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WHITE OAK CPA, INC.

Company Details

Entity Name: WHITE OAK CPA, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 05 Jun 1989
Company Number: CORP_55545804
File Number: 55545804
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WHITE OAK CPA 401(K) PLAN 2023 363656237 2024-05-13 WHITE OAK CPA, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541211
Sponsor’s telephone number 8472918252
Plan sponsor’s address 2241 WHITE OAK DRIVE, NORTHBROOK, IL, 60062

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 2024-05-13
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
WHITE OAK CPA 401(K) PLAN 2022 363656237 2023-05-27 WHITE OAK CPA, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541211
Sponsor’s telephone number 8472918252
Plan sponsor’s address 2241 WHITE OAK DRIVE, NORTHBROOK, IL, 60062

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 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
STEPHEN S LEE, 2241 WHITE OAK DR, NORTHBROOK, 60062, COOK-NOT IN CITY OF CHICAGO Agent 2001-06-12

President

Name and Address Role
STEPHEN LEE 214 LINDEN RD NORTHBROOK 60062 President

Secretary

Name and Address Role
STEPHEN LEE 214 LINDEN RD NORTHBROOK 60062 Secretary

Historical Names

Name Change Date
STEPHEN S. LEE & CO., LTD. 2020-01-07

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 3000 10000 No data

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State