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  5. CAINE & FOX L.L.C.

CAINE & FOX L.L.C.

Company Details

Entity Name: CAINE & FOX L.L.C.
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Involuntary Dissolution
Date Formed: 02 Nov 2000
Company Number: LLC_00478512
File Number: 00478512
Type of Management: Member Managed
Date Status Change: 30 Apr 2003
Address 141 W JACKSON BLVD STE 1800A, CHICAGO, 60604, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMIT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2012 364348826 2013-06-14 SUMMIT WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 6302850064
Plan sponsor’s address 100 PIERCE ROAD, SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, L.L.C.
Plan administrator’s address 100 PIERCE ROAD, ITASCA, IL, 60143
Administrator’s telephone number 6302850064

Signature of
Role Plan administrator
Date 2013-06-14
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC PENSION PLAN 2011 364348826 2012-01-27 SUMMIT WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6302850928
Plan sponsor’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, LLC
Plan administrator’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143
Administrator’s telephone number 6302850928

Signature of
Role Plan administrator
Date 2012-01-27
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2011 364348826 2012-06-29 SUMMIT WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 6302850064
Plan sponsor’s address 100 PIERCE ROAD, SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, L.L.C.
Plan administrator’s address 100 PIERCE ROAD, ITASCA, IL, 60143
Administrator’s telephone number 6302850064

Signature of
Role Plan administrator
Date 2012-06-29
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC PENSION PLAN 2010 364348826 2011-05-11 SUMMIT WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6302850928
Plan sponsor’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, LLC
Plan administrator’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143
Administrator’s telephone number 6302850928

Signature of
Role Plan administrator
Date 2011-05-11
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2010 364348826 2011-05-11 SUMMIT WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 6302850064
Plan sponsor’s address 100 PIERCE ROAD, SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, L.L.C.
Plan administrator’s address 100 PIERCE ROAD, ITASCA, IL, 60143
Administrator’s telephone number 6302850064

Signature of
Role Plan administrator
Date 2011-05-11
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC PENSION PLAN 2009 364348826 2010-07-13 SUMMIT WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6302850928
Plan sponsor’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, LLC
Plan administrator’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143
Administrator’s telephone number 6302850928

Signature of
Role Plan administrator
Date 2010-07-13
Name of individual signing KEVIN MEEHAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-13
Name of individual signing KEVIN MEEHAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOEL M FRIEDMAN, 180 N LASALLE ST STE 3700, CHICAGO, 60601, COOK-NOT IN CITY OF CHICAGO Agent 2000-11-02

Member

Name and Address Role Appointment Date
CAINE, TONY, 141 W JACKSON BLVD STE 1800A, CHICAGO, IL, 60604 Member 2000-11-02
FOX, JEFFREY H, 141 W JACKSON BLVD STE 1800A, CHICAGO, IL, 60604 Member 2000-11-02

Related by officers

JOEL M FRIEDMAN, 180 N LASALLE ST STE 3700, CHICAGO, 60601, COOK-NOT IN CITY OF CHICAGO

COMMERCIAL SECURITY SOLUTIONS, LLC THE WINEMAN FAMILY FOUNDATION SHAMOOR DEVELOPMENT AND CONSTRUCTION COMPANY LLC COSMETIC SURGERY CENTER OF CHICAGO, INC. CORPORATE REALTY ADVISORS, INC. ALL-STATSSPORTS LEAGUE LLC JONES-LUNDIN ASSOCIATES, INC. GUTMANN WISCONSIN LLC SCHAAF ASSOCIATES, INC. WORLD-WIDE HEALTHCARE CONSULTING, LTD.

Related by address

141 W JACKSON BLVD STE 1800A, CHICAGO, 60604, IL

GENESIS ASSET MANAGEMENT, LLC

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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