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KEITH B. MOONEY & ASSOCIATES INC.

Company Details

Entity Name: KEITH B. MOONEY & ASSOCIATES INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 23 Jan 1998
Company Number: CORP_59776207
File Number: 59776207
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KEITH B. MOONEY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 364205005 2016-10-10 KEITH B. MOONEY & ASSOCIATES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Signature of

Role Plan administrator
Date 2016-10-10
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-10
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
KEITH B. MOONEY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 364205005 2015-09-29 KEITH B. MOONEY & ASSOCIATES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Signature of

Role Plan administrator
Date 2015-09-29
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-29
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
KEITH B. MOONEY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 364205005 2014-04-16 KEITH B. MOONEY & ASSOCIATES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Signature of

Role Plan administrator
Date 2014-04-16
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-04-16
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
KEITH B. MOONEY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 364205005 2013-08-07 KEITH B. MOONEY & ASSOCIATES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Signature of

Role Plan administrator
Date 2013-08-06
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-06
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
KEITH B. MOONEY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 364205005 2012-08-28 KEITH B. MOONEY & ASSOCIATES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Plan administrator’s name and address

Administrator’s EIN 364205005
Plan administrator’s name KEITH B. MOONEY & ASSOCIATES
Plan administrator’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010
Administrator’s telephone number 8473822600

Signature of

Role Plan administrator
Date 2012-08-28
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-08-28
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
KEITH B. MOONEY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 364205005 2011-06-14 KEITH B. MOONEY & ASSOCIATES 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Plan administrator’s name and address

Administrator’s EIN 364205005
Plan administrator’s name KEITH B. MOONEY & ASSOCIATES
Plan administrator’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010
Administrator’s telephone number 8473822600

Signature of

Role Plan administrator
Date 2011-06-14
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-06-14
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
KEITH B. MOONEY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 364205005 2010-08-10 KEITH B. MOONEY & ASSOCIATES 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Plan administrator’s name and address

Administrator’s EIN 364205005
Plan administrator’s name KEITH B. MOONEY & ASSOCIATES
Plan administrator’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010
Administrator’s telephone number 8473822600

Signature of

Role Plan administrator
Date 2010-08-09
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-09
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
GREG SCHEIDER, 1 EXECUTIVE CT STE 5, SOUTH BARRINGTON, 60010, COOK-NOT IN CITY OF CHICAGO Agent 2020-12-21

President

Name and Address Role
KEITH B MOONEY, 1 EXECUTIVE CTSTE 5 SOUTH BARRINGTON IL President

Secretary

Name and Address Role
KEITH B MOONEY Secretary

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158002082 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2002-11-08 2005-02-04 2004-12-31

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100000 1000000 1

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State