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R.T. NELSON & ASSOCIATES, LLC

Headquarter

Company Details

Entity Name: R.T. NELSON & ASSOCIATES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 19 Feb 2018
Company Number: LLC_06758436
File Number: 06758436
Type of Management: Manager Managed
Date Status Change: 03 Jan 2025
Address 903 COMMERCE DRIVE, SUITE 150, OAK BROOK, 60523, IL
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of R.T. NELSON & ASSOCIATES, LLC, FLORIDA M21000007425 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
R. T. NELSON & ASSOCIATES, LCC. EMPLOYEES' PROFIT SHARING PLAN 2023 825409194 2024-08-28 R. T. NELSON & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-04-01
Business code 524290
Sponsor’s telephone number 6309904420
Plan sponsor’s address 903 COMMERCE DRIVE, SUITE 150, OAK BROOK, IL, 60523
R. T. NELSON & ASSOCIATES, LCC. EMPLOYEES' PROFIT SHARING PLAN 2022 825409194 2023-08-16 R. T. NELSON & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-04-01
Business code 524290
Sponsor’s telephone number 6309904420
Plan sponsor’s address 903 COMMERCE DRIVE, SUITE 150, OAK BROOK, IL, 60523
R. T. NELSON & ASSOCIATES, LTD. EMPLOYEES' PROFIT SHARING PLAN 2021 825409194 2022-03-14 R. T. NELSON & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-04-01
Business code 524290
Sponsor’s telephone number 6309904420
Plan sponsor’s address 903 COMMERCE DRIVE, SUITE 150, OAK BROOK, IL, 60523

Plan administrator’s name and address

Administrator’s EIN 363571931
Plan administrator’s name R. T. NELSON & ASSOCIATES, LTD.
Plan administrator’s address 903 COMMERCE DRIVE, SUITE 150, OAK BROOK, IL, 60523
Administrator’s telephone number 6309904420
R. T. NELSON & ASSOCIATES, LTD. EMPLOYEES' PROFIT SHARING PLAN 2020 825409194 2021-09-16 R. T. NELSON & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-04-01
Business code 524290
Sponsor’s telephone number 6309904420
Plan sponsor’s address 903 COMMERCE DRIVE, SUITE 150, OAK BROOK, IL, 60523

Plan administrator’s name and address

Administrator’s EIN 363571931
Plan administrator’s name R. T. NELSON & ASSOCIATES, LTD.
Plan administrator’s address 903 COMMERCE DRIVE, SUITE 150, OAK BROOK, IL, 60523
Administrator’s telephone number 6309904420
R. T. NELSON & ASSOCIATES, LTD. EMPLOYEES' PROFIT SHARING PLAN 2019 825409194 2020-02-27 R. T. NELSON & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-04-01
Business code 524290
Sponsor’s telephone number 6309904420
Plan sponsor’s address 903 COMMERCE DRIVE, SUITE 150, OAK BROOK, IL, 60523

Plan administrator’s name and address

Administrator’s EIN 363571931
Plan administrator’s name R. T. NELSON & ASSOCIATES, LTD.
Plan administrator’s address 903 COMMERCE DRIVE, SUITE 150, OAK BROOK, IL, 60523
Administrator’s telephone number 6309904420

Agent

Name and Address Role Appointment Date
THOMAS J. DWYER & ASSOCIATES,, 400 LATHROP AVE STE 202, RIVER FOREST, 60305 Agent 2018-02-19

Manager

Name and Address Role Appointment Date
NELSON, JAMES P., 4342 FRANKLIN AVENUE, WESTERN SPRINGS, IL, 60558 Manager 2025-01-03
NELSON, WILLIAM T., 299 MERTON AVE., GLEN ELLYN, IL, 60137 Manager 2025-01-03

Historical Names

Name Change Date
R. T. NELSON & ASSOCIATES ACQUISITION, LLC 2018-04-13

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State