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  5. CapSouth Partners, Inc.

CapSouth Partners, Inc.

Details

Name: CapSouth Partners, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 25 Mar 2002 (23 years ago)
Entity Number: 000-221-993
Register Number: 000221993
Historical Names: CapTrust Financial Advisors, Inc.
ZIP code: 36301
County: Houston
Place of Formation: Houston County
Principal Address: DOTHAN, AL
Registered Office Street Address: 2216 WEST MAIN ST.DOTHAN, AL 36301
Authorized Capital: $1,000

Activities FINANCIAL ADVISING

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2023 010647966 2024-06-19 CAPSOUTH PARTNERS, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2024-06-19
Name of individual signing ANTHONY MCCALLISTER
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2022 010647966 2023-07-11 CAPSOUTH PARTNERS, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing ANTHONY MCCALLISTER
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2021 010647966 2022-06-09 CAPSOUTH PARTNERS, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2022-06-09
Name of individual signing ANTHONY MCCALLISTER
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2020 010647966 2021-08-03 CAPSOUTH PARTNERS, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2021-08-03
Name of individual signing ANTHONY MCCALLISTER
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2019 010647966 2020-08-11 CAPSOUTH PARTNERS, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2020-08-11
Name of individual signing ANTHONY MCCALLISTER
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2018 010647966 2019-06-13 CAPSOUTH PARTNERS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2019-06-13
Name of individual signing ANTHONY MCCALLISTER
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2017 010647966 2018-06-26 CAPSOUTH PARTNERS, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2018-06-26
Name of individual signing ANTHONY MCCALLISTER
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2016 010647966 2017-06-26 CAPSOUTH PARTNERS, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2017-06-26
Name of individual signing ANTHONY MCCALLISTER
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2015 010647966 2016-07-12 CAPSOUTH PARTNERS, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing ANTHONY MCCALLISTER
CAPSOUTH PARTNERS, INC. 401(K) PLAN 2014 010647966 2015-07-27 CAPSOUTH PARTNERS, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 523900
Sponsor’s telephone number 3346738600
Plan sponsor’s address 2216 WEST MAIN STREET, DOTHAN, AL, 36301

Signature of
Role Plan administrator
Date 2015-07-27
Name of individual signing ANTHONY MCCALLISTER

Agent

Name Role Address
BOLDEN, DONALD P Agent 2216 WEST MAIN STREETDOTHAN, AL 36301

Incorporator

Name Role Address
BOLDEN, DONALD P Incorporator 2216 WEST MAIN STREETDOTHAN, AL 36301

Events

Event Date Event Type Old Value New Value
2005-02-01 Name Change CapTrust Financial Advisors, Inc. CapSouth Partners, Inc.

Related by officers

BOLDEN, DONALD P

Canaan, Incorporated Canaan Industries, Inc. Dothan Tennis Association, Inc. CSP Properties, LLC PACE, Inc. - Proclaiming America's Call for Equality Real Estate Partners, LLC Accord Properties, LLC Eagle Properties, LLC Cambridge Properties, LLC Dothan Christian Fellowship, Inc.

Related by address

DOTHAN, AL

A & M Electrical Construction Co., Inc. Acme Auction Company of Dothan, Inc. Acme Lease-A-Car, Inc. Acme Roofing and Sheet Metal Company, Inc. Adams Foods, Inc. Adams Trading Center Alabama Electric Company, Inc. of Dothan Art & Craft Hut, Inc. Southeastern Cabinet Co., Inc. Auto Electric Company of Alabama, Incorporated

Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

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