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  5. CHICAGO OAKBROOK FINANCIAL GROUP, INC.

CHICAGO OAKBROOK FINANCIAL GROUP, INC.

Company Details

Entity Name: CHICAGO OAKBROOK FINANCIAL GROUP, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 07 Nov 1997
Company Number: CORP_59660802
File Number: 59660802
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COFG BROKERAGE CASH BALANCE PLAN 2023 364192133 2024-04-23 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6306545572
Plan sponsor’s address 903 COMMERCE DRIVE - SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2024-04-23
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
CHICAGO OAKBROOK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN 2023 364192133 2024-03-11 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6306545572
Plan sponsor’s address 903 COMMERCE DRIVE - SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2024-03-11
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
COFG BROKERAGE CASH BALANCE PLAN 2022 364192133 2023-04-07 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6306545572
Plan sponsor’s address 903 COMMERCE DRIVE - SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2023-04-07
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
CHICAGO OAKBROOK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN 2022 364192133 2023-07-05 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6306545572
Plan sponsor’s address 903 COMMERCE DRIVE - SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2023-07-05
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
COFG BROKERAGE CASH BALANCE PLAN 2021 364192133 2022-07-13 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6309545572
Plan sponsor’s address 903 COMMERCE DRIVE, SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2022-07-13
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
CHICAGO OAKBROOK FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 364192133 2022-07-13 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6306545572
Plan sponsor’s address 903 COMMERCE DRIVE - SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2022-07-13
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
CHICAGO OAKBROOK FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 364192133 2021-04-26 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6306545572
Plan sponsor’s address 903 COMMERCE DRIVE - SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2021-04-26
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
COFG BROKERAGE, INC. CASH BALANCE PLAN 2020 364192133 2021-07-27 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6306545572
Plan sponsor’s address 903 COMMERCE DRIVE - SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2021-07-27
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
COFG BROKERAGE, INC. CASH BALANCE PLAN 2019 364192133 2020-08-04 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6309545572
Plan sponsor’s address 903 COMMERCE DRIVE, SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2020-08-04
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-04
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
CHICAGO OAKBROOK FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 364192133 2020-08-04 CHICAGO OAKBROOK FINANCIAL GROUP, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6309545572
Plan sponsor’s address 903 COMMERCE DRIVE, SUITE 300, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2020-08-04
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-04
Name of individual signing DAVID NAVARRO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CHARLES T NEWLAND, 3601 ALGONQUIN RD, STE 990, ROLLING MEADOWS, 60008, COOK-NOT IN CITY OF CHICAGO Agent 2017-11-21

President

Name and Address Role
DAVID N. NAVARRO, 903 COMMERCEDR., STE. 300 OAK BROOK 60523 President

Secretary

Name and Address Role
DAVID NAVARRO, 903 COMMERCE, DR., OAK BROOK, IL 60523 Secretary

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
401K TEAM Assume Name 2013-06-18 No data No data No data
CHICAGO OAKBROOK FINANCIAL GROUP No data 2008-01-30 2015-10-29 Voluntary Cancellation No data

Historical Names

Name Change Date
COFG BROKERAGE, INC. 2015-06-11

Shares

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

Related by officers

CHARLES T NEWLAND, 3601 ALGONQUIN RD, STE 990, ROLLING MEADOWS, 60008, COOK-NOT IN CITY OF CHICAGO

NPBB ENTERPRISES, INC

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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