Cole Financial Planning and Wealth Management, Inc.
Alabama
Alabama
Registered In
12/28/2012
Incorp. Date
Company Summary
Cole Financial Planning and Wealth Management, Inc. in Alabama lists Cole, Scott of Birmingham, AL as the associate.
- Registered In
- Alabama
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Corporation
- Status
- Exists
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Cole, Scott
Registered Agent
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6239 LETSON FARMS DR, BESSEMER, AL 35022
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Cole, Scott
Director
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PO BOX 36608, BIRMINGHAM, AL 35235
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Cole, Scott
Incorporator
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PO BOX 36608, BIRMINGHAM, AL 35235
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Financial Information for Cole Financial Planning and Wealth Management, Inc.
Form 5500
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
P.O. Box 36608, Birmingham, Al 35236 (205) 477-5118 EIN:46-1663973 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$359,403 / $517,803 | 2023 | COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $359,403 / $517,803 |
| 2022 | Plan NameCOLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$363,750 / $359,403 | 2022 | COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 2 / 3 | $363,750 / $359,403 |
| 2021 | Plan NameCOLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$886,848 / $363,750 | 2021 | COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 2 | $886,848 / $363,750 |
| 2020 | Plan NameCOLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$715,530 / $886,848 | 2020 | COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $715,530 / $886,848 |
| 2019 | Plan NameCOLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$525,677 / $715,530 | 2019 | COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $525,677 / $715,530 |
Benefit & Retirement Plans based on Form 5500.
Person/City Match:Cole Scott - Bessemer, AL
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Milestone Schedule Consultants, LLC
Registered in Alabama
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Bessemer, AL | View Report |
The following government agencies have contributed data:
Alabama Secretary of State U.S. Department of Labor
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