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AGILYSIS, INC.

Company Details

Entity Name: AGILYSIS, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 01 Apr 2015
Company Number: CORP_69981135
File Number: 69981135
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AGILYSIS 401(K) PLAN 2023 473782766 2024-05-09 AGILYSIS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 511210
Sponsor’s telephone number 7738172653
Plan sponsor’s address 3201 N WOLCOTT AVE, #2A, CHICAGO, IL, 60657

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-09
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
AGILYSIS 401(K) PLAN 2022 473782766 2023-05-27 AGILYSIS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 511210
Sponsor’s telephone number 7738172653
Plan sponsor’s address 3201 N WOLCOTT AVE, #2A, CHICAGO, IL, 60657

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
AGILYSIS 401(K) PLAN 2021 473782766 2022-05-19 AGILYSIS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 511210
Sponsor’s telephone number 7738172653
Plan sponsor’s address 3201 N WOLCOTT AVE, #2A, CHICAGO, IL, 60657

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
AGILYSIS 401(K) PLAN 2020 473782766 2021-04-29 AGILYSIS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 511210
Sponsor’s telephone number 7738172653
Plan sponsor’s address 3201 N WOLCOTT AVE, #2A, CHICAGO, IL, 60657

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-04-29
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
AGILYSIS 401(K) PLAN 2019 473782766 2020-05-11 AGILYSIS, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 511210
Sponsor’s telephone number 7738172653
Plan sponsor’s address 3201 N WOLCOTT AVE, #2A, CHICAGO, IL, 60657

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-05-11
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
SAUMIT DESAI, 1755 PARK ST STE 200, NAPERVILLE, 60563, DU PAGE Agent 2024-05-22

President

Name and Address Role
SAUMIT DESAI 3201 N WOLCOTT AVE UNIT 2A CHICAGO 60657 President

Secretary

Name and Address Role
AS ABOVE Secretary

Shares

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9658658310 2021-01-31 0507 PPS 3201 N Wolcott Ave Ste 2A, Chicago, IL, 60657-2188
Loan Status Date 2022-01-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 245200
Loan Approval Amount (current) 245200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 121424
Servicing Lender Name Coastal Community Bank
Servicing Lender Address 5415 Evergreen Way, EVERETT, WA, 98203-3646
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Chicago, COOK, IL, 60657-2188
Project Congressional District IL-05
Number of Employees 12
NAICS code 541511
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 121424
Originating Lender Name Coastal Community Bank
Originating Lender Address EVERETT, WA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 247282.52
Forgiveness Paid Date 2021-12-09
2459247707 2020-05-01 0507 PPP 3201 N WOLCOTT AVE STE 2A, CHICAGO, IL, 60657
Loan Status Date 2021-02-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 189005
Loan Approval Amount (current) 189005
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CHICAGO, COOK, IL, 60657-0001
Project Congressional District IL-05
Number of Employees 16
NAICS code 999990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 190183.24
Forgiveness Paid Date 2020-12-17

Date of last update: 27 Feb 2025

Sources: Illinois Office of the Secretary of State