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  5. WOLIN & ROSEN, LTD.

WOLIN & ROSEN, LTD.

Company Details

Entity Name: WOLIN & ROSEN, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 02 Apr 1973
Company Number: CORP_50212319
File Number: 50212319
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WOLIN & ROSEN, LTD. 401(K) PLAN 2017 362766803 2019-09-06 WOLIN & ROSEN, LTD. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-08-15
Business code 541110
Sponsor’s telephone number 3124240600
Plan sponsor’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2019-09-06
Name of individual signing MICHELLE MEADOWS
Valid signature Filed with authorized/valid electronic signature
WOLIN & ROSEN, LTD. 401(K) PLAN 2016 362766803 2017-09-08 WOLIN & ROSEN, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-08-15
Business code 541110
Sponsor’s telephone number 3124581214
Plan sponsor’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2017-09-08
Name of individual signing CHARLES MACK
Valid signature Filed with authorized/valid electronic signature
WOLIN & ROSEN, LTD. 401(K) PLAN 2015 362766803 2016-07-15 WOLIN & ROSEN, LTD. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-08-15
Business code 541110
Sponsor’s telephone number 3124240600
Plan sponsor’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2016-07-15
Name of individual signing CHARLES MACK
Valid signature Filed with authorized/valid electronic signature
WOLIN & ROSEN, LTD. 401(K) PLAN 2014 362766803 2015-08-05 WOLIN & ROSEN, LTD. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-08-15
Business code 541110
Sponsor’s telephone number 3124240600
Plan sponsor’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2015-08-05
Name of individual signing CHARLES MACK
Valid signature Filed with authorized/valid electronic signature
WOLIN & ROSEN, LTD. 401(K) PLAN 2013 362766803 2014-06-23 WOLIN & ROSEN, LTD. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-08-15
Business code 541110
Sponsor’s telephone number 3124240600
Plan sponsor’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2014-06-23
Name of individual signing CHARLES MACK
Valid signature Filed with authorized/valid electronic signature
WOLIN & ROSEN, LTD. 401(K) PLAN 2012 362766803 2013-08-27 WOLIN & ROSEN, LTD. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-08-15
Business code 541110
Sponsor’s telephone number 3124240600
Plan sponsor’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2013-08-27
Name of individual signing CHARLES MACK
Valid signature Filed with authorized/valid electronic signature
WOLIN & ROSEN, LTD. 401(K) PLAN 2012 362766803 2013-08-19 WOLIN & ROSEN, LTD. 12
Three-digit plan number (PN) 001
Effective date of plan 1998-08-15
Business code 541110
Sponsor’s telephone number 3124240600
Plan sponsor’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2013-08-19
Name of individual signing CHARLES MACK
Valid signature Filed with authorized/valid electronic signature
WOLIN & ROSEN, LTD. 401(K) PLAN 2011 362766803 2012-07-16 WOLIN & ROSEN, LTD. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-08-15
Business code 541110
Sponsor’s telephone number 3124240600
Plan sponsor’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603

Plan administrator’s name and address
Administrator’s EIN 362766803
Plan administrator’s name WOLIN & ROSEN, LTD.
Plan administrator’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603
Administrator’s telephone number 3124240600

Signature of
Role Plan administrator
Date 2012-07-16
Name of individual signing CHARLES MACK
Valid signature Filed with authorized/valid electronic signature
WOLIN & ROSEN, LTD. 401(K) PLAN 2010 362766803 2011-07-12 WOLIN & ROSEN, LTD. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-08-15
Business code 541110
Sponsor’s telephone number 3124240600
Plan sponsor’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603

Plan administrator’s name and address
Administrator’s EIN 362766803
Plan administrator’s name WOLIN & ROSEN, LTD.
Plan administrator’s address 55 WEST MONROE STREET, SUITE 3600, CHICAGO, IL, 60603
Administrator’s telephone number 3124240600

Signature of
Role Plan administrator
Date 2011-07-12
Name of individual signing CHARLES MACK
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
PHILIP S WOLIN, 100 N LA SALLE ST STE 800, CHICAGO, 60602, COOK-NOT IN CITY OF CHICAGO Agent 2023-03-17

President

Name and Address Role
PHILIP S WOLIN 100 N LASALLE ST STE 800 CHICAGO IL 60602 President

Secretary

Name and Address Role
PHILIP S WOLIN 100 N LASALLE ST STE 800 CHICAGO IL 60602 Secretary

Historical Names

Name Change Date
WOLIN, KELTER & ROSEN, LTD. 2012-05-09
WOLIN & ROSEN, LTD. 2006-06-06
PHILIP S. WOLIN, LTD. 1982-01-06

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 1000 1000000 No data

Related by officers

PHILIP S WOLIN, 100 N LA SALLE ST STE 800, CHICAGO, 60602, COOK-NOT IN CITY OF CHICAGO

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Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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