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  5. FOGARTY & FUGATE LLC

FOGARTY & FUGATE LLC

Company Details

Entity Name: FOGARTY & FUGATE LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 12 Mar 2015
Company Number: LLC_05178436
File Number: 05178436
Type of Management: Member Managed
Date Status Change: 30 Jan 2024
Address 203 N. LASALLE ST STE 2100, CHICAGO, 60601, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FOGARTY & FUGATE LLC CASH BALANCE PENSION PLAN & TRUST 2023 473399550 2024-09-27 FOGARTY & FUGATE LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 7736360880
Plan sponsor’s address 203 N. LASALLE ST., SUITE 2100, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2024-09-27
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
FOGARTY & FUGATE LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 473399550 2024-10-09 FOGARTY & FUGATE LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 7736360880
Plan sponsor’s address 203 N. LASALLE ST., SUITE 2100, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
FOGARTY & FUGATE LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 473399550 2023-10-10 FOGARTY & FUGATE LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 3126249318
Plan sponsor’s address 203 N. LASALLE ST., SUITE 2100, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-10
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
FOGARTY & FUGATE LLC CASH BALANCE PENSION PLAN & TRUST 2022 473399550 2023-10-04 FOGARTY & FUGATE LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 3126249318
Plan sponsor’s address 203 N. LASALLE ST., SUITE 2100, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2023-10-04
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-04
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
FOGARTY & FUGATE LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 473399550 2022-09-30 FOGARTY & FUGATE LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 3126249318
Plan sponsor’s address 203 N. LASALLE ST., SUITE 2100, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2022-09-30
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-30
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
FOGARTY & FUGATE LLC CASH BALANCE PENSION PLAN & TRUST 2021 473399550 2022-10-10 FOGARTY & FUGATE LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 3126249318
Plan sponsor’s address 203 N. LASALLE ST., SUITE 2100, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2022-10-10
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-10
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
FOGARTY & FUGATE LLC CASH BALANCE PENSION PLAN & TRUST 2020 473399550 2021-10-12 FOGARTY & FUGATE LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 3126249318
Plan sponsor’s address 1680 N. ADA ST., 2ND FLOOR, CHICAGO, IL, 60642

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
FOGARTY & FUGATE LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 473399550 2021-10-12 FOGARTY & FUGATE LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 3126249318
Plan sponsor’s address 1680 N. ADA ST., 2ND FLOOR, CHICAGO, IL, 60642

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
FOGARTY & FUGATE LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 473399550 2020-10-13 FOGARTY & FUGATE LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 3126249318
Plan sponsor’s address 1680 N. ADA ST., 2ND FLOOR, CHICAGO, IL, 60642

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-13
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
FOGARTY & FUGATE LLC CASH BALANCE PENSION PLAN & TRUST 2019 473399550 2020-10-09 FOGARTY & FUGATE LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 3126249318
Plan sponsor’s address 1680 N. ADA ST., 2ND FLOOR, CHICAGO, IL, 60642

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-09
Name of individual signing DEAN FUGATE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DEAN FUGATE, 203 N. LASALLE ST. STE 2100, CHICAGO, 60601 Agent 2022-02-09

Manager

Name and Address Role Appointment Date
FUGATE, DEAN N, 203 N LASALLE ST STE 2100, CHICAGO, IL, 60601 Manager 2024-01-30
FOGARTY, KELLI A, 203 N LASALLE ST STE 2100, CHICAGO, IL, 60601 Manager 2024-01-30

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
NORTHERN ILLINOIS TITLE LLC Assumed name 2022-01-12 No data No data No data

Related by officers

No related officers

Related by address

203 N. LASALLE ST STE 2100, CHICAGO, 60601, IL

RPK CAPITAL XVII, L.L.C. BRIAN J. THOMPSON, CPA & ATTORNEY LLC

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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