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  5. WALTER & ASSOCIATES, INC.

WALTER & ASSOCIATES, INC.

Company Details

Entity Name: WALTER & ASSOCIATES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 21 Sep 1999
Company Number: CORP_60685975
File Number: 60685975
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WALTER & ASSOCIATES, INC. 401(K) PLAN 2023 364322674 2024-05-14 WALTER & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188419
Plan sponsor’s address 427 SOUTH ROOSEVELT AVE., ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2024-05-11
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-11
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
WALTER & ASSOCIATES, INC. 401(K) PLAN 2022 364322674 2023-05-08 WALTER & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188419
Plan sponsor’s address 427 SOUTH ROOSEVELT AVE., ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2023-05-08
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-08
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
WALTER & ASSOCIATES, INC. 401(K) PLAN 2021 364322674 2022-07-01 WALTER & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188149
Plan sponsor’s address 427 SOUTH ROOSEVELT, ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2022-07-01
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-01
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
WALTER & ASSOCIATES, INC. 401(K) PLAN 2019 364322674 2020-09-14 WALTER & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188149
Plan sponsor’s address 427 SOUTH ROOSEVELT, ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2020-09-14
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-14
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
WALTER & ASSOCIATES, INC. 401(K) PLAN 2018 364322674 2019-09-30 WALTER & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188149
Plan sponsor’s address 427 SOUTH ROOSEVELT, ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2019-09-30
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-30
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
WALTER & ASSOCIATES, INC. 401(K) PLAN 2017 364322674 2018-10-05 WALTER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188149
Plan sponsor’s address 427 SOUTH ROOSEVELT, ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2018-10-04
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-04
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
WALTER & ASSOCIATES, INC. 401(K) PLAN 2016 364322674 2017-09-12 WALTER & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188149
Plan sponsor’s address 427 SOUTH ROOSEVELT, ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2017-09-12
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-12
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
WALTER & ASSOCIATES, INC. 401(K) PLAN 2015 364322674 2016-05-13 WALTER & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188149
Plan sponsor’s address 427 SOUTH ROOSEVELT, ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2016-05-12
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-12
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
WALTER & ASSOCIATES, INC. 401(K) PLAN 2014 364322674 2015-10-05 WALTER & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188149
Plan sponsor’s address 427 SOUTH ROOSEVELT, ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2015-10-05
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-05
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
WALTER & ASSOCIATES, INC. 401(K) PLAN 2013 364322674 2014-06-12 WALTER & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 454390
Sponsor’s telephone number 8478188149
Plan sponsor’s address 427 SOUTH ROOSEVELT, ARLINGTON HEIGHTS, IL, 60005

Signature of
Role Plan administrator
Date 2014-06-12
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-12
Name of individual signing BRIAN WALTER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
KATHERINE M. LISTON, 11 S DUNTON AVE, ARLINGTON HEIGHTS, 60005, COOK-NOT IN CITY OF CHICAGO Agent 2021-09-14

President

Name and Address Role
BRIAN K WALTER 427 S ROOSEVELT ARLINGTON HEIGHTS IL 60005 President

Shares

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

Related by officers

No related officers

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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