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RUSSELL FINANCIAL ADVISORS, LLC

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Entity Number 000-697-884

Register Number000697884

Status Exists

NameRUSSELL FINANCIAL ADVISORS, LLC

Historical Names FPH Financial Services, LLC

CountyMadison

Date of registration 23 Feb 2004 (21 years ago)

Legal typeDomestic Limited Liability Company

Registered Office Street Address 305 CHURCH STREET SUITE 720HUNTSVILLE, AL 35801

Registered Office Street Address ZIP code 35801

Activities MAINTAIN CONTROL OF COMPANY PROPERTY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants File

FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN

2009

200790302

2010-09-02

FPH FINANCIAL SERVICES LLC

2

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Three-digit plan number (PN)001
Effective date of plan2008-08-08
Business code524210
Sponsor’s telephone number2565396977
Plan sponsor’s mailing address200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801
Plan sponsor’s address200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN200790302
Plan administrator’s nameFPH FINANCIAL SERVICES LLC
Plan administrator’s address200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801
Administrator’s telephone number2565396977

Number of participants as of the end of the plan year

Active participants3
Retired or separated participants receiving benefits0
Other retired or separated participants entitled to future benefits0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits0
Number of participants with account balances as of the end of the plan year3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested0

Signature of

RolePlan administrator
Date2010-09-02
Name of individual signingMARK RUSSELL
Valid signatureFiled 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 plan2008-08-08
Business code524210
Sponsor’s telephone number2565396977
Plan sponsor’s mailing address200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801
Plan sponsor’s address200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801

Plan administrator’s name and address

Administrator’s EIN200790302
Plan administrator’s nameFPH FINANCIAL SERVICES LLC
Plan administrator’s address200 WEST SIDE SQUARE, SUITE 430, HUNTSVILLE, AL, 35801
Administrator’s telephone number2565396977

Number of participants as of the end of the plan year

Active participants3
Retired or separated participants receiving benefits0
Other retired or separated participants entitled to future benefits0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits0
Number of participants with account balances as of the end of the plan year3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested0

Signature of

RoleEmployer/plan sponsor
Date2010-09-02
Name of individual signingMARK RUSSELL
Valid signatureFiled 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

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