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MEYER FINANCIAL SERVICES, INC.

Company Details

Entity Name: MEYER FINANCIAL SERVICES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 04 Sep 1985
Company Number: CORP_53964753
File Number: 53964753
Type of Business: Business services – Credit bureaus and collection agencies, Personnel supply services, Management, consulting and public relations, Detective, and protection agencies, etc.
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MEYER FINANCIAL SERVICES 401(K) PLAN 2023 363401366 2024-05-09 MEYER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 6308967770
Plan sponsor’s address 2020 CALAMOS CT, SUITE 200, NAPERVILLE, IL, 60563

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-09
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
MEYER FINANCIAL SERVICES 401(K) PLAN 2022 363401366 2023-05-27 MEYER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 6308967770
Plan sponsor’s address 2020 CALAMOS CT, SUITE 200, NAPERVILLE, IL, 60563

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
MEYER FINANCIAL SERVICES 401(K) PLAN 2021 363401366 2022-05-19 MEYER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 6308967770
Plan sponsor’s address 2020 CALAMOS CT, SUITE 200, NAPERVILLE, IL, 60563

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
MEYER FINANCIAL SERVICES 401(K) PLAN 2020 363401366 2021-06-29 MEYER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 6308967770
Plan sponsor’s address 2020 CALAMOS CT, SUITE 200, NAPERVILLE, IL, 60563

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-06-29
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CRAIG ANDERSON, 2020 CALAMOS CT STE 200, NAPERVILLE, 60563, DU PAGE Agent 2021-11-05

President

Name and Address Role
CRAIG ANDERSON 2135 CITY GATE LN STE 460 NAPERVILLE IL 60563 President

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158002169 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2003-12-11 2005-02-04 2004-12-31

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
MWA TOMKO Assume Name 2024-11-19 No data No data No data
MWA INSURANCE No data 2024-05-13 2024-11-19 Voluntary Cancellation No data
MEYER WEALTH ADVISORS Assume Name 2014-08-07 No data No data No data

Historical Names

Name Change Date
COMPREHENSIVE FINANCIAL SERVICES, INC. 1987-02-17

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 100000 No data

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State