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MASON FINANCIAL CORPORATION

Company Details

Entity Name: MASON FINANCIAL CORPORATION
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 15 Dec 2003
Company Number: CORP_63239828
File Number: 63239828
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MASON FINANCIAL GROUP EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 362521935 2024-09-29 MASON FINANCIAL CORPORATION 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 604532503
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 604532503

Number of participants as of the end of the plan year

Active participants 6
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 10

Signature of

Role Plan administrator
Date 2024-09-29
Name of individual signing KEVIN BRICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-29
Name of individual signing KEVIN BRICK
Valid signature Filed with authorized/valid electronic signature
MASON FINANCIAL GROUP EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 362521935 2023-10-03 MASON FINANCIAL CORPORATION 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 604532503
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 604532503

Number of participants as of the end of the plan year

Active participants 3
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 8

Signature of

Role Plan administrator
Date 2023-10-03
Name of individual signing KEVIN BRICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-03
Name of individual signing KEVIN BRICK
Valid signature Filed with authorized/valid electronic signature
MASON FINANCIAL GROUP EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 362521935 2022-08-17 MASON FINANCIAL CORPORATION 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 604532503
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 604532503

Number of participants as of the end of the plan year

Active participants 5
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 10

Signature of

Role Plan administrator
Date 2022-08-17
Name of individual signing KEVIN BRICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-17
Name of individual signing KEVIN BRICK
Valid signature Filed with authorized/valid electronic signature
MASON FINANCIAL GROUP EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 362521935 2017-11-09 MASON FINANCIAL CORPORATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 60453
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 60453

Number of participants as of the end of the plan year

Active participants 10
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 15

Signature of

Role Plan administrator
Date 2017-11-09
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-11-09
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
MASON FINANCIAL GROUP EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 362521935 2016-09-07 MASON FINANCIAL CORPORATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 60453
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 60453

Number of participants as of the end of the plan year

Active participants 9
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 14

Signature of

Role Plan administrator
Date 2016-09-02
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-02
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
MASON FINANCIAL GROUP EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 362521935 2015-10-08 MASON FINANCIAL CORPORATION 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 60453
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 60453

Number of participants as of the end of the plan year

Active participants 12
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 14

Signature of

Role Plan administrator
Date 2015-10-08
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-08
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
MASON FINANCIAL GROUP EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 362521935 2014-10-15 MASON FINANCIAL CORPORATION 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 60453
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 60453

Number of participants as of the end of the plan year

Active participants 13
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 15

Signature of

Role Plan administrator
Date 2014-10-08
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-08
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
MASON FINANCIAL GROUP EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 362521935 2013-11-15 MASON FINANCIAL CORPORATION 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 60453
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 60453

Number of participants as of the end of the plan year

Active participants 14
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 15

Signature of

Role Plan administrator
Date 2013-11-15
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-11-15
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
MASON FINANCIAL GROUP EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 362521935 2013-01-15 MASON FINANCIAL CORPORATION 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 60453
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 60453

Plan administrator’s name and address

Administrator’s EIN 362521935
Plan administrator’s name MASON FINANCIAL CORPORATION
Plan administrator’s address 4939 W 95TH ST, OAK LAWN, IL, 60453
Administrator’s telephone number 7084257500

Number of participants as of the end of the plan year

Active participants 13
Other retired or separated participants entitled to future benefits 4
Number of participants with account balances as of the end of the plan year 17

Signature of

Role Plan administrator
Date 2013-01-15
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-01-15
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
MASON FINANCIAL GROUP EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2010 362521935 2011-10-12 MASON FINANCIAL CORPORATION 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1967-04-01
Business code 524210
Sponsor’s telephone number 7084257500
Plan sponsor’s mailing address 4939 W 95TH ST, OAK LAWN, IL, 60453
Plan sponsor’s address 4939 W 95TH ST, OAK LAWN, IL, 60453

Plan administrator’s name and address

Administrator’s EIN 362521935
Plan administrator’s name MASON FINANCIAL CORPORATION
Plan administrator’s address 4939 W 95TH ST, OAK LAWN, IL, 60453
Administrator’s telephone number 7084257500

Number of participants as of the end of the plan year

Active participants 16
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 17

Signature of

Role Plan administrator
Date 2011-10-15
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-15
Name of individual signing RICHARD M MASON
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
RICHARD M MASON, 4939 W 95TH ST, OAK LAWN, 60453, COOK-NOT IN CITY OF CHICAGO Agent 2003-12-15

President

Name and Address Role
RICHARD M MASON 2504 PARKWAY AVE NE RIO RANCHO, NM 87144 President

Secretary

Name and Address Role
PAMELA E MAGEE 2960 PICKFORD PLACE PENSECOLA, FL 32503 Secretary

Shares

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

Date of last update: 17 Feb 2025

Sources: Illinois Office of the Secretary of State