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  5. CFA SOCIETY CHICAGO

CFA SOCIETY CHICAGO

Company Details

Entity Name: CFA SOCIETY CHICAGO
Jurisdiction: Illinois
Entity Type: Corporation - Not-for-Profit
Status: Goodstanding
Date Formed: 04 Aug 1965
Company Number: CORP_45624480
File Number: 45624480
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CFA SOCIETY OF CHICAGO 401K PLAN 2023 362595074 2024-07-10 CFA SOCIETY OF CHICAGO 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8479340300
Plan sponsor’s address 33 N. LASALLE STREET, SUITE 910, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2024-07-10
Name of individual signing JAN WRIGHT
Valid signature Filed with authorized/valid electronic signature
CFA SOCIETY OF CHICAGO 401K PLAN 2022 362595074 2023-10-23 CFA SOCIETY OF CHICAGO 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8479340300
Plan sponsor’s address 33 N. LASALLE STREET, SUITE 910, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2023-10-23
Name of individual signing JAN WRIGHT
Valid signature Filed with authorized/valid electronic signature
CFA SOCIETY OF CHICAGO 401K PLAN 2021 362595074 2022-10-17 CFA SOCIETY OF CHICAGO 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 3122826375
Plan sponsor’s address 33 N. LASALLE STREET, SUITE 910, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2022-10-17
Name of individual signing JAN WRIGHT
Valid signature Filed with authorized/valid electronic signature
CFA SOCIETY OF CHICAGO 401K PLAN 2020 362595074 2021-10-05 CFA SOCIETY OF CHICAGO 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 3122826375
Plan sponsor’s address 33 N. LASALLE STREET, SUITE 910, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2021-10-05
Name of individual signing VINCENT CHRISTOPHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-05
Name of individual signing VINCENT CHRISTOPHER
Valid signature Filed with authorized/valid electronic signature
CFA SOCIETY OF CHICAGO 401K PLAN 2019 362595074 2020-11-09 CFA SOCIETY OF CHICAGO 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 2242349024
Plan sponsor’s address 33 N. LASALLE STREET, SUITE 910, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2020-11-09
Name of individual signing JANET WRIGHT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-11-09
Name of individual signing JANET WRIGHT
Valid signature Filed with authorized/valid electronic signature
CFA SOCIETY OF CHICAGO 401K PLAN 2018 362595074 2019-07-08 CFA SOCIETY OF CHICAGO 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 2242349024
Plan sponsor’s address 33 N. LASALLE STREET, SUITE 910, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2019-07-08
Name of individual signing SHANNON CURLEY
Valid signature Filed with authorized/valid electronic signature
CFA SOCIETY OF CHICAGO 401K PLAN 2017 362595074 2018-07-31 CFA SOCIETY OF CHICAGO 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 2242349024
Plan sponsor’s address 33 N. LASALLE STREET, SUITE 910, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing SHANNON CURLEY
Valid signature Filed with authorized/valid electronic signature
CFA SOCIETY OF CHICAGO 401K PLAN 2016 362595074 2017-07-26 CFA SOCIETY OF CHICAGO 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 2242349024
Plan sponsor’s address 33 N. LASALLE STREET, SUITE 910, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2017-07-26
Name of individual signing SHANNON CURLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-26
Name of individual signing CFA SOCIETY CHICAGO
Valid signature Filed with authorized/valid electronic signature
CFA SOCIETY OF CHICAGO 401K PLAN 2015 362595074 2016-07-12 CFA SOCIETY OF CHICAGO 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 2242349024
Plan sponsor’s address 134 N. LASALLE ST., SUITE 1740, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing SHANNON CURLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-12
Name of individual signing CFA SOCIETY CHICAGO
Valid signature Filed with authorized/valid electronic signature
CFA SOCIETY OF CHICAGO 401K PLAN 2014 362595074 2015-11-04 CFA SOCIETY OF CHICAGO 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 2242349024
Plan sponsor’s address 134 N. LASALLE ST., SUITE 1740, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2015-11-04
Name of individual signing SHANNON CURLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-11-04
Name of individual signing CFA SOCIETY OF CHICAGO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CHRISTOPHER VINCENT, CFA, 33 N LASALLE ST STE 910, CHICAGO, 60602, COOK-NOT IN CITY OF CHICAGO Agent 2020-09-16

Historical Names

Name Change Date
CFA SOCIETY OF CHICAGO 2022-04-12
THE INVESTMENT ANALYSTS SOCIETY OF CHICAGO 2005-07-18

Related by officers

No related officers

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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