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BIG SHOULDERS FUND

Company Details

Entity Name: BIG SHOULDERS FUND
Jurisdiction: Illinois
Entity Type: Corporation - Not-for-Profit
Status: Goodstanding
Date Formed: 06 Aug 1986
Company Number: CORP_54343736
File Number: 54343736
Type of Business: Not for Profit
Address 212 W VAN BUREN ST 900, CHICAGO, IL, 60607
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2023 363490557 2024-04-15 BIG SHOULDERS FUND 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2024-04-15
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-15
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2022 363490557 2023-02-14 BIG SHOULDERS FUND 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2023-02-14
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-02-14
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2021 363490557 2022-02-28 BIG SHOULDERS FUND 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2022-02-28
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-02-28
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2020 363490557 2021-04-06 BIG SHOULDERS FUND 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2021-04-06
Name of individual signing MALCOLM DOUGLAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-06
Name of individual signing MALCOLM DOUGLAS
Valid signature Filed with authorized/valid electronic signature
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2019 363490557 2020-04-06 BIG SHOULDERS FUND 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2020-04-06
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-06
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2018 363490557 2019-04-22 BIG SHOULDERS FUND 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2019-04-22
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-11
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2017 363490557 2018-05-03 BIG SHOULDERS FUND 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2018-05-03
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-03
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2016 363490557 2017-04-04 BIG SHOULDERS FUND 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2017-04-04
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-04
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2015 363490557 2016-04-20 BIG SHOULDERS FUND 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2016-04-20
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-20
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
BIG SHOULDERS FUND DEFINED CONTRIBUTIONS RETIREMENT PLAN 2014 363490557 2015-05-04 BIG SHOULDERS FUND 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 813000
Sponsor’s telephone number 3127518337
Plan sponsor’s address 212 W. VAN BUREN STREET, SUITE 900, CHICAGO, IL, 606073974

Signature of

Role Plan administrator
Date 2015-05-04
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-04
Name of individual signing JOSHUA HALE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
KENT DAUTEN, 212 W VAN BUREN ST, CHICAGO, 60607, COOK-NOT IN CITY OF CHICAGO Agent 2024-07-03

Member

Name and Address Role Account Number
JOSHUA HALE Member 265772
JAMES J. O'CONNOR Member 265772
JOHN A. CANNING Member 265772

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 2142508 Issued 1625 Raffles 720 - Not-For-Profit Selling Raffles for Prizes of $50 or More 2022-05-18 2022-07-16 2023-07-15
BUSINESS LICENSE 1381318 Cancelled 1625 Raffles No data 2011-11-04 2011-11-16 2012-11-15

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State