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RUSSELL FINANCIAL ADVISORS, LLC

Details

Name: RUSSELL FINANCIAL ADVISORS, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 23 Feb 2004 (21 years ago) (Companies founded in February 2004)
Entity Number: 000-697-884
Register Number: 000697884
Historical Names: FPH Financial Services, LLC
ZIP code: 35801 (Companies in Madison, 35801)
County: Madison
Place of Formation: Madison County
Registered Office Street Address: 305 CHURCH STREET SUITE 720HUNTSVILLE, AL 35801

Activities MAINTAIN CONTROL OF COMPANY PROPERTY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2009 200790302 2010-09-02 FPH FINANCIAL SERVICES LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-08
Business code 524210
Sponsor’s telephone number 2565396977
Plan sponsor’s mailing address 200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801
Plan sponsor’s address 200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN 200790302
Plan administrator’s name FPH FINANCIAL SERVICES LLC
Plan administrator’s address 200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801
Administrator’s telephone number 2565396977

Number of participants as of the end of the plan year

Active participants 3
Retired or separated participants receiving benefits 0
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 3
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 2010-09-02
Name of individual signing MARK RUSSELL
Valid signature Filed with authorized/valid electronic signature
FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2009 200790302 2010-09-02 FPH FINANCIAL SERVICES LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2008-08-08
Business code 524210
Sponsor’s telephone number 2565396977
Plan sponsor’s mailing address 200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801
Plan sponsor’s address 200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN 200790302
Plan administrator’s name FPH FINANCIAL SERVICES LLC
Plan administrator’s address 200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801
Administrator’s telephone number 2565396977

Number of participants as of the end of the plan year

Active participants 3
Retired or separated participants receiving benefits 0
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 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Employer/plan sponsor
Date 2010-09-02
Name of individual signing MARK RUSSELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RUSSELL, MARK Agent 127 YELLOW POPLAR LANEHARVEST, AL 35749

Member

Name Role Address
SHAVER, CHARLES E Member No data
RUSSELL, MARK Member 127 YELLOW POPLAR LANEHARVEST, AL 35749

Organizer

Name Role Address
RUSSELL, MARK Organizer 127 YELLOW POPLAR LANEHARVEST, AL 35749

Events

Event Date Event Type Old Value New Value
2016-07-22 Name Change FPH Financial Services, LLC RUSSELL FINANCIAL ADVISORS, LLC

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State