Whatley Financial Group LLC
Alabama
Alabama
Registered In
01/11/2016
Incorp. Date
Company Summary
Whatley Financial Group LLC in Alabama lists Whatley, S Warren Jr of Birmingham, AL as the associate.
- Registered In
- Alabama
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Exists
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Whatley, S W Jr
Registered Agent
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2 N 20TH ST STE 1400, BIRMINGHAM, AL 35205
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Whatley, S Warren Jr
Organizer
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2 N 20TH ST STE 1400, BIRMINGHAM, AL 35205
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Financial Information for Whatley Financial Group LLC
Form 5500
WHATLEY FINANCIAL GROUP, LLC
2 North 20th Street Suite 1400, Birmingham, Al 35203 (205) 949-8788 EIN:81-1039988 Plan Admin:Warren Whatley| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWHATLEY FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$1,615,587 / $1,372,145 | 2022 | WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 4 / 6 | $1,615,587 / $1,372,145 |
| 2022 | Plan NameWHATLEY FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $82,890 | 2022 | WHATLEY FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 | 3 / 3 | $0 / $82,890 |
| 2021 | Plan NameWHATLEY FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,278,519 / $1,615,587 | 2021 | WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $1,278,519 / $1,615,587 |
| 2020 | Plan NameWHATLEY FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,105,732 / $1,278,519 | 2020 | WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 5 / 4 | $1,105,732 / $1,278,519 |
| 2019 | Plan NameWHATLEY FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$822,044 / $1,105,732 | 2019 | WHATLEY FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $822,044 / $1,105,732 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Guthrie Whatley Financial Group, LLC
Registered in Alabama
|
View Report |
Person/City Match:Whatley S Warren Jr - Birmingham, AL
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Gwid, LLC
Registered in Alabama
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Birmingham, AL | View Report |
The following government agencies have contributed data:
Alabama Secretary of State U.S. Department of Labor
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