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NEAL WOLF & ASSOCIATES, LLC

Company Details

Entity Name: NEAL WOLF & ASSOCIATES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Voluntary Diss./Terminated
Date Formed: 25 Feb 2011
Company Number: LLC_03451593
File Number: 03451593
Type of Management: Manager Managed
Date Status Change: 22 Jan 2024
Address 6450 DOUGHERTY RD APT 1522, DUBLIN, 94568, CA
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEAL L. WOLF, LTD. CASH BALANCE PLAN & TRUST 2016 275252739 2017-10-18 NEAL WOLF & ASSOCIATES LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3122284990
Plan sponsor’s address 400 E. OHIO ST, #2404, CHICAGO, IL, 60611

Signature of

Role Plan administrator
Date 2017-10-18
Name of individual signing LAURIE D WOLF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-18
Name of individual signing LAURIE D WOLF
Valid signature Filed with authorized/valid electronic signature
NEAL L. WOLF, LTD. CASH BALANCE PLAN & TRUST 2016 275252739 2017-10-15 NEAL WOLF & ASSOCIATES LLC 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3122284990
Plan sponsor’s address 400 E. OHIO ST, #2404, CHICAGO, IL, 60611

Signature of

Role Plan administrator
Date 2017-10-15
Name of individual signing LAURIE D WOLF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-15
Name of individual signing LAURIE D WOLF
Valid signature Filed with authorized/valid electronic signature
NEAL L. WOLF, LTD. CASH BALANCE PLAN & TRUST 2015 275252739 2016-10-06 NEAL WOLF & ASSOCIATES LLC 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3122284990
Plan sponsor’s address 155 N. WACKER DRIVE, SUITE 1910, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2016-10-06
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-06
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature
NEAL WOLF & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 275252739 2015-10-13 NEAL WOLF & ASSOCIATES LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3122284990
Plan sponsor’s address 155 N. WACKER DR., SUITE 1910, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2015-10-13
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-13
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature
NEAL L. WOLF, LTD. CASH BALANCE PLAN & TRUST 2014 275252739 2015-10-13 NEAL WOLF & ASSOCIATES LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3122284990
Plan sponsor’s address 155 N. WACKER DRIVE, SUITE 1910, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2015-10-13
Name of individual signing LAURIE D WOLF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-13
Name of individual signing LAURIE D WOLF
Valid signature Filed with authorized/valid electronic signature
NEAL WOLF & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 275252739 2014-10-15 NEAL WOLF & 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 3122284990
Plan sponsor’s address 155 N. WACKER DRIVE, SUITE 1910, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2014-10-15
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-15
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature
NEAL L. WOLF, LTD. CASH BALANCE PLAN & TRUST 2013 275252739 2014-10-15 NEAL WOLF & ASSOCIATES LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3122284990
Plan sponsor’s address 155 N. WACKER DRIVE, SUITE 1910, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2014-10-15
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-15
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature
NEAL L. WOLF, LTD. CASH BALANCE PLAN & TRUST 2012 275252739 2013-10-08 NEAL WOLF & ASSOCIATES LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 3122284990
Plan sponsor’s address 155 N. WACKER DRIVE, SUITE 1910, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2013-10-08
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-08
Name of individual signing LAURIE D. WOLF
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DIANE WOLSKI, 8460 165TH PL, TINLEY PARK, 60487 Agent 2021-04-14

Manager

Name and Address Role Appointment Date
LAURIE WOLF, 6450 DOUGHERTY RD, APT 1522, DUBLIN, CA, 94568 Manager 2023-02-24

Date of last update: 13 Feb 2025

Sources: Illinois Office of the Secretary of State