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  5. LEAVITT FINANCIAL CONSULTANTS, INC.

LEAVITT FINANCIAL CONSULTANTS, INC.

Company Details

Entity Name: LEAVITT FINANCIAL CONSULTANTS, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Dissolved
Date Formed: 05 Jul 1985
Date of Dissolution: 08 Dec 2017
Company Number: CORP_53903444
File Number: 53903444
Type of Business: Business Corporations
Date Status Change: 08 Dec 2017
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEAVITT FINANCIAL CONSULTANTS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST AGREEMENT 2014 363374224 2015-05-21 LEAVITT FINANCIAL CONSULTANTS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-07-03
Business code 523900
Sponsor’s telephone number 8472051300
Plan sponsor’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 600622424
LEAVITT FINANCIAL CONSULTANTS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST AGREEMENT 2014 363374224 2015-05-21 LEAVITT FINANCIAL CONSULTANTS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-07-03
Business code 523900
Sponsor’s telephone number 8472051300
Plan sponsor’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 600622424
LEAVITT FINANCIAL CONSULTANTS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST AGREEMENT 2013 363374224 2014-09-13 LEAVITT FINANCIAL CONSULTANTS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-07-03
Business code 523900
Sponsor’s telephone number 8472051300
Plan sponsor’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 600622424
LEAVITT FINANCIAL CONSULTANTS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST AGREEMENT 2012 363374224 2013-07-01 LEAVITT FINANCIAL CONSULTANTS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-07-03
Business code 523900
Sponsor’s telephone number 8472051300
Plan sponsor’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 600622424

Signature of
Role Plan administrator
Date 2013-07-01
Name of individual signing PAMELA DRELLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-01
Name of individual signing PAMELA DRELLA
Valid signature Filed with authorized/valid electronic signature
LEAVITT FINANCIAL CONSULTANTS, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN AND TRUST AGREEMENT 2011 363374224 2012-08-27 LEAVITT FINANCIAL CONSULTANTS, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-07-03
Business code 523900
Sponsor’s telephone number 8472051300
Plan sponsor’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 600622424

Plan administrator’s name and address
Administrator’s EIN 363374224
Plan administrator’s name LEAVITT FINANCIAL CONSULTANTS, INC.
Plan administrator’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 600622424
Administrator’s telephone number 8472051300

Signature of
Role Plan administrator
Date 2012-08-27
Name of individual signing PAMELA DRELLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-08-27
Name of individual signing PAMELA DRELLA
Valid signature Filed with authorized/valid electronic signature
LEAVITT FINANCIAL CONSULTANTS, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN AND TRUST AGREEMENT 2010 363374224 2011-04-15 LEAVITT FINANCIAL CONSULTANTS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-07-03
Business code 523900
Sponsor’s telephone number 8472051300
Plan sponsor’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 600622424

Plan administrator’s name and address
Administrator’s EIN 363374224
Plan administrator’s name LEAVITT FINANCIAL CONSULTANTS, INC.
Plan administrator’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 600622424
Administrator’s telephone number 8472051300

Signature of
Role Plan administrator
Date 2011-04-15
Name of individual signing PAMELA DRELLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-04-15
Name of individual signing PAMELA DRELLA
Valid signature Filed with authorized/valid electronic signature
LEAVITT FINANCIAL CONSULTANTS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN 2009 363374224 2010-05-06 LEAVITT FINANCIAL CONSULTANTS, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-07-03
Business code 523900
Sponsor’s telephone number 8472051300
Plan sponsor’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 60062

Plan administrator’s name and address
Administrator’s EIN 363374224
Plan administrator’s name LEAVITT FINANCIAL CONSULTANTS, INC.
Plan administrator’s address 3000 DUNDEE ROAD, SUITE #101, NORTHBROOK, IL, 60062
Administrator’s telephone number 8472051300

Signature of
Role Plan administrator
Date 2010-05-06
Name of individual signing DONNA PIECUCH
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAVID J MORRIS, 200 W MADISON ST STE 3000, CHICAGO, 60606, COOK-NOT IN CITY OF CHICAGO Agent 2013-10-17

President

Name and Address Role
ROBERT P HANDLER, 205 W WACKER #1818, CHICAGO, IL, 60606 President

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
LEAVITT CAPITAL MANAGEMENT, INC. No data 1995-12-20 2017-12-01 Involuntary Cancellation No data

Historical Names

Name Change Date
FINANCIAL PLANNING SERVICES, INC. 1986-04-28

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 100000 1000000 No data
7% A PREF No data Voting Rights 100000 100000000 35.14

Related by officers

DAVID J MORRIS, 200 W MADISON ST STE 3000, CHICAGO, 60606, COOK-NOT IN CITY OF CHICAGO

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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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