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  5. MORRIS ANDERSON & ASSOCIATES, LTD.

MORRIS ANDERSON & ASSOCIATES, LTD.

Company Details

Entity Name: MORRIS ANDERSON & ASSOCIATES, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 03 Jul 1985
Company Number: CORP_53903606
File Number: 53903606
Type of Business: Business Corporations
Address 55 W MONROE ST 25TH 2500, CHICAGO, IL, 60603
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2023 363369643 2024-08-22 MORRIS-ANDERSON & ASSOCIATES, LTD. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540922
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2350, CHICAGO, IL, 60603
Plan sponsor’s address 55 W. MONROE ST., SUITE 2350, CHICAGO, IL, 60603

Number of participants as of the end of the plan year
Active participants 10
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 10
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 21
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 2024-08-22
Name of individual signing THERESA FLORES
Valid signature Filed with authorized/valid electronic signature
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2022 363369643 2023-06-19 MORRIS-ANDERSON & ASSOCIATES, LTD. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540922
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2350, CHICAGO, IL, 60603
Plan sponsor’s address 55 W. MONROE ST., SUITE 2350, CHICAGO, IL, 60603

Number of participants as of the end of the plan year
Active participants 11
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 7
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 19
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 2023-06-19
Name of individual signing THERESA FLORES
Valid signature Filed with authorized/valid electronic signature
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2021 363369643 2022-10-10 MORRIS-ANDERSON & ASSOCIATES, LTD. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540922
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2350, CHICAGO, IL, 60603
Plan sponsor’s address 55 W. MONROE ST., SUITE 2350, CHICAGO, IL, 60603

Number of participants as of the end of the plan year
Active participants 12
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 7
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 20
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2022-10-10
Name of individual signing THERESA FLORES
Valid signature Filed with authorized/valid electronic signature
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2020 363369643 2021-07-08 MORRIS-ANDERSON & ASSOCIATES, LTD. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540922
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2350, CHICAGO, IL, 60603
Plan sponsor’s address 55 W. MONROE ST., SUITE 2350, CHICAGO, IL, 60603

Number of participants as of the end of the plan year
Active participants 12
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 4
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 17
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 2021-07-08
Name of individual signing THERESA A. FLORES
Valid signature Filed with authorized/valid electronic signature
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2019 363369643 2020-09-24 MORRIS-ANDERSON & ASSOCIATES, LTD. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540922
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2350, CHICAGO, IL, 60603
Plan sponsor’s address 55 W. MONROE ST., SUITE 2350, CHICAGO, IL, 60603

Number of participants as of the end of the plan year
Active participants 11
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 5
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 17
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 2020-09-24
Name of individual signing THERESA A. FLORES
Valid signature Filed with authorized/valid electronic signature
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2018 363369643 2019-07-03 MORRIS-ANDERSON & ASSOCIATES, LTD. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540922
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2350, CHICAGO, IL, 60603
Plan sponsor’s address 55 W. MONROE ST., SUITE 2350, CHICAGO, IL, 60603

Number of participants as of the end of the plan year
Active participants 10
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 6
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 16
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of
Role Plan administrator
Date 2019-07-03
Name of individual signing THERESA A. FLORES
Valid signature Filed with authorized/valid electronic signature
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2012 363369643 2013-10-14 MORRIS-ANDERSON & ASSOCIATES, LTD. 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540893
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603
Plan sponsor’s address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603

Plan administrator’s name and address
Administrator’s EIN 363369643
Plan administrator’s name MORRIS-ANDERSON & ASSOCIATES, LTD.
Plan administrator’s address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603
Administrator’s telephone number 3122540893

Number of participants as of the end of the plan year
Active participants 13
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 11
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 24
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 8

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing DONALD SKOGSBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing DONALD SKOGSBERG
Valid signature Filed with authorized/valid electronic signature
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2011 363369643 2012-10-12 MORRIS-ANDERSON & ASSOCIATES, LTD. 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540927
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603
Plan sponsor’s address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603

Plan administrator’s name and address
Administrator’s EIN 363369643
Plan administrator’s name MORRIS-ANDERSON & ASSOCIATES, LTD.
Plan administrator’s address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603
Administrator’s telephone number 3122540927

Number of participants as of the end of the plan year
Active participants 27
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 9
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 35
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 2012-10-12
Name of individual signing DONALD SKOGSBERG
Valid signature Filed with authorized/valid electronic signature
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2010 363369643 2011-10-15 MORRIS-ANDERSON & ASSOCIATES, LTD. 41
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540895
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603
Plan sponsor’s address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603

Plan administrator’s name and address
Administrator’s EIN 363369643
Plan administrator’s name MORRIS-ANDERSON & ASSOCIATES, LTD.
Plan administrator’s address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603
Administrator’s telephone number 3122540895

Number of participants as of the end of the plan year
Active participants 31
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 11
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 42
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 6

Signature of
Role Plan administrator
Date 2011-10-15
Name of individual signing DONALD SKOGSBERG
Valid signature Filed with authorized/valid electronic signature
MORRIS-ANDERSON & ASSOCIATES, LTD. 401(K) PLAN 2009 363369643 2010-09-24 MORRIS-ANDERSON & ASSOCIATES, LTD. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 541600
Sponsor’s telephone number 3122540927
Plan sponsor’s mailing address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603
Plan sponsor’s address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603

Plan administrator’s name and address
Administrator’s EIN 363369643
Plan administrator’s name MORRIS-ANDERSON & ASSOCIATES, LTD.
Plan administrator’s address 55 W MONROE STREET, SUITE 2500, CHICAGO, IL, 60603
Administrator’s telephone number 3122540927

Number of participants as of the end of the plan year
Active participants 34
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 6
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 38
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 2010-09-24
Name of individual signing DONALD SKOGSBERG
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
THERESA FLORES, 55 W MONROE ST STE 2350, CHICAGO, 60603, COOK-NOT IN CITY OF CHICAGO Agent 2022-06-01

President

Name and Address Role Account Number
DANIEL F DOOLEY President 327355
DANIEL F. DOOLEY 55 W. MONROESTREET #2350 CHICAGO, IL 60603 President No data

Vice president

Name and Address Role Account Number
Mark J Welch Vice president 327355
Daniel R. Wiggins Vice president 327355

Secretary

Name and Address Role Account Number
MARK WELCH 55 W. MONROE STREET#2350 CHICAGO 60603 Secretary No data
Mark J Welch Secretary 327355

Asst. secretary

Name and Address Role Account Number
Theresa A Flores Asst. secretary 327355

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 2659172 Issued 1010 Limited Business License 619 - Business and Management Consulting 2024-02-16 2024-04-16 2026-04-15
BUSINESS LICENSE 1892035 Issued 1010 Limited Business License No data 2014-04-14 2014-04-16 2016-04-15

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
MORRIS ANDERSON & ASSOCIATES No data 1989-04-19 2010-12-01 Involuntary Cancellation No data

Historical Names

Name Change Date
MORRIS . ANDERSON & ASSOCIATES, LTD. 2014-12-18

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 500000 115202 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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