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  5. FINANCIAL MANAGERS SOCIETY, INC.

FINANCIAL MANAGERS SOCIETY, INC.

Company Details

Entity Name: FINANCIAL MANAGERS SOCIETY, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Not-for-Profit
Status: Revoked
Date Formed: 10 Nov 1966
Company Number: CORP_19414809
File Number: 19414809
Type of Business: Not for Profit
Date Status Change: 12 Apr 2024
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINANCIAL MANAGERS SOCIETY INC 401(K) PROFIT SHARING PLAN & TRUST 2022 362602578 2023-07-13 FINANCIAL MANAGERS SOCIETY INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 541800
Sponsor’s telephone number 3126303431
Plan sponsor’s address 1 NORTH LASALLE STREET, SUITE 875, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2023-07-13
Name of individual signing ALANA L VARTANIAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MANAGERS SOCIETY INC 401(K) PROFIT SHARING PLAN & TRUST 2021 362602578 2022-05-20 FINANCIAL MANAGERS SOCIETY INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 541800
Sponsor’s telephone number 3126303423
Plan sponsor’s address 1 NORTH LASALLE STREET, SUITE 875, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2022-05-20
Name of individual signing ALANA VARTANIAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MANAGERS SOCIETY INC 401(K) PROFIT SHARING PLAN & TRUST 2020 362602578 2021-07-08 FINANCIAL MANAGERS SOCIETY INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 541800
Sponsor’s telephone number 3126303423
Plan sponsor’s address 1 NORTH LASALLE STREET, SUITE 875, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2021-07-08
Name of individual signing ALANA L VARTANIAN
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MANAGERS SOCIETY EMPLOYEE SAVINGS PLAN 2012 362602578 2013-07-18 FINANCIAL MANAGERS SOCIETY 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 3125781300
Plan sponsor’s address 1 N LASALLE ST STE 3100, CHICAGO, IL, 606024003

Signature of
Role Plan administrator
Date 2013-07-18
Name of individual signing RICHARD YINGST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-18
Name of individual signing RICHARD YINGST
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MANAGERS SOCIETY EMPLOYEE SAVINGS PLAN 2011 362602578 2012-07-24 FINANCIAL MANAGERS SOCIETY 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 3125781300
Plan sponsor’s address 100 W MONROE ST STE 810, CHICAGO, IL, 606031959

Plan administrator’s name and address
Administrator’s EIN 362602578
Plan administrator’s name FINANCIAL MANAGERS SOCIETY
Plan administrator’s address 100 W MONROE ST STE 810, CHICAGO, IL, 606031959
Administrator’s telephone number 3125781300

Signature of
Role Plan administrator
Date 2012-07-24
Name of individual signing RICHARD YINGST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-24
Name of individual signing RICHARD YINGST
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MANAGERS SOCIETY EMPLOYEE SAVINGS PLAN 2010 362602578 2011-07-22 FINANCIAL MANAGERS SOCIETY 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 3125781300
Plan sponsor’s address 100 W MONROE ST STE 810, CHICAGO, IL, 606031959

Plan administrator’s name and address
Administrator’s EIN 362602578
Plan administrator’s name FINANCIAL MANAGERS SOCIETY
Plan administrator’s address 100 W MONROE ST STE 810, CHICAGO, IL, 606031959
Administrator’s telephone number 3125781300

Signature of
Role Plan administrator
Date 2011-07-22
Name of individual signing RICHARD YINGST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-22
Name of individual signing RICHARD YINGST
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MANAGERS SOCIETY EMPLOYEE SAVINGS PLAN 2009 362602578 2010-07-27 FINANCIAL MANAGERS SOCIETY 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 3125781300
Plan sponsor’s address 100 W MONROE ST STE 810, CHICAGO, IL, 606031959

Plan administrator’s name and address
Administrator’s EIN 362602578
Plan administrator’s name FINANCIAL MANAGERS SOCIETY
Plan administrator’s address 100 W MONROE ST STE 810, CHICAGO, IL, 606031959
Administrator’s telephone number 3125781300

Signature of
Role Plan administrator
Date 2010-07-27
Name of individual signing RICHARD A. YINGST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-27
Name of individual signing RICHARD A. YINGST
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAVID RAMBO, 10827 S WESTERN AVE, CHICAGO, 60643, COOK-NOT IN CITY OF CHICAGO Agent 2020-12-18

President

Name and Address Role
ALANA VARTANIAN 1 NORTH LASALLE ST #875 CHICAGO 60602 President

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158000620 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 1991-03-09 2005-02-04 2004-12-31

Historical Names

Name Change Date
FINANICAL MANAGERS SOCIETY FOR SAVINGS INSTITUTIONS, INC. 1982-09-16

Related by officers

DAVID RAMBO, 10827 S WESTERN AVE, CHICAGO, 60643, COOK-NOT IN CITY OF CHICAGO

ST. JAMES HOSPITAL MEDICAL STAFF FUND

Related by address

No related companies by address

Date of last update: 30 Jan 2025

Sources: Illinois Office of the Secretary of State

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