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ROBIN POTTER & ASSOCIATES, P.C.

Company Details

Entity Name: ROBIN POTTER & ASSOCIATES, P.C.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 21 May 2003
Company Number: CORP_62917504
File Number: 62917504
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
ROBIN POTTER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2020 300166462 2021-08-10 ROBIN POTTER & ASSOCIATES, P.C. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601
ROBIN POTTER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2020 300166462 2021-08-10 ROBIN POTTER & ASSOCIATES, P.C. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601
ROBIN POTTER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2019 300166462 2020-09-23 ROBIN POTTER & ASSOCIATES, P.C. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601
ROBIN POTTER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 300166462 2020-09-23 ROBIN POTTER & ASSOCIATES, P.C. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601
ROBIN POTTER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 300166462 2019-10-10 ROBIN POTTER & ASSOCIATES, P.C. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601
ROBIN POTTER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2018 300166462 2019-10-10 ROBIN POTTER & ASSOCIATES, P.C. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601
ROBIN POTTER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2017 300166462 2018-09-28 ROBIN POTTER & ASSOCIATES, P.C. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601

Signature of

Role Plan administrator
Date 2018-09-28
Name of individual signing ROBIN POTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-28
Name of individual signing ROBIN POTTER
Valid signature Filed with authorized/valid electronic signature
ROBIN POTTER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2016 300166462 2017-09-20 ROBIN POTTER & ASSOCIATES, P.C. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601

Signature of

Role Plan administrator
Date 2017-09-20
Name of individual signing ROBIN POTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-20
Name of individual signing ROBIN POTTER
Valid signature Filed with authorized/valid electronic signature
ROBIN POTTER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2015 300166462 2016-09-14 ROBIN POTTER & ASSOCIATES, P.C. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601

Signature of

Role Plan administrator
Date 2016-09-14
Name of individual signing ROBIN POTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-14
Name of individual signing ROBIN POTTER
Valid signature Filed with authorized/valid electronic signature
ROBIN POTTER & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2014 300166462 2015-09-24 ROBIN POTTER & ASSOCIATES, P.C. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 541190
Sponsor’s telephone number 3128611800
Plan sponsor’s address 111 E. WACKER DRIVE, SUITE 2600, CHICAGO, IL, 60601

Signature of

Role Plan administrator
Date 2015-09-23
Name of individual signing ROBIN POTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-23
Name of individual signing ROBIN POTTER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROBIN B POTTER, 2745 W LOGAN BLVD APT 2, CHICAGO, 60647, COOK-NOT IN CITY OF CHICAGO Agent 2024-06-13

President

Name and Address Role
ROBIN POTTER 111 E WACKER DR STE 2300 CHICAGO IL 60601 President

Secretary

Name and Address Role
AIMEE POTTER 111 E WACKER DR STE 2300 CHICAGO IL 60601 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
A No data Voting Rights 1000 1000000 1

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State