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IVAN CARLSON & ASSOCIATES, INC.

Company Details

Entity Name: IVAN CARLSON & ASSOCIATES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 30 Sep 1974
Company Number: CORP_50524949
File Number: 50524949
Address 2224 W FULTON ST 1, CHICAGO, IL, 60612
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2023 362807739 2024-08-15 IVAN CARLSON & ASSOCIATES, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W. FULTON STREET, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2024-08-15
Name of individual signing TINA CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-15
Name of individual signing TINA CARLSON
Valid signature Filed with authorized/valid electronic signature
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2022 362807739 2023-07-05 IVAN CARLSON & ASSOCIATES, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W. FULTON STREET, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2023-07-05
Name of individual signing TINA CARLSON
Valid signature Filed with authorized/valid electronic signature
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2021 362807739 2022-07-12 IVAN CARLSON & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W. FULTON STREET, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2022-07-12
Name of individual signing TINA CARLSON
Valid signature Filed with authorized/valid electronic signature
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2020 362807739 2021-10-13 IVAN CARLSON & ASSOCIATES, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W. FULTON STREET, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2021-10-13
Name of individual signing TINA CARLSON
Valid signature Filed with authorized/valid electronic signature
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2019 362807739 2020-10-01 IVAN CARLSON & ASSOCIATES, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W. FULTON STREET, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2020-10-01
Name of individual signing SARAH KLIONSKY
Valid signature Filed with authorized/valid electronic signature
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2018 362807739 2019-04-15 IVAN CARLSON & ASSOCIATES, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W FULTON ST, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2019-04-15
Name of individual signing TIMOTHY DARA AMLUNG
Valid signature Filed with authorized/valid electronic signature
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2017 362807739 2018-07-18 IVAN CARLSON & ASSOCIATES, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W FULTON ST, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2018-07-18
Name of individual signing TIMOTHY DARA AMLUNG
Valid signature Filed with authorized/valid electronic signature
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2016 362807739 2017-06-14 IVAN CARLSON & ASSOCIATES, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W FULTON ST, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2017-06-14
Name of individual signing TIMOTHY AMLUNG
Valid signature Filed with authorized/valid electronic signature
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2015 362807739 2016-05-25 IVAN CARLSON & ASSOCIATES, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W FULTON ST, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2016-05-25
Name of individual signing TIMOTHY AMLUNG
Valid signature Filed with authorized/valid electronic signature
IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST 2014 362807739 2015-07-06 IVAN CARLSON & ASSOCIATES, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 541400
Sponsor’s telephone number 3128294616
Plan sponsor’s address 2224 W. FULTON, CHICAGO, IL, 60612

Signature of

Role Plan administrator
Date 2015-07-06
Name of individual signing EARL HUNTLEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MARTIN J FREED, 2030 PRATT COURT, EVANSTON, 60201, COOK-NOT IN CITY OF CHICAGO Agent 2012-05-16

President

Name and Address Role
TINA M CARLSON, 2224 WEST FULTON STREET CHICAGO IL 60612 President

Secretary

Name and Address Role
SCOTT T CARLSON Secretary

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
THEATRE DESIGN ASSOCIATES, INC. No data 1995-05-24 2005-09-08 Voluntary Cancellation No data

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 100000 No data

Motor Carrier Census

USDOT Number Carrier Operation MCS-150 Form Date MCS-150 Mileage MCS-150 Year Power Units Drivers Operation Classification
471304 Interstate 2024-04-10 10000 2023 1 3 Priv. Pass.(Non-business)
Legal Name IVAN CARLSON & ASSOCIATES INC
DBA Name -
Physical Address 2224 W FULTON STREET, CHICAGO, IL, 60612, US
Mailing Address 2224 W FULTON STREET, CHICAGO, IL, 60612, US
Phone (312) 829-4616
Fax -
E-mail SCOTT@IVANCARLSON.COM

Safety Measurement System - All Transportation

Total Number of Inspections for the measurement period (24 months) 0
Driver Fitness BASIC Serious Violation Indicator No
Vehicle Maintenance BASIC Acute/Critical Indicator No
Unsafe Driving BASIC Acute/Critical Indicator No
Driver Fitness BASIC Roadside Performance measure value 0
Hours-of-Service (HOS) Compliance BASIC Roadside Performance measure value 0
Total Number of Driver Inspections for the measurment period 0
Vehicle Maintenance BASIC Roadside Performance measure value 0
Total Number of Vehicle Inspections for the measurement period 0
Controlled Substances and Alcohol BASIC Roadside Performance measure value 0
Unsafe Driving BASIC Roadside Performance Measure Value 0
Number of inspections with at least one Driver Fitness BASIC violation 0
Number of inspections with at least one Hours-of-Service BASIC violation 0
Total Number of Driver Inspections containing at least one Driver Out-of-Service Violation 0
Number of inspections with at least one Vehicle Maintenance BASIC violation 0
Total Number of Vehicle Inspections containing at least one Vehicle Out-of-Service violation 0
Number of inspections with at least one Controlled Substances and Alcohol BASIC violation 0
Number of inspections with at least one Unsafe Driving BASIC violation 0

Date of last update: 17 Feb 2025

Sources: Illinois Office of the Secretary of State