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  5. CASSELL PLAN AUDITS, P.C.

CASSELL PLAN AUDITS, P.C.

Headquarter

Company Details

Entity Name: CASSELL PLAN AUDITS, P.C.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 11 Jun 2013
Company Number: CORP_69079555
File Number: 69079555
Type of Business: Incorporated under the Professional Service Corporation Act
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of CASSELL PLAN AUDITS, P.C., NEW YORK 7450417 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CASSELL PLAN AUDITS, INC. 401(K) PROFIT SHARING PLAN 2023 462966358 2024-07-16 CASSELL PLAN AUDITS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541219
Sponsor’s telephone number 6308867669
Plan sponsor’s address 2400 EAST MAIN STREET, SUITE 103-228, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2024-07-16
Name of individual signing JOANNA CASSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-16
Name of individual signing JOANNA CASSELL
Valid signature Filed with authorized/valid electronic signature
CASSELL PLAN AUDITS, INC. 401(K) PROFIT SHARING PLAN 2022 462966358 2023-06-28 CASSELL PLAN AUDITS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541219
Sponsor’s telephone number 6308867669
Plan sponsor’s address 2400 EAST MAIN STREET, SUITE 103-228, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing JOANN CASSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-28
Name of individual signing JOANN CASSELL
Valid signature Filed with authorized/valid electronic signature
CASSELL PLAN AUDITS, INC. 401(K) PROFIT SHARING PLAN 2021 462966358 2022-05-27 CASSELL PLAN AUDITS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541219
Sponsor’s telephone number 6308867669
Plan sponsor’s address 2400 EAST MAIN STREET, SUITE 103-228, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2022-05-27
Name of individual signing JOANNA E CASSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-27
Name of individual signing JOANNA E CASSELL
Valid signature Filed with authorized/valid electronic signature
CASSELL PLAN AUDITS, INC. 401(K) PROFIT SHARING PLAN 2020 462966358 2021-07-08 CASSELL PLAN AUDITS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541219
Sponsor’s telephone number 6308867669
Plan sponsor’s address 2400 EAST MAIN STREET, SUITE 103-228, SAINT CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2021-07-08
Name of individual signing JOANN CASSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-08
Name of individual signing JOANN CASSELL
Valid signature Filed with authorized/valid electronic signature
CASSELL PLAN AUDITS, INC. 401(K) PROFIT SHARING PLAN 2019 462966358 2020-03-27 CASSELL PLAN AUDITS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541219
Sponsor’s telephone number 6308867669
Plan sponsor’s address 409 ILLINOIS AVENUE, SUITE 1B, SAINT CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2020-03-27
Name of individual signing JOANNA CASSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-03-27
Name of individual signing JOANNA CASSELL
Valid signature Filed with authorized/valid electronic signature
CASSELL PLAN AUDITS, INC. 401(K) PROFIT SHARING PLAN 2018 462966358 2019-07-30 CASSELL PLAN AUDITS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541219
Sponsor’s telephone number 6308867669
Plan sponsor’s address 409 ILLINOIS AVENUE, SUITE 1B, SAINT CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2019-07-30
Name of individual signing JOANN CASSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-30
Name of individual signing JOANN CASSELL
Valid signature Filed with authorized/valid electronic signature
CASSELL PLAN AUDITS, INC. 401(K) PROFIT SHARING PLAN 2017 462966358 2018-05-24 CASSELL PLAN AUDITS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541219
Sponsor’s telephone number 6308867669
Plan sponsor’s address 1424 EAST MAIN STREET, SAINT CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2018-05-23
Name of individual signing JOANNA E. CASSELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-23
Name of individual signing JOANNA E. CASSELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOANNA E CASSELL, 2400 EAST MAIN STREET STE 103-228, SAINT CHARLES, 60174, KANE Agent 2022-04-25

President

Name and Address Role
JOANNA E. CASSELL 506 BRADLEYCIRCLE ST CHARLES 60174 President

Secretary

Name and Address Role
NONE Secretary

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
CASSELL PLAN AUDITS, CPA, P.C. Assume Name 2024-02-19 No data No data No data
CASSELL PLAN AUDITS Assume Name 2024-01-11 No data No data No data

Historical Names

Name Change Date
CASSELL PLAN AUDITS, INC. 2024-01-08
CASSELL, INC. 2016-05-18

Shares

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

Related by officers

NONE

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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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