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  5. KAREL-GORDON & ASSOCIATES, LLC

KAREL-GORDON & ASSOCIATES, LLC

Company Details

Entity Name: KAREL-GORDON & ASSOCIATES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 25 Oct 2024
Company Number: LLC_15228318
File Number: 15228318
Type of Management: Manager Managed
Date Status Change: 25 Oct 2024
Address 1751 LAKE COOK RD., SUITE 540, DEERFIELD, 60015, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KAREL & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2023 362905126 2024-03-28 KAREL-GORDON & ASSOCIATES 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-02-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 1751 LAKE COOK RD., SUITE 540, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2024-03-28
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-28
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
KGA PROFIT SHARING PLAN & TRUST 2023 362905126 2024-03-28 KAREL-GORDON & ASSOCIATES 8
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 1751 LAKE COOK RD., SUITE 540, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2024-03-28
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-28
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
KAREL & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2022 362905126 2023-03-07 KAREL-GORDON & ASSOCIATES 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-02-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 1751 LAKE COOK RD., SUITE 540, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2023-03-07
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-07
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
KGA PROFIT SHARING PLAN & TRUST 2022 362905126 2023-03-07 KAREL-GORDON & ASSOCIATES 8
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 1751 LAKE COOK RD., SUITE 540, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2023-03-07
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-07
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
KGA PROFIT SHARING PLAN & TRUST 2021 362905126 2022-02-17 KAREL-GORDON & ASSOCIATES 24
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 707 SKOKIE BLVD., SUITE 200, NORTHBROOK, IL, 600622805

Signature of
Role Plan administrator
Date 2022-02-17
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-02-17
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
KAREL & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2021 362905126 2022-02-17 KAREL-GORDON & ASSOCIATES 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-02-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 707 SKOKIE BLVD., SUITE 200, NORTHBROOK, IL, 600622805

Signature of
Role Plan administrator
Date 2022-02-17
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-02-17
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
KAREL & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2020 362905126 2021-06-28 KAREL-GORDON & ASSOCIATES 22
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-02-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 707 SKOKIE BLVD., SUITE 200, NORTHBROOK, IL, 600622805

Signature of
Role Plan administrator
Date 2021-06-25
Name of individual signing HOLLY DANZIGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-25
Name of individual signing HOLLY DANZIGER
Valid signature Filed with authorized/valid electronic signature
KGA PROFIT SHARING PLAN & TRUST 2020 362905126 2021-06-28 KAREL-GORDON & ASSOCIATES 18
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 707 SKOKIE BLVD., SUITE 200, NORTHBROOK, IL, 600622805

Signature of
Role Plan administrator
Date 2021-06-25
Name of individual signing HOLLY DANZIGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-25
Name of individual signing HOLLY DANZIGER
Valid signature Filed with authorized/valid electronic signature
KGA PROFIT SHARING PLAN & TRUST 2019 362905126 2020-10-08 KAREL-GORDON & ASSOCIATES 4
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 707 SKOKIE BLVD., SUITE 200, NORTHBROOK, IL, 600622805

Signature of
Role Plan administrator
Date 2020-10-08
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-08
Name of individual signing SETH SILVERMAN
Valid signature Filed with authorized/valid electronic signature
KAREL & ASSOCIATES, LTD. 401(K) PLAN & TRUST 2019 362905126 2020-10-08 KAREL-GORDON & ASSOCIATES 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-02-01
Business code 541990
Sponsor’s telephone number 8475645655
Plan sponsor’s address 707 SKOKIE BLVD., SUITE 200, NORTHBROOK, IL, 600622805

Signature of
Role Plan administrator
Date 2020-10-08
Name of individual signing MARC GORDON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-08
Name of individual signing MARC GORDON
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
C T CORPORATION SYSTEM, 208 SO LASALLE ST, SUITE 814, CHICAGO, 60604, COOK-NOT IN CITY OF CHICAGO Agent 2024-10-25

Manager

Name and Address Role Appointment Date
HOWARDSIMON LLC, 304 SAUNDERS ROAD, RIVERWOODS, IL, 60015 Manager 2024-11-20

Related by officers

C T CORPORATION SYSTEM, 208 SO LASALLE ST, SUITE 814, CHICAGO, 60604, COOK-NOT IN CITY OF CHICAGO

TRADELINK L.L.C. DOUGLAS MACHINE LIMITED LIABILITY COMPANY GENERAL ELECTRIC COMPANY BP CORPORATION NORTH AMERICA INC. COATS & CLARK'S SALES CORPORATION ALFA LAVAL, INC. SCOVILL INC. N L INDUSTRIES, INC. INDUSTRIAL GENERAL CORPORATION PRATT & LAMBERT UNITED, INC.

Related by address

1751 LAKE COOK RD., SUITE 540, DEERFIELD, 60015, IL

RETIREMENT PLANNING ADVISORS, LLC

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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