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BLOSSOM FINANCIAL SERVICES, INC.

Company Details

Entity Name: BLOSSOM FINANCIAL SERVICES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 22 May 1967
Company Number: CORP_47691435
File Number: 47691435
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BLOSSOM FINANCIAL SERVICES, INC. 401(K) PLAN 2023 370899315 2024-07-17 BLOSSOM FINANCIAL SERVICES, INC. 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-12-22
Business code 541990
Sponsor’s telephone number 3096968591
Plan sponsor’s address 125 SW JEFFERSON AVE. STE. 224W, PEORIA, IL, 61602

Signature of

Role Plan administrator
Date 2024-07-17
Name of individual signing LINDA B BLOSSOM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-17
Name of individual signing LINDA B BLOSSOM
Valid signature Filed with authorized/valid electronic signature
BLOSSOM FINANCIAL SERVICES, INC. 401(K) PLAN 2023 370899315 2024-08-06 BLOSSOM FINANCIAL SERVICES, INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-12-22
Business code 541990
Sponsor’s telephone number 3096968591
Plan sponsor’s address 125 SW JEFFERSON AVE. STE. 224W, PEORIA, IL, 61602

Signature of

Role Plan administrator
Date 2024-08-06
Name of individual signing LINDA B BLOSSOM
Valid signature Filed with authorized/valid electronic signature
BLOSSOM FINANCIAL SERVICES, INC. 401(K) PLAN 2022 370899315 2023-06-05 BLOSSOM FINANCIAL SERVICES, INC. 37
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-12-22
Business code 541990
Sponsor’s telephone number 3096968591
Plan sponsor’s address 125 SW JEFFERSON AVE. STE. 224W, PEORIA, IL, 61602

Signature of

Role Plan administrator
Date 2023-06-05
Name of individual signing LINDA B BLOSSOM
Valid signature Filed with authorized/valid electronic signature
BLOSSOM FINANCIAL SERVICES, INC. 401(K) PLAN 2021 370899315 2022-07-07 BLOSSOM FINANCIAL SERVICES, INC. 42
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-12-22
Business code 541990
Sponsor’s telephone number 3096714200
Plan sponsor’s address 456 FULTON STREET SUITE 345, PEORIA, IL, 61602

Signature of

Role Plan administrator
Date 2022-07-07
Name of individual signing LINDA B BLOSSOM
Valid signature Filed with authorized/valid electronic signature
BLOSSOM FINANCIAL SERVICES, INC. 401(K) PLAN 2020 370899315 2021-08-31 BLOSSOM FINANCIAL SERVICES, INC. 99
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-12-22
Business code 541990
Sponsor’s telephone number 3096714200
Plan sponsor’s address 456 FULTON STREET SUITE 345, PEORIA, IL, 61602

Signature of

Role Plan administrator
Date 2021-08-31
Name of individual signing LINDA B. BLOSSOM
Valid signature Filed with authorized/valid electronic signature
ALLIANCE BENEFIT GROUP OF ILLINOIS EMPLOYEES STOCK OWNERSHIP PLAN 2020 370899315 2021-02-16 BLOSSOM FINANCIAL SERVICES, INC. 91
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 541990
Sponsor’s telephone number 3096714200
Plan sponsor’s mailing address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602
Plan sponsor’s address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602

Number of participants as of the end of the plan year

Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
ALLIANCE BENEFIT GROUP OF ILLINOIS RETIREMENT SAVINGS PLAN 2019 370899315 2020-07-21 ALLIANCE BENEFIT GROUP OF ILLINOIS 107
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-12-22
Business code 541990
Sponsor’s telephone number 3096714200
Plan sponsor’s address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602

Plan administrator’s name and address

Administrator’s EIN 370899315
Plan administrator’s name ALLIANCE BENEFIT GROUP OF ILLINOIS
Plan administrator’s address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602
Administrator’s telephone number 3096714200

Signature of

Role Plan administrator
Date 2020-07-21
Name of individual signing TERESA D. WOOD
Valid signature Filed with authorized/valid electronic signature
ALLIANCE BENEFIT GROUP OF ILLINOIS RETIREMENT SAVINGS PLAN 2018 370899315 2019-07-22 ALLIANCE BENEFIT GROUP OF ILLINOIS 109
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-12-22
Business code 541990
Sponsor’s telephone number 3096714200
Plan sponsor’s address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602

Plan administrator’s name and address

Administrator’s EIN 370899315
Plan administrator’s name ALLIANCE BENEFIT GROUP OF ILLINOIS
Plan administrator’s address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602
Administrator’s telephone number 3096714200

Signature of

Role Plan administrator
Date 2019-07-22
Name of individual signing DAPHNE M. WEITZEL
Valid signature Filed with authorized/valid electronic signature
ALLIANCE BENEFIT GROUP OF ILLINOIS RETIREMENT SAVINGS PLAN 2017 370899315 2018-10-12 ALLIANCE BENEFIT GROUP OF ILLINOIS 110
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-12-22
Business code 541990
Sponsor’s telephone number 3096714200
Plan sponsor’s address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602

Plan administrator’s name and address

Administrator’s EIN 370899315
Plan administrator’s name ALLIANCE BENEFIT GROUP OF ILLINOIS
Plan administrator’s address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602
Administrator’s telephone number 3096714200

Signature of

Role Plan administrator
Date 2018-10-12
Name of individual signing DAPHNE M. WEITZEL
Valid signature Filed with authorized/valid electronic signature
ALLIANCE BENEFIT GROUP OF ILLINOIS EMPLOYEES STOCK OWNERSHIP PLAN 2011 370899315 2013-10-15 ALLIANCE BENEFIT GROUP OF ILLINOIS 75
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 541990
Sponsor’s telephone number 3096714200
Plan sponsor’s mailing address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602
Plan sponsor’s address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602

Plan administrator’s name and address

Administrator’s EIN 370899315
Plan administrator’s name ALLIANCE BENEFIT GROUP OF ILLINOIS
Plan administrator’s address 456 FULTON STREET, SUITE 345, PEORIA, IL, 61602
Administrator’s telephone number 3096714200

Number of participants as of the end of the plan year

Active participants 70
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 13
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 60
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3

Signature of

Role Plan administrator
Date 2013-10-15
Name of individual signing TERESA D. WOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing DAPHNE M. WEITZEL
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROBERT C HALL, 416 MAIN ST STE 1125, PEORIA, 61602, PEORIA Agent 2022-03-07

President

Name and Address Role
JOHN D BLOSSOM JR 4709 SOUTHERN BREEZE DR NAPLES FL 34114 President

Secretary

Name and Address Role
LINDA B BLOSSOM Secretary

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
RETIREMENT PLAN CO-OP No data 2018-01-03 2020-10-09 Involuntary Cancellation No data
ALLIANCE BENEFIT GROUP-CLEVELAND HAUSWIRTH INVESTMENT MANAGEMENT No data 2017-07-12 2020-10-09 Involuntary Cancellation No data
ALLIANCE BENEFIT GROUP RETIREMENT PLAN SERVICES No data 2016-06-28 2020-10-09 Involuntary Cancellation No data
ABG RETIREMENT PLAN ADVISORY SERVICES No data 2015-06-18 2020-10-09 Involuntary Cancellation No data
ABG RETIREMENT PLAN SERVICES No data 2014-12-30 2020-10-09 Involuntary Cancellation No data
ALLIANCE BENEFIT GROUP No data 2001-12-20 2020-10-09 Involuntary Cancellation No data
ALLIANCE BENEFIT GROUP OF ILLINOIS No data 2001-01-19 2020-10-09 Involuntary Cancellation No data

Historical Names

Name Change Date
BLOSSOM HOLDINGS, INC. 2020-06-25
ALLIANCE BENEFIT GROUP OF ILLINOIS, INC. 2020-04-01
SMALL PARKER AND BLOSSOM, INC. 2001-12-20
SMALL, PARKER, ACKERMAN, BLOSSOM, INC. 1989-09-15

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100000 62500000 No data

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State