR.
MCDONALD FINANCIAL SERVICES, LLC 401(K) PLAN 2017 631204395 2018-09-12 MCDONALD FINANCIAL SERVICES, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-09-01
Business code 523900
Sponsor’s telephone number 3343870094
Plan sponsor’s address 350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117

Signature of
Role Plan administrator
Date 2018-09-12
Name of individual signing C. BRANDT MCDONALD, JR.
Role Employer/plan sponsor
Date 2018-09-12
Name of individual signing C. BRANDT MCDONALD, JR.
MCDONALD BARRANCO AND SANDERS 401K PLAN 2010 631204395 2011-08-12 MCDONALD FINANCIAL SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-09-01
Business code 523900
Sponsor’s telephone number 3343870094
Plan sponsor’s mailing address 8314 CROSSLAND LOOP, MONTGOMERY, AL, 36117
Plan sponsor’s address 8314 CROSSLAND LOOP, MONTGOMERY, AL, 36117

Plan administrator’s name and address
Administrator’s EIN 631204395
Plan administrator’s name MCDONALD FINANCIAL SERVICES, LLC
Plan administrator’s address 8314 CROSSLAND LOOP, MONTGOMERY, AL, 36117
Administrator’s telephone number 3343870094

Number of participants as of the end of the plan year
Active participants 5
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 5
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-08-12
Name of individual signing MIKE BARRANCO
Valid signature Filed with authorized/valid electronic signature

Organizer

Name Role Address
MCDONALD, CARL BRANDT JR Organizer 8314 CROSSLAND LOOP DRMONTGOMERY, AL 36117

Agent

Name Role Address
MCDONALD, CARL B JR Agent 8314 CROSSLAND LOOPMONTGOMERY, AL 36117

Member

Name Role Address
BARRANCO, MICHAEL J Member 8314 CROSSLAND LOOPMONTGOMERY, AL 36117
MCDONALD, CARL B JR Member 8314 CROSSLAND LOOPMONTGOMERY, AL 36117

Events

Event Date Event Type Old Value New Value
2003-10-28 Name Change Carl Brandt McDonald, Jr., LLC McDonald Financial Services, LLC
2003-10-09 Name Change Barganier McDonald, L.L.C. Carl Brandt McDonald, Jr., LLC

Related by officers

MCDONALD, CARL BRANDT JR

McDonald & Barranco Properties, LLC

MCDONALD, CARL B JR

McDonald & Barranco Properties, LLC

BARRANCO, MICHAEL J

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Related by address

No related companies by address

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State

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