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  5. Eclectic Holdings, LLC

Eclectic Holdings, LLC

Headquarter

Details

Name: Eclectic Holdings, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 19 Apr 2001 (24 years ago)
Entity Number: 000-675-333
Register Number: 000675333
Historical Names: Alexander & Associates, LLC
AEA Group, LLC
Accounting, Economics and Appraisal Group, LLC
Accounting, Economics & Appraisal Group, LLC
ZIP code: 35203
County: Jefferson
Place of Formation: Jefferson County
Registered Office Street Address: 1901 6TH AVE. NORTH, STE 1620BIRMINGHAM, AL 35203

Activities ACCOUNTING SERVICES

Links between entities

Type Company Name Company Number State
Headquarter of Eclectic Holdings, LLC, FLORIDA M09000002937 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 401(K) PLAN 2022 631274675 2023-05-09 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 541211
Sponsor’s telephone number 2054881150
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Plan administrator’s name and address
Administrator’s EIN 462023154
Plan administrator’s name FIRST PARTY ADMINISTRATOR, LLC
Plan administrator’s address 5352 PEACHTREE ROAD, ATLANTA, GA, 30341
Administrator’s telephone number 6785009551

Signature of
Role Plan administrator
Date 2023-05-09
Name of individual signing JULIAN LESTER ALEXANDER
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 401(K) PLAN FINAL 2022 631274675 2023-11-29 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 541211
Sponsor’s telephone number 2054881110
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Plan administrator’s name and address
Administrator’s EIN 462023154
Plan administrator’s name FIRST PARTY ADMINISTRATOR, LLC
Plan administrator’s address 5352 PEACHTREE ROAD, ATLANTA, GA, 30341
Administrator’s telephone number 6785009551

Signature of
Role Plan administrator
Date 2023-11-29
Name of individual signing JULIAN LESTER ALEXANDER
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 401(K) PLAN 2021 631274675 2022-10-11 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 541211
Sponsor’s telephone number 2054881150
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Plan administrator’s name and address
Administrator’s EIN 462023154
Plan administrator’s name FIRST PARTY ADMINISTRATOR, LLC
Plan administrator’s address 5352 PEACHTREE ROAD, ATLANTA, GA, 30341
Administrator’s telephone number 6785009551

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing JOHN A. STARR
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 401(K) PLAN 2020 631274675 2021-08-04 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 541211
Sponsor’s telephone number 2054881150
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Plan administrator’s name and address
Administrator’s EIN 462023154
Plan administrator’s name FIRST PARTY ADMINISTRATOR, LLC
Plan administrator’s address 5352 PEACHTREE ROAD, ATLANTA, GA, 30341
Administrator’s telephone number 6785009551

Signature of
Role Plan administrator
Date 2021-08-04
Name of individual signing JOHN A. STARR
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 401(K) PLAN 2019 631274675 2020-09-24 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 541211
Sponsor’s telephone number 2054881150
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Plan administrator’s name and address
Administrator’s EIN 462023154
Plan administrator’s name FIRST PARTY ADMINISTRATOR, LLC
Plan administrator’s address 5352 PEACHTREE ROAD, ATLANTA, GA, 30341
Administrator’s telephone number 6785009551

Signature of
Role Plan administrator
Date 2020-09-24
Name of individual signing JOHN A. STARR
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC CASH BALANCE RETIREMENT PLAN AND TRUST 2019 631274675 2020-10-01 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 2054881150
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2020-10-01
Name of individual signing JULIAN ALEXANDER
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 401(K) PLAN 2018 631274675 2019-09-19 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 541211
Sponsor’s telephone number 2054881150
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Plan administrator’s name and address
Administrator’s EIN 462023154
Plan administrator’s name FIRST PARTY ADMINISTRATOR, LLC
Plan administrator’s address 5352 PEACHTREE ROAD, ATLANTA, GA, 30341
Administrator’s telephone number 6785009551

Signature of
Role Plan administrator
Date 2019-09-19
Name of individual signing JOHN A. STARR
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC CASH BALANCE RETIREMENT PLAN AND TRUST 2018 631274675 2019-10-14 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 22
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 2054881150
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2019-10-14
Name of individual signing JULIAN ALEXANDER
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 401(K) PLAN 2017 631274675 2018-06-15 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 541211
Sponsor’s telephone number 2054881150
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Plan administrator’s name and address
Administrator’s EIN 462023154
Plan administrator’s name FIRST PARTY ADMINISTRATOR, LLC
Plan administrator’s address 5352 PEACHTREE ROAD, ATLANTA, GA, 30341
Administrator’s telephone number 6785009551

Signature of
Role Plan administrator
Date 2018-06-15
Name of individual signing JOHN A. STARR
ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC CASH BALANCE RETIREMENT PLAN AND TRUST 2017 631274675 2018-08-24 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 2054881150
Plan sponsor’s address 1901 6TH AVE. N, SUITE 1620, BIRMINGHAM, AL, 35203

Signature of
Role Plan administrator
Date 2018-08-24
Name of individual signing JULIAN ALEXANDER

Member

Name Role
ALEXANDER, J L Member

Agent

Name Role
ALEXANDER, J. L III Agent

Organizer

Name Role
ALEXANDER, J LESTER III Organizer

Events

Event Date Event Type Old Value New Value
2023-01-03 Name Change AEA Group, LLC Eclectic Holdings, LLC
2018-09-18 Name Change Accounting, Economics & Appraisal Group, LLC AEA Group, LLC
2008-05-12 Name Change Accounting, Economics and Appraisal Group, LLC Accounting, Economics & Appraisal Group, LLC
2007-10-24 Name Change AEA Group, LLC Accounting, Economics and Appraisal Group, LLC
2002-07-19 Name Change Alexander & Associates, LLC AEA Group, LLC

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4970947004 2020-04-04 0459 PPP 1901 6TH AVE N STE 1620, BIRMINGHAM, AL, 35203-2602
Loan Status Date 2021-06-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 85900
Loan Approval Amount (current) 159440
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address BIRMINGHAM, JEFFERSON, AL, 35203-2602
Project Congressional District AL-07
Number of Employees 6
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 760
Originating Lender Name First Source Federal Credit Union
Originating Lender Address Rome, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 161215.98
Forgiveness Paid Date 2021-05-21
7690118509 2021-03-06 0459 PPS 1901 6th Ave N Ste 1620, Birmingham, AL, 35203-4650
Loan Status Date 2022-01-13
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 132139
Loan Approval Amount (current) 132139
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Birmingham, JEFFERSON, AL, 35203-4650
Project Congressional District AL-07
Number of Employees 8
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 760
Originating Lender Name First Source Federal Credit Union
Originating Lender Address Rome, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 133137.38
Forgiveness Paid Date 2021-12-14

Related by officers

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Related by address

No related companies by address

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State

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