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OAK FINANCIAL, INC.

Company Details

Entity Name: OAK FINANCIAL, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 24 Jun 2013
Company Number: CORP_69088856
File Number: 69088856
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAK FINANCIAL INC 401K PLAN 2023 352481567 2024-06-10 OAK FINANCIAL, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2024-06-10
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL INC 401K PLAN 2022 352481567 2023-06-15 OAK FINANCIAL, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2023-06-07
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL INC 401K PLAN 2021 352481567 2022-07-17 OAK FINANCIAL, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2022-07-13
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL INC 401K PLAN 2020 352481567 2021-06-17 OAK FINANCIAL, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2021-06-16
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL INC 401K PLAN 2019 352481567 2020-07-09 OAK FINANCIAL, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2020-07-06
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL INC 401K PLAN 2018 352481567 2019-06-04 OAK FINANCIAL, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2019-06-04
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL INC 401K PLAN 2017 352481567 2018-06-21 OAK FINANCIAL, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2018-06-21
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL INC 401K PLAN 2016 352481567 2017-06-20 OAK FINANCIAL, INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2017-06-20
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL INC 401K PLAN 2015 352481567 2016-07-11 OAK FINANCIAL, INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2016-07-11
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL INC 401K PLAN 2014 352481567 2015-07-16 OAK FINANCIAL, INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 6307807930
Plan sponsor’s address 665 OAK ST, ROSELLE, IL, 60172

Signature of

Role Plan administrator
Date 2015-07-16
Name of individual signing RONALD M ECKERT
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
RONALD M ECKERT, 665 OAK ST, ROSELLE, 60172, DU PAGE Agent 2015-05-18

President

Name and Address Role
RONALD M ECKERT 665 OAK ST ROSELLE IL 60172 President

Shares

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1350647210 2020-04-15 0507 PPP 665 OAK ST, ROSELLE, IL, 60172-3805
Loan Status Date 2021-02-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19000
Loan Approval Amount (current) 19000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21562
Servicing Lender Name Itasca Bank & Trust Co.
Servicing Lender Address 308 W Irving Park Rd, ITASCA, IL, 60143-2038
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ROSELLE, DUPAGE, IL, 60172-3805
Project Congressional District IL-08
Number of Employees 2
NAICS code 541213
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 21562
Originating Lender Name Itasca Bank & Trust Co.
Originating Lender Address ITASCA, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 19111.45
Forgiveness Paid Date 2021-02-12

Date of last update: 13 Feb 2025

Sources: Illinois Office of the Secretary of State