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KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC

Company Details

Entity Name: KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 09 Jun 2003
Company Number: LLC_00936235
File Number: 00936235
Type of Management: Manager Managed
Date Status Change: 08 May 2024
Address 118 N CLINTON ST STE 300, CHICAGO, 60661, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KEEFE, CAMPBELL, BIERY & ASSOCIATES LLC 401(K) PLAN 2023 571170328 2024-06-24 KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC 52
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-18
Business code 541110
Sponsor’s telephone number 3127561800
Plan sponsor’s address 118 NORTH CLINTON STREET, SUITE 300, CHICAGO, IL, 60661

Plan administrator’s name and address

Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of

Role Plan administrator
Date 2024-06-24
Name of individual signing ALICIA M. TURNER
Valid signature Filed with authorized/valid electronic signature
KEEFE, CAMPBELL, BIERY & ASSOC 401(K) PLAN 2022 571170328 2023-05-22 KEEFE, CAMPBELL, BIERY & ASSOCIATES LLC 52
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-18
Business code 541110
Sponsor’s telephone number 3127561800
Plan sponsor’s address 118 N CLINTON STREET, SUITE 300, CHICAGO, IL, 60661

Signature of

Role Plan administrator
Date 2023-05-22
Name of individual signing SHAWN R BIERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-22
Name of individual signing SHAWN R BIERY
Valid signature Filed with authorized/valid electronic signature
KEEFE, CAMPBELL, BIERY & ASSOC 401(K) PLAN 2021 571170328 2022-07-28 KEEFE, CAMPBELL, BIERY & ASSOCIATES LLC 52
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-18
Business code 541110
Sponsor’s telephone number 3127561800
Plan sponsor’s address 118 N CLINTON STREET, SUITE 300, CHICAGO, IL, 60661

Signature of

Role Plan administrator
Date 2022-07-28
Name of individual signing SHAWN BIERY
Valid signature Filed with authorized/valid electronic signature
KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC 401 K PROFIT SHARING PLAN 2020 571170328 2021-07-14 KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-18
Business code 541110
Sponsor’s telephone number 3127561800
Plan sponsor’s address 118 NORTH CLINTON STREET, SUITE 300, CHICAGO, IL, 60661

Signature of

Role Plan administrator
Date 2021-07-08
Name of individual signing SHAWN R BIERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-08
Name of individual signing SHAWN R BIERY
Valid signature Filed with authorized/valid electronic signature
KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC 401 K PROFIT SHARING PLAN 2019 571170328 2020-05-30 KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-18
Business code 541110
Sponsor’s telephone number 3127561800
Plan sponsor’s address 118 NORTH CLINTON STREET, SUITE 300, CHICAGO, IL, 60661

Signature of

Role Plan administrator
Date 2020-05-30
Name of individual signing BENETECH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-30
Name of individual signing SHAWN R BIERY
Valid signature Filed with authorized/valid electronic signature
KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC 401 K PROFIT SHARING PLAN 2018 571170328 2019-06-25 KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-18
Business code 541110
Sponsor’s telephone number 3127561800
Plan sponsor’s address 118 NORTH CLINTON STREET, SUITE 300, CHICAGO, IL, 60661

Signature of

Role Plan administrator
Date 2019-06-25
Name of individual signing SHAWN R BIERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-25
Name of individual signing SHAWN R BIERY
Valid signature Filed with authorized/valid electronic signature
KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC 401 K PROFIT SHARING PLAN 2017 571170328 2018-06-04 KEEFE, CAMPBELL, BIERY & ASSOCIATES, LLC 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-06-18
Business code 541110
Sponsor’s telephone number 3127561800
Plan sponsor’s address 118 NORTH CLINTON STREET, SUITE 300, CHICAGO, IL, 60661

Signature of

Role Plan administrator
Date 2018-06-04
Name of individual signing JOHN CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-04
Name of individual signing SHAWN BIERY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CINDY DONOVAN, 118 N. CLINTON T., STE. 300, CHICAGO, 60661 Agent 2004-04-26

Manager

Name and Address Role Appointment Date
CAMPBELL, JOHN, 118 N CLINTON STREET SUITE 300, CHICAGO, IL, 60661 Manager 2019-04-23
BIERY, SHAWN, 118 N CLINTON STREET SUITE 300, CHICAGO, IL, 60661 Manager 2019-04-23

Historical Names

Name Change Date
KEEFE, CAMPBELL & ASSOCIATES, LLC 2012-07-23
KEEFE & ASSOCIATES, LLC 2007-02-06

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State