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Sourcepointe, L.L.C.

Details

Name: Sourcepointe, L.L.C.
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 26 Mar 2003 (22 years ago) (Companies founded in March 2003)
Entity Number: 000-688-999
Register Number: 000688999
ZIP code: 36104 (Companies in Montgomery, 36104)
County: Montgomery
Place of Formation: Mobile County
Principal Address: 101 RIVERFRONT BLVD SUITE 300BRADENTON, FL 34205
Registered Office Street Address: 2 NORTH JACKSON STREET SUITE 605MONTGOMERY, AL 36104

Activities OPERATE/FUNCTION AS A HUMAN RESOURCE ADMINISTRATION/ADVISE CO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SOURCEPOINTE EMPLOYEE BENEFIT PLAN 2020 731664238 2021-07-28 SOURCEPOINTE 3959
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2058681557
Plan sponsor’s mailing address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717
Plan sponsor’s address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717

Number of participants as of the end of the plan year

Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2021-07-28
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-28
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
SOURCEPOINTE EMPLOYEE BENEFIT PLAN 2019 731664238 2020-09-30 SOURCEPOINTE 3349
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2058681557
Plan sponsor’s mailing address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717
Plan sponsor’s address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717

Number of participants as of the end of the plan year

Active participants 3931
Retired or separated participants receiving benefits 28

Signature of

Role Plan administrator
Date 2020-09-30
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-30
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
SOURCEPOINTE EMPLOYEE BENEFIT PLAN 2018 731664238 2019-08-27 SOURCEPOINTE 2479
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2058681557
Plan sponsor’s mailing address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717
Plan sponsor’s address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717

Number of participants as of the end of the plan year

Active participants 3319
Retired or separated participants receiving benefits 30

Signature of

Role Plan administrator
Date 2019-08-27
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-08-27
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
SOURCEPOINTE EMPLOYEE BENEFIT PLAN 2017 731664238 2018-10-09 SOURCEPOINTE 1890
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2058681557
Plan sponsor’s mailing address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717
Plan sponsor’s address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717

Number of participants as of the end of the plan year

Active participants 2479
Retired or separated participants receiving benefits 17
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
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 2018-10-09
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-09
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
SOURCEPOINTE EMPLOYEE BENEFIT PLAN 2016 731664238 2017-09-14 SOURCEPOINTE 1291
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2058681557
Plan sponsor’s mailing address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717
Plan sponsor’s address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717

Number of participants as of the end of the plan year

Active participants 1883
Retired or separated participants receiving benefits 7

Signature of

Role Plan administrator
Date 2017-09-14
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-14
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
SOURCEPOINTE EMPLOYEE BENEFIT PLAN 2015 731664238 2016-10-14 SOURCEPOINTE 0
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 8888681557
Plan sponsor’s mailing address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717
Plan sponsor’s address 2000B SOUTHBRIDGE PKWY STE 200, BIRMINGHAM, AL, 352097717

Number of participants as of the end of the plan year

Active participants 1286
Retired or separated participants receiving benefits 5
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of

Role Plan administrator
Date 2016-10-14
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-14
Name of individual signing ROBERT PIERCE
Valid signature Filed with authorized/valid electronic signature
SOURCEPOINTE RETIREMENT PLAN 2010 900101397 2011-07-22 SOURCEPOINTE 109
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 561300
Sponsor’s telephone number 2516333838
Plan sponsor’s address 1000 HILLCREST RD STE 340, MOBILE, AL, 36695

Plan administrator’s name and address

Administrator’s EIN 900101397
Plan administrator’s name SOURCEPOINTE
Plan administrator’s address 1000 HILLCREST RD STE 340, MOBILE, AL, 36695
Administrator’s telephone number 2516333838

Signature of

Role Plan administrator
Date 2011-07-22
Name of individual signing ROBERT D. PIERCE, JR.
SOURCEPOINTE RETIREMENT PLAN 2009 900101397 2010-09-28 SOURCEPOINTE 97
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 561300
Sponsor’s telephone number 2516333838
Plan sponsor’s address 1000 HILLCREST RD STE 340, MOBILE, AL, 36695

Plan administrator’s name and address

Administrator’s EIN 900101397
Plan administrator’s name SOURCEPOINTE
Plan administrator’s address 1000 HILLCREST RD STE 340, MOBILE, AL, 36695
Administrator’s telephone number 2516333838

Signature of

Role Plan administrator
Date 2010-09-28
Name of individual signing ROBERT D. PIERCE, JR.

Agent

Name Role
NATIONAL REGISTERED AGENTS INC Agent

Member

Name Role Address
COADVANTAGE CORPORATION Member 101 RIVERFRONT BLVD SUITE 300BRADENTON, FL 34205

Organizer

Name Role Address
BURGESS, CLINTON W Organizer 101 RIVERFRONT BLVD SUITE 300BRADENTON, FL 34205
MARTIN, LORI S Organizer 101 RIVERFRONT BLVD SUITE 300BRADENTON, FL 34205
CUMBEE, JOHN E. Organizer 101 RIVERFRONT BLVD SUITE 300BRADENTON, FL 34205

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State