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Gene Yates & Associates, LLC

Company Details

Name: Gene Yates & Associates, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 18 Oct 2007 (17 years ago)
Business ID: 921039
ZIP code: 39211
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 4 Meadowbrook Arbor Ln, 4 Meadowbrook Arbor LnJackson, MS 39211

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2023 261261036 2024-02-14 GENE YATES & ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Sponsor’s telephone number 6017180000
Plan sponsor’s address 4 MEADOWBROOK ARBOR LN, JACKSON, MS, 39211
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2022 261261036 2023-07-20 GENE YATES & ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 4 MEADOWBROOK ARBOR LN, JACKSON, MS, 39211
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2021 261261036 2022-07-28 GENE YATES & ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2020 261261036 2021-08-02 GENE YATES & ASSOCIATES LLC 2
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2020 261261036 2022-01-10 GENE YATES & ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2020 261261036 2022-01-06 GENE YATES & ASSOCIATES LLC 2
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2019 261261036 2020-07-14 GENE YATES & ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2018 261261036 2019-07-26 GENE YATES & ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2017 261261036 2018-07-20 GENE YATES & ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
GENE YATES & ASSOC. LLC 401K PROFIT SHARING PLAN 2016 261261036 2017-07-31 GENE YATES & ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/07/29/20160729135715P030060499489001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Signature of

Role Plan administrator
Date 2016-06-20
Name of individual signing GENE YATES, JR.
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/06/20150706112505P040078070311001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Signature of

Role Plan administrator
Date 2015-07-06
Name of individual signing DONNA W. BRUCE
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Signature of

Role Plan administrator
Date 2014-10-06
Name of individual signing DONNA W. BRUCE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/07/20141007175504P040013459951001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Signature of

Role Plan administrator
Date 2014-10-07
Name of individual signing DONNA W. BRUCE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/23/20130723172510P040040536823001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Signature of

Role Plan administrator
Date 2013-07-23
Name of individual signing DONNA W. BRUCE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/21/20120621135507P040002772773001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Plan administrator’s name and address

Administrator’s EIN 261261036
Plan administrator’s name GENE YATES & ASSOCIATES LLC
Plan administrator’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Signature of

Role Plan administrator
Date 2012-06-21
Name of individual signing DONNA W. BRUCE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/06/06/20110606165510P030071504417001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Plan administrator’s name and address

Administrator’s EIN 261261036
Plan administrator’s name GENE YATES & ASSOCIATES LLC
Plan administrator’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
Administrator’s telephone number 6017180000

Signature of

Role Plan administrator
Date 2011-06-06
Name of individual signing DONNA W BRUCE
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Plan administrator’s name and address

Administrator’s EIN 261261036
Plan administrator’s name GENE YATES & ASSOCIATES LLC
Plan administrator’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
Administrator’s telephone number 6017180000
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Plan administrator’s name and address

Administrator’s EIN 261261036
Plan administrator’s name GENE YATES & ASSOCIATES LLC
Plan administrator’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
Administrator’s telephone number 6017180000
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/06/17/20100617155510P040322262577001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 6017180000
Plan sponsor’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110

Plan administrator’s name and address

Administrator’s EIN 261261036
Plan administrator’s name GENE YATES & ASSOCIATES LLC
Plan administrator’s address 124 ONE MADISON PLAZA, SUITE 1200, MADISON, MS, 39110
Administrator’s telephone number 6017180000

Signature of

Role Plan administrator
Date 2010-06-17
Name of individual signing DONNA W BRUCE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Yates, Gene A., Jr Agent 4 Meadowbrook Arbor Ln, Jackson, MS 39211

Member

Name Role Address
Gene A Yates Jr Member 4 Meadowbrook Arbor Ln, Jackson, MS 39211

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-02-29 Annual Report For Gene Yates & Associates, LLC
Registered Agent Change of Address Filed 2023-04-04 Agent Address Change For Yates, Gene A., Jr
Annual Report LLC Filed 2023-04-04 Annual Report For Gene Yates & Associates, LLC
Registered Agent Change of Address Filed 2022-09-23 Agent Address Change For Yates, Gene A., Jr
Annual Report LLC Filed 2022-05-10 Annual Report For Gene Yates & Associates, LLC
Annual Report LLC Filed 2021-04-14 Annual Report For Gene Yates & Associates, LLC
Annual Report LLC Filed 2020-04-22 Annual Report For Gene Yates & Associates, LLC
Annual Report LLC Filed 2019-05-07 Annual Report For Gene Yates & Associates, LLC
Annual Report LLC Filed 2018-03-19 Annual Report For Gene Yates & Associates, LLC
Annual Report LLC Filed 2017-01-23 Annual Report For Gene Yates & Associates, LLC

Date of last update: 02 Jan 2025

Sources: Mississippi Secretary of State