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  5. DISCIPLINED INVESTMENT ADVISORS, INC.

DISCIPLINED INVESTMENT ADVISORS, INC.

Headquarter

Company Details

Entity Name: DISCIPLINED INVESTMENT ADVISORS, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Merged/Consolidated
Date Formed: 07 Sep 1972
Company Number: CORP_50090353
File Number: 50090353
Type of Business: Business Corporations
Date Status Change: 25 Aug 2003
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of DISCIPLINED INVESTMENT ADVISORS, INC., NEW YORK 2107969 NEW YORK
Headquarter of DISCIPLINED INVESTMENT ADVISORS, INC., MINNESOTA 18d8e824-b4d4-e011-a886-001ec94ffe7f MINNESOTA
Headquarter of DISCIPLINED INVESTMENT ADVISORS, INC., IDAHO 4011834 IDAHO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASSOCIATED AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2012 362709020 2013-06-24 ASSOCIATED AGENCIES, INC. 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 524210
Sponsor’s telephone number 8474278400
Plan sponsor’s address 1701 GOLF ROAD, TOWER 3, 7TH FLOOR, ROLLING MEADOWS, IL, 600084227

Signature of
Role Plan administrator
Date 2013-06-24
Name of individual signing CAROL J. ULASY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-24
Name of individual signing CAROL J. ULASY
Valid signature Filed with authorized/valid electronic signature
ASSOCIATED AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2011 362709020 2012-07-10 ASSOCIATED AGENCIES, INC. 87
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 524210
Sponsor’s telephone number 8474278400
Plan sponsor’s address 1701 GOLF ROAD, TOWER 3, 7TH FLOOR, ROLLING MEADOWS, IL, 600084227

Plan administrator’s name and address
Administrator’s EIN 362709020
Plan administrator’s name ASSOCIATED AGENCIES, INC.
Plan administrator’s address 1701 GOLF ROAD, TOWER 3, 7TH FLOOR, ROLLING MEADOWS, IL, 600084227
Administrator’s telephone number 8474278400

Signature of
Role Plan administrator
Date 2012-07-10
Name of individual signing CAROL J. ULASY
Valid signature Filed with authorized/valid electronic signature
ASSOCIATED AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2010 362709020 2011-07-01 ASSOCIATED AGENCIES, INC. 66
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 524210
Sponsor’s telephone number 8474278400
Plan sponsor’s address 1701 GOLF ROAD, TOWER 3, 7TH FLOOR, ROLLING MEADOWS, IL, 600084227

Plan administrator’s name and address
Administrator’s EIN 362709020
Plan administrator’s name ASSOCIATED AGENCIES, INC.
Plan administrator’s address 1701 GOLF ROAD, TOWER 3, 7TH FLOOR, ROLLING MEADOWS, IL, 600084227
Administrator’s telephone number 8474278400

Signature of
Role Plan administrator
Date 2011-06-30
Name of individual signing CAROL J. ULASY
Valid signature Filed with authorized/valid electronic signature
ASSOCIATED AGENCIES, INC. 401(K) PROFIT SHARING PLAN 2009 362709020 2010-06-24 ASSOCIATED AGENCIES, INC. 86
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 524210
Sponsor’s telephone number 8474278400
Plan sponsor’s address 1701 GOLF ROAD, ROLLING MEADOWS, IL, 60008

Plan administrator’s name and address
Administrator’s EIN 362709020
Plan administrator’s name ASSOCIATED AGENCIES, INC.
Plan administrator’s address 1701 GOLF ROAD, ROLLING MEADOWS, IL, 60008
Administrator’s telephone number 8474278400

Signature of
Role Plan administrator
Date 2010-06-24
Name of individual signing CAROL ULASY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
EUGENE LERNER, 455 N CITYFRONT PLZ STE 2600, CHICAGO, 60611, COOK-NOT IN CITY OF CHICAGO Agent 1993-08-04

President

Name and Address Role
EUGENE LERNER, 1800 SHERMAN AVE EVANSTON 60201 President

Historical Names

Name Change Date
FINANCIAL COMPUTER SERVICES, INC. 1995-11-13

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 25000 11262000 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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