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  5. SCHMIDT CAPITAL ADVISORS, INC.

SCHMIDT CAPITAL ADVISORS, INC.

Company Details

Entity Name: SCHMIDT CAPITAL ADVISORS, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 04 Dec 1995
Company Number: CORP_58612006
File Number: 58612006
Type of Business: Business Corporations
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2023 364052019 2024-09-10 SCHMIDT CAPITAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2024-09-10
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2022 364052019 2023-06-27 SCHMIDT CAPITAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2023-06-27
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2021 364052019 2022-07-22 SCHMIDT CAPITAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2022-07-22
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2020 364052019 2021-08-23 SCHMIDT CAPITAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2021-08-23
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2019 364052019 2020-07-22 SCHMIDT CAPITAL ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2018 364052019 2019-07-17 SCHMIDT CAPITAL ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2017 364052019 2018-07-18 SCHMIDT CAPITAL ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2018-07-18
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2016 364052019 2017-07-31 SCHMIDT CAPITAL ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2017-07-31
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2015 364052019 2016-07-08 SCHMIDT CAPITAL ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2016-07-08
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN 2014 364052019 2015-07-27 SCHMIDT CAPITAL ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 8153448509
Plan sponsor’s address 3507 W. ELM STREET, MCHENRY, IL, 60050

Signature of
Role Plan administrator
Date 2015-07-27
Name of individual signing JAMES A. SCHMIDT
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
GREGORY PALECEK, 4223 GROVE AVE, GURNEE, 60031, LAKE Agent 2012-12-07

President

Name and Address Role
JAMES SCHMIDT, 7313 BURNING TREE DR MCHENRY 60050 President

Secretary

Name and Address Role
NANCY SCHMIDT Secretary

Shares

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

Related by officers

NANCY SCHMIDT

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GREGORY PALECEK, 4223 GROVE AVE, GURNEE, 60031, LAKE

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Related by address

No related companies by address

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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