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JAK AND ASSOCIATES, LLC

Company Details

Entity Name: JAK AND ASSOCIATES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 25 Apr 2007
Company Number: LLC_02187396
File Number: 02187396
Type of Management: Manager Managed
Date Status Change: 08 Feb 2024
Address 210 SIXTH AVENUE, SUITE 3100, PITTSBURGH, 15222, PA
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JAK AND ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2018 208930084 2019-07-09 JAK AND ASSOCIATES LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7732755712
Plan sponsor’s address 125 S CLARK ST STE 1700, CHICAGO, IL, 606034054

Signature of

Role Plan administrator
Date 2019-07-09
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
JAK AND ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2017 208930084 2018-06-12 JAK AND ASSOCIATES LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7732755712
Plan sponsor’s address 125 S CLARK ST. 17TH FLOOR, CHICAGO, IL, 606034035

Signature of

Role Plan administrator
Date 2018-06-12
Name of individual signing JONATHAN D. HALEY JR
Valid signature Filed with authorized/valid electronic signature
JAK AND ASSOCIATES, LLC 401 K PROFIT SHARING PLAN TRUST 2016 208930084 2017-08-21 JAK AND ASSOCIATES LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7732755712
Plan sponsor’s address 520 WEST ERIE STREET, CHICAGO, IL, 60654

Signature of

Role Plan administrator
Date 2017-08-21
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
JAK AND ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2015 208930084 2016-10-04 JAK AND ASSOCIATES, LLC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7738181922
Plan sponsor’s address 570 WEST ERIE, CHICAGO, IL, 60654

Signature of

Role Plan administrator
Date 2016-10-04
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-04
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
JAK AND ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2014 208930084 2015-10-07 JAK AND ASSOCIATES, LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7738181922
Plan sponsor’s address 4619 N. RAVENSWOOD, SUITE 301, CHICAGO, IL, 60640

Signature of

Role Plan administrator
Date 2015-10-07
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-07
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
JAK AND ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2013 208930084 2014-09-30 JAK AND ASSOCIATES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7738181922
Plan sponsor’s address 4619 N. RAVENSWOOD, SUITE 301, CHICAGO, IL, 60640

Signature of

Role Plan administrator
Date 2014-09-30
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
JAK AND ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2012 208930084 2013-09-19 JAK AND ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7738181922
Plan sponsor’s address 4619 N. RAVENSWOOD, SUITE 301, CHICAGO, IL, 60640

Signature of

Role Plan administrator
Date 2013-09-19
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
JAK AND ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2011 208930084 2012-09-06 JAK AND ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7738181922
Plan sponsor’s address 4619 N. RAVENSWOOD, SUITE 301, CHICAGO, IL, 60640

Plan administrator’s name and address

Administrator’s EIN 208930084
Plan administrator’s name JAK AND ASSOCIATES, LLC
Plan administrator’s address 4619 N. RAVENSWOOD, SUITE 301, CHICAGO, IL, 60640
Administrator’s telephone number 7738181922

Signature of

Role Plan administrator
Date 2012-09-06
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
JAK AND ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2010 208930084 2011-06-09 JAK AND ASSOCIATES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7738181922
Plan sponsor’s address 4619 N. RAVENSWOOD, SUITE 301, CHICAGO, IL, 60640

Plan administrator’s name and address

Administrator’s EIN 208930084
Plan administrator’s name JAK AND ASSOCIATES, LLC
Plan administrator’s address 4619 N. RAVENSWOOD, SUITE 301, CHICAGO, IL, 60640
Administrator’s telephone number 7738181922

Signature of

Role Plan administrator
Date 2011-06-09
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature
JAK AND ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN 2009 208930084 2010-10-08 JAK AND ASSOCIATES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541600
Sponsor’s telephone number 7738181922
Plan sponsor’s address 4619 N. RAVENSWOOD, SUITE 301, CHICAGO, IL, 60640

Plan administrator’s name and address

Administrator’s EIN 208930084
Plan administrator’s name JAK AND ASSOCIATES, LLC
Plan administrator’s address 4619 N. RAVENSWOOD, SUITE 301, CHICAGO, IL, 60640
Administrator’s telephone number 7738181922

Signature of

Role Plan administrator
Date 2010-10-08
Name of individual signing JONATHAN HALEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
COGENCY GLOBAL INC., 600 SOUTH SECOND ST, SUITE 404, SPRINGFIELD, 62704 Agent 2021-04-23

Managing member

Name and Address Role Account Number
DANIEL JOSEPH MORAN Managing member 373183

Member

Name and Address Role Account Number
System One Holdings, LLC Member 373183

Manager

Name and Address Role Appointment Date
DANIEL MORAN, 210 SIXTH AVE STE 3100, PITTSBURGH, PA, 15222 Manager 2024-02-08

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 2872300 Issued 1010 Limited Business License 602 - Administrative Commercial Office 2022-09-20 2022-09-20 2024-07-15
BUSINESS LICENSE 2476522 Cancelled 4404 Regulated Business License 737 - Preparation of License, Certificate or Permit Applications for Compensation (Expediter Company) 2022-07-26 2022-07-16 2024-07-15
BUSINESS LICENSE 2487489 Issued 4404 Regulated Business License 654 - Employee of Expediter Service 2022-07-26 2022-07-16 2024-07-15
BUSINESS LICENSE 2476526 Issued 4404 Regulated Business License 654 - Employee of Expediter Service 2022-07-26 2022-07-16 2024-07-15
BUSINESS LICENSE 2550243 Issued 4404 Regulated Business License 654 - Employee of Expediter Service 2020-07-22 2020-07-16 2022-07-15
BUSINESS LICENSE 2210777 Cancelled 4404 Regulated Business License 654 - Employee of Expediter Service 2014-06-11 2014-07-16 2016-07-15
BUSINESS LICENSE 2210778 Issued 4404 Regulated Business License 654 - Employee of Expediter Service 2014-06-11 2014-07-16 2016-07-15
BUSINESS LICENSE 2210776 Cancelled 4404 Regulated Business License 737 - Preparation of License, Certificate or Permit Applications for Compensation (Expediter Company) 2014-06-11 2014-07-16 2016-07-15
BUSINESS LICENSE 2179384 Cancelled 1932 Expediter - Class B Employee No data 2012-08-07 2012-08-07 2014-07-15
BUSINESS LICENSE 2177148 Cancelled 1932 Expediter - Class B Employee No data 2012-07-25 2012-07-25 2014-07-15

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
NTP WIRELESS Assumed name 2009-03-10 No data No data 2020-03-11

Date of last update: 23 Jan 2025

Sources: Illinois Office of the Secretary of State