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  5. ESTATE & TRUST ADVISORS, INC.

ESTATE & TRUST ADVISORS, INC.

Company Details

Entity Name: ESTATE & TRUST ADVISORS, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 28 Aug 1997
Company Number: CORP_59560336
File Number: 59560336
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2023 364181455 2024-06-25 ESTATE & TRUST ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD, SUITE 300, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2024-06-25
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2022 364181455 2023-07-24 ESTATE & TRUST ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD, SUITE 300, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2023-07-24
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2021 364181455 2022-09-28 ESTATE & TRUST ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD, SUITE 300, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2022-09-28
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2020 364181455 2021-09-29 ESTATE & TRUST ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD, SUITE 300, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2021-09-29
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2019 364181455 2020-07-27 ESTATE & TRUST ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD, SUITE 300, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2020-07-27
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2018 364181455 2019-09-18 ESTATE & TRUST ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD, SUITE 300, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2019-09-18
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2017 364181455 2018-05-29 ESTATE & TRUST ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD, SUITE 300, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2018-05-29
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2016 364181455 2017-06-26 ESTATE & TRUST ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD, SUITE 300, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2017-06-26
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2015 364181455 2016-09-14 ESTATE & TRUST ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD, SUITE 300, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2016-09-14
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN 2014 364181455 2015-10-06 ESTATE & TRUST ADVISORS 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8474414600
Plan sponsor’s address 707 SKOKIE BLVD STE 300, NORTHBROOK, IL, 600622838

Signature of
Role Plan administrator
Date 2015-10-06
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-06
Name of individual signing MARK SCHWARTZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MARK J SCHWARTZ, 707 SKOKIE BLVD. SUITE 300, NORTHBROOK, 60062, COOK-NOT IN CITY OF CHICAGO Agent 2018-04-18

President

Name and Address Role
MARK SCHWARTZ 707 SKOKIE BLVD #300 NORTHBROOK IL, 60062 President

Secretary

Name and Address Role
VACANT Secretary

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158001999 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2001-09-14 2002-02-27 2001-12-31

Shares

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

Related by officers

VACANT

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Related by address

No related companies by address

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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