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COPELAND, FINN & FIERI, LTD.

Company Details

Entity Name: COPELAND, FINN & FIERI, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 05 Jan 1971
Company Number: CORP_49767234
File Number: 49767234
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COPELAND FINN & FIERI PROFIT SHARING PLAN 2018 362708212 2019-07-23 COPELAND FINN & FIERI, LTD. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 3123467196
Plan sponsor’s address 33 NORTH DEARBORN STREET, SUITE 130, CHICAGO, IL, 606023106

Plan administrator’s name and address

Administrator’s EIN 362708212
Plan administrator’s name COPELAND FINN & FIERI, LTD.
Plan administrator’s address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601
Administrator’s telephone number 3123467196
COPELAND FINN & FIERI PROFIT SHARING PLAN 2009 362708212 2010-10-14 COPELAND FINN & FIERI, LTD. 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 3123467196
Plan sponsor’s mailing address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601
Plan sponsor’s address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601

Plan administrator’s name and address

Administrator’s EIN 362708212
Plan administrator’s name COPELAND FINN & FIERI, LTD.
Plan administrator’s address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601
Administrator’s telephone number 3123467196

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3

Signature of

Role Plan administrator
Date 2010-10-13
Name of individual signing KENNETH NEUMANN
Valid signature Filed with authorized/valid electronic signature
COPELAND FINN & FIERI PROFIT SHARING PLAN 2009 362708212 2010-10-14 COPELAND FINN & FIERI, LTD. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 3123467196
Plan sponsor’s mailing address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601
Plan sponsor’s address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601

Plan administrator’s name and address

Administrator’s EIN 362708212
Plan administrator’s name COPELAND FINN & FIERI, LTD.
Plan administrator’s address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601
Administrator’s telephone number 3123467196

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3

Signature of

Role Plan administrator
Date 2010-10-13
Name of individual signing KENNETH NEUMANN
Valid signature Filed with authorized/valid electronic signature
COPELAND FINN & FIERI PROFIT SHARING PLAN 2009 362708212 2010-10-14 COPELAND FINN & FIERI, LTD. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 3123467196
Plan sponsor’s mailing address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601
Plan sponsor’s address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601

Plan administrator’s name and address

Administrator’s EIN 362708212
Plan administrator’s name COPELAND FINN & FIERI, LTD.
Plan administrator’s address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601
Administrator’s telephone number 3123467196

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3

Signature of

Role Plan administrator
Date 2010-10-13
Name of individual signing KENNETH NEUMANN
Valid signature Filed with authorized/valid electronic signature
COPELAND FINN & FIERI PROFIT SHARING PLAN 2009 362708212 2010-10-14 COPELAND FINN & FIERI, LTD. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 3123467196
Plan sponsor’s mailing address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601
Plan sponsor’s address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601

Plan administrator’s name and address

Administrator’s EIN 362708212
Plan administrator’s name COPELAND FINN & FIERI, LTD.
Plan administrator’s address 180 N. LASALLE STREET, SUITE 2507, CHICAGO, IL, 60601
Administrator’s telephone number 3123467196

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3

Signature of

Role Plan administrator
Date 2010-10-13
Name of individual signing KENNETH NEUMANN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
KENNETH K NEUMANN, 33 N DEARBORN ST, STE 1305, CHICAGO, 60602, COOK-NOT IN CITY OF CHICAGO Agent 2017-01-09

President

Name and Address Role
KENNETH K, NEUMANN 33 N, DEARBORN ST, SUITE 504, CHICAGO IL, President

Secretary

Name and Address Role
KENNETH K, NEUMANN 33 N, DEARBORN ST, SUITE 504, CHICAGO IL, Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 300000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State