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COST FINANCIAL GROUP, INC.

Company Details

Entity Name: COST FINANCIAL GROUP, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Foreign BCA
Status: Goodstanding
Date Formed: 28 Dec 1989
Company Number: CORP_55784639
File Number: 55784639
Type of Business: All Inclusive Purpose
Place of Formation: MISSOURI

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COST FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST 2023 371251947 2024-09-25 COST FINANCIAL GROUP INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8008442678
Plan sponsor’s address 807 W HIGHWAY 50 STE 4, O FALLON, IL, 622691856

Signature of

Role Plan administrator
Date 2024-09-25
Name of individual signing GARY COOK FOR CBIZ RIS
Valid signature Filed with authorized/valid electronic signature
COST FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST 2022 371251947 2023-10-05 COST FINANCIAL GROUP INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8008442678
Plan sponsor’s address 807 W HIGHWAY 50 STE 4, O FALLON, IL, 622691856

Signature of

Role Plan administrator
Date 2023-10-05
Name of individual signing GARY COOK FOR CBIZ RIS
Valid signature Filed with authorized/valid electronic signature
COST FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST 2021 371251947 2022-05-05 COST FINANCIAL GROUP INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8008442678
Plan sponsor’s address 807 W HIGHWAY 50 STE 4, O FALLON, IL, 622691856

Signature of

Role Plan administrator
Date 2022-05-02
Name of individual signing GARY COOK FOR CBIZ RPS
Valid signature Filed with authorized/valid electronic signature
COST FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST 2020 371251947 2021-08-02 COST FINANCIAL GROUP INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8008442678
Plan sponsor’s address 807 W HIGHWAY 50 STE 4, O FALLON, IL, 622691856

Signature of

Role Plan administrator
Date 2021-08-02
Name of individual signing GARY COOK FOR CBIZ RPS
Valid signature Filed with authorized/valid electronic signature
COST FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST 2019 371251947 2020-05-28 COST FINANCIAL GROUP INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8008442678
Plan sponsor’s address 807 W HIGHWAY 50 STE 4, O FALLON, IL, 622691856

Signature of

Role Plan administrator
Date 2020-05-27
Name of individual signing GARY COOK FOR CBIZ RPS
Valid signature Filed with authorized/valid electronic signature
COST FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST 2018 371251947 2019-06-10 COST FINANCIAL GROUP INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8008442678
Plan sponsor’s address 807 W HIGHWAY 50 STE 4, O FALLON, IL, 622691856

Signature of

Role Plan administrator
Date 2019-06-07
Name of individual signing GARY COOK FOR CBIZ RPS
Valid signature Filed with authorized/valid electronic signature
COST FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 371251947 2018-10-02 COST FINANCIAL GROUP INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8008442678
Plan sponsor’s address 807 W HIGHWAY 50 STE 4, O FALLON, IL, 622691856

Signature of

Role Plan administrator
Date 2018-10-02
Name of individual signing GARY COOK FOR CBIZ RPS
Valid signature Filed with authorized/valid electronic signature
COST FINANCIAL GROUP INC 401 K PROFIT SHARING PLAN TRUST 2016 371251947 2017-07-12 COST FINANCIAL GROUP INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523110
Sponsor’s telephone number 8008442678
Plan sponsor’s address 807 W HIGHWAY 50 STE 4, O FALLON, IL, 622691856

Signature of

Role Plan administrator
Date 2017-07-12
Name of individual signing CHRIS GEBHARDT
Valid signature Filed with authorized/valid electronic signature
COST FINANCIAL GROUP INC 401 K PROFIT SHARING PLAN TRUST 2015 371251947 2016-07-18 COST FINANCIAL GROUP INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523110
Sponsor’s telephone number 8008442678
Plan sponsor’s address 784 WALL STREET, SUITE 110, O FALLON, IL, 62269

Signature of

Role Plan administrator
Date 2016-07-18
Name of individual signing CHRIS GEBHARDT
Valid signature Filed with authorized/valid electronic signature
COST FINANCIAL GROUP INC 401 K PROFIT SHARING PLAN TRUST 2014 371251947 2015-07-23 COST FINANCIAL GROUP INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523110
Sponsor’s telephone number 8008442678
Plan sponsor’s address 784 WALL STREET SUITE 110, OFALLON, IL, 62269

Signature of

Role Plan administrator
Date 2015-07-23
Name of individual signing JAY PURSELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CHRISTOPHER RYAN GEBHARDT, 312 OLD FAYETTEVILLE RD, FREEBURG, 62243, ST. CLAIR Agent 2019-03-14

Secretary

Name and Address Role
DAVID GEBHARDT 807 W HIGHWAY 50, SUITE 4, OFALLON, IL 62269 Secretary

President

Name and Address Role
DAVID GEBHARDT 807 W HIGHWAY 50, SUITE 4, OFALLON, IL 62269 President

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
PAYMENT ACCEPTANCE SERVICES Assume Name 2013-01-31 No data No data No data

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 30000 10000000 0.1

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State