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  5. THE PENSION SPECIALISTS, LTD.

THE PENSION SPECIALISTS, LTD.

Company Details

Entity Name: THE PENSION SPECIALISTS, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 19 Jul 1988
Company Number: CORP_55160716
File Number: 55160716
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2023 363592542 2024-06-07 THE PENSION SPECIALISTS, LTD. 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524290
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2022 363592542 2023-10-12 THE PENSION SPECIALISTS, LTD. 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524290
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2021 363592542 2022-10-14 THE PENSION SPECIALISTS, LTD. 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524290
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2020 363592542 2021-10-14 THE PENSION SPECIALISTS, LTD. 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524290
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2019 363592542 2020-10-14 THE PENSION SPECIALISTS, LTD. 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524290
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2018 363592542 2019-10-15 THE PENSION SPECIALISTS, LTD. 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524290
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2017 363592542 2018-06-29 THE PENSION SPECIALISTS, LTD. 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 524290
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455

Signature of
Role Plan administrator
Date 2018-06-29
Name of individual signing ELLEN CHAMPION
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-29
Name of individual signing ELLEN CHAMPION
Valid signature Filed with authorized/valid electronic signature
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2016 363592542 2017-04-03 THE PENSION SPECIALISTS, LTD. 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 541990
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455

Signature of
Role Plan administrator
Date 2017-04-03
Name of individual signing ELLEN CHAMPION
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-03
Name of individual signing ELLEN CHAMPION
Valid signature Filed with authorized/valid electronic signature
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2015 363592542 2016-04-22 THE PENSION SPECIALISTS, LTD. 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 541990
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455

Signature of
Role Plan administrator
Date 2016-04-22
Name of individual signing ELLEN CHAMPION
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-22
Name of individual signing ELLEN CHAMPION
Valid signature Filed with authorized/valid electronic signature
THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2014 363592542 2015-06-01 THE PENSION SPECIALISTS, LTD. 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-01-01
Business code 541990
Sponsor’s telephone number 8153945500
Plan sponsor’s address 10501 NORTH 2ND STREET, MACHESNEY PARK, IL, 611151455

Signature of
Role Plan administrator
Date 2015-06-01
Name of individual signing ELLEN CHAMPION
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-01
Name of individual signing ELLEN CHAMPION
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOEL JOHN RADAKOVITZ, 10501 NORTH 2ND STREET, MACHESNEY PARK, 61115, WINNEBAGO Agent 2010-06-29

President

Name and Address Role
JOEL J RADAKOVITZ, 1684 RED OAK LANE ROCKFORD IL 61107 President

Secretary

Name and Address Role
AS ABOVE Secretary

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158002690 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2016-06-15 2016-06-15 2016-12-31

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
FIDUCIARY EXCELLENCE ASSESSORS Assume Name 2009-09-09 No data No data No data
BENEFIT INTEGRATION No data 2005-10-06 2010-06-16 Expired No data
RETIREMENT FINANCIAL EDUCATORS Assume Name 2004-05-26 No data No data No data

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 100000 51327000 No data

Related by officers

AS ABOVE

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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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