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  5. KIRKBY, PHELAN & ASSOCIATES, CPA, LLC

KIRKBY, PHELAN & ASSOCIATES, CPA, LLC

Company Details

Entity Name: KIRKBY, PHELAN & ASSOCIATES, CPA, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 22 Feb 2002
Company Number: LLC_00671452
File Number: 00671452
Type of Management: Member Managed
Date Status Change: 30 Dec 2024
Address 170 S BLOOMINGDALE RD, STE100, BLOOMINGDALE, 60108, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2023 363966756 2024-10-10 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2022 363966756 2023-10-09 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2021 363966756 2022-09-29 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2020 363966756 2021-10-15 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2019 363966756 2020-07-20 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2018 363966756 2019-07-08 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2017 363966756 2018-10-11 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2016 363966756 2017-05-12 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2015 363966756 2016-06-28 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108

Signature of
Role Plan administrator
Date 2016-06-28
Name of individual signing MARY BETH MORAN
Valid signature Filed with authorized/valid electronic signature
KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN 2014 363966756 2015-09-25 KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-09-01
Business code 541211
Sponsor’s telephone number 6303395600
Plan sponsor’s address 170 S. BLOOMINGDALE RD. SUITE 100, BLOOMINGDALE, IL, 60108

Signature of
Role Plan administrator
Date 2015-09-25
Name of individual signing MARY BETH MORAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
KEVIN E PHELAN, 170 S. BLOOMINGDLE RD, STE 100, BLOOMINGDALE, 60108 Agent 2008-06-09

Manager

Name and Address Role Appointment Date
SCHUTTE CPA, LTD, 170 S BLOOMINGDALE RD, BLOOMINGDALE, IL, 60108 Manager 2024-12-30
KPA CPA PC, 170 S BLOOMINGDALE RD, BLOOMINGDALE, IL, 60108 Manager 2024-12-30
MBM CPA PC, 170 S BLOOMINGDALE RD, BLOOMINGDALE, IL, 60108 Manager 2024-12-30
DEK FINANCIAL SERVICES INC, 170 S BLOOMINGDALE RD, BLOOMINGDALE, IL, 60108 Manager 2024-12-30

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 066003917 No data No data PUBLIC ACCOUNTANT FIRM LICENSE No data 2002-11-15 2019-02-05 2022-01-31

Historical Names

Name Change Date
KIRKBY, PHELAN CPA, LLC 2002-05-22

Related by officers

No related officers

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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