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  5. OSBORNE & ASSOCIATES, INC.

OSBORNE & ASSOCIATES, INC.

Company Details

Entity Name: OSBORNE & ASSOCIATES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 28 Jan 2015
Company Number: CORP_69727522
File Number: 69727522
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OSBORNE & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2019 473262214 2020-09-23 OSBORNE & ASSOCIATES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8153997500
Plan sponsor’s address 6067 STRATHMOOR DRIVE, ROCKFORD, IL, 61107

Signature of
Role Plan administrator
Date 2020-09-23
Name of individual signing KIRK OSBORNE
Valid signature Filed with authorized/valid electronic signature
OSBORNE & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2019 473262214 2020-06-19 OSBORNE & ASSOCIATES 6
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8153997500
Plan sponsor’s address 6067 STRATHMOOR DRIVE, ROCKFORD, IL, 61107

Signature of
Role Plan administrator
Date 2020-06-19
Name of individual signing KIRK J OSBORNE
Valid signature Filed with authorized/valid electronic signature
OSBORNE & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2019 473262214 2020-07-22 OSBORNE & ASSOCIATES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8153997500
Plan sponsor’s address 6067 STRATHMOOR DRIVE, ROCKFORD, IL, 61107

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing KIRK OSBORNE
Valid signature Filed with authorized/valid electronic signature
OSBORNE ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2018 473262214 2019-07-11 OSBORNE & ASSOCIATES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8153997500
Plan sponsor’s address 6067 STRATHMOOR DRIVE, ROCKFORD, IL, 61107

Signature of
Role Plan administrator
Date 2019-07-11
Name of individual signing KIRK OSBORNE
Valid signature Filed with authorized/valid electronic signature
OSBORNE ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2017 473262214 2018-08-07 OSBORNE & ASSOCIATES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8153997500
Plan sponsor’s address 6067 STRATHMOOR DRIVE, ROCKFORD, IL, 61107

Signature of
Role Plan administrator
Date 2018-08-07
Name of individual signing KIRK J OSBORNE
Valid signature Filed with authorized/valid electronic signature
OSBORNE ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2016 473262214 2017-06-20 OSBORNE & ASSOCIATES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8153997500
Plan sponsor’s address 6067 STRATHMOOR DRIVE, ROCKFORD, IL, 61107

Signature of
Role Plan administrator
Date 2017-06-20
Name of individual signing KIRK OSBORNE
Valid signature Filed with authorized/valid electronic signature
OSBORNE ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2015 473262214 2016-06-01 OSBORNE & ASSOCIATES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8153997500
Plan sponsor’s address 6067 STRATHMOOR DRIVE, ROCKFORD, IL, 61107

Signature of
Role Plan administrator
Date 2016-06-01
Name of individual signing KIRK OSBORNE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAVID L. DAVITT, 6072 BRYNWOOD DRIVE, SUITE 206, ROCKFORD, 61114, WINNEBAGO Agent 2022-12-15

President

Name and Address Role
KIRK J. OSBORNE, 6067 STRATHMOOR DR, ROCKFORD IL 61107 President

Secretary

Name and Address Role
KIRK J. OSBORNE, 6067 STRATHMOOR DR, ROCKFORD IL 61107 Secretary

Historical Names

Name Change Date
OSBORNE, BLISS, BROWN & ASSOCIATES, INC. 2015-02-27

Shares

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

Related by officers

DAVID L. DAVITT, 6072 BRYNWOOD DRIVE, SUITE 206, ROCKFORD, 61114, WINNEBAGO

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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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