DANIEL P. COFFEY & ASSOCIATES, LTD PROFIT SHARING PLAN
|
2018
|
364350861
|
2019-07-08
|
DANIEL P. COFFEY & ASSOCIATES, LTD
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-02
|
Business code |
541310
|
Sponsor’s telephone number |
3126711265
|
Plan sponsor’s mailing address |
1310 BRIERGATE DR, NAPERVILLE, IL, 605632210
|
Plan sponsor’s
address |
1310 BRIERGATE DR, NAPERVILLE, IL, 605632210
|
Number of participants as of the end of the plan year
Active participants |
2 |
Retired or separated participants receiving
benefits |
1 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
DANIEL P. COFFEY & ASSOCIATES, LTD PROFIT SHARING PLAN
|
2017
|
364350861
|
2018-08-20
|
DANIEL P. COFFEY & ASSOCIATES, LTD
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-01
|
Business code |
541310
|
Sponsor’s telephone number |
3128049898
|
Plan sponsor’s mailing address |
1310 BRIERGATE DR, NAPERVILLE, IL, 605632210
|
Plan sponsor’s
address |
1310 BRIERGATE DR, NAPERVILLE, IL, 605632210
|
Number of participants as of the end of the plan year
Active participants |
3 |
Retired or separated participants receiving
benefits |
1 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
3 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
DANIEL P. COFFEY & ASSOCIATES, LTD PROFIT SHARING PLAN
|
2016
|
364350861
|
2017-11-16
|
DANIEL P. COFFEY & ASSOCIATES, LTD
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-01
|
Business code |
541310
|
Sponsor’s telephone number |
3123829898
|
Plan sponsor’s mailing address |
1310 BRIERGATE DR, NAPERVILLE, IL, 605632210
|
Plan sponsor’s
address |
1310 BRIERGATE DR, NAPERVILLE, IL, 605632210
|
Number of participants as of the end of the plan year
Active participants |
4 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
4 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
DANIEL P. COFFEY & ASSOCIATES, LTD PROFIT SHARING PLAN
|
2015
|
362384373
|
2016-10-07
|
DANIEL P. COFFEY & ASSOCIATES, LTD
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-01
|
Business code |
541310
|
Sponsor’s telephone number |
3123829898
|
Plan sponsor’s mailing address |
1310 BRIERGATE DR, NAPERVILLE, IL, 605632210
|
Plan sponsor’s
address |
1310 BRIERGATE DR, NAPERVILLE, IL, 605632210
|
Number of participants as of the end of the plan year
Active participants |
4 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
0 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2016-10-07 |
Name of individual signing |
THOMAS DWYER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-10-07 |
Name of individual signing |
DANIEL COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DANIEL P. COFFEY & ASSOCIATES, LTD PROFIT SHARING PLAN
|
2014
|
363284373
|
2015-10-08
|
DANIEL P. COFFEY & ASSOCIATES, LTD
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-01
|
Business code |
541310
|
Sponsor’s telephone number |
3123829898
|
Plan sponsor’s mailing address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Plan sponsor’s
address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Number of participants as of the end of the plan year
Active participants |
4 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
3 |
Number of
participants
with
account balances as of the end of the plan year |
7 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2015-10-08 |
Name of individual signing |
DANIEL COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2015-10-08 |
Name of individual signing |
THOMAS DWYER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DANIEL P. COFFEY & ASSOCIATES, LTD PROFIT SHARING PLAN & TRUST
|
2013
|
363284373
|
2014-12-08
|
DANIEL P. COFFEY & ASSOCIATES, LTD
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-01
|
Business code |
541310
|
Sponsor’s telephone number |
3123829898
|
Plan sponsor’s mailing address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Plan sponsor’s
address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Number of participants as of the end of the plan year
Active participants |
4 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
3 |
Number of
participants
with
account balances as of the end of the plan year |
7 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2014-12-08 |
Name of individual signing |
DANIEL COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DANIEL P. COFFEY & ASSOCIATES, LTD PROFIT SHARING PLAN & TRUST
|
2013
|
363284373
|
2014-10-02
|
DANIEL P. COFFEY & ASSOCIATES, LTD
|
9
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-01
|
Business code |
541310
|
Sponsor’s telephone number |
3123829898
|
Plan sponsor’s mailing address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Plan sponsor’s
address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Number of participants as of the end of the plan year
Active participants |
4 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
3 |
Number of
participants
with
account balances as of the end of the plan year |
7 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
2 |
Signature of
Role |
Plan administrator |
Date |
2014-10-02 |
Name of individual signing |
DANIEL COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2014-10-02 |
Name of individual signing |
DANIEL COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DANIEL P. COFFEY & ASSOCIATES, LTD PROFIT SHARING PLAN & TRUST
|
2012
|
363284373
|
2013-09-10
|
DANIEL P. COFFEY & ASSOCIATES, LTD
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-01
|
Business code |
541310
|
Sponsor’s telephone number |
3123829898
|
Plan sponsor’s mailing address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Plan sponsor’s
address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Number of participants as of the end of the plan year
Active participants |
4 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
3 |
Number of
participants
with
account balances as of the end of the plan year |
7 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
3 |
Signature of
Role |
Plan administrator |
Date |
2013-09-10 |
Name of individual signing |
DANIEL COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-09-10 |
Name of individual signing |
THOMAS DWYER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DANIEL P. COFFEY & ASSOCIATES, LTD. PROFIT SHARING PLAN & TRUST
|
2011
|
363284373
|
2012-08-22
|
DANIEL P. COFFEY & ASSOCIATES, LTD.
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-01
|
Business code |
541310
|
Sponsor’s telephone number |
3123829898
|
Plan sponsor’s mailing address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Plan sponsor’s
address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Plan administrator’s name and address
Administrator’s EIN |
363284373 |
Plan administrator’s name |
DANIEL P. COFFEY & ASSOCIATES, LTD. |
Plan administrator’s
address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606 |
Administrator’s telephone number |
3123829898 |
Number of participants as of the end of the plan year
Signature of
Role |
Plan administrator |
Date |
2012-08-22 |
Name of individual signing |
DANIEL COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DANIEL P COFFEY & ASSOCIATES, LTD PROFIT SHARING PLAN & TRUST
|
2010
|
363284373
|
2011-08-31
|
DANIEL P. COFFEY & ASSOCIATES, LTD
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1986-02-01
|
Business code |
541310
|
Sponsor’s telephone number |
3123829898
|
Plan sponsor’s mailing address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Plan sponsor’s
address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606
|
Plan administrator’s name and address
Administrator’s EIN |
363284373 |
Plan administrator’s name |
DANIEL P. COFFEY & ASSOCIATES, LTD |
Plan administrator’s
address |
233 S. WACKER DRIVE, SUITE 5750, CHICAGO, IL, 60606 |
Administrator’s telephone number |
3123829898 |
Number of participants as of the end of the plan year
Signature of
Role |
Plan administrator |
Date |
2011-08-31 |
Name of individual signing |
DANIEL COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|