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  5. LALUZERNE & SMITH, LTD.

LALUZERNE & SMITH, LTD.

Company Details

Entity Name: LALUZERNE & SMITH, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 28 Dec 2001
Company Number: CORP_61974946
File Number: 61974946
Type of Business: Incorporated under the Professional Service Corporation Act
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LALUZERNE & SMITH, LTD. 401(K) PLAN 2023 020537143 2024-10-11 LALUZERNE & SMITH, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-11
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address ONE N COUNTY STREET, WAUKEGAN, IL, 600854303

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing LAWRENCE LALUZERNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-11
Name of individual signing LAWRENCE LALUZERNE
Valid signature Filed with authorized/valid electronic signature
LALUZERNE & SMITH, LTD. 401(K) PLAN 2022 020537143 2023-10-13 LALUZERNE & SMITH, LTD. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-11
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address ONE N COUNTY STREET, WAUKEGAN, IL, 600854303

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing LAWRENCE LALUZERNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing LAWRENCE LALUZERNE
Valid signature Filed with authorized/valid electronic signature
LALUZERNE & SMITH, LTD. 401(K) PLAN 2021 020537143 2022-10-14 LALUZERNE & SMITH, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-11
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address ONE N COUNTY STREET, WAUKEGAN, IL, 600854303

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing LAWRENCE LALUZERNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-14
Name of individual signing LAWRENCE LALUZERNE
Valid signature Filed with authorized/valid electronic signature
LALUZERNE & SMITH, LTD. 401(K) PLAN 2020 020537143 2021-06-08 LALUZERNE & SMITH, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-11
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address ONE N COUNTY STREET, WAUKEGAN, IL, 600854303

Signature of
Role Plan administrator
Date 2021-06-08
Name of individual signing LAWRENCE LALUZERNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-08
Name of individual signing LAWRENCE LALUZERNE
Valid signature Filed with authorized/valid electronic signature
LALUZERNE & SMITH, LTD. 401(K) PLAN 2019 020537143 2020-09-08 LALUZERNE & SMITH, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-11
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address ONE N COUNTY STREET, WAUKEGAN, IL, 600854303

Signature of
Role Plan administrator
Date 2020-09-05
Name of individual signing JAMES CHAMERNIK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-08
Name of individual signing LAWRENCE LALUZERNE
Valid signature Filed with authorized/valid electronic signature
SMITH & LALUZERNE LTD. 401(K) PLAN 2016 020537143 2017-07-06 SMITH, LALUZERNE, & HARTMAN, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-11
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address 1 N COUNTY ST, WAUKEGAN, IL, 60085

Signature of
Role Plan administrator
Date 2017-07-06
Name of individual signing JAMES M. CHAMERNIK
Valid signature Filed with authorized/valid electronic signature
SMITH & LALUZERNE LTD. 401(K) PLAN 2015 020537143 2016-06-15 SMITH, LALUZERNE, & HARTMAN, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-11
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address 1 N COUNTY ST, WAUKEGAN, IL, 60085

Signature of
Role Plan administrator
Date 2016-06-15
Name of individual signing JAMES M. CHAMERNIK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-15
Name of individual signing JAMES M. CHAMERNIK
Valid signature Filed with authorized/valid electronic signature
SMITH AND LALUZERNE LTD 401(K) PLAN 2011 020537143 2012-07-13 SMITH AND LALUZERNE LTD 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-24
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address 1 N COUNTY ST, WAUKEGAN, IL, 600854303

Plan administrator’s name and address
Administrator’s EIN 020537143
Plan administrator’s name SMITH AND LALUZERNE LTD
Plan administrator’s address 1 N COUNTY ST, WAUKEGAN, IL, 600854303
Administrator’s telephone number 8477757700

Signature of
Role Plan administrator
Date 2012-07-13
Name of individual signing CHARLES W. SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-13
Name of individual signing CHARLES W. SMITH
Valid signature Filed with authorized/valid electronic signature
SMITH AND LALUZERNE LTD 401K PLAN 2010 020537143 2011-07-19 SMITH AND LALUZERNE LTD 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-24
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address 1 N COUNTY ST, WAUKEGAN, IL, 600854303

Plan administrator’s name and address
Administrator’s EIN 020537143
Plan administrator’s name SMITH AND LALUZERNE LTD
Plan administrator’s address 1 N COUNTY ST, WAUKEGAN, IL, 600854303
Administrator’s telephone number 8477757700

Signature of
Role Plan administrator
Date 2011-07-19
Name of individual signing CHARLES W. SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-19
Name of individual signing CHARLES W. SMITH
Valid signature Filed with authorized/valid electronic signature
SMITH AND LALUZERNE LTD 401(K) PLAN 2009 020537143 2010-07-09 SMITH AND LALUZERNE LTD 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-24
Business code 541110
Sponsor’s telephone number 8477757700
Plan sponsor’s address 1 NORTH COUNTY STREET, WAUKEGAN, IL, 60085

Plan administrator’s name and address
Administrator’s EIN 020537143
Plan administrator’s name SMITH AND LALUZERNE LTD
Plan administrator’s address 1 NORTH COUNTY STREET, WAUKEGAN, IL, 60085
Administrator’s telephone number 8477757700

Signature of
Role Plan administrator
Date 2010-07-07
Name of individual signing CHARLES W. SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-07
Name of individual signing CHARLES W. SMITH
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
LAWRENCE R LALUZERNE, ONE N COUNTY STREET, WAUKEGAN, 60085, LAKE Agent 2017-05-23

President

Name and Address Role
LAWRENCE R. LALUZERNE, 220 ALEXANDRIA DR, VERNON HILLS 60061 President

Secretary

Name and Address Role
BRIAN G. SMITH, 222 N TRL, HAWTHORN WOODS, IL 60047 Secretary

Historical Names

Name Change Date
SMITH, LALUZERNE & HARTMAN, LTD. 2016-02-18
SMITH AND LALUZERNE, LTD. 2013-10-16
THE LAW OFFICES OF CHARLES W. SMITH AND ASSOCIATES, P.C. 2002-07-05

Shares

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

Related by officers

LAWRENCE R LALUZERNE, ONE N COUNTY STREET, WAUKEGAN, 60085, LAKE

$25 MIN. TABLE, LTD.

Related by address

No related companies by address

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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