|
JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN
|
2012
|
841631750
|
2013-05-28
|
JEFFCOAT & ASSOCIATES, LLC
|
81
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1974-09-01
|
| Business code |
811310
|
| Sponsor’s telephone number |
2054811100
|
| Plan sponsor’s mailing address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022
|
| Plan sponsor’s
address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022
|
Plan administrator’s name and address
| Administrator’s EIN |
841631750 |
| Plan administrator’s name |
JEFFCOAT & ASSOCIATES, LLC |
| Plan administrator’s
address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022 |
| Administrator’s telephone number |
2054811100 |
Number of participants as of the end of the plan year
| Active participants |
57 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
17 |
| 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 |
68 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
3 |
Signature of
| Role |
Plan administrator |
| Date |
2013-05-28 |
| Name of individual signing |
JIM LOLLAR |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN
|
2011
|
841631750
|
2012-05-04
|
JEFFCOAT & ASSOCIATES, LLC
|
85
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1974-09-01
|
| Business code |
811310
|
| Sponsor’s telephone number |
2054811100
|
| Plan sponsor’s mailing address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022
|
| Plan sponsor’s
address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022
|
Plan administrator’s name and address
| Administrator’s EIN |
841631750 |
| Plan administrator’s name |
JEFFCOAT & ASSOCIATES, LLC |
| Plan administrator’s
address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022 |
| Administrator’s telephone number |
2054811100 |
Number of participants as of the end of the plan year
| Active participants |
71 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
10 |
| 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 |
69 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
| Role |
Plan administrator |
| Date |
2012-05-04 |
| Name of individual signing |
JIM LOLLAR |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN
|
2010
|
841631750
|
2011-07-19
|
JEFFCOAT & ASSOCIATES, LLC
|
88
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1974-09-01
|
| Business code |
811310
|
| Sponsor’s telephone number |
2054811100
|
| Plan sponsor’s mailing address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022
|
| Plan sponsor’s
address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022
|
Plan administrator’s name and address
| Administrator’s EIN |
841631750 |
| Plan administrator’s name |
JEFFCOAT & ASSOCIATES, LLC |
| Plan administrator’s
address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022 |
| Administrator’s telephone number |
2054811100 |
Number of participants as of the end of the plan year
| Active participants |
72 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
13 |
| 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 |
71 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
| Role |
Plan administrator |
| Date |
2011-07-19 |
| Name of individual signing |
JIM LOLLAR |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN
|
2009
|
841631750
|
2010-04-29
|
JEFFCOAT & ASSOCIATES, LLC
|
85
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1974-09-01
|
| Business code |
811310
|
| Sponsor’s telephone number |
2054811100
|
| Plan sponsor’s mailing address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022
|
| Plan sponsor’s
address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022
|
Plan administrator’s name and address
| Administrator’s EIN |
841631750 |
| Plan administrator’s name |
JEFFCOAT & ASSOCIATES, LLC |
| Plan administrator’s
address |
5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022 |
| Administrator’s telephone number |
2054811100 |
Number of participants as of the end of the plan year
| Active participants |
77 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
10 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
1 |
| Number of
participants
with
account balances as of the end of the plan year |
70 |
| 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 |
2010-04-29 |
| Name of individual signing |
JIM LOLLAR |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
