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INTELLIGENCE AND STRATEGIC ADVISORS LLC

Company Details

Entity Name: INTELLIGENCE AND STRATEGIC ADVISORS LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 11 Mar 2020
Company Number: LLC_08234698
File Number: 08234698
Type of Management: Manager Managed
Date Status Change: 14 Feb 2024
Address 1425 WILLOW, WESTERN SPRINGS, 60558, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INTELLIGENCE AND STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 845076804 2024-10-09 INTELLIGENCE AND STRATEGIC ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541990
Sponsor’s telephone number 3125158850
Plan sponsor’s address 1425 WILLOW AVENUE, WESTERN SPRINGS, IL, 60558

Signature of

Role Plan administrator
Date 2024-10-09
Name of individual signing TODD BATEMAN
Valid signature Filed with authorized/valid electronic signature
INTELLIGENCE AND STRATEGIC ADVISORS, LLC CASH BALANCE PLAN & TRUST 2023 845076804 2024-06-12 INTELLIGENCE AND STRATEGIC ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 541990
Sponsor’s telephone number 3125158850
Plan sponsor’s address 1425 WILLOW AVENUE, WESTERN SPRINGS, IL, 60558

Signature of

Role Plan administrator
Date 2024-06-12
Name of individual signing TODD BATEMTAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-12
Name of individual signing TODD BATEMTAN
Valid signature Filed with authorized/valid electronic signature
INTELLIGENCE AND STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 845076804 2023-09-25 INTELLIGENCE AND STRATEGIC ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541990
Sponsor’s telephone number 3125158850
Plan sponsor’s address 1425 WILLOW AVENUE, WESTERN SPRINGS, IL, 60558

Signature of

Role Plan administrator
Date 2023-09-25
Name of individual signing TODD BATEMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-25
Name of individual signing TODD BATEMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ILLINOIS CORPORATION SERVICE COMPANY, 801 ADLAI STEVENSON DRIVE, SPRINGFIELD, 62703, COOK-NOT IN CITY OF CHICAGO Agent 2024-03-08

Manager

Name and Address Role Appointment Date
BATEMAN, TODD, 1425 WILLOW, WESTERN SPRINGS, IL, 60558 Manager 2024-02-14

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
REAL ESTATE 481013364 No data No data LICENSED REAL ESTATE LIMITED LIABILITY FIRM No data 2020-06-30 2024-08-19 2026-10-31

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
ISA Assumed name 2020-04-16 No data No data No data

Date of last update: 23 Jan 2025

Sources: Illinois Office of the Secretary of State