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ALLEN, GLASSMAN & SCHATZ, LLC

Company Details

Entity Name: ALLEN, GLASSMAN & SCHATZ, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 07 Feb 2022
Company Number: LLC_11412971
File Number: 11412971
Type of Management: Manager Managed
Date Status Change: 11 Dec 2024
Address 150 N. MICHIGAN AV. STE. 3600, CHICAGO, 60601, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALLEN GLASSMAN & SCHATZ LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 880591831 2024-04-16 ALLEN GLASSMAN & SCHATZ LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-05-03
Business code 541110
Sponsor’s telephone number 3128533000
Plan sponsor’s address 150 N MICHIGAN AVE STE 3600, CHICAGO, IL, 606017572

Signature of

Role Plan administrator
Date 2024-04-16
Name of individual signing JOSEPH LUCKETT
Valid signature Filed with authorized/valid electronic signature
ALLEN GLASSMAN & SCHATZ LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 880591831 2024-02-02 ALLEN GLASSMAN & SCHATZ LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-05-03
Business code 541110
Sponsor’s telephone number 3128533000
Plan sponsor’s address 150 N MICHIGAN AVE STE 3600, CHICAGO, IL, 606017572

Signature of

Role Plan administrator
Date 2024-02-02
Name of individual signing JOSEPH LUCKETT
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
GEMMA B. ALLEN, 150 N MICHIGAN AVE STE 3600, CHICAGO, 60601 Agent 2022-02-07

Manager

Name and Address Role Appointment Date
GEMMA B. ALLEN, 150 N. MICHIGAN AVE STE 3600, CHICAGO, IL, 60601 Manager 2024-12-11
TODD M. GLASSMAN, 150 N. MICHIGAN AVE STE 3600, CHICAGO, IL, 60601 Manager 2024-12-11
JONATHAN SCHATZ, 150 N. MICHIGAN AVE. STE 3600, CHICAGO, IL, 60601 Manager 2024-12-11

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State