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Berkeley & Company, LLC

Headquarter

Details

Name: Berkeley & Company, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 15 May 2023 (2 years ago)
Entity Number: 001-079-485
Register Number: 001079485
Historical Names: Berkeley Insurance Brokerage, LLC
County: Montgomery
Place of Formation: Alabama
Registered Office Street Address: 2 NORTH JACKSON ST STE 605MONTGOMERY, AL 36104
Registered Office Street Address ZIP Code: 36104

Links between entities

Type Company Name Company Number State
Headquarter of Berkeley & Company, LLC 20241731467 COLORADO
Headquarter of Berkeley & Company, LLC 1379399 KENTUCKY
Headquarter of Berkeley & Company, LLC LLC_14953418 ILLINOIS
Headquarter of Berkeley & Company, LLC af040fdc-ed36-ee11-9074-00155d01c440 MINNESOTA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BERKELEY & COMPANY, LLC 401(K) PLAN 2023 931400251 2024-05-07 BERKELEY & COMPANY, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-05-15
Business code 524140
Sponsor’s telephone number 2053823026
Plan sponsor’s address 2311 HIGHLAND AVENUE SOUTH, SUITE 102, BIRMINGHAM, AL, 35205

Plan administrator’s name and address

Administrator’s EIN 203886993
Plan administrator’s name NATIONAL BENEFIT SERVICES, LLC
Plan administrator’s address 8523 SOUTH REDWOOD ROAD, WEST JORDAN, UT, 84088
Administrator’s telephone number 8015324000

Signature of

Role Plan administrator
Date 2024-05-07
Name of individual signing FIDUCIARY SERVICES

Agent

Name Role
CAPITOL CORPORATE SERVICES, INC. Agent

Organizer

Name Role
CHARLES W.G. ISRAEL Organizer

Events

Event Date Event Type Old Value New Value
2023-06-12 Name Change Berkeley Insurance Brokerage, LLC Berkeley & Company, LLC

Date of last update: 17 Aug 2024

Sources: Alabama Secretary of State