| Name: | BOATNER & PUGH, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 11 Jul 2002 (22 years ago) |
| Entity Number: | 000-683-363 |
| Register Number: | 000683363 |
| Historical Names: |
Willis, Boatner & Whiteside, LLC
WILLIS BOATNER PUGH, LLC |
| County: | Etowah |
| Place of Formation: | Etowah County |
| Registered Office Street Address: | 200 BROAD ST 3RD FL STE BGADSDEN, AL 35901 |
| Registered Office Street Address ZIP Code: | 35901 |
| Registered Office Mailing Address: | 200 BROAD ST 3RD FL STE BGADSDEN, AL 35901-3714 |
Activities
ACCOUNTING/CONSULTING SERVICES
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOATNER & PUGH, LLC 401(K) AND PROFIT SHARING PLAN | 2022 | 010732554 | 2023-01-10 | BOATNER & PUGH, LLC | 28 | |||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||
| Active participants | 16 |
| Other retired or separated participants entitled to future benefits | 14 |
| Number of participants with account balances as of the end of the plan year | 30 |
Signature of
| Role | Plan administrator |
| Date | 2023-01-10 |
| Name of individual signing | DANIEL PUGH |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-01-10 |
| Name of individual signing | DANIEL PUGH |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2003-01-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 2565438902 |
| Plan sponsor’s mailing address | 715 WALNUT ST 2ND FL, GADSDEN, AL, 359014138 |
| Plan sponsor’s address | 715 WALNUT ST 2ND FL, GADSDEN, AL, 359014138 |
Number of participants as of the end of the plan year
| Active participants | 28 |
| Retired or separated participants receiving benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 28 |
| 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 | 2022-01-21 |
| Name of individual signing | DANIEL PUGH |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-01-21 |
| Name of individual signing | DANIEL PUGH |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2003-01-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 2565438902 |
| Plan sponsor’s mailing address | 715 WALNUT ST 2ND FL, GADSDEN, AL, 359014138 |
| Plan sponsor’s address | 715 WALNUT ST 2ND FL, GADSDEN, AL, 359014138 |
Number of participants as of the end of the plan year
| Active participants | 16 |
| Other retired or separated participants entitled to future benefits | 7 |
| Number of participants with account balances as of the end of the plan year | 23 |
| 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 | 2021-01-10 |
| Name of individual signing | DANIEL PUGH |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-01-10 |
| Name of individual signing | DANIEL PUGH |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2003-01-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 2565438902 |
| Plan sponsor’s mailing address | 715 WALNUT ST 2ND FL, GADSDEN, AL, 359014138 |
| Plan sponsor’s address | 715 WALNUT ST 2ND FL, GADSDEN, AL, 359014138 |
Number of participants as of the end of the plan year
| Active participants | 17 |
| Retired or separated participants receiving benefits | 1 |
| Number of participants with account balances as of the end of the plan year | 18 |
Signature of
| Role | Plan administrator |
| Date | 2020-01-04 |
| Name of individual signing | DANIEL PUGH |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-01-04 |
| Name of individual signing | DANIEL PUGH |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| BOATNER, ROGER C | Agent |
| Name | Role |
|---|---|
| WIBOW INC | Member |
| BOATNER, ROGER C | Member |
| Name | Role | Address |
|---|---|---|
| BOATNER, ROGER | Organizer | 715 WALNUT STGADSDEN, AL 35901 |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2019-09-13 | Name Change | WILLIS BOATNER PUGH, LLC | BOATNER & PUGH, LLC |
| 2013-11-15 | Name Change | Willis, Boatner & Whiteside, LLC | WILLIS BOATNER PUGH, LLC |
Date of last update: 15 Aug 2024
Sources: Alabama Secretary of State
