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  5. GROSS KAPLAN & OSIOL, L.L.C.

GROSS KAPLAN & OSIOL, L.L.C.

Company Details

Entity Name: GROSS KAPLAN & OSIOL, L.L.C.
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 01 Jan 1994
Company Number: LLC_00000329
File Number: 00000329
Type of Management: Member Managed
Date Status Change: 02 Dec 2024
Address 9450 W BRYN MAWR AVE, ROSEMONT, 60018, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2023 366156412 2024-09-09 GROSS KAPLAN & OSIOL, L.L.C. 3
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 1
Number of participants with account balances as of the end of the plan year 4

Signature of
Role Plan administrator
Date 2024-08-15
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-15
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2022 366156412 2023-08-30 GROSS KAPLAN & OSIOL, L.L.C. 3
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 1
Number of participants with account balances as of the end of the plan year 4

Signature of
Role Plan administrator
Date 2023-08-15
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-15
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2021 366156412 2022-09-11 GROSS KAPLAN & OSIOL, L.L.C. 4
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 1
Number of participants with account balances as of the end of the plan year 4

Signature of
Role Plan administrator
Date 2022-08-15
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-15
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2020 366156412 2021-08-16 GROSS KAPLAN & OSIOL, L.L.C. 4
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 4
Number of participants with account balances as of the end of the plan year 4

Signature of
Role Plan administrator
Date 2021-08-16
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-16
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2019 366156412 2020-09-01 GROSS KAPLAN & OSIOL, L.L.C. 4
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 4
Number of participants with account balances as of the end of the plan year 4

Signature of
Role Plan administrator
Date 2020-09-01
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-01
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2018 366156412 2019-09-12 GROSS KAPLAN & OSIOL, L.L.C. 4
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 4
Number of participants with account balances as of the end of the plan year 4

Signature of
Role Plan administrator
Date 2019-09-12
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-12
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2017 366156412 2018-10-06 GROSS KAPLAN & OSIOL, L.L.C. 4
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 4
Number of participants with account balances as of the end of the plan year 4

Signature of
Role Plan administrator
Date 2018-10-06
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-06
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2016 366156412 2017-10-06 GROSS KAPLAN & OSIOL, L.L.C. 5
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 4
Number of participants with account balances as of the end of the plan year 4

Signature of
Role Plan administrator
Date 2017-10-06
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-06
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2015 366156412 2016-09-26 GROSS KAPLAN & OSIOL, L.L.C. 5
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 4
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 5

Signature of
Role Plan administrator
Date 2016-09-26
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-26
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
GROSS KAPLAN & OSIOL, L.L.C. KEOGH PROFIT SHARING 2014 366156412 2015-09-22 GROSS KAPLAN & OSIOL, L.L.C. 5
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 8479289820
Plan sponsor’s mailing address 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
Plan sponsor’s address 9450 W. BRYN MAWR AVE. SUITE 310, ROSEMONT, IL, 600185272

Number of participants as of the end of the plan year
Active participants 4
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 5

Signature of
Role Plan administrator
Date 2015-09-22
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-22
Name of individual signing JAMES M OSIOL
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JAMES M. OSIOL, 9450 W BRYN MAWR AVE, STE 310, ROSEMONT, 60018, COOK-NOT IN CITY OF CHICAGO Agent 2008-12-19

Manager

Name and Address Role Appointment Date
KAPLAN, LYNNE K., 631 SYLVIAWOOD, PARK RIDGE, IL, 60068 Manager 2024-12-02
OSIOL, JAMES M., 517 S NAWATA, MT PROSPECT, IL, 60056 Manager 2024-12-02

Historical Names

Name Change Date
AZRIEL GROSS & COMPANY, L.L.C. 1996-01-01

Related by officers

No related officers

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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