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THE ECKROTH PLANNING GROUP, INC.

Company Details

Entity Name: THE ECKROTH PLANNING GROUP, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Dissolved
Date Formed: 16 Jan 2002
Date of Dissolution: 14 Jun 2024
Company Number: CORP_62002042
File Number: 62002042
Type of Business: Business Corporations
Date Status Change: 14 Jun 2024
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST 2021 010603882 2022-10-16 THE ECKROTH PLANNING GROUP, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 010603882 2022-10-15 THE ECKROTH PLANNING GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-07-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654

Signature of

Role Plan administrator
Date 2022-10-14
Name of individual signing PETER J. ECKROTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-14
Name of individual signing PETER J. ECKROTH
Valid signature Filed with authorized/valid electronic signature
THE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST 2020 010603882 2021-10-14 THE ECKROTH PLANNING GROUP, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 010603882 2021-10-13 THE ECKROTH PLANNING GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-07-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654

Signature of

Role Plan administrator
Date 2021-10-12
Name of individual signing PETER J. ECKROTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing PETER J. ECKROTH
Valid signature Filed with authorized/valid electronic signature
THE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST 2019 010603882 2020-10-14 THE ECKROTH PLANNING GROUP, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 010603882 2020-10-09 THE ECKROTH PLANNING GROUP, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-07-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654

Signature of

Role Plan administrator
Date 2020-09-22
Name of individual signing PETER ECKROTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-22
Name of individual signing PETER ECKROTH
Valid signature Filed with authorized/valid electronic signature
THE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST 2018 010603882 2019-10-12 THE ECKROTH PLANNING GROUP, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 010603882 2019-10-04 THE ECKROTH PLANNING GROUP, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-07-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654

Signature of

Role Plan administrator
Date 2019-09-27
Name of individual signing PETER J ECKROTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-27
Name of individual signing PETER J ECKROTH
Valid signature Filed with authorized/valid electronic signature
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 010603882 2018-10-11 THE ECKROTH PLANNING GROUP, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-07-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654

Signature of

Role Plan administrator
Date 2018-10-04
Name of individual signing JAMES GAINER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-04
Name of individual signing JAMES GAINER
Valid signature Filed with authorized/valid electronic signature
THE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST 2017 010603882 2018-10-12 THE ECKROTH PLANNING GROUP, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541310
Sponsor’s telephone number 3122668300
Plan sponsor’s address 435 WEST ERIE STREET, SUITE 104, CHICAGO, IL, 60654

Agent

Name and Address Role Appointment Date
PETER J ECKROTH, 435 W ERIE ST, STE 104, CHICAGO, 60610, COOK-NOT IN CITY OF CHICAGO Agent 2005-03-25

President

Name and Address Role
PETER ECKROTH 435 W ERIE ST, STE 104 CHICAGO IL, 60610 President

Shares

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

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State