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CORPORATE PLANNING, LTD.

Company Details

Name: CORPORATE PLANNING, LTD.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Effective Date: 19 Apr 1973 (52 years ago)
Business ID: 309148
ZIP code: 39296
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 1701 LAKELAND DR, P O BOX 55885JACKSON, MS 39296-5885

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
W. A. WIMBERLY AND ASSOCIATES 401K PLAN 2019 640514810 2020-06-24 CORPORATE PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-05-01
Business code 523900
Sponsor’s telephone number 6019828000
Plan sponsor’s DBA name W. A. WIMBERLY & ASSOCIATES
Plan sponsor’s address PO BOX 55885, JACKSON, MS, 392965885

Signature of

Role Plan administrator
Date 2020-06-24
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-24
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
W. A. WIMBERLY AND ASSOCIATES 401K PLAN 2019 640514810 2021-04-21 CORPORATE PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-05-01
Business code 523900
Sponsor’s telephone number 6019828000
Plan sponsor’s DBA name W. A. WIMBERLY & ASSOCIATES
Plan sponsor’s address PO BOX 55885, JACKSON, MS, 392965885

Signature of

Role Plan administrator
Date 2021-04-21
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-21
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
W. A. WIMBERLY & ASSOCIATES 401K PLAN 2018 640514810 2019-05-22 CORPORATE PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-05-01
Business code 523900
Sponsor’s telephone number 6019828000
Plan sponsor’s DBA name W. A. WIMBERLY & ASSOCIATES
Plan sponsor’s address PO BOX 55885, JACKSON, MS, 392965885

Signature of

Role Plan administrator
Date 2019-05-22
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
W A WIMBERLY & ASSOCIATES 401K PL 2017 640514810 2018-06-19 CORPORATE PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-05-01
Business code 523900
Sponsor’s telephone number 6019828000
Plan sponsor’s DBA name W A. WIMBERLY & ASSOCIATES
Plan sponsor’s address PO BOX 55885, JACKSON, MS, 392965885

Signature of

Role Plan administrator
Date 2018-06-19
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-19
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
W.A. WIMBERLY & ASSOCIATES 401K PLAN 2016 640514810 2017-06-01 CORPORATE PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-05-01
Business code 523900
Sponsor’s telephone number 6019828000
Plan sponsor’s DBA name W. A. WIMBERLY & ASSOCIATES
Plan sponsor’s address PO BOX 55885, JACKSON, MS, 392965885

Signature of

Role Plan administrator
Date 2017-06-01
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
W.A. WIMBERLY & ASSOCIATES 401K PLAN 2015 640514810 2017-05-25 CORPORATE PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-05-01
Business code 523900
Sponsor’s telephone number 6019828000
Plan sponsor’s DBA name W. A. WIMBERLY & ASSOCIATES
Plan sponsor’s address PO BOX 55885, JACKSON, MS, 392965885

Signature of

Role Plan administrator
Date 2017-05-25
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
W.A.WIMBERLY & ASSOCIATES 401K PLAN 2014 640514810 2015-04-08 CORPORATE PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-05-01
Business code 523900
Sponsor’s telephone number 6019828000
Plan sponsor’s DBA name W. A. WIMBERLY & ASSOCIATES
Plan sponsor’s address P. O. BOX 55885, JACKSON, MS, 39296

Signature of

Role Plan administrator
Date 2015-04-08
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-08
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature
W.A.WIMBERLY & ASSOCIATES 401K PLAN 2013 640514810 2015-01-16 CORPORATE PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-05-01
Business code 523900
Sponsor’s telephone number 6019828000
Plan sponsor’s DBA name W. A. WIMBERLY & ASSOCIATES
Plan sponsor’s address P. O. BOX 55885, JACKSON, MS, 39296

Signature of

Role Plan administrator
Date 2015-01-16
Name of individual signing CHRISTY WIMBERLY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
W A WIMBERLY Agent 1701 LAKELAND DRIVE, P O BOX 55885, JACKSON, MS 39296

Treasurer

Name Role
JUDITH P BRUCE Treasurer
CHRISTY WIMBERLY Treasurer

Vice President

Name Role
PAM MCCOLLOUGH Vice President

Director

Name Role Address
CHRISTY WIMBERLY Director No data
W A WIMBERLY Director 1701 LAKELAND DRIVE, P O BOX 55885, JACKSON, MS 39296

Secretary

Name Role
CHRISTY WIMBERLY Secretary

President

Name Role Address
W A WIMBERLY President 1701 LAKELAND DRIVE, P O BOX 55885, JACKSON, MS 39296

Incorporator

Name Role Address
DAVID R HARDY Incorporator 1855 LAKELAND DRIVE, JACKSON, MS 39216
GERALD E VERNON Incorporator 1855 LAKELAND DRIVE, JACKSON, MS 39216

Filings

Type Status Filed Date Description
Amendment Form Filed 2001-07-10 Amendment

Date of last update: 01 Feb 2025

Sources: Mississippi Secretary of State