| Entity Name: | JACOB & HEFNER ASSOCIATES, INC. |
| Jurisdiction: | Illinois |
| Entity Type: | Corporation - Domestic BCA |
| Status: | Goodstanding |
| Date Formed: | 15 Mar 1996 |
| Company Number: | CORP_58764701 |
| File Number: | 58764701 |
| Type of Business: | All Inclusive Purpose |
| Place of Formation: | ILLINOIS |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | JACOB & HEFNER ASSOCIATES, INC., FLORIDA | F09000003772 | FLORIDA |
| Headquarter of | JACOB & HEFNER ASSOCIATES, INC., KENTUCKY | 1117108 | KENTUCKY |
| Unique Entity ID | Expiration Date | Physical Address | Mailing Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCKBQ94NH7A5 | 2024-11-08 | 1333 BUTTERFIELD RD, STE 300, DOWNERS GROVE, IL, 60515, 5653, USA | 1333 BUTTERFIELD RD STE 300, DOWNERS GROVE, IL, 60515, 5653, USA | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Doing Business As | JACOB & HEFNER ASSOCIATES PC |
| URL | http://www.jacobandhefner.com |
| Division Name | JACOB & HEFNER ASSOCIATES, INC. |
| Congressional District | 06 |
| State/Country of Incorporation | IL, USA |
| Activation Date | 2023-11-28 |
| Initial Registration Date | 2009-04-22 |
| Entity Start Date | 1996-04-01 |
| Fiscal Year End Close Date | Dec 31 |
Service Classifications
| NAICS Codes | 213111, 237110, 237990, 238910, 238990, 541330, 541360, 541370, 541620, 541690, 541990, 562910 |
Points of Contacts
| Electronic Business | |
|---|---|
| Title | PRIMARY POC |
| Name | MARCUS S. SMITH |
| Role | REGIONAL MANAGER |
| Address | 15375 BARRANCA PRKWY, STE. J-101, SUITE J-101, IRVINE, CA, 92618, USA |
| Title | ALTERNATE POC |
| Name | MARILYN H. ORLICH |
| Role | MS. |
| Address | 15375 BARRANCA PARKWAY, STE. J-101, IRVINE, CA, 92618, USA |
| Government Business | |
|---|---|
| Title | PRIMARY POC |
| Name | MARCUS S. SMITH |
| Role | REGIONAL MANAGER |
| Address | 15375 BARRANCA PRKWY, STE. J-101, IRVINE, CA, 92618, USA |
| Title | ALTERNATE POC |
| Name | MARILYN H. ORLICH |
| Role | MS. |
| Address | 15375 BARRANCA PARKWAY, STE. J-101, IRVINE, CA, 92618, USA |
| Past Performance | |
|---|---|
| Title | PRIMARY POC |
| Name | MARCUS S. SMITH |
| Role | REGIONAL MANAGER |
| Address | 15375 BARRANCA PRKWY, SUITE J-101, IRVINE, CA, 92618, USA |
| Title | ALTERNATE POC |
| Name | MARILYN H. ORLICH |
| Role | MS. |
| Address | 15375 BARRANCA PARKWAY, STE. J-101, IRVINE, CA, 92618, USA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACOB & HEFNER ASSOCIATES 401(K) PLAN | 2018 | 364070643 | 2019-07-18 | JACOB & HEFNER ASSOCIATES, INC. | 106 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2019-07-18 |
| Name of individual signing | MARILYN ORLICH |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 541330 |
| Sponsor’s telephone number | 6306524600 |
| Plan sponsor’s mailing address | 1910 SOUTH HIGHLAND AVENUE, SUITE 100, LOMBARD, IL, 60148 |
| Plan sponsor’s address | 1910 SOUTH HIGHLAND AVENUE, SUITE 100, LOMBARD, IL, 60148 |
Plan administrator’s name and address
| Administrator’s EIN | 364070643 |
| Plan administrator’s name | JACOB & HEFNER ASSOCIATES, INC. |
| Plan administrator’s address | 1910 SOUTH HIGHLAND AVENUE, SUITE 100, LOMBARD, IL, 60148 |
| Administrator’s telephone number | 6306524600 |
Number of participants as of the end of the plan year
| Active participants | 57 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 22 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 55 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2013-10-09 |
| Name of individual signing | MARILYN ORLICH |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2013-10-09 |
| Name of individual signing | MARILYN ORLICH |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 541330 |
| Sponsor’s telephone number | 6309429000 |
| Plan sponsor’s address | 1901 S. MEYERS ROAD, SUITE 180, OAKBROOK TERRACE, IL, 601815207 |
Plan administrator’s name and address
| Administrator’s EIN | 364070643 |
| Plan administrator’s name | JACOB & HEFNER ASSOCIATES, P.C. |
| Plan administrator’s address | 1901 S. MEYERS ROAD, SUITE 180, OAKBROOK TERRACE, IL, 601815207 |
| Administrator’s telephone number | 6309429000 |
Signature of
| Role | Plan administrator |
| Date | 2012-07-19 |
| Name of individual signing | MARILYN ORLICH |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 541330 |
| Sponsor’s telephone number | 6309429000 |
| Plan sponsor’s address | 1901 S. MEYERS ROAD, SUITE 180, OAKBROOK TERRACE, IL, 601815207 |
Plan administrator’s name and address
| Administrator’s EIN | 364070643 |
| Plan administrator’s name | JACOB & HEFNER ASSOCIATES, P.C. |
| Plan administrator’s address | 1901 S. MEYERS ROAD, SUITE 180, OAKBROOK TERRACE, IL, 601815207 |
| Administrator’s telephone number | 6309429000 |
Signature of
| Role | Plan administrator |
| Date | 2011-07-22 |
| Name of individual signing | MARILYN ORLICH |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| JEFFREY H JACOB, 1333 BUTTERFIELD RD #300, DOWNERS GROVE, 60515, DU PAGE | Agent | 2017-03-06 |
| Name and Address | Role |
|---|---|
| WILLIAM L BOHNE 5328 LAWN AVEWESTERN SPRINGS IL, 60558 | President |
| Name and Address | Role |
|---|---|
| GREG GIBBS 4102 DENVER AVENUEYORBA LINDA CA, 92886 | Secretary |
| Name | Change Date |
|---|---|
| JACOB & HEFNER ASSOCIATES, P.C. | 2007-12-31 |
| JACOB & HEFNER ASSOCIATES, INC. | 1996-04-26 |
| Class | Series | Voting Rights | Authorized Shares | Issued Shares | Par Value |
|---|---|---|---|---|---|
| COMM | No data | Voting Rights | 10000 | 550000 | 0.01 |
Date of last update: 16 Jan 2025
