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FRANCIS L. DEAN & ASSOCIATES, LLC

Branch

Company Details

Entity Name: FRANCIS L. DEAN & ASSOCIATES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 19 Feb 2009
Branch of: FRANCIS L. DEAN & ASSOCIATES, LLC, ALASKA (Company Number 108885)
Company Number: LLC_02767295
File Number: 02767295
Type of Management: Manager Managed
Date Status Change: 18 Dec 2024
Address 347 CANTERBURY COURT, HINSDALE, 60521, IL
Place of Formation: ALASKA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FRANCIS L. DEAN & ASSOCIATES, LLC PROFIT SHARING PLAN AND TRUST 2012 261918036 2013-06-24 FRANCIS L. DEAN & ASSOCIATES, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-09-01
Business code 524210
Sponsor’s telephone number 8007452409
Plan sponsor’s mailing address 1776 SOUTH NAPERVILLE ROAD, BLDG-B, WHEATON, IL, 60189
Plan sponsor’s address 1776 SOUTH NAPERVILLE ROAD, BLDG-B, WHEATON, IL, 60189

Plan administrator’s name and address

Administrator’s EIN 261918036
Plan administrator’s name FRANCIS L. DEAN & ASSOCIATES, LLC
Plan administrator’s address 1776 SOUTH NAPERVILLE ROAD, BLDG-B, WHEATON, IL, 60189
Administrator’s telephone number 8007452409

Number of participants as of the end of the plan year

Active participants 33
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 36
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of

Role Plan administrator
Date 2013-06-24
Name of individual signing STEVEN TREDINNICK
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
GREGORY J. BERTSCH, 303 W. MADISON ST, SUITE 1000, CHICAGO, 60606, COOK-NOT IN CITY OF CHICAGO Agent 2009-04-29

Manager

Name and Address Role Appointment Date
DEAN, JOHN F., 347 CANTERBURY COURT, HINSDALE, IL, 60521 Manager 2024-12-18
DEAN, MICHAEL T., 13100 SHIRE LANE, FORT MYERS, FL, 33912 Manager 2024-12-18
KENNEDY, BRIGID, 9128 NW HIGHWAY 225A, OCALA, FL, 34482 Manager 2024-12-18

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State