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  5. WESTERVELT, JOHNSON, NICOLL & KELLER, LLC

WESTERVELT, JOHNSON, NICOLL & KELLER, LLC

Company Details

Entity Name: WESTERVELT, JOHNSON, NICOLL & KELLER, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 06 Nov 2001
Company Number: LLC_00623288
File Number: 00623288
Type of Management: Member Managed
Date Status Change: 22 Oct 2024
Expiration Date: 01 Nov 2100
Address 416 MAIN ST STE 200, PEORIA, 61602, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN 2023 371416160 2024-10-08 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-10-01
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s address P. O. BOX 522, PEORIA, IL, 61651

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing SUSAN LINN PERKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing SUSAN LINN PERKINS
Valid signature Filed with authorized/valid electronic signature
WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN 2022 371416160 2023-08-10 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-10-01
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s address 411 HAMILTON BLVD SUITE 1400, PEORIA, IL, 61602

Signature of
Role Plan administrator
Date 2023-08-10
Name of individual signing SUSAN LINN PERKINS
Valid signature Filed with authorized/valid electronic signature
WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN 2021 371416160 2022-08-29 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-10-01
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s address 411 HAMILTON BLVD SUITE 1400, PEORIA, IL, 61602

Signature of
Role Plan administrator
Date 2022-08-29
Name of individual signing SUSAN LINN PERKINS
Valid signature Filed with authorized/valid electronic signature
WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN 2020 371416160 2021-10-08 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 17
Three-digit plan number (PN) 002
Effective date of plan 1970-01-15
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s address 411 HAMILTON BLVD SUITE 1400, PEORIA, IL, 61602

Signature of
Role Plan administrator
Date 2021-10-08
Name of individual signing S. LINN PERKINS
Valid signature Filed with authorized/valid electronic signature
WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN 2020 371416160 2021-10-12 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-10-01
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s address 411 HAMILTON BLVD SUITE 1400, PEORIA, IL, 61602

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing S. LINN PERKINS
Valid signature Filed with authorized/valid electronic signature
WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN 2019 371416160 2020-10-06 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-10-01
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s address 411 HAMILTON BLVD, STE. 1400, PEORIA, IL, 61602

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing SUSAN LINN PERKINS
Valid signature Filed with authorized/valid electronic signature
WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN 2018 371416160 2019-10-15 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-10-01
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s address 411 HAMILTON BLVD, STE. 1400, PEORIA, IL, 61602

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing SUSAN LINN PERKINS
Valid signature Filed with authorized/valid electronic signature
WESTERVELT, JOHNSON, NICOLL & KELLER, LLC RETIREMENT SAVINGS PLAN AND TRUST 2015 371416160 2017-10-11 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-01-15
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s mailing address 411 HAMILTON BLVD STE 1400, PEORIA, IL, 616021187
Plan sponsor’s address 411 HAMILTON BLVD STE 1400, PEORIA, IL, 616021187

Number of participants as of the end of the plan year
Active participants 12
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2017-10-11
Name of individual signing ROGER HOLZGRAFE
Valid signature Filed with authorized/valid electronic signature
WESTERVELT, JOHNSON, NICOLL & KELLER LLC RETIREMENT SAVINGS PLAN AND TRUST 2014 371416160 2015-10-15 WESTERVELT, JOHNSON,NICOLL & KELLER, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-01-15
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s mailing address 411 HAMILTON BOULEVARD, SUITE 1400, PEORIA, IL, 61602
Plan sponsor’s address 411 HAMILTON BOULEVARD, SUITE 1400, PEORIA, IL, 61602

Number of participants as of the end of the plan year
Active participants 13
Retired or separated participants receiving benefits 4
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 17
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing ROGER HOLZGRAFE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-15
Name of individual signing ROGER HOLZGRAFE
Valid signature Filed with authorized/valid electronic signature
WESTERVELT, JOHNSON, NICOLL & KELLER, LLC RETIREMENT SAVINGS PLAN AND TRUST 2013 371416160 2014-11-25 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-01-15
Business code 541110
Sponsor’s telephone number 3096713550
Plan sponsor’s mailing address 411 HAMILTON BLVD, STE 1400, PEORIA, IL, 61602
Plan sponsor’s address 411 HAMILTON BLVD, STE 1400, PEORIA, IL, 61602

Plan administrator’s name and address
Administrator’s EIN 371416160
Plan administrator’s name WESTERVELT, JOHNSON, NICOLL & KELLER, LLC
Plan administrator’s address 411 HAMILTON BLVD, STE 1400, PEORIA, IL, 61602
Administrator’s telephone number 3096713550

Number of participants as of the end of the plan year
Active participants 15
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 20
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2014-11-25
Name of individual signing CHARLES COURI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-11-25
Name of individual signing CHARLES COURI
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROGER E. HOLZGRAFE, 416 MAIN ST STE 200, PEORIA, 61602 Agent 2024-10-11

Manager

Name and Address Role Appointment Date
EGGERT, MICHELLE R, 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2021-10-26
VICARI HILLS, AMIRA L., 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2021-10-26
STORY, JASON L., 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2021-10-26
SAHY, WILLIAM M, 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2022-12-06
HOLZGRAFE, ROGER E., 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2024-10-22
MCCONNAUGHAY, THOMAS A., 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2024-10-22
HOLZGRAFE, ROGER E., 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2021-10-26
MCCONNAUGHAY, THOMAS A., 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2021-10-26
HEINZ, RHONDA L, 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2021-10-26
PERKINS, S. LINN, 416 MAIN ST STE 200, PEORIA, IL, 61602 Manager 2021-10-26

Related by officers

ROGER E. HOLZGRAFE, 416 MAIN ST STE 200, PEORIA, 61602

RFAC HOLDINGS LLC

Related by address

No related companies by address

Date of last update: 30 Jan 2025

Sources: Illinois Office of the Secretary of State

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