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  5. WILLIAM S. TIPPET & ASSOCIATES, INC.

WILLIAM S. TIPPET & ASSOCIATES, INC.

Company Details

Entity Name: WILLIAM S. TIPPET & ASSOCIATES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 23 Nov 2011
Company Number: CORP_68164729
File Number: 68164729
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2023 453910013 2024-07-29 WILLIAM S. TIPPET & ASSOCIATES INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2024-07-29
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-29
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2023 453910013 2024-02-06 WILLIAM S. TIPPET & ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2024-02-06
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-02-06
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2022 453910013 2023-03-15 WILLIAM S. TIPPET & ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2023-03-15
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-15
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2021 453910013 2022-02-21 WILLIAM S. TIPPET & ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2022-01-20
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-01-20
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2020 453910013 2021-01-13 WILLIAM S. TIPPET & ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2021-01-13
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-01-13
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2019 453910013 2020-06-29 WILLIAM S. TIPPET & ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2020-06-26
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-26
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2018 453910013 2019-01-14 WILLIAM S. TIPPET & ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2019-01-14
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-01-14
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2017 453910013 2018-04-19 WILLIAM S. TIPPET & ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2018-04-16
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-16
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2016 453910013 2017-01-31 WILLIAM S. TIPPET & ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2017-01-24
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-01-24
Name of individual signing WILLIAM TIPPET
Valid signature Filed with authorized/valid electronic signature
WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2015 453910013 2016-05-06 WILLIAM S. TIPPET & ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8476637090
Plan sponsor’s address 5215 OLD ORCHARD RD, SUITE 1200, SKOKIE, IL, 60077

Signature of
Role Plan administrator
Date 2016-02-04
Name of individual signing WILLIAM S TIPPET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-02-04
Name of individual signing WILLIAM S TIPPET
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
WILLIAM V. ANGELO, 1835 ROHLWING RD/STE D, ROLLING MEADOWS, 60008, COOK-NOT IN CITY OF CHICAGO Agent 2021-10-07

President

Name and Address Role
WILLIAM S TIPPET 1339 SUNVIEWWINNETKA IL 60093 President

Secretary

Name and Address Role
WILLIAM S TIPPET 1339 SUNVIEWWINNETKA IL 60093 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100000 1000000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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