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  5. INSIGHT SECURITIES, INC.

INSIGHT SECURITIES, INC.

Company Details

Entity Name: INSIGHT SECURITIES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Foreign BCA
Status: Goodstanding
Date Formed: 19 Apr 1971
Company Number: CORP_49818726
File Number: 49818726
Type of Business: All Inclusive Purpose
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2023 362708269 2024-07-31 INSIGHT SECURITIES, INC. 36
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2024-07-31
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-31
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2023 362708269 2024-02-20 INSIGHT SECURITIES, INC. 36
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2024-02-20
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-02-20
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2022 362708269 2023-04-26 INSIGHT SECURITIES, INC. 36
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2023-04-26
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-26
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2021 362708269 2022-03-17 INSIGHT SECURITIES, INC. 39
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2022-03-17
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-03-17
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2020 362708269 2021-04-12 INSIGHT SECURITIES, INC. 43
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2021-04-12
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-12
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2019 362708269 2020-07-15 INSIGHT SECURITIES, INC. 36
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-15
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2018 362708269 2019-10-07 INSIGHT SECURITIES, INC. 30
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2019-10-07
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-07
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2017 362708269 2018-07-30 INSIGHT SECURITIES, INC. 31
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-30
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2016 362708269 2017-09-08 INSIGHT SECURITIES, INC. 26
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2017-09-08
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-08
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
INSIGHT SECURITIES, INC. 401(K) PLAN & TRUST 2015 362708269 2016-10-14 INSIGHT SECURITIES, INC. 19
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 2246324700
Plan sponsor’s address 600 CENTRAL AVENUE, SUITE 265, HIGHLAND PARK, IL, 600353257

Signature of
Role Plan administrator
Date 2016-10-14
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-14
Name of individual signing MICHAEL MAKULA
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BRIAN D. LEVAY, 55 W. MONROE ST. 1100, CHICAGO, 60603, COOK-NOT IN CITY OF CHICAGO Agent 2022-06-30

President

Name and Address Role
CARLOS LEGASPY (DI) 600 CENTRAL AVE #293 HIGHLAND PARK 60035 President

Secretary

Name and Address Role
DANA ADKINS Secretary

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
PASSERELLE ADVISORS Assume Name 2017-08-23 No data No data No data
SUR INVESTMENT SECURITIES No data 2016-09-29 2020-03-16 Voluntary Cancellation No data
SUR INVESTMENT No data 2016-09-14 2016-09-29 Voluntary Cancellation No data
PRECISE SECURITIES Assume Name 2014-05-01 No data No data No data
HORWITZ PHILANTHROPIC ADVISORS No data 2008-07-30 2013-01-22 Voluntary Cancellation No data
THE HELMSMAN GROUP, INC. No data 2006-12-01 2013-01-22 Voluntary Cancellation No data

Historical Names

Name Change Date
HORWITZ & ASSOCIATES, INC. 2013-01-22
HORWITZ, SCHAKNER & ASSOCIATES, INC. 1990-08-30
G. A. HORWITZ & CO., INC. 1987-04-20

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
CLASS A No data Voting Rights 4000 2100000 10
CLASS B No data No Voting Rights 6000 2847000 10

Related by officers

BRIAN D. LEVAY, 55 W. MONROE ST. 1100, CHICAGO, 60603, COOK-NOT IN CITY OF CHICAGO

GI HOLDCO, INC.

Related by address

No related companies by address

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State

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