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SARFATTY ASSOCIATES, LTD.

Company Details

Entity Name: SARFATTY ASSOCIATES, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 18 Sep 1990
Company Number: CORP_56107983
File Number: 56107983
Type of Business: Incorporated under the Professional Service Corporation Act
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SARFATTY ASSOCIATES, LTD. PROFIT SHARING AND 401(K) SAVINGS PLAN & TRUST 2023 363726305 2024-06-24 SARFATTY ASSOCIATES, LTD. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541310
Sponsor’s telephone number 8479201100
Plan sponsor’s address 500 DAVIS STREET, SUITE 615, EVANSTON, IL, 60201

Signature of

Role Plan administrator
Date 2024-06-18
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-18
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
SARFATTY ASSOCIATES, LTD. PROFIT SHARING AND 401(K) SAVINGS PLAN & TRUST 2022 363726305 2023-05-03 SARFATTY ASSOCIATES, LTD. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541310
Sponsor’s telephone number 8479201100
Plan sponsor’s address 500 DAVIS STREET, SUITE 615, EVANSTON, IL, 60201

Signature of

Role Plan administrator
Date 2023-05-03
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-03
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
SARFATTY ASSOCIATES, LTD. PROFIT SHARING AND 401(K) SAVINGS PLAN & TRUST 2021 363726305 2022-10-03 SARFATTY ASSOCIATES, LTD. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541310
Sponsor’s telephone number 8479201100
Plan sponsor’s address 500 DAVIS STREET, SUITE 615, EVANSTON, IL, 60201

Signature of

Role Plan administrator
Date 2022-10-02
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-02
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
SARFATTY ASSOCIATES, LTD. PROFIT SHARING AND 401(K) SAVINGS PLAN & TRUST 2020 363726305 2021-09-13 SARFATTY ASSOCIATES, LTD. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541310
Sponsor’s telephone number 8479201100
Plan sponsor’s address 500 DAVIS STREET, SUITE 615, EVANSTON, IL, 60201

Signature of

Role Plan administrator
Date 2021-09-13
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-13
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
SARFATTY ASSOCIATES, LTD. PROFIT SHARING AND 401(K) SAVINGS PLAN 2011 363726305 2012-04-10 SARFATTY ASSOCIATES, LTD. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541310
Sponsor’s telephone number 8479201100
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 200, WILMETTE, IL, 600912992

Plan administrator’s name and address

Administrator’s EIN 363726305
Plan administrator’s name SARFATTY ASSOCIATES, LTD.
Plan administrator’s address 3201 OLD GLENVIEW ROAD, SUITE 200, WILMETTE, IL, 600912992
Administrator’s telephone number 8479201100

Signature of

Role Plan administrator
Date 2012-03-28
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-03-28
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
SARFATTY ASSOCIATES, LTD. PROFIT SHARING AND 401(K) SAVINGS PLAN 2010 363726305 2011-08-24 SARFATTY ASSOCIATES, LTD. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541310
Sponsor’s telephone number 8479201100
Plan sponsor’s address 3201 OLD GLENVIEW ROAD, SUITE 200, WILMETTE, IL, 600912992

Plan administrator’s name and address

Administrator’s EIN 363726305
Plan administrator’s name SARFATTY ASSOCIATES, LTD.
Plan administrator’s address 3201 OLD GLENVIEW ROAD, SUITE 200, WILMETTE, IL, 600912992
Administrator’s telephone number 8479201100

Signature of

Role Plan administrator
Date 2011-08-24
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-08-24
Name of individual signing GEORGE SARFATTY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
INCORP SERVICES, INC, 901 S 2ND ST STE 201, SPRINGFIELD, 62704, COOK-NOT IN CITY OF CHICAGO Agent 2019-08-11

President

Name and Address Role
GEORGE SARFATTY 2027 HARRISONSTREET EVANSTON IL, 60201 President

Secretary

Name and Address Role
GEORGE SARFATTY 2027 HARRISONST EVANSTON IL, 60201 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 10000 1000000 1

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State