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SHEPPARD, MORGAN & SCHWAAB, INC.

Company Details

Entity Name: SHEPPARD, MORGAN & SCHWAAB, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Foreign BCA
Status: Goodstanding
Date Formed: 06 Jul 1966
Company Number: CORP_19149382
File Number: 19149382
Type of Business: Business Corporations
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHEPPARD, MORGAN & SCHWAAB INC PROFIT SHARING 2023 370894659 2024-05-10 SHEPPARD, MORGAN & SCHWAAB, INC. 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 238900
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, ALTON, IL, 62002

Signature of

Role Plan administrator
Date 2024-05-10
Name of individual signing SCOTT WEINER
Valid signature Filed with authorized/valid electronic signature
SHEPPARD, MORGAN & SCHWAAB INC PROFIT SHARING 2022 370894659 2023-06-09 SHEPPARD, MORGAN & SCHWAAB, INC. 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 238900
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, ALTON, IL, 62002

Signature of

Role Plan administrator
Date 2023-06-09
Name of individual signing CHARLES A. SHEPPARD
Valid signature Filed with authorized/valid electronic signature
SHEPPARD, MORGAN & SCHWAAB INC PROFIT SHARING 2021 370894659 2022-06-06 SHEPPARD, MORGAN & SCHWAAB, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 238900
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, ALTON, IL, 62002

Signature of

Role Plan administrator
Date 2022-06-06
Name of individual signing CHARLES A. SHEPPARD
Valid signature Filed with authorized/valid electronic signature
SHEPPARD, MORGAN & SCHWAAB INC PROFIT SHARING 2020 370894659 2021-06-08 SHEPPARD, MORGAN & SCHWAAB, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 238900
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, ALTON, IL, 62002

Signature of

Role Plan administrator
Date 2021-06-08
Name of individual signing CHARLES A. SHEPPARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-08
Name of individual signing CHARLES A. SHEPPARD
Valid signature Filed with authorized/valid electronic signature
SHEPPARD, MORGAN & SCHWAAB INC PROFIT SHARING 2019 370894659 2020-06-02 SHEPPARD, MORGAN & SCHWAAB, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 238900
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, ALTON, IL, 62002

Signature of

Role Plan administrator
Date 2020-06-02
Name of individual signing CHARLES A. SHEPPARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-02
Name of individual signing CHARLES A. SHEPPARD
Valid signature Filed with authorized/valid electronic signature
SHEPPARD, MORGAN & SCHWAAB INC PROFIT SHARING 2018 370894659 2019-06-27 SHEPPARD, MORGAN & SCHWAAB, INC. 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 238900
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, ALTON, IL, 62002

Signature of

Role Plan administrator
Date 2019-06-27
Name of individual signing CHARLES SHEPPARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-27
Name of individual signing CHARLES SHEPPARD
Valid signature Filed with authorized/valid electronic signature
SHEPPARD, MORGAN & SCHWAAB, INC. PROFIT SHARING PLAN 2017 370894659 2018-07-05 SHEPPARD, MORGAN & SCHWAAB, INC. 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 541330
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, ALTON, IL, 62002
SHEPPARD, MORGAN & SCHWAAB, INC. PROFIT SHARING PLAN 2016 370894659 2017-09-20 SHEPPARD, MORGAN & SCHWAAB, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 541330
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, ALTON, IL, 62002
SHEPPARD, MORGAN & SCHWAAB, INC. PROFIT SHARING PLAN 2015 370894659 2016-09-26 SHEPPARD, MORGAN & SCHWAAB, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 541330
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, P. O. BOX E, ALTON, IL, 62002
SHEPPARD, MORGAN & SCHWAAB, INC. PROFIT SHARING PLAN 2014 370894659 2015-08-27 SHEPPARD, MORGAN & SCHWAAB, INC. 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 541330
Sponsor’s telephone number 6184629755
Plan sponsor’s address 215 MARKET STREET, P. O. BOX E, ALTON, IL, 62002

Agent

Name and Address Role Appointment Date
SCOTT J WEINER, 215 MARKET ST, ALTON, 62002, MADISON Agent 2024-06-06

President

Name and Address Role
S J WEINER 215 MARKET STREET ALTON IL 62002 President

Secretary

Name and Address Role
D E GODAR, 215 MARKET STREET ALTON, IL 62002 Secretary

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
DESIGN FIRM 184000992-0010 No data No data DESIGN FIRM - LAND SURVEYOR/PROF ENG No data 1995-01-30 2023-04-12 2025-04-30

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 1000 800000 100

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State