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  5. MOONEY LYONS FINANCIAL SERVICES CORP.

MOONEY LYONS FINANCIAL SERVICES CORP.

Company Details

Entity Name: MOONEY LYONS FINANCIAL SERVICES CORP.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 02 Jan 2014
Company Number: CORP_69378609
File Number: 69378609
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MOONEY LYONS FINANCIAL SERVICES CORP. 401(K) PROFIT SHARING PLAN 2023 471672105 2024-05-23 MOONEY LYONS FINANCIAL SERVICES CORP. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, SOUTH BARRINGTON, IL, 60010

Signature of
Role Plan administrator
Date 2024-05-23
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-23
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
MOONEY LYONS FINANCIAL SERVICES CORP. 401(K) PROFIT SHARING PLAN 2022 471672105 2023-06-07 MOONEY LYONS FINANCIAL SERVICES CORP. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, SOUTH BARRINGTON, IL, 60010

Signature of
Role Plan administrator
Date 2023-06-06
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-06
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
MOONEY LYONS FINANCIAL SERVICES CORP. 401(K) PROFIT SHARING PLAN 2021 471672105 2022-08-30 MOONEY LYONS FINANCIAL SERVICES CORP. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, SOUTH BARRINGTON, IL, 60010

Signature of
Role Plan administrator
Date 2022-08-30
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-30
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
MOONEY LYONS FINANCIAL SERVICES CORP. 401(K) PROFIT SHARING PLAN 2020 471672105 2021-08-11 MOONEY LYONS FINANCIAL SERVICES CORP. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Signature of
Role Plan administrator
Date 2021-08-11
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-11
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
MOONEY LYONS FINANCIAL SERVICES CORP. 401(K) PROFIT SHARING PLAN 2019 471672105 2020-09-02 MOONEY LYONS FINANCIAL SERVICES CORP. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Signature of
Role Plan administrator
Date 2020-09-02
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-02
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
MOONEY LYONS FINANCIAL SERVICES CORP. 401(K) PROFIT SHARING PLAN 2018 471672105 2019-09-30 MOONEY LYONS FINANCIAL SERVICES CORP. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Signature of
Role Plan administrator
Date 2019-09-30
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-30
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
MOONEY LYONS FINANCIAL SERVICES CORP. 401(K) PROFIT SHARING PLAN 2017 471672105 2018-06-19 MOONEY LYONS FINANCIAL SERVICES CORP. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Signature of
Role Plan administrator
Date 2018-06-13
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-13
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
MOONEY LYONS FINANCIAL SERVICES CORP. 401(K) PLAN 2016 471672105 2017-10-09 MOONEY LYONS FINANCIAL SERVICES CORP. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8473822600
Plan sponsor’s address 1 EXECUTIVE COURT, SUITE 5, S. BARRINGTON, IL, 60010

Signature of
Role Plan administrator
Date 2017-10-09
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-09
Name of individual signing KEITH MOONEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
GREG SCHEIDER, 1 EXECUTIVE CT STE 5, SOUTH BARRINGTON, 60010, COOK-NOT IN CITY OF CHICAGO Agent 2018-09-04

President

Name and Address Role
KEITH MOONEY 1 EXECUTIVE CT STE 5 S BARRINGTON IL 60010 President

Secretary

Name and Address Role
JOSEPH LYONS Secretary

Shares

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

Related by officers

GREG SCHEIDER, 1 EXECUTIVE CT STE 5, SOUTH BARRINGTON, 60010, COOK-NOT IN CITY OF CHICAGO

KEITH B. MOONEY & ASSOCIATES INC. PARRILLO ENTERPRISES LTD. JOE HUMMEL, INC. RK PACKAGING INC. CAPITAL FINANCIAL EDUCATION GROUP TRICO DESIGNS, INC. CARETREE, INC. U.S GOLDEN LUBES CORP. GOLDEN PAVERS INC. BIGGER STRONGER

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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