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Grandview Financial Group, LLC

Details

Name: Grandview Financial Group, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 07 May 2002 (23 years ago) (Companies founded in May 2002)
Entity Number: 000-682-113
Register Number: 000682113
ZIP code: 35243 (Companies in Jefferson, 35243)
County: Jefferson
Place of Formation: Jefferson County
Registered Office Street Address: 3168 CAHABA HEIGHTS ROADBIRMINGHAM, AL 35243
Principal Address: BIRMINGHAM, AL

Activities FINANCIAL PLANNING

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 010677190 2023-09-26 GRANDVIEW FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 523900
Sponsor’s telephone number 2052621120
Plan sponsor’s address 3168 CAHABA HEIGHTS ROAD, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2023-09-26
Name of individual signing KELLY MORGAN
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 010677190 2022-07-13 GRANDVIEW FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address 3168 CAHABA HEIGHTS ROAD, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2022-07-13
Name of individual signing KELLY MORGAN
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 010677190 2021-05-24 GRANDVIEW FINANCIAL GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address 3168 CAHABA HEIGHTS ROAD, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2021-05-24
Name of individual signing KELLY MORGAN
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 010677190 2020-10-15 GRANDVIEW FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address 3168 CAHABA HEIGHTS ROAD, BIRMINGHAM, AL, 35243
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 010677190 2019-10-15 GRANDVIEW FINANCIAL GROUP, LLC 6
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address 2 PERIMETER PARK S, SUITE 310 E, BIRMINGHAM, AL, 35243
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 010677190 2020-11-16 GRANDVIEW FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address 3168 CAHABA HEIGHTS ROAD, BIRMINGHAM, AL, 35243
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 010677190 2018-10-02 GRANDVIEW FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address 2 PERIMETER PARK S, SUITE 310 E, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2018-10-02
Name of individual signing ROBERT R. STRAKA
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 010677190 2017-10-16 GRANDVIEW FINANCIAL GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address TWO PERIMETER PARK S, STE 310 E, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 010677190
Plan administrator’s name GRANDVIEW FINANCIAL GROUP, LLC
Plan administrator’s address TWO PERIMETER PARK S, STE 310 E, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2052621120
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 010677190 2016-10-14 GRANDVIEW FINANCIAL GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address TWO PERIMETER PARK S, STE 310 E, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 010677190
Plan administrator’s name GRANDVIEW FINANCIAL GROUP, LLC
Plan administrator’s address TWO PERIMETER PARK S, STE 310 E, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2052621120
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 010677190 2015-10-12 GRANDVIEW FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-08-01
Business code 524210
Sponsor’s telephone number 2052621120
Plan sponsor’s address TWO PERIMETER PARK S, STE 310 E, BIRMINGHAM, AL, 35243

Plan administrator’s name and address
Administrator’s EIN 010677190
Plan administrator’s name GRANDVIEW FINANCIAL GROUP, LLC
Plan administrator’s address TWO PERIMETER PARK S, STE 310 E, BIRMINGHAM, AL, 35243
Administrator’s telephone number 2052621120

Signature of
Role Plan administrator
Date 2015-10-12
Name of individual signing ROBERT STRAKA

Agent

Name Role
KELLY MORGAN Agent

Member

Name Role Address
STRAKA, ROBERT R Member TWO PERIMETER PARK SOUTH STE 310-EBIRMINGHAM, AL 35243

Related by officers

KELLY MORGAN

Grandview Properties, LLC

STRAKA, ROBERT R

Robert Straka Associates, Inc. Grandview Financial Group, Inc. Grandview Properties, LLC Grandview Properties, LLC

Related by address

3168 CAHABA HEIGHTS ROADBIRMINGHAM, AL 35243

Grandview Financial Group, Inc. Grandview Properties, LLC

BIRMINGHAM, AL

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Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State

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