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  5. MITCHELL I. SEROTA & ASSOCIATES, INC.

MITCHELL I. SEROTA & ASSOCIATES, INC.

Company Details

Entity Name: MITCHELL I. SEROTA & ASSOCIATES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 28 Nov 1983
Company Number: CORP_53273114
File Number: 53273114
Type of Business: Business Corporations
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MITCHELL I. SEROTA & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 363266002 2024-10-14 MITCHELL I. SEROTA & ASSOCIATES 3
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 1005 BARTON CT, GLENVIEW, IL, 600254425

Signature of
Role Plan administrator
Date 2024-10-10
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-10
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
MITCHELL I. SEROTA & ASSOCIATES, INC. DEFINED BENEFIT PP&T 2023 363266002 2024-10-15 MITCHELL I. SEROTA & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 1005 BARTON CT, GLENVIEW, IL, 600254425

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-14
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
MITCHELL I. SEROTA & ASSOCIATES, INC. DEFINED BENEFIT PP&T 2022 363266002 2023-07-20 MITCHELL I. SEROTA & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 5215 OLD ORCHARD ROAD, SUITE 750, SKOKIE, IL, 600771045

Signature of
Role Plan administrator
Date 2023-07-20
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
MITCHELL I. SEROTA & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 363266002 2023-06-05 MITCHELL I. SEROTA & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 5215 OLD ORCHARD ROAD, SUITE 750, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2023-06-05
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
MITCHELL I. SEROTA & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 363266002 2022-10-13 MITCHELL I. SEROTA & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 5215 OLD ORCHARD ROAD, SUITE 750, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
MITCHELL I. SEROTA & ASSOCIATES, INC. DEFINED BENEFIT PP&T 2021 363266002 2022-10-13 MITCHELL I. SEROTA & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 5215 OLD ORCHARD ROAD, SUITE 750, SKOKIE, IL, 600771045

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
MITCHELL I. SEROTA & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 363266002 2021-10-11 MITCHELL I. SEROTA & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 5215 OLD ORCHARD ROAD, SUITE 750, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-11
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
MITCHELL I. SEROTA & ASSOCIATES, INC. DEFINED BENEFIT PP&T 2020 363266002 2021-10-11 MITCHELL I. SEROTA & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 5215 OLD ORCHARD ROAD, SUITE 750, SKOKIE, IL, 600771045

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-11
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
MITCHELL I. SEROTA & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 363266002 2020-10-12 MITCHELL I. SEROTA & ASSOCIATES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 5215 OLD ORCHARD ROAD, SUITE 750, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
MITCHELL I. SEROTA & ASSOCIATES, INC. DEFINED BENEFIT PP&T 2019 363266002 2020-07-15 MITCHELL I. SEROTA & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8479655100
Plan sponsor’s address 5215 OLD ORCHARD ROAD, SUITE 750, SKOKIE, IL, 600771045

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-15
Name of individual signing MITCHELL SEROTA
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MITCHELL I. SEROTA, 1005BARTON CT, GLENVIEW, 60025, COOK-NOT IN CITY OF CHICAGO Agent 2023-11-16

President

Name and Address Role
MITCHELL I SEROTA 1005 BARTONCOURT GLENVIEW IL 60025 President

Secretary

Name and Address Role
MITCHELL I SEROTA 1005 BARTONCOURT GLENVIEW IL 60025 Secretary

Historical Names

Name Change Date
PENSION STRATEGISTS, INC. 1988-10-24

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 10000 1000000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State

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