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  5. J. APONTE & ASSOCIATES, LLC

J. APONTE & ASSOCIATES, LLC

Company Details

Entity Name: J. APONTE & ASSOCIATES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 08 Feb 2005
Company Number: LLC_01417525
File Number: 01417525
Type of Management: Member Managed
Date Status Change: 08 Jan 2025
Address 550 WARRENVILLE RD STE 240, LISLE, 60532, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
J. APONTE & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2023 202307020 2024-08-09 J. APONTE & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 550 WARRENVILLE ROAD, SUITE 240, LISLE, IL, 60532

Signature of
Role Plan administrator
Date 2024-08-09
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature
J. APONTE & ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2023 202307020 2024-08-16 J. APONTE & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 550 WARRENVILLE ROAD, SUITE 240, LISLE, IL, 60532

Signature of
Role Plan administrator
Date 2024-08-16
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature
J. APONTE & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2022 202307020 2023-09-15 J. APONTE & ASSOCIATES, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 550 WARRENVILLE ROAD, SUITE 240, LISLE, IL, 60532

Signature of
Role Plan administrator
Date 2023-09-15
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature
J. APONTE & ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2022 202307020 2023-10-02 J. APONTE & ASSOCIATES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 550 WARRENVILLE ROAD, SUITE 240, LISLE, IL, 60532

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature
J. APONTE & ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2021 202307020 2022-10-12 J. APONTE & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 550 WARRENVILLE ROAD, SUITE 240, LISLE, IL, 60532

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature
J. APONTE & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2021 202307020 2022-08-24 J. APONTE & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 180 NORTH LASALLE STREET, SUITE 3700, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2022-08-24
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature
J. APONTE & ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2020 202307020 2021-10-04 J. APONTE & ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 180 NORTH LASALLE STREET, SUITE 3700, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2021-10-04
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature
J. APONTE & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2020 202307020 2021-09-30 J. APONTE & ASSOCIATES, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 180 NORTH LASALLE STREET, SUITE 3700, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2021-09-30
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature
J. APONTE & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2019 202307020 2020-10-07 J. APONTE & ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 180 NORTH LASALLE STREET, SUITE 3700, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2020-10-07
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature
J. APONTE & ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2019 202307020 2020-10-01 J. APONTE & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3127625966
Plan sponsor’s address 180 NORTH LASALLE STREET, SUITE 3700, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2020-10-01
Name of individual signing JULISKA APONTE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JULISKA M. APONTE, 550 WARRENVILLE RD STE 240, LISLE, 60532 Agent 2022-10-11

Manager

Name and Address Role Appointment Date
APONTE, JULISKA M, 2046 W WIESBROOK RD, WHEATON, IL, 60189 Manager 2025-01-08

Related by officers

No related officers

Related by address

550 WARRENVILLE RD STE 240, LISLE, 60532, IL

ALGOCENTRIC CAPITAL LLC

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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