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GRITIS & ASSOCIATES, LTD.

Company Details

Entity Name: GRITIS & ASSOCIATES, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 28 Aug 2002
Company Number: CORP_62398604
File Number: 62398604
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GRITIS & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2023 300109918 2024-08-16 GRITIS & ASSOCIATES, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVENUE, SUITE A, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2024-08-16
Name of individual signing JOHN R GRITIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-16
Name of individual signing JOHN R GRITIS
Valid signature Filed with authorized/valid electronic signature
GRITIS & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2022 300109918 2023-10-13 GRITIS & ASSOCIATES, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVENUE, SUITE A, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2023-10-13
Name of individual signing JOHN GRITIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing JOHN GRITIS
Valid signature Filed with authorized/valid electronic signature
GRITIS & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2021 300109918 2022-07-21 GRITIS & ASSOCIATES, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVE STE A, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2022-07-21
Name of individual signing JOHN R. GRITIS
Valid signature Filed with authorized/valid electronic signature
GRITIS & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2020 300109918 2021-06-30 GRITIS & ASSOCIATES, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVE STE A, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2021-06-29
Name of individual signing JOHN R. GRITIS
Valid signature Filed with authorized/valid electronic signature
GRITIS & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST 2020 300109918 2021-06-30 GRITIS & ASSOCIATES, LTD. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVE STE A, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2021-06-29
Name of individual signing JOHN R. GRITIS
Valid signature Filed with authorized/valid electronic signature
GRITIS & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2019 300109918 2020-05-13 GRITIS & ASSOCIATES, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVENUE, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2020-05-05
Name of individual signing JOHN R GRITIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-05
Name of individual signing JOHN R GRITIS
Valid signature Filed with authorized/valid electronic signature
GRITIS & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST 2019 300109918 2020-05-13 GRITIS & ASSOCIATES, LTD. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVENUE, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2020-05-13
Name of individual signing JOHN R. GRITIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-13
Name of individual signing JOHN R. GRITIS
Valid signature Filed with authorized/valid electronic signature
GRITIS & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST 2018 300109918 2019-04-30 GRITIS & ASSOCIATES, LTD. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVENUE, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2019-04-30
Name of individual signing JOHN R GRITIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-30
Name of individual signing JOHN R GRITIS
Valid signature Filed with authorized/valid electronic signature
GRITIS & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2018 300109918 2019-04-30 GRITIS & ASSOCIATES, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVENUE, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2019-04-30
Name of individual signing JOHN R GRITIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-30
Name of individual signing JOHN R GRITIS
Valid signature Filed with authorized/valid electronic signature
GRITIS & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST 2017 300109918 2018-09-20 GRITIS & ASSOCIATES, LTD. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 6309643400
Plan sponsor’s address 1385 WARREN AVENUE, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2018-09-19
Name of individual signing JOHN R. GRITIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-19
Name of individual signing JOHN R. GRITIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOHN R GRITIS, 1385 WARREN AVE, DOWNERS GROVE, 60515, DU PAGE Agent 2004-07-13

President

Name and Address Role
JOHN R GRITIS, 1385 WARREN AVEDOWNERS GROVE 60515 President

Secretary

Name and Address Role
JOHN R GRITIS 1385 WARREN AVEDOWNERS GROVE 60515 Secretary

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 066003919 No data No data PUBLIC ACCOUNTANT FIRM LICENSE No data 2002-11-25 2018-10-01 2022-01-31

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 10000 1000000 No data

Date of last update: 13 Feb 2025

Sources: Illinois Office of the Secretary of State