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BARRY SPITZER & ASSOCIATES LTD.

Headquarter

Company Details

Entity Name: BARRY SPITZER & ASSOCIATES LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 15 May 1997
Company Number: CORP_59418335
File Number: 59418335
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of BARRY SPITZER & ASSOCIATES LTD., NEW YORK 2524843 NEW YORK
Headquarter of BARRY SPITZER & ASSOCIATES LTD., KENTUCKY 0539009 KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2017 364176974 2018-12-17 BARRY SPITZER & ASSOCIATES, LTD. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Signature of

Role Plan administrator
Date 2018-12-17
Name of individual signing MISHELA BECKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-12-17
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2017 364176974 2018-04-10 BARRY SPITZER & ASSOCIATES, LTD. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Signature of

Role Plan administrator
Date 2018-04-10
Name of individual signing MISHELA BECKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-10
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2016 364176974 2017-06-08 BARRY SPITZER & ASSOCIATES, LTD. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Signature of

Role Plan administrator
Date 2017-06-08
Name of individual signing MISHELA BECKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-08
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2015 364176974 2016-06-01 BARRY SPITZER & ASSOCIATES, LTD. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Signature of

Role Plan administrator
Date 2016-06-01
Name of individual signing MISHELA BECKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-01
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2014 364176974 2015-06-03 BARRY SPITZER & ASSOCIATES, LTD. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Signature of

Role Plan administrator
Date 2015-06-03
Name of individual signing MISHELA BECKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-03
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2013 364176974 2014-06-20 BARRY SPITZER & ASSOCIATES, LTD. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Signature of

Role Plan administrator
Date 2014-06-19
Name of individual signing MISHELA BECKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-20
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2012 364176974 2013-03-27 BARRY SPITZER & ASSOCIATES, LTD. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Signature of

Role Plan administrator
Date 2013-03-26
Name of individual signing MISHELA BECKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-03-27
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2011 364176974 2012-05-18 BARRY SPITZER & ASSOCIATES, LTD. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Plan administrator’s name and address

Administrator’s EIN 364176974
Plan administrator’s name BARRY SPITZER & ASSOCIATES, LTD.
Plan administrator’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140
Administrator’s telephone number 8475620790

Signature of

Role Plan administrator
Date 2012-05-18
Name of individual signing MISHELA BECKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-05-18
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2010 364176974 2011-09-26 BARRY SPITZER & ASSOCIATES, LTD. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Plan administrator’s name and address

Administrator’s EIN 364176974
Plan administrator’s name BARRY SPITZER & ASSOCIATES, LTD.
Plan administrator’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140
Administrator’s telephone number 8475620790

Signature of

Role Plan administrator
Date 2011-09-26
Name of individual signing MISHELA BECKER
Valid signature Filed with authorized/valid electronic signature
BARRY SPITZER & ASSOCIATES, LTD. EMPLOYEE SAVINGS PLAN 2009 364176974 2010-10-13 BARRY SPITZER & ASSOCIATES, LTD. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1999-01-01
Business code 524210
Sponsor’s telephone number 8475620790
Plan sponsor’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140

Plan administrator’s name and address

Administrator’s EIN 364176974
Plan administrator’s name BARRY SPITZER & ASSOCIATES, LTD.
Plan administrator’s address 2100 SANDERS ROAD, SUITE 180, NORTHBROOK, IL, 600626140
Administrator’s telephone number 8475620790

Signature of

Role Plan administrator
Date 2010-10-13
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-13
Name of individual signing BARRY SPITZER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOSEPH A GINSBURG, 180 N LA SALLE ST STE 2750, CHICAGO, 60601, COOK-NOT IN CITY OF CHICAGO Agent 2024-04-01

President

Name and Address Role
BARRY D SPITZER 705 MASTERS LANE RIVERWOODS IL 60015 President

Secretary

Name and Address Role
BARRY D SPITZER 705 MASTERS LANE RIVERWOODS IL 60015 Secretary

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
RETIREMENT SERVICES GROUP INC. Assume Name 2012-04-25 No data No data No data

Historical Names

Name Change Date
BSA LIQUIDATING, INC. 1997-12-31

Shares

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

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State