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Machen McChesney, LLP

Details

Name: Machen McChesney, LLP
Jurisdiction: Alabama
Legal type: Domestic Registered Limited Liability Partnership
Status: Exists
Date of registration: 25 Mar 1997 (28 years ago)
Entity Number: 000-400-092
Register Number: 000400092
Historical Names: Machen, McChesney & Chastain, LLP
ZIP code: 36830
County: Lee
Place of Formation: Lee County
Registered Office Street Address: 1820 EAST UNIVERSITY DRAUBURN, AL 36830
Principal Address: 1820 EAST UNIVERSITY DRIVEAUBURN, AL 36830

Activities ACCOUNTING AND TAX SERVICES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MACHEN MCCHESNEY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2023 630834838 2024-09-28 MACHEN MCCHESNEY, LLP 73
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541211
Sponsor’s telephone number 3348877022
Plan sponsor’s address 1820 EAST UNIVERSITY DRIVE, AUBURN, AL, 36830

Plan administrator’s name and address

Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of

Role Plan administrator
Date 2024-09-28
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
MACHEN MCCHESNEY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2022 630834838 2023-09-29 MACHEN MCCHESNEY, LLP 69
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541211
Sponsor’s telephone number 3348877022
Plan sponsor’s address 1820 EAST UNIVERSITY DRIVE, AUBURN, AL, 36830

Plan administrator’s name and address

Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of

Role Plan administrator
Date 2023-09-29
Name of individual signing ERIC QUELLA
MACHEN MCCHESNEY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2021 630834838 2022-10-05 MACHEN MCCHESNEY, LLP 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541211
Sponsor’s telephone number 3348877022
Plan sponsor’s address 1820 EAST UNIVERSITY DRIVE, AUBURN, AL, 36830

Signature of

Role Plan administrator
Date 2022-10-05
Name of individual signing ERIC QUELLA
MACHEN MCCHESNEY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2020 630834838 2021-10-11 MACHEN MCCHESNEY, LLP 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541211
Sponsor’s telephone number 3348877022
Plan sponsor’s address 1820 EAST UNIVERSITY DRIVE, AUBURN, AL, 36830

Signature of

Role Plan administrator
Date 2021-10-11
Name of individual signing CHRISTINA OWEN
MACHEN MCCHESNEY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2019 630834838 2020-09-21 MACHEN MCCHESNEY, LLP 62
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541211
Sponsor’s telephone number 3348877022
Plan sponsor’s address 1820 EAST UNIVERSITY DRIVE, AUBURN, AL, 36830

Signature of

Role Plan administrator
Date 2020-09-21
Name of individual signing CHRISTINA OWEN
MACHEN MCCHESNEY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2019 630834838 2021-10-05 MACHEN MCCHESNEY, LLP 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541211
Sponsor’s telephone number 3348877022
Plan sponsor’s address 1820 EAST UNIVERSITY DRIVE, AUBURN, AL, 36830

Signature of

Role Plan administrator
Date 2021-10-05
Name of individual signing CHRISTINA OWEN
MACHEN MCCHESNEY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2018 630834838 2019-10-14 MACHEN MCCHESNEY, LLP 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541211
Sponsor’s telephone number 3348877022
Plan sponsor’s address 1820 EAST UNIVERSITY DRIVE, AUBURN, AL, 36830

Signature of

Role Plan administrator
Date 2019-10-14
Name of individual signing CHRISTINA OWEN
MACHEN MCCHESNEY, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2017 630834838 2018-10-15 MACHEN MCCHESNEY, LLP 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541211
Sponsor’s telephone number 3348877022
Plan sponsor’s address 1820 EAST UNIVERSITY DRIVE, AUBURN, AL, 36830

Signature of

Role Plan administrator
Date 2018-10-15
Name of individual signing VERONICA FRANKS

Agent

Name Role Address
WILLIAMS, MARTIN D Agent 325 CORKTREE CIRCLEAUBURN, AL 36832

Member

Name Role Address
CHASTAIN, DONALD G Member 801 MOORES MILL DRIVEAUBURN, AL 36830
MACHEN, MICHAEL D Member 7176 SOCIETY HILL ROADAUBURN, AL 36830
WILLIAMS, MARTIN D Member 325 CORKTREE CIRCLEAUBURN, AL 36832

Events

Event Date Event Type Old Value New Value
2015-10-09 Name Change Machen, McChesney & Chastain, LLP Machen McChesney, LLP

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6487838306 2021-01-27 0459 PPS 1820 E University Dr, Auburn, AL, 36830-5230
Loan Status Date 2021-09-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 696344.58
Loan Approval Amount (current) 696344.58
Undisbursed Amount 0
Franchise Name -
Lender Location ID 440693
Servicing Lender Name River Bank & Trust
Servicing Lender Address 2611 Legends Dr, PRATTVILLE, AL, 36066-7761
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Auburn, LEE, AL, 36830-5230
Project Congressional District AL-03
Number of Employees 43
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 440693
Originating Lender Name River Bank & Trust
Originating Lender Address PRATTVILLE, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 699942.36
Forgiveness Paid Date 2021-08-03
7575517008 2020-04-07 0459 PPP 1820 East University Dr, AUBURN, AL, 36830-5230
Loan Status Date 2021-02-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 696300
Loan Approval Amount (current) 696300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 40010
Servicing Lender Name Renasant Bank
Servicing Lender Address 209 Troy St, TUPELO, MS, 38804-4827
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address AUBURN, LEE, AL, 36830-5230
Project Congressional District AL-03
Number of Employees 45
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 40010
Originating Lender Name Renasant Bank
Originating Lender Address TUPELO, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 701560.93
Forgiveness Paid Date 2021-01-20

Date of last update: 13 Aug 2024

Sources: Alabama Secretary of State