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  5. Cole Financial Planning and Wealth Management, Inc.

Cole Financial Planning and Wealth Management, Inc.

Details

Name: Cole Financial Planning and Wealth Management, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 28 Dec 2012 (12 years ago)
Entity Number: 000-274-584
Register Number: 000274584
ZIP code: 35022
County: Jefferson
Place of Formation: Jefferson County
Registered Office Street Address: 6239 LETSON FARMS DRIVEBESSEMER, AL 35022
Authorized Capital: 10000 @$.01PV

Activities TRANSACT ANY OR ALL LAWFUL BUSINESS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN 2023 461663973 2024-05-02 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2054775118
Plan sponsor’s address P.O. BOX 36608, BIRMINGHAM, AL, 35236

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-05-02
Name of individual signing QIAN LIU
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN 2022 461663973 2023-05-26 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2054775118
Plan sponsor’s address P.O. BOX 36608, BIRMINGHAM, AL, 35236

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-05-26
Name of individual signing CHRISTINE RIMER
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN 2021 461663973 2022-06-02 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2054775118
Plan sponsor’s address P.O. BOX 36608, BIRMINGHAM, AL, 35236

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-06-02
Name of individual signing CHRISTINE RIMER
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN 2020 461663973 2021-06-08 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2054775118
Plan sponsor’s address P.O. BOX 36608, BIRMINGHAM, AL, 35236

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-06-08
Name of individual signing CAROL HO
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN 2019 461663973 2020-05-20 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2054775118
Plan sponsor’s address P.O. BOX 36608, BIRMINGHAM, AL, 35236

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-05-19
Name of individual signing CAROL HO
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN 2018 461663973 2020-02-19 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2054775118
Plan sponsor’s address P.O. BOX 36608, BIRMINGHAM, AL, 35236

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-02-19
Name of individual signing CAROL HO
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN 2018 461663973 2019-07-17 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 3
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2054775118
Plan sponsor’s address P.O. BOX 36608, BIRMINGHAM, AL, 35236

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing CAROL HO
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN 2017 461663973 2018-07-27 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541600
Sponsor’s telephone number 2054775118
Plan sponsor’s address P.O. BOX 36608, BIRMINGHAM, AL, 35236

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing CAROL HO
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN 2016 461663973 2017-07-27 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541600
Sponsor’s telephone number 2054775118
Plan sponsor’s address P.O. BOX 36608, BIRMINGHAM, AL, 35236

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE TECHNOLOGIES, INC.
Plan administrator’s address 200 PARK RD, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing CAROL HO
COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. RETIREME 2016 461663973 2017-07-06 COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541600
Sponsor’s telephone number 2054775118
Plan sponsor’s address 6239 LETSON FARMS DRIVE, BESSEMER, AL, 35022

Signature of
Role Plan administrator
Date 2017-07-06
Name of individual signing PLAN SPONSOR

Agent

Name Role
COLE, SCOTT Agent

Director

Name Role
COLE, SCOTT Director

Incorporator

Name Role
COLE, SCOTT Incorporator

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

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