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  5. DAVID WAGNER & ASSOCIATES, INC.

DAVID WAGNER & ASSOCIATES, INC.

Company Details

Entity Name: DAVID WAGNER & ASSOCIATES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Dissolved
Date Formed: 07 Nov 2001
Date of Dissolution: 12 Apr 2013
Company Number: CORP_61878696
File Number: 61878696
Type of Business: All Inclusive Purpose
Date Status Change: 12 Apr 2013
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DAVID WAGNER & ASSOCIATES, INC. 401(K) PLAN 2020 010604328 2021-09-30 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 505 NORTH LAKE SHORE DRIVE, #4610, CHICAGO, IL, 60611
DAVID WAGNER & ASSOCIATES, INC. 401(K) PLAN 2020 010604328 2021-10-27 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 505 NORTH LAKE SHORE DRIVE, #4610, CHICAGO, IL, 60611
DAVID WAGNER & ASSOCIATES, INC. 401(K) PLAN 2019 010604328 2020-09-17 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 505 NORTH LAKE SHORE DRIVE, #4610, CHICAGO, IL, 60611
DAVID WAGNER & ASSOCIATES, INC. 401(K) PLAN 2018 010604328 2019-09-03 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 1239 N STATE PARKWAY #3, CHICAGO, IL, 60610
DAVID WAGNER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2016 010604328 2017-11-09 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2003-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 1239 N STATE PARKWAY #3, CHICAGO, IL, 60610
DAVID WAGNER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2016 010604328 2017-06-13 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2003-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 1239 N STATE PARKWAY #3, CHICAGO, IL, 60610

Signature of
Role Plan administrator
Date 2017-06-13
Name of individual signing DAVID WAGNER
Valid signature Filed with authorized/valid electronic signature
DAVID WAGNER & ASSOCIATES, INC. 401(K) PLAN 2015 010604328 2016-09-14 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 1239 N STATE PARKWAY #3, CHICAGO, IL, 60610

Signature of
Role Plan administrator
Date 2016-09-14
Name of individual signing DAVID WAGNER
Valid signature Filed with authorized/valid electronic signature
DAVID WAGNER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2015 010604328 2016-10-03 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2003-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 1239 N STATE PARKWAY #3, CHICAGO, IL, 60610

Signature of
Role Plan administrator
Date 2016-10-03
Name of individual signing DAVID WAGNER
Valid signature Filed with authorized/valid electronic signature
DAVID WAGNER & ASSOCIATES, INC. 401(K) PLAN 2014 010604328 2015-09-11 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 1239 N STATE PARKWAY, #3, CHICAGO, IL, 60610

Signature of
Role Plan administrator
Date 2015-09-11
Name of individual signing DAVID WAGNER
Valid signature Filed with authorized/valid electronic signature
DAVID WAGNER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2014 010604328 2015-09-23 DAVID WAGNER & ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2003-01-01
Business code 711410
Sponsor’s telephone number 3122220331
Plan sponsor’s address 1239 N STATE PARKWAY #3, CHICAGO, IL, 60610

Signature of
Role Plan administrator
Date 2015-09-23
Name of individual signing DAVID WAGNER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAVID WAGNER, 505 N LAKE SHORE DRIVE #1603, CHICAGO, 60611, COOK-NOT IN CITY OF CHICAGO Agent 2011-06-22

President

Name and Address Role
DAVID WAGNER, 505 N LAKE SHOREDRIVE, CHICAGO, 60611 President

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 10000 100000 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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