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  5. ILLINOIS CPA SOCIETY

ILLINOIS CPA SOCIETY

Company Details

Entity Name: ILLINOIS CPA SOCIETY
Jurisdiction: Illinois
Entity Type: Corporation - Not-for-Profit
Status: Goodstanding
Date Formed: 06 Nov 1903
Company Number: CORP_09081593
File Number: 09081593
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ILLINOIS CPA SOCIETY 401K PROFIT SHARING PLAN 2023 362171350 2024-08-26 ILLINOIS CPA SOCIETY 60
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 WEST JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2024-08-26
Name of individual signing RYAN MURNICK
Valid signature Filed with authorized/valid electronic signature
ILLINOIS CPA SOCIETY 401K PROFIT SHARING PLAN 2022 362171350 2023-09-28 ILLINOIS CPA SOCIETY 64
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 WEST JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2023-09-28
Name of individual signing RYAN MURNICK
Valid signature Filed with authorized/valid electronic signature
ILLINOIS CPA SOCIETY 401K PROFIT SHARING PLAN 2021 362171350 2022-10-03 ILLINOIS CPA SOCIETY 65
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 WEST JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing JENNIFER SCHULTZ
Valid signature Filed with authorized/valid electronic signature
ILLINOIS CPA SOCIETY 401K PROFIT SHARING PLAN 2020 362171350 2021-09-24 ILLINOIS CPA SOCIETY 66
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 WEST JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2021-09-24
Name of individual signing JENNIFER SCHULTZ
Valid signature Filed with authorized/valid electronic signature
ILLINOIS CPA SOCIETY 401K PROFIT SHARING PLAN 2019 362171350 2020-09-01 ILLINOIS CPA SOCIETY 69
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 WEST JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2020-09-01
Name of individual signing JENNIFER SCHULTZ
Valid signature Filed with authorized/valid electronic signature
ILLINOIS CPA SOCIETY 401K PROFIT SHARING PLAN 2018 362171350 2019-09-13 ILLINOIS CPA SOCIETY 76
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 WEST JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2019-09-13
Name of individual signing JENNIFER SCHULTZ
Valid signature Filed with authorized/valid electronic signature
ILLINOIS CPA SOCIETY 401K PROFIT SHARING PLAN 2017 362171350 2018-08-02 ILLINOIS CPA SOCIETY 70
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 WEST JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2018-08-02
Name of individual signing JENNIFER SCHULTZ
Valid signature Filed with authorized/valid electronic signature
ILLINOIS CPA SOCIETY 401(K) PROFIT SHARING PLAN 2016 362171350 2017-09-12 ILLINOIS CPA SOCIETY 74
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 WEST JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2017-09-12
Name of individual signing JENNIFER SCHULTZ
Valid signature Filed with authorized/valid electronic signature
ILLINOIS CPA SOCIETY 401K PLAN 2014 362171350 2015-07-30 ILLINOIS CPA SOCIETY 80
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 W JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2015-07-30
Name of individual signing JENNIFER SCHULTZ
Valid signature Filed with authorized/valid electronic signature
ILLINOIS CPA SOCIETY 401K PLAN 2013 362171350 2014-10-03 ILLINOIS CPA SOCIETY 74
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1981-06-01
Business code 541211
Sponsor’s telephone number 3129930407
Plan sponsor’s address 550 W JACKSON SUITE 900, CHICAGO, IL, 606615716

Signature of
Role Plan administrator
Date 2014-10-03
Name of individual signing JENNIFER SCHULTZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
GEOFFREY BROWN, 550 W JACKSON BLVD. SUITE 900, CHICAGO, 60661, COOK-NOT IN CITY OF CHICAGO Agent 2023-10-03

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158002727 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2018-03-07 2023-10-03 2024-12-31

Historical Names

Name Change Date
ILLINOIS C P A SOCIETY 2022-07-11

Related by officers

GEOFFREY BROWN, 550 W JACKSON BLVD. SUITE 900, CHICAGO, 60661, COOK-NOT IN CITY OF CHICAGO

CPA ENDOWMENT FUND OF ILLINOIS

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State

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