| Name: | The Welch Group, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 04 Sep 1998 (26 years ago) (Companies founded in September 1998) |
| Entity Number: | 000-661-132 |
| Register Number: | 000661132 |
| ZIP code: | 35213 (Companies in Jefferson, 35213) |
| County: | Jefferson |
| Place of Formation: | Jefferson County |
| Principal Address: | BIRMINGHAM, AL |
| Registered Office Street Address: | 5TH FLOOR 3940 MONTCLAIR RDBIRMINGHAM, AL 35213 |
Activities
FINANCIAL ADVISORY SERVICES
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| 1443095 | 3940 MONTCLAIR ROAD, FIFTH FLOOR, BIRMINGHAM, AL, 35213 | 3940 MONTCLAIR ROAD, FIFTH FLOOR, BIRMINGHAM, AL, 35213 | 205-879-5001 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-13195 |
| Filing date | 2024-07-26 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-17
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2024-07-17 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-09
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2024-04-09 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-23
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2024-01-23 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-18
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2023-10-18 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-18
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2023-07-18 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-13
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2023-04-13 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-30
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2023-01-30 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-13
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2022-10-13 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-21
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2022-07-21 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-29
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2022-04-29 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-26
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2022-01-26 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-05
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2021-11-05 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-21
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2021-07-21 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-23
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2021-04-23 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-25
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2021-01-25 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-28
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2020-10-28 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-22
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2020-07-22 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-28
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2020-04-28 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-24
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2020-01-24 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-05
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2019-11-05 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-11
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2019-07-11 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-15
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2019-04-15 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-10
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2019-01-10 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-01
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2018-11-01 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-30
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2018-07-30 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-04-23
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2018-04-23 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-01
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2018-02-01 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-07
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2017-11-07 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-07
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2017-08-07 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-02
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2017-05-02 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-09
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2017-02-09 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-10-28
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2016-10-28 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-07-28
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2016-07-28 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-05
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2016-05-05 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-01-21
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2016-01-21 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-10-23
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2015-10-23 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-31
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2015-07-31 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-04-29
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2015-04-29 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-01-20
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2015-01-20 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-10-29
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2014-10-29 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-07-22
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2014-07-22 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-04-23
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2014-04-23 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-02-07
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2014-02-07 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-04
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2013-10-04 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-07-29
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2013-07-29 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-05-03
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2013-05-03 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-01
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2013-02-01 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-11-05
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2012-11-05 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-07-27
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2012-07-27 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-05-14
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2012-05-14 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-01-30
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2012-01-30 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-10-24
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2011-10-24 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-08-10
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2011-08-10 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-04-27
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2011-04-27 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-02-14
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2011-02-14 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-11-09
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2010-11-09 |
| Reporting date | 2010-09-30 |
| File | View File |
Filings since 2010-08-05
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2010-08-05 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-04-26
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2010-04-26 |
| Reporting date | 2010-03-31 |
| File | View File |
Filings since 2010-02-04
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2010-02-04 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-10-23
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2009-10-23 |
| Reporting date | 2009-09-30 |
| File | View File |
Filings since 2009-08-03
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2009-08-03 |
| Reporting date | 2009-06-30 |
| File | View File |
Filings since 2009-05-01
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2009-05-01 |
| Reporting date | 2009-03-31 |
| File | View File |
Filings since 2009-01-29
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2009-01-29 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-11-13
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2008-11-13 |
| Reporting date | 2008-09-30 |
| File | View File |
Filings since 2008-08-15
| Form type | 13F-HR |
| File number | 028-13195 |
| Filing date | 2008-08-15 |
| Reporting date | 2008-06-30 |
| File | View File |
| 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 | |||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-02-13 |
| Name of individual signing | STEWART WELCH |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Name | Role | Address |
|---|---|---|
| WELCH, STEWART H III | Agent | 3940 MONTCLAIR ROADBIRMINGHAM, AL 35213 |
| Name | Role | Address |
|---|---|---|
| WELCH, STEWART H III | Member | 3940 MONTCLAIR ROADBIRMINGHAM, AL 35213 |
| 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
