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  5. BELLIS FINANCIAL SERVICES, LTD.

BELLIS FINANCIAL SERVICES, LTD.

Company Details

Entity Name: BELLIS FINANCIAL SERVICES, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 27 Jan 2003
Company Number: CORP_62644354
File Number: 62644354
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BELLIS FINANCIAL SERVICES LTD. 401(K) PLAN 2023 364521063 2024-07-25 BELLIS FINANCIAL SERVICES LTD 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6308363300
Plan sponsor’s address 2515 HODDAM CT, NAPERVILLE, IL, 60564
BELLIS FINANCIAL SERVICES, LTD. 401(K) PLAN 2022 364521063 2023-05-10 BELLIS FINANCIAL SERVICES, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6308363300
Plan sponsor’s address 3000 WOODCREEK DRIVE, SUITE 1000, DOWNERS GROVE, IL, 60515
BELLIS FINANCIAL SERVICES, LTD. 401(K) PLAN 2021 364521063 2022-04-05 BELLIS FINANCIAL SERVICES, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6308363300
Plan sponsor’s address 3000 WOODCREEK DRIVE, SUITE 1000, DOWNERS GROVE, IL, 60515
BELLIS FINANCIAL SERVICES, LTD. 401(K) PLAN 2017 364521063 2018-04-11 BELLIS FINANCIAL SERVICES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6308363300
Plan sponsor’s address 2001 BUTTERFIELD ROAD, SUITE 1000, DOWNERS GROVE, IL, 60515
BELLIS FINANCIAL SERVICES, LTD. 401(K) PLAN 2015 364521063 2016-04-26 BELLIS FINANCIAL SERVICES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6308363300
Plan sponsor’s address 2001 BUTTERFIELD ROAD, SUITE 1000, DOWNERS GROVE, IL, 60515
BELLIS FINANCIAL SERVICES, LTD. 401(K) PLAN 2014 364521063 2015-02-23 BELLIS FINANCIAL SERVICES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6308363300
Plan sponsor’s address 4200 CANTERA DRIVE, SUITE 106, WARRENVILLE, IL, 60555

Signature of
Role Plan administrator
Date 2015-02-23
Name of individual signing MICHAEL BELLIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-02-23
Name of individual signing MICHAEL BELLIS
Valid signature Filed with authorized/valid electronic signature
BELLIS FINANCIAL SERVICES, LTD. 401(K) PLAN 2013 364521063 2014-04-01 BELLIS FINANCIAL SERVICES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6308363300
Plan sponsor’s address 4200 CANTERA DRIVE, SUITE 106, WARRENVILLE, IL, 60555

Signature of
Role Plan administrator
Date 2014-04-01
Name of individual signing MICHAEL BELLIS
Valid signature Filed with authorized/valid electronic signature
BELLIS FINANCIAL SERVICES, LTD. 401(K) PLAN 2012 364521063 2013-04-11 BELLIS FINANCIAL SERVICES, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6308363300
Plan sponsor’s address 4200 CANTERA DRIVE, SUITE 106, WARRENVILLE, IL, 60555

Signature of
Role Plan administrator
Date 2013-04-11
Name of individual signing MICHAEL BELLIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
VERTEX ACCOUNTING PARTNERS LLC, 3000 WOODCREEK DR STE 120, DOWNERS GROVE, 60515, DU PAGE Agent 2021-12-01

President

Name and Address Role
MICHAEL D BELLIS 2515 HODDAM CT NAPERVILLE IL 60564 President

Secretary

Name and Address Role
MICHAEL D BELLIS 2515 HODDAM CT NAPERVILLE IL 60564 Secretary

Shares

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

Related by officers

VERTEX ACCOUNTING PARTNERS LLC, 3000 WOODCREEK DR STE 120, DOWNERS GROVE, 60515, DU PAGE

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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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