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
CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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