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MITCHELL, VAUGHT AND TAYLOR, INC.

Company Details

Entity Name: MITCHELL, VAUGHT AND TAYLOR, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 10 Jul 1996
Company Number: CORP_58947229
File Number: 58947229
Type of Business: Commodities and futures brokers
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MVT 401(K) PLAN 2023 364093812 2024-10-15 MITCHELL, VAUGHT AND TAYLOR, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD, SUITE 901, CHICAGO, IL, 60604
MVT 401(K) PLAN 2022 364093812 2023-10-16 MITCHELL, VAUGHT AND TAYLOR, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD, SUITE 905, CHICAGO, IL, 60604
MVT 401(K) PLAN 2021 364093812 2022-04-18 MITCHELL, VAUGHT AND TAYLOR, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD, SUITE 905, CHICAGO, IL, 60604
MVT 401(K) PLAN 2020 364093812 2021-06-23 MITCHELL, VAUGHT AND TAYLOR, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD, SUITE 905, CHICAGO, IL, 60604
MVT 401(K) PLAN 2019 364093812 2020-10-02 MITCHELL, VAUGHT AND TAYLOR, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD, SUITE 905, CHICAGO, IL, 60604
MVT 401(K) PLAN 2018 364093812 2019-06-05 MITCHELL, VAUGHT AND TAYLOR, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD, SUITE 905, CHICAGO, IL, 60604
MVT 401(K) PLAN 2017 364093812 2018-06-11 MITCHELL, VAUGHT AND TAYLOR, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD, SUITE 905, CHICAGO, IL, 60604
MVT 401(K) PLAN 2016 364093812 2017-06-21 MITCHELL, VAUGHT AND TAYLOR, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD. SUITE 905, CHICAGO, IL, 60604

Signature of

Role Plan administrator
Date 2017-06-21
Name of individual signing DANIELLE WOODS
Valid signature Filed with authorized/valid electronic signature
MVT 401(K) PLAN 2015 364093812 2016-07-13 MITCHELL, VAUGHT AND TAYLOR, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD. SUITE 905, CHICAGO, IL, 60604

Signature of

Role Plan administrator
Date 2016-07-13
Name of individual signing DANIELLE WOODS
Valid signature Filed with authorized/valid electronic signature
MVT 401(K) PLAN 2014 364093812 2015-06-08 MITCHELL, VAUGHT AND TAYLOR, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3129221717
Plan sponsor’s address 53 WEST JACKSON BLVD. SUITE 905, CHICAGO, IL, 60604

Signature of

Role Plan administrator
Date 2015-06-08
Name of individual signing DANIELLE WOODS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROBERT SCOTT BELL, JR., 2017 HENLEY STREET, GLENVIEW, 60025, COOK-NOT IN CITY OF CHICAGO Agent 2022-09-26

President

Name and Address Role
JOHN T. MITCHELL N3251 WALNUT RD LAKE GENEVA IL 53147 President

Secretary

Name and Address Role
MARJORIE A. MITCHELL 2901 S MICHIGAN AVE #1307 CHICAGO 60616 Secretary

Historical Names

Name Change Date
MITCHELL, VAUGHT AND WALKER INC. 2005-01-28
SOUND INVESTMENT STRATEGIES, INC. 1996-11-01

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 1000000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State