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HARAN & ASSOCIATES LTD.

Company Details

Entity Name: HARAN & ASSOCIATES LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 20 Jan 1981
Company Number: CORP_52275989
File Number: 52275989
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2023 363097692 2024-08-02 HARAN & ASSOCIATES, LTD. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 119 S. EMERSON ST. BOX #336, MOUNT PROSPECT, IL, 60056

Signature of

Role Plan administrator
Date 2024-07-28
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-28
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2022 363097692 2023-08-09 HARAN & ASSOCIATES, LTD. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 250, WILMETTE, IL, 60091

Signature of

Role Plan administrator
Date 2023-08-09
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-09
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2021 363097692 2022-06-28 HARAN & ASSOCIATES, LTD. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 250, WILMETTE, IL, 60091

Signature of

Role Plan administrator
Date 2022-06-28
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-28
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2020 363097692 2021-06-23 HARAN & ASSOCIATES, LTD. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 250, WILMETTE, IL, 60091

Signature of

Role Plan administrator
Date 2021-06-23
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-23
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2019 363097692 2020-07-13 HARAN & ASSOCIATES, LTD. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 250, WILMETTE, IL, 60091

Signature of

Role Plan administrator
Date 2020-07-13
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-13
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2018 363097692 2019-07-15 HARAN & ASSOCIATES, LTD. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 250, WILMETTE, IL, 60091

Signature of

Role Plan administrator
Date 2019-07-15
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-15
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2017 363097692 2018-07-10 HARAN & ASSOCIATES, LTD. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 250, WILMETTE, IL, 60091

Signature of

Role Plan administrator
Date 2018-07-03
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-03
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2016 363097692 2017-07-18 HARAN & ASSOCIATES, LTD. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 250, WILMETTE, IL, 60091

Signature of

Role Plan administrator
Date 2017-07-18
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-18
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2015 363097692 2016-08-19 HARAN & ASSOCIATES, LTD. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 250, WILMETTE, IL, 60091

Signature of

Role Plan administrator
Date 2016-08-19
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-19
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
HARAN & ASSOCIATES, LTD. 401(K) PLAN 2014 363097692 2015-08-12 HARAN & ASSOCIATES, LTD. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8478531234
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 250, WILMETTE, IL, 60091

Signature of

Role Plan administrator
Date 2015-08-12
Name of individual signing KAREN SCHAEFER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
KAREN A. SCHAEFER, 119 S EMERSON ST BOX #336, MOUNT PROSPECT, 60056, COOK-NOT IN CITY OF CHICAGO Agent 2025-01-07

President

Name and Address Role
KEVIN E COGAN 8 W. LONGQUIST MT. PROSPECT, IL 60056 President

Secretary

Name and Address Role
KAREN A SCHAEFER 605 S NOAH TERRACE CT PROSPECT 60056 Secretary

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 066005193 No data No data PUBLIC ACCOUNTANT FIRM LICENSE No data 2018-04-13 2021-11-16 2024-11-30
PUBLIC ACCOUNTANT 158002448 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2009-03-19 2022-11-16 2023-12-31
PUBLIC ACCOUNTANT 158001235 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 1994-03-02 2006-10-04 2007-12-31
PROF SERVICE CORP 060002892 No data No data REGISTERED PROFESSIONAL SERVICE CORPORATION No data 1981-02-25 2016-11-29 2018-01-01

Historical Names

Name Change Date
HARAN & ASSOCIATES LTD. 1993-07-16

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 100000 750000 No data

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State