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CHELSEA ADVISORS, LLC

Company Details

Entity Name: CHELSEA ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Voluntary Diss./Terminated
Date Formed: 30 Jun 2004
Company Number: LLC_01226045
File Number: 01226045
Type of Management: Manager Managed
Date Status Change: 28 Mar 2016
Address 223 W JACKSON BLVD STE 850, CHICAGO, 60606, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHELSEA ADVISORS, LLC CASH BALANCE PLAN AND TRUST 2014 201327167 2015-06-24 CHELSEA ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3124631306
Plan sponsor’s address 223 WEST JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2015-06-24
Name of individual signing CRAIG D STEPNICKA
Valid signature Filed with authorized/valid electronic signature
CHELSEA ADVISORS, LLC CASH BALANCE PLAN AND TRUST 2013 201327167 2014-04-21 CHELSEA ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3124631306
Plan sponsor’s address 223 WEST JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2014-04-21
Name of individual signing CRAIG STEPNICKA
Valid signature Filed with authorized/valid electronic signature
CHELSEA ADVISORS, LLC CASH BALANCE PLAN AND TRUST 2012 201327167 2013-09-04 CHELSEA ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3124631306
Plan sponsor’s address 223 WEST JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2013-09-04
Name of individual signing CRAIG STEPNICKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-04
Name of individual signing CRAIG STEPNICKA
Valid signature Filed with authorized/valid electronic signature
CHELSEA ADVISORS, LLC CASH BALANCE PLAN AND TRUST 2011 201327167 2012-07-26 CHELSEA ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3124631306
Plan sponsor’s address 223 WEST JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606

Plan administrator’s name and address

Administrator’s EIN 201327167
Plan administrator’s name CHELSEA ADVISORS, LLC
Plan administrator’s address 223 WEST JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606
Administrator’s telephone number 3124631306

Signature of

Role Plan administrator
Date 2012-07-26
Name of individual signing CRAIG STEPNICKA
Valid signature Filed with authorized/valid electronic signature
CHELSEA ADVISORS, LLC CASH BALANCE PLAN AND TRUST 2010 201327167 2011-10-07 CHELSEA ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 3124631306
Plan sponsor’s address 223 WEST JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606

Plan administrator’s name and address

Administrator’s EIN 201327167
Plan administrator’s name CHELSEA ADVISORS, LLC
Plan administrator’s address 223 WEST JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606
Administrator’s telephone number 3124631306

Signature of

Role Plan administrator
Date 2011-10-07
Name of individual signing CRAIG STEPNICKA
Valid signature Filed with authorized/valid electronic signature
CHELSEA ADVISORS, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2009 201327167 2010-07-12 CHELSEA ADVISORS, LLC 2
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3124631306
Plan sponsor’s address 223 W. JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606

Plan administrator’s name and address

Administrator’s EIN 201327167
Plan administrator’s name CHELSEA ADVISORS, LLC
Plan administrator’s address 223 W. JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606
Administrator’s telephone number 3124631306

Signature of

Role Plan administrator
Date 2010-07-12
Name of individual signing CRAIG STEPNICKA
Valid signature Filed with authorized/valid electronic signature
CHELSEA ADVISORS, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2009 201327167 2010-07-12 CHELSEA ADVISORS, LLC 2
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3124631306
Plan sponsor’s address 223 W. JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606

Plan administrator’s name and address

Administrator’s EIN 201327167
Plan administrator’s name CHELSEA ADVISORS, LLC
Plan administrator’s address 223 W. JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606
Administrator’s telephone number 3124631306

Signature of

Role Employer/plan sponsor
Date 2010-07-12
Name of individual signing CRAIG STEPNICKA
Valid signature Filed with authorized/valid electronic signature
CHELSEA ADVISORS, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST 2009 201327167 2010-07-12 CHELSEA ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3124631306
Plan sponsor’s address 223 W. JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606

Plan administrator’s name and address

Administrator’s EIN 201327167
Plan administrator’s name CHELSEA ADVISORS, LLC
Plan administrator’s address 223 W. JACKSON BLVD., SUITE 850, CHICAGO, IL, 60606
Administrator’s telephone number 3124631306

Signature of

Role Plan administrator
Date 2010-07-12
Name of individual signing CRAIG STEPNICKA
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MICHAEL J. DENKER, 4N701 SCHOOL RD., ST. CHARLES, 60175, KANE Agent 2004-06-30

Manager

Name and Address Role Appointment Date
CRAIG D. STEPNICKA, 1301 N. DEARBORN AVENUE, #506, CHICAGO, IL, 60610 Manager 2015-04-28

President

Name and Address Role Account Number
CRAIG D STEPNICKA President 291274

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 1595397 Issued 1010 Limited Business License No data 2014-08-01 2014-09-16 2016-09-15

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State