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  5. PRIZM FINANCIAL ADVISORS, INC.

PRIZM FINANCIAL ADVISORS, INC.

Company Details

Entity Name: PRIZM FINANCIAL ADVISORS, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 25 Sep 2000
Company Number: CORP_61267271
File Number: 61267271
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRIZM FINANCIAL ADVISORS, INC. CASH BALANCE PENSION PLAN 2023 364394923 2024-06-15 PRIZM FINANCIAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2024-06-15
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature
PRIZM FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2023 364394923 2024-03-05 PRIZM FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 100, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2024-03-05
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature
PRIZM FINANCIAL ADVISORS, INC. CASH BALANCE PENSION PLAN 2022 364394923 2023-09-19 PRIZM FINANCIAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2023-09-19
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature
PRIZM FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 364394923 2023-07-27 PRIZM FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2023-07-27
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature
PRIZM FINANCIAL ADVISORS, INC. CASH BALANCE PENSION PLAN 2021 364394923 2022-08-31 PRIZM FINANCIAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2022-08-31
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature
PRIZM FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 364394923 2022-01-18 PRIZM FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2022-01-18
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature
PRIZM FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 364394923 2021-03-11 PRIZM FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2021-03-11
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature
PRIZM FINANCIAL ADVISORS, INC. CASH BALANCE PENSION PLAN 2020 364394923 2021-09-13 PRIZM FINANCIAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2021-09-13
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature
PRIZM FINANCIAL ADVISORS, INC. CASH BALANCE PENSION PLAN 2019 364394923 2020-09-21 PRIZM FINANCIAL ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2020-09-21
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature
PRIZM FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 364394923 2020-03-04 PRIZM FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6306654848
Plan sponsor’s address 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189

Signature of
Role Plan administrator
Date 2020-03-04
Name of individual signing NADIM K ZAYED
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MARK D PERKINS, 1745 S NAPERVILLE RD, STE 200, WHEATON, 60189, DU PAGE Agent 2014-07-28

President

Name and Address Role
NADIM ZAYED 1745 S NAPERVILLERD STE 100 WHEATON IL 60189 President

Secretary

Name and Address Role
NADIM ZAYED 1745 S NAPERVILLERD STE 100 WHEATON IL 60189 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 1000000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State

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