| Entity Name: | GRAYBILL WEALTH MANAGEMENT, LTD. |
| Jurisdiction: | Illinois |
| Entity Type: | Corporation - Domestic BCA |
| Status: | Goodstanding |
| Date Formed: | 11 Jul 1969 |
| Company Number: | CORP_49527918 |
| File Number: | 49527918 |
| Type of Business: | Business Corporations |
| Place of Formation: | ILLINOIS |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1252007 | 135 S. COTTAGE HILL AVE, ELMHURST, IL, 60126 | 135 S. COTTAGE HILL AVE, ELMHURST, IL, 60126 | 630-941-9460 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2024-10-21 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-09
| Form type | N-PX |
| File number | 028-10614 |
| Filing date | 2024-08-09 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-22
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2024-07-22 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-15
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2024-04-15 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-08
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2024-02-08 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-03
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2023-11-03 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-21
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2023-07-21 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-27
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2023-04-27 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-23
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2023-01-23 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-28
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2022-10-28 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-29
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2022-07-29 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-12
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2022-05-12 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-28
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2022-01-28 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-22
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2021-10-22 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-27
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2021-07-27 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-19
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2021-04-19 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-20
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2021-01-20 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-19
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2020-10-19 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-20
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2020-07-20 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-30
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2020-04-30 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-24
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2020-01-24 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-24
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2019-10-24 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-25
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2019-07-25 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-24
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2019-04-24 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-06
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2019-02-06 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-12
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2018-10-12 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-23
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2018-07-23 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-04-18
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2018-04-18 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-01-16
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2018-01-16 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-10-18
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2017-10-18 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-04
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2017-08-04 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-04-17
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2017-04-17 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-01-30
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2017-01-30 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-10-18
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2016-10-18 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-07-19
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2016-07-19 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-04-05
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2016-04-05 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-01
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2016-02-01 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-10-26
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2015-10-26 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-15
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2015-07-15 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-04-20
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2015-04-20 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-01-26
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2015-01-26 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-04
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2014-11-04 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-08-20
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2014-08-20 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-04-28
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2014-04-28 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-01-22
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2014-01-22 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-25
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2013-10-25 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-06
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2013-08-06 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-04-30
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2013-04-30 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-01-25
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2013-01-25 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2009-02-13
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2009-02-13 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-10-20
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2008-10-20 |
| Reporting date | 2008-09-30 |
| File | View File |
Filings since 2008-07-22
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2008-07-22 |
| Reporting date | 2008-06-30 |
| File | View File |
Filings since 2008-04-21
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2008-04-21 |
| Reporting date | 2008-03-31 |
| File | View File |
Filings since 2008-02-05
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2008-02-05 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-11-14
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2007-11-14 |
| Reporting date | 2007-09-30 |
| File | View File |
Filings since 2007-07-12
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2007-07-12 |
| Reporting date | 2007-06-30 |
| File | View File |
Filings since 2007-05-02
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2007-05-02 |
| Reporting date | 2007-03-31 |
| File | View File |
Filings since 2007-02-07
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2007-02-07 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-11-08
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2006-11-08 |
| Reporting date | 2006-09-30 |
| File | View File |
Filings since 2006-08-07
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2006-08-07 |
| Reporting date | 2006-06-30 |
| File | View File |
Filings since 2006-05-01
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2006-05-01 |
| Reporting date | 2006-03-31 |
| File | View File |
Filings since 2006-02-09
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2006-02-09 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2005-11-14
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2005-11-14 |
| Reporting date | 2005-09-30 |
| File | View File |
Filings since 2005-08-05
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2005-08-05 |
| Reporting date | 2005-06-30 |
| File | View File |
Filings since 2005-05-04
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2005-05-04 |
| Reporting date | 2005-03-31 |
| File | View File |
Filings since 2005-02-17
| Form type | 13F-HR/A |
| File number | 028-10614 |
| Filing date | 2005-02-17 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2005-02-15
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2005-02-15 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2004-10-25
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2004-10-25 |
| Reporting date | 2004-09-30 |
| File | View File |
Filings since 2004-08-27
| Form type | 13F-HR/A |
| File number | 028-10614 |
| Filing date | 2004-08-27 |
| Reporting date | 2004-06-30 |
| File | View File |
Filings since 2004-08-26
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2004-08-26 |
| Reporting date | 2004-06-30 |
| File | View File |
Filings since 2004-05-07
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2004-05-07 |
| Reporting date | 2004-03-31 |
| File | View File |
Filings since 2004-01-26
| Form type | 13F-HR |
| File number | 028-10614 |
| Filing date | 2004-01-26 |
| Reporting date | 2003-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GRAYBILL WEALTH MANAGEMENT, LTD CASH OR DEFERRED PSP & TRUST | 2023 | 362681052 | 2024-07-18 | GRAYBILL WEALTH MANAGEMENT, LTD | 5 | |||||||||||||
|
||||||||||||||||||
| GRAYBILL WEALTH MANAGEMENT, LTD. RETIREMENT PLAN AND TRUST | 2023 | 362681052 | 2024-06-27 | GRAYBILL WEALTH MANAGEMENT, LTD. | 3 | |||||||||||||
|
||||||||||||||||||
| GRAYBILL, BARTZ & ASSOCIATES, LTD. RETIREMENT PLAN AND TRUST | 2022 | 362681052 | 2023-05-24 | GRAYBILL, BARTZ & ASSOCIATES, LTD. | 3 | |||||||||||||
|
||||||||||||||||||
| GRAYBILL WEALTH MANAGEMENT, LTD CASH OR DEFERRED PSP & TRUST | 2022 | 362681052 | 2023-06-21 | GRAYBILL WEALTH MANAGEMENT, LTD | 5 | |||||||||||||
|
||||||||||||||||||
| GRAYBILL, BARTZ & ASSOCIATES, LTD. CASH OR DEFERRED PSP & TRUST | 2021 | 362681052 | 2022-06-23 | GRAYBILL, BARTZ & ASSOCIATES, LTD. | 5 | |||||||||||||
|
||||||||||||||||||
| GRAYBILL, BARTZ & ASSOCIATES, LTD. RETIREMENT PLAN AND TRUST | 2021 | 362681052 | 2022-08-30 | GRAYBILL, BARTZ & ASSOCIATES, LTD. | 3 | |||||||||||||
|
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| GRAYBILL, BARTZ & ASSOCIATES, LTD. CASH OR DEFERRED PSP & TRUST | 2020 | 362681052 | 2021-08-11 | GRAYBILL, BARTZ & ASSOCIATES, LTD. | 6 | |||||||||||||
|
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| GRAYBILL, BARTZ & ASSOCIATES, LTD. CASH OR DEFERRED PSP & TRUST | 2019 | 362681052 | 2021-01-07 | GRAYBILL, BARTZ & ASSOCIATES, LTD. | 6 | |||||||||||||
|
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| GRAYBILL, BARTZ & ASSOCIATES, LTD. CASH OR DEFERRED PSP & TRUST | 2018 | 362681052 | 2019-11-11 | GRAYBILL, BARTZ & ASSOCIATES, LTD. | 5 | |||||||||||||
|
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| GRAYBILL, BARTZ & ASSOCIATES, LTD. CASH OR DEFERRED PSP & TRUST | 2017 | 362681052 | 2018-11-15 | GRAYBILL, BARTZ & ASSOCIATES, LTD. | 7 | |||||||||||||
|
||||||||||||||||||
| Name and Address | Role | Appointment Date |
|---|---|---|
| GREGORY A MACDONALD, 2300 BARRINGTON RD STE 220, HOFFMAN ESTATES, 60169, COOK-NOT IN CITY OF CHICAGO | Agent | 2018-08-23 |
| Name and Address | Role |
|---|---|
| DONALD M CANFIELD, 135 S COTTAGE HILL AVE ELMHURST IL 60126 | Secretary |
| Name and Address | Role |
|---|---|
| PHILIP B KARLSON, 135 S COTTAGE HILL AVE ELMHURST IL 60126 | President |
| Name | Change Date |
|---|---|
| GRAYBILL, BARTZ & ASSOCIATES, LTD. | 2022-09-01 |
| GRAYBILL, BARTZ & THOMPSON, LTD. | 2000-01-28 |
| R W GRAYBILL LTD. | 1997-11-03 |
| Class | Series | Voting Rights | Authorized Shares | Issued Shares | Par Value |
|---|---|---|---|---|---|
| COMMON | No data | Voting Rights | 10000 | 1000000 | No data |
Date of last update: 13 Jan 2025
