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  5. CARTER FINANCIAL GROUP, INC.

CARTER FINANCIAL GROUP, INC.

Company Details

Entity Name: CARTER FINANCIAL GROUP, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 04 Oct 1999
Company Number: CORP_60704902
File Number: 60704902
Type of Business: Business Corporations
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1919749 222 S. COOK ST., BARRINGTON, IL, 60010 222 S. COOK ST., BARRINGTON, IL, 60010 847-713-2700

Filings since 2022-05-03
Form type 13F-HR
File number 028-22446
Filing date 2022-05-03
Reporting date 2022-03-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST 2023 364339370 2024-08-14 CARTER FINANCIAL GROUP, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S. COOK STREET, BARRINGTON, IL, 600104314

Signature of
Role Plan administrator
Date 2024-08-14
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature
CARTER FINANCIAL GROUP, INC. 401K P/S PLAN 2023 364339370 2024-08-14 CARTER FINANCIAL GROUP INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S COOK ST, BARRINGTON, IL, 600104314

Plan administrator’s name and address
Administrator’s EIN 364339370
Plan administrator’s name CARTER FINANCIAL GROUP INC.
Plan administrator’s address 222 S COOK ST, BARRINGTON, IL, 600104314
Administrator’s telephone number 8477132700

Signature of
Role Plan administrator
Date 2024-08-14
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST 2022 364339370 2023-06-29 CARTER FINANCIAL GROUP, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S. COOK STREET, BARRINGTON, IL, 600104314

Signature of
Role Plan administrator
Date 2023-06-29
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature
CARTER FINANCIAL GROUP, INC. 401K P/S PLAN 2022 364339370 2023-04-05 CARTER FINANCIAL GROUP INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S COOK ST, BARRINGTON, IL, 600104314

Plan administrator’s name and address
Administrator’s EIN 364339370
Plan administrator’s name CARTER FINANCIAL GROUP INC.
Plan administrator’s address 222 S COOK ST, BARRINGTON, IL, 600104314
Administrator’s telephone number 8477132700

Signature of
Role Plan administrator
Date 2023-04-05
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST 2021 364339370 2022-09-19 CARTER FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S. COOK STREET, BARRINGTON, IL, 600104314

Signature of
Role Plan administrator
Date 2022-09-19
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature
CARTER FINANCIAL GROUP, INC. 401K P/S PLAN 2021 364339370 2022-09-19 CARTER FINANCIAL GROUP INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S COOK ST, BARRINGTON, IL, 600104314

Plan administrator’s name and address
Administrator’s EIN 364339370
Plan administrator’s name CARTER FINANCIAL GROUP INC.
Plan administrator’s address 222 S COOK ST, BARRINGTON, IL, 600104314
Administrator’s telephone number 8477132700

Signature of
Role Plan administrator
Date 2022-09-19
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST 2020 364339370 2021-08-05 CARTER FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S. COOK STREET, BARRINGTON, IL, 600104314

Signature of
Role Plan administrator
Date 2021-08-05
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature
CARTER FINANCIAL GROUP, INC. 401K P/S PLAN 2020 364339370 2021-07-22 CARTER FINANCIAL GROUP INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S COOK ST, BARRINGTON, IL, 600104314

Plan administrator’s name and address
Administrator’s EIN 364339370
Plan administrator’s name CARTER FINANCIAL GROUP INC.
Plan administrator’s address 222 S COOK ST, BARRINGTON, IL, 600104314
Administrator’s telephone number 8477132700

Signature of
Role Plan administrator
Date 2021-07-22
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST 2019 364339370 2020-09-08 CARTER FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S. COOK STREET, BARRINGTON, IL, 600104314

Signature of
Role Plan administrator
Date 2020-09-08
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature
CARTER FINANCIAL GROUP, INC. 401K P/S PLAN 2019 364339370 2020-09-08 CARTER FINANCIAL GROUP INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8477132700
Plan sponsor’s address 222 S COOK ST, BARRINGTON, IL, 600104314

Plan administrator’s name and address
Administrator’s EIN 364339370
Plan administrator’s name CARTER FINANCIAL GROUP INC.
Plan administrator’s address 222 S COOK ST, BARRINGTON, IL, 600104314
Administrator’s telephone number 8477132700

Signature of
Role Plan administrator
Date 2020-09-08
Name of individual signing KEVIN CARTER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAVID P. BUCKLEY, JR., 201 S GROVE AVE 4TH FLOOR, BARRINGTON, 60010, COOK-NOT IN CITY OF CHICAGO Agent 2022-06-10

Secretary

Name and Address Role
KEVIN K CARTER, 222 S. COOK STREET, BARRINGTON, IL 60010 Secretary

President

Name and Address Role
KEVIN K CARTER, 222 S. COOK STREET, BARRINGTON, IL 60010 President

Historical Names

Name Change Date
CARTER SECURITIES, INC. 2003-04-24

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100000 100000000 0.01

Related by officers

DAVID P. BUCKLEY, JR., 201 S GROVE AVE 4TH FLOOR, BARRINGTON, 60010, COOK-NOT IN CITY OF CHICAGO

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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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