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  5. CIZEK TAX GROUP LTD.

CIZEK TAX GROUP LTD.

Company Details

Entity Name: CIZEK TAX GROUP LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Redomisticated
Date Formed: 20 Sep 2013
Company Number: CORP_69109594
File Number: 69109594
Type of Business: Incorporated under the Professional Service Corporation Act
Date Status Change: 18 Nov 2024
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CIZEK TAX GROUP, LTD 401(K) PROFIT SHARING PLAN 2023 463748825 2024-04-19 CIZEK TAX GROUP, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509971
Plan sponsor’s address 6 LAKE PLUMLEIGH COURT, ALGONQUIN, IL, 60102

Signature of
Role Plan administrator
Date 2024-04-19
Name of individual signing DAVID SORCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-19
Name of individual signing DAVID SORCE
Valid signature Filed with authorized/valid electronic signature
CIZEK TAX GROUP, LTD 401(K) PROFIT SHARING PLAN 2022 463748825 2023-09-20 CIZEK TAX GROUP, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509971
Plan sponsor’s address 1622 WEST COLONIAL PARKWAY, SUITE LB, INVERNESS, IL, 60067

Signature of
Role Plan administrator
Date 2023-09-20
Name of individual signing DAVID SORCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-20
Name of individual signing DAVID SORCE
Valid signature Filed with authorized/valid electronic signature
CIZEK TAX GROUP, LTD 401(K) PROFIT SHARING PLAN 2021 463748825 2022-06-27 CIZEK TAX GROUP, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509971
Plan sponsor’s address 1622 WEST COLONIAL PARKWAY, SUITE LB, INVERNESS, IL, 60067

Signature of
Role Plan administrator
Date 2022-06-27
Name of individual signing DAVID SORCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-27
Name of individual signing DAVID SORCE
Valid signature Filed with authorized/valid electronic signature
CIZEK TAX GROUP, LTD. 401(K) PROFIT SHARING PLAN 2020 463748825 2021-07-06 CIZEK TAX GROUP, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509911
Plan sponsor’s address 1622 W. COLONIAL PARKWAY, SUITE LB, INVERNESS, IL, 60067
CIZEK TAX GROUP, LTD. 401(K) PROFIT SHARING PLAN 2019 463748825 2020-05-28 CIZEK TAX GROUP, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509911
Plan sponsor’s address 1622 W. COLONIAL PARKWAY, SUITE LB, INVERNESS, IL, 60067
CIZEK TAX GROUP, LTD. 401(K) PROFIT SHARING PLAN 2018 463748825 2019-09-06 CIZEK TAX GROUP, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509911
Plan sponsor’s address 1622 W. COLONIAL PARKWAY, SUITE LB, INVERNESS, IL, 60067
CIZEK TAX GROUP, LTD. 401(K) PROFIT SHARING PLAN 2017 463748825 2018-07-09 CIZEK TAX GROUP, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509911
Plan sponsor’s address 1622 W. COLONIAL PARKWAY, SUITE LB, INVERNESS, IL, 60067
CIZEK TAX GROUP, LTD. 401(K) PROFIT SHARING PLAN 2016 463748825 2017-07-13 CIZEK TAX GROUP, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509911
Plan sponsor’s address 1622 W. COLONIAL PARKWAY, SUITE LB, INVERNESS, IL, 60067
CIZEK TAX GROUP, LTD. 401(K) PROFIT SHARING PLAN 2015 463748825 2016-07-18 CIZEK TAX GROUP, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509911
Plan sponsor’s address 1622 W. COLONIAL PARKWAY, SUITE LB, INVERNESS, IL, 60067
CIZEK TAX GROUP, LTD. 401(K) PROFIT SHARING PLAN 2014 463748825 2015-06-08 CIZEK TAX GROUP, LTD. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 8473509911
Plan sponsor’s address 1622 W. COLONIAL PARKWAY, SUITE LB, INVERNESS, IL, 60067

Agent

Name and Address Role Appointment Date
DAVID SORCE, 6 LAKE PLUMLEIGH CT, ALGONQUIN, 60102, COOK-NOT IN CITY OF CHICAGO Agent 2023-06-08

President

Name and Address Role
BRIAN CIZEK 1100 S, COLLIER BLVD, - UNIT 320 MARCO ISLAND FL President

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 066004590 No data No data PUBLIC ACCOUNTANT FIRM LICENSE No data 2014-01-14 2021-11-16 2024-11-30

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
CIZEK SORCE CPA GROUP, LTD. No data 2013-12-02 2024-11-18 Voluntary Cancellation No data

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 100000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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