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  5. Barnes Pettey Financial Advisors, LLC

Barnes Pettey Financial Advisors, LLC

Company Details

Name: Barnes Pettey Financial Advisors, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 27 Dec 2005 (19 years ago)
Business ID: 883709
ZIP code: 38614
County: Coahoma
State of Incorporation: MISSISSIPPI
Principal Office Address: 252 SUNFLOWER AVENUE, P. O. Box 1234CLARKSDALE, MS 38614

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2023 208167191 2024-04-18 BARNES PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2024-04-18
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2022 208167191 2023-04-05 BARNES PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2023-04-05
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2021 208167191 2022-04-11 BARNES PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2022-04-11
Name of individual signing KATHY C. ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-11
Name of individual signing KATHY C. ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2020 208167191 2021-05-05 BARNES PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2021-05-05
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-05
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2019 208167191 2020-05-13 BARNES PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2020-05-13
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-13
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2018 208167191 2019-04-15 BARNES PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2019-04-15
Name of individual signing KATHY C. ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-15
Name of individual signing KATHY C. ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2017 208167191 2018-05-22 BARNES PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2018-05-22
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-22
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2016 208167191 2017-07-27 BARNES PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-27
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES-PETTEY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 208167191 2016-04-26 BARNES-PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2016-04-26
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES-PETTEY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 208167191 2015-06-09 BARNES-PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2015-06-05
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/03/07/20140307142916P030242112019001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2014-03-07
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/06/20130506113854P040073123397001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2013-05-06
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/05/18/20120518134106P030001052278001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Plan administrator’s name and address
Administrator’s EIN 208167191
Plan administrator’s name BARNES-PETTEY FINANCIAL ADVISORS, LLC
Plan administrator’s address P. O. BOX 1234, CLARKSDALE, MS, 38614
Administrator’s telephone number 6626272225

Signature of
Role Plan administrator
Date 2012-05-18
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/03/21/20110321095509P040134981632001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Plan administrator’s name and address
Administrator’s EIN 208167191
Plan administrator’s name BARNES-PETTEY FINANCIAL ADVISORS, LLC
Plan administrator’s address P. O. BOX 1234, CLARKSDALE, MS, 38614
Administrator’s telephone number 6626272225

Signature of
Role Plan administrator
Date 2011-03-21
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/08/20100708132218P030034033575001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Plan administrator’s name and address
Administrator’s EIN 208167191
Plan administrator’s name BARNES-PETTEY FINANCIAL ADVISORS, LLC
Plan administrator’s address P. O. BOX 1234, CLARKSDALE, MS, 38614
Administrator’s telephone number 6626272225

Signature of
Role Plan administrator
Date 2010-07-08
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Barnes, Dudley M Agent 252 Sunflower;Post Office Box 1234, Clarksdale, MS 38614

Member

Name Role Address
Dudley M Barnes Member P.O. BOX 1234, CLARKSDALE, MS 38614

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-02-27 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2023-02-20 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2022-03-04 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2021-03-23 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2020-01-28 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2019-04-09 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2018-02-07 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2017-03-07 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2016-02-19 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2015-03-20 Annual Report For Barnes Pettey Financial Advisors, LLC

Related by officers

Barnes, Dudley M

NORTH DELTA AIRCRAFT LLC

Related by address

252 SUNFLOWER AVENUE, P. O. Box 1234CLARKSDALE, MS 38614

NORTH DELTA AIRCRAFT LLC

Date of last update: 31 Dec 2024

Sources: Mississippi Secretary of State

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