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DAVID A. MARCUS & ASSOCIATES, INC.

Company Details

Entity Name: DAVID A. MARCUS & ASSOCIATES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 08 Feb 1984
Company Number: CORP_53362281
File Number: 53362281
Type of Business: Insurance and/or real estate agencies and brokers
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DAVID A. MARCUS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN AND TRUST 2022 363277239 2023-06-06 DAVID A. MARCUS & ASSOCIATES, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015
DAVID A. MARCUS & ASSOCIATES, INC. CASH BALANCE PLAN 2022 363277239 2023-06-06 DAVID A. MARCUS & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015
DAVID A. MARCUS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN AND TRUST 2022 363277239 2023-06-06 DAVID A. MARCUS & ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015
DAVID A. MARCUS & ASSOCIATES, INC. CASH BALANCE PLAN 2022 363277239 2023-06-06 DAVID A. MARCUS & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015
DAVID A. MARCUS & ASSOCIATES, INC. CASH BALANCE PLAN 2021 363277239 2022-08-31 DAVID A. MARCUS & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015
DAVID A. MARCUS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN AND TRUST 2021 363277239 2022-08-31 DAVID A. MARCUS & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015
DAVID A. MARCUS & ASSOCIATES, INC. CASH BALANCE PLAN 2020 363277239 2021-09-22 DAVID A. MARCUS & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015
DAVID A. MARCUS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN AND TRUST 2020 363277239 2021-09-22 DAVID A. MARCUS & ASSOCIATES, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015
DAVID A. MARCUS & ASSOCIATES, INC. CASH BALANCE PLAN 2019 363277239 2020-09-17 DAVID A. MARCUS & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015
DAVID A. MARCUS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN AND TRUST 2019 363277239 2020-09-17 DAVID A. MARCUS & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 8479458711
Plan sponsor’s address 570 LAKE COOK RD, SUITE 115, DEERFIELD, IL, 60015

Agent

Name and Address Role Appointment Date
C T CORPORATION SYSTEM, 208 SO LASALLE ST, SUITE 814, CHICAGO, 60604, COOK-NOT IN CITY OF CHICAGO Agent 2023-04-18

President

Name and Address Role
DAVID A MARCUS 570 LAKE COOK RD STE#1115 DEERFIELD, IL 60015 President

Secretary

Name and Address Role
DAVID A MARCUS Secretary

Shares

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

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State