Search icon

TAX & FINANCIAL SOLUTIONS INC.

Company Details

Entity Name: TAX & FINANCIAL SOLUTIONS INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 05 Jan 1994
Company Number: CORP_57626216
File Number: 57626216
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAX & FINANCIAL SOLUTIONS, INC. 401(K) PLAN 2023 363929071 2024-06-27 TAX & FINANCIAL SOLUTIONS,INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2024-06-27
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-27
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
TAX & FINANCIAL SOLUTIONS, INC. 401(K) PLAN 2022 363929071 2023-07-24 TAX & FINANCIAL SOLUTIONS,INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2023-07-24
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-24
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
TAX & FINANCIAL SOLUTIONS, INC. 401(K) PLAN 2021 363929071 2022-06-30 TAX & FINANCIAL SOLUTIONS,INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2022-06-24
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-24
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
TAX & FINANCIAL SOLUTIONS, INC. 401(K) PLAN 2020 363929071 2021-07-26 TAX & FINANCIAL SOLUTIONS,INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2021-07-26
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-26
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
TAX & FINANCIAL SOLUTIONS, INC. 401(K) PLAN 2019 363929071 2020-07-30 TAX & FINANCIAL SOLUTIONS,INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2020-07-30
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-30
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
TAX & FINANCIAL SOLUTIONS, INC. 401(K) PLAN 2018 363929071 2019-07-08 TAX & FINANCIAL SOLUTIONS,INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2019-07-06
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-06
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
TAX & FINANCIAL SOLUTIONS, INC. 401(K) PLAN 2017 363929071 2018-07-17 TAX & FINANCIAL SOLUTIONS,INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2018-07-11
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-11
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
TAX & FINANCIAL SOLUTIONS, INC. 401(K) PLAN 2016 363929071 2017-07-06 TAX & FINANCIAL SOLUTIONS,INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2017-05-30
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-30
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
TAX & FINANCIAL SOLUTIONS, INC. 401(K) PLAN 2015 363929071 2016-07-20 TAX & FINANCIAL SOLUTIONS,INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2016-07-20
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-20
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
TAX FINANCIAL SOLUTIONS INC 401K PLAN 2014 363929071 2015-07-29 TAX & FINANCIAL SOLUTIONS,INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541213
Sponsor’s telephone number 7086458800
Plan sponsor’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561

Plan administrator’s name and address

Administrator’s EIN 363929071
Plan administrator’s name TAX & FINANCIAL SOLUTIONS, INC.
Plan administrator’s address 15255 S. 94TH AVENUE, SUITE 205, ORLAND PARK, IL, 604622561
Administrator’s telephone number 7086458800

Signature of

Role Plan administrator
Date 2015-07-29
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-29
Name of individual signing DENNIS MICHON
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DENNIS M MICHON, 15255 S 94TH AVENUE STE 205, ORLAND PARK, 60462, COOK-NOT IN CITY OF CHICAGO Agent 2012-02-22

President

Name and Address Role
DENNIS MICHON 15255 S 94TH AVE STE 205 ORLAND PARK IL 60462 President

Secretary

Name and Address Role
JEAN BUCKLEY 15255 S. 94TH AVE STE 205 ORLAND PARK IL 60462 Secretary

Historical Names

Name Change Date
RB TAX INC. 1998-10-02

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 100000 No data

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State