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  5. R. E. ALLEN AND ASSOCIATES, LTD.

R. E. ALLEN AND ASSOCIATES, LTD.

Company Details

Entity Name: R. E. ALLEN AND ASSOCIATES, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 08 Dec 1970
Company Number: CORP_49753756
File Number: 49753756
Type of Business: Incorporated under the Professional Service Corporation Act
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
R. E. ALLEN AND ASSOCIATES, LTD EMPLOYEE SAVINGS AND RETIREMENT 2023 362701394 2024-07-30 R. E. ALLEN AND ASSOCIATES, LTD. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-04-01
Business code 541370
Sponsor’s telephone number 8472230914
Plan sponsor’s address 1015 N. CORPORATE CIRCLE, UNIT C, GRAYSLAKE, IL, 60030

Signature of
Role Plan administrator
Date 2024-07-30
Name of individual signing BRYAN LEE
Valid signature Filed with authorized/valid electronic signature
R. E. ALLEN AND ASSOCIATES, LTD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2021 362701394 2022-10-18 R. E. ALLEN AND ASSOCIATES, LTD. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-04-01
Business code 541370
Sponsor’s telephone number 8472230914
Plan sponsor’s address 1015 N. CORPORATE CIRCLE, UNIT C, GRAYSLAKE, IL, 60030

Signature of
Role Plan administrator
Date 2022-10-18
Name of individual signing BRYAN J LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-18
Name of individual signing BRYAN J LEE
Valid signature Filed with authorized/valid electronic signature
R. E. ALLEN AND ASSOCIATES, LTD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2020 362701394 2022-09-06 R. E. ALLEN AND ASSOCIATES, LTD. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-04-01
Business code 541370
Sponsor’s telephone number 8472230914
Plan sponsor’s address 1015 N. CORPORATE CIRCLE, UNIT C, GRAYSLAKE, IL, 60030

Signature of
Role Plan administrator
Date 2021-08-16
Name of individual signing BRYAN J LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-16
Name of individual signing BRYAN J LEE
Valid signature Filed with authorized/valid electronic signature
R. E. ALLEN AND ASSOCIATES, LTD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 362701394 2022-09-06 R. E. ALLEN AND ASSOCIATES, LTD. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-04-01
Business code 541370
Sponsor’s telephone number 8472230914
Plan sponsor’s address 1015 N. CORPORATE CIRCLE, UNIT C, GRAYSLAKE, IL, 60030

Signature of
Role Plan administrator
Date 2020-09-15
Name of individual signing BRYAN J LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-15
Name of individual signing BRYAN J LEE
Valid signature Filed with authorized/valid electronic signature
R. E. ALLEN AND ASSOCIATES, LTD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 362701394 2019-09-19 R. E. ALLEN AND ASSOCIATES, LTD. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-04-01
Business code 541370
Sponsor’s telephone number 8472230914
Plan sponsor’s address 1015 N. CORPORATE CIRCLE, UNIT C, GRAYSLAKE, IL, 60030

Signature of
Role Plan administrator
Date 2019-09-19
Name of individual signing BRYAN LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-19
Name of individual signing BRYAN LEE
Valid signature Filed with authorized/valid electronic signature
R. E. ALLEN AND ASSOCIATES, LTD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 362701394 2018-08-30 R. E. ALLEN AND ASSOCIATES, LTD. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-04-01
Business code 541370
Sponsor’s telephone number 8472230914
Plan sponsor’s address 1015 N. CORPORATE CIRCLE, UNIT C, GRAYSLAKE, IL, 60030

Signature of
Role Plan administrator
Date 2018-08-30
Name of individual signing BRYAN J. LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-08-30
Name of individual signing BRYAN J. LEE
Valid signature Filed with authorized/valid electronic signature
R.E. ALLEN & ASSOCIATES, LTD EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 362701394 2016-12-14 R. E. ALLEN AND ASSOCIATES, LTD 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-04-01
Business code 541370
Sponsor’s telephone number 8472230914
Plan sponsor’s address 1015 N CORPORATE CIR STE C, GRAYSLAKE, IL, 60030

Signature of
Role Plan administrator
Date 2016-12-14
Name of individual signing BRYAN J. LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-12-14
Name of individual signing BRYAN J. LEE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BRYAN JAMES LEE, 1015 N CORPORATE CIR, STE C, GRAYSLAKE, 60030, LAKE Agent 2015-07-31

President

Name and Address Role
BRYAN J LEE, 2380 POTOMAC CT LINDENHURST IL 60046 President

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 350 180000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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