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The Welch Group, LLC

Details

Name: The Welch Group, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 04 Sep 1998 (26 years ago)
Entity Number: 000-661-132
Register Number: 000661132
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: 5TH FLOOR 3940 MONTCLAIR RDBIRMINGHAM, AL 35213
Registered Office Street Address ZIP Code: 35213

Activities FINANCIAL ADVISORY SERVICES

Central Index Key

CIK number Mailing Address Business Address Phone
1443095 3940 MONTCLAIR ROAD, FIFTH FLOOR, BIRMINGHAM, AL, 35213 3940 MONTCLAIR ROAD, FIFTH FLOOR, BIRMINGHAM, AL, 35213 205-879-5001

Filings since 2024-07-26

Form type N-PX
File number 028-13195
Filing date 2024-07-26
Reporting date 2024-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2024-07-17
Reporting date 2024-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2024-04-09
Reporting date 2024-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2024-01-23
Reporting date 2023-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2023-10-18
Reporting date 2023-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2023-07-18
Reporting date 2023-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2023-04-13
Reporting date 2023-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2023-01-30
Reporting date 2022-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2022-10-13
Reporting date 2022-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2022-07-21
Reporting date 2022-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2022-04-29
Reporting date 2022-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2022-01-26
Reporting date 2021-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2021-11-05
Reporting date 2021-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2021-07-21
Reporting date 2021-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2021-04-23
Reporting date 2021-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2021-01-25
Reporting date 2020-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2020-10-28
Reporting date 2020-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2020-07-22
Reporting date 2020-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2020-04-28
Reporting date 2020-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2020-01-24
Reporting date 2019-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2019-11-05
Reporting date 2019-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2019-07-11
Reporting date 2019-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2019-04-15
Reporting date 2019-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2019-01-10
Reporting date 2018-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2018-11-01
Reporting date 2018-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2018-07-30
Reporting date 2018-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2018-04-23
Reporting date 2018-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2018-02-01
Reporting date 2017-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2017-11-07
Reporting date 2017-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2017-08-07
Reporting date 2017-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2017-05-02
Reporting date 2017-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2017-02-09
Reporting date 2016-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2016-10-28
Reporting date 2016-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2016-07-28
Reporting date 2016-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2016-05-05
Reporting date 2016-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2016-01-21
Reporting date 2015-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2015-10-23
Reporting date 2015-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2015-07-31
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Form type 13F-HR
File number 028-13195
Filing date 2015-04-29
Reporting date 2015-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2015-01-20
Reporting date 2014-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2014-10-29
Reporting date 2014-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2014-07-22
Reporting date 2014-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2014-04-23
Reporting date 2014-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2014-02-07
Reporting date 2013-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2013-10-04
Reporting date 2013-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2013-07-29
Reporting date 2013-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2013-05-03
Reporting date 2013-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2013-02-01
Reporting date 2012-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2012-11-05
Reporting date 2012-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2012-07-27
Reporting date 2012-06-30
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Form type 13F-HR
File number 028-13195
Filing date 2012-05-14
Reporting date 2012-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2012-01-30
Reporting date 2011-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2011-10-24
Reporting date 2011-09-30
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Form type 13F-HR
File number 028-13195
Filing date 2011-08-10
Reporting date 2011-06-30
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Filings since 2011-04-27

Form type 13F-HR
File number 028-13195
Filing date 2011-04-27
Reporting date 2011-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2011-02-14
Reporting date 2010-12-31
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Form type 13F-HR
File number 028-13195
Filing date 2010-11-09
Reporting date 2010-09-30
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Filings since 2010-08-05

Form type 13F-HR
File number 028-13195
Filing date 2010-08-05
Reporting date 2010-06-30
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Filings since 2010-04-26

Form type 13F-HR
File number 028-13195
Filing date 2010-04-26
Reporting date 2010-03-31
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Form type 13F-HR
File number 028-13195
Filing date 2010-02-04
Reporting date 2009-12-31
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Filings since 2009-10-23

Form type 13F-HR
File number 028-13195
Filing date 2009-10-23
Reporting date 2009-09-30
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Filings since 2009-08-03

Form type 13F-HR
File number 028-13195
Filing date 2009-08-03
Reporting date 2009-06-30
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Filings since 2009-05-01

Form type 13F-HR
File number 028-13195
Filing date 2009-05-01
Reporting date 2009-03-31
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Filings since 2009-01-29

Form type 13F-HR
File number 028-13195
Filing date 2009-01-29
Reporting date 2008-12-31
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Filings since 2008-11-13

Form type 13F-HR
File number 028-13195
Filing date 2008-11-13
Reporting date 2008-09-30
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Filings since 2008-08-15

Form type 13F-HR
File number 028-13195
Filing date 2008-08-15
Reporting date 2008-06-30
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form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2023 631231262 2024-02-13 THE WELCH GROUP, LLC 31
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2024-02-13
Name of individual signing STEWART WELCH
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 631231262 2023-04-13 THE WELCH GROUP, LLC 30
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Signature of

Role Plan administrator
Date 2023-04-13
Name of individual signing STEWART WELCH
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 631231262 2022-01-28 THE WELCH GROUP, LLC 31
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Plan administrator’s name and address

Administrator’s EIN 631231262
Plan administrator’s name THE WELCH GROUP, LLC
Plan administrator’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213
Administrator’s telephone number 2058795001

Signature of

Role Plan administrator
Date 2022-01-28
Name of individual signing STEWART WELCH
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 631231262 2021-03-04 THE WELCH GROUP, LLC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Plan administrator’s name and address

Administrator’s EIN 631231262
Plan administrator’s name THE WELCH GROUP, LLC
Plan administrator’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213
Administrator’s telephone number 2058795001

Signature of

Role Plan administrator
Date 2021-03-04
Name of individual signing STEWART WELCH
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 631231262 2020-03-12 THE WELCH GROUP, LLC 19
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Plan administrator’s name and address

Administrator’s EIN 631231262
Plan administrator’s name THE WELCH GROUP, LLC
Plan administrator’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213
Administrator’s telephone number 2058795001

Signature of

Role Plan administrator
Date 2020-03-12
Name of individual signing STEWART WELCH
Role Employer/plan sponsor
Date 2020-03-12
Name of individual signing STEWART WELCH
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 631231262 2019-02-12 THE WELCH GROUP, LLC 18
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Plan administrator’s name and address

Administrator’s EIN 631231262
Plan administrator’s name THE WELCH GROUP, LLC
Plan administrator’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213
Administrator’s telephone number 2058795001

Signature of

Role Plan administrator
Date 2019-02-12
Name of individual signing STEWART WELCH
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 631231262 2018-02-15 THE WELCH GROUP, LLC 17
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Plan administrator’s name and address

Administrator’s EIN 631231262
Plan administrator’s name THE WELCH GROUP, LLC
Plan administrator’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213
Administrator’s telephone number 2058795001

Signature of

Role Plan administrator
Date 2018-02-15
Name of individual signing STEWART WELCH
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 631231262 2017-02-08 THE WELCH GROUP, LLC 17
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Plan administrator’s name and address

Administrator’s EIN 631231262
Plan administrator’s name THE WELCH GROUP, LLC
Plan administrator’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213
Administrator’s telephone number 2058795001

Signature of

Role Plan administrator
Date 2017-02-08
Name of individual signing STEWART WELCH
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 631231262 2016-02-10 THE WELCH GROUP, LLC 18
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Plan administrator’s name and address

Administrator’s EIN 631231262
Plan administrator’s name THE WELCH GROUP, LLC
Plan administrator’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213
Administrator’s telephone number 2058795001

Signature of

Role Plan administrator
Date 2016-02-10
Name of individual signing STEWART WELCH
THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 631231262 2015-02-09 THE WELCH GROUP, LLC 16
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 2058795001
Plan sponsor’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213

Plan administrator’s name and address

Administrator’s EIN 631231262
Plan administrator’s name THE WELCH GROUP, LLC
Plan administrator’s address 3940 MONTCLAIR ROAD, SUITE 500, BIRMINGHAM, AL, 35213
Administrator’s telephone number 2058795001

Signature of

Role Plan administrator
Date 2015-02-04
Name of individual signing STEWART WELCH

Agent

Name Role Address
WELCH, STEWART H III Agent 3940 MONTCLAIR ROADBIRMINGHAM, AL 35213

Member

Name Role Address
WELCH, STEWART H III Member 3940 MONTCLAIR ROADBIRMINGHAM, AL 35213

Events

Event Date Event Type Old Value New Value
2017-12-21 Name Merged No data Welch Investments, LLC

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State