| Entity Name: | INVESTMENT PLANNERS, INC. |
| Jurisdiction: | Illinois |
| Entity Type: | Corporation - Domestic BCA |
| Status: | Goodstanding |
| Date Formed: | 19 Dec 1985 |
| Company Number: | CORP_54080069 |
| File Number: | 54080069 |
| Type of Business: | Business Corporations |
| Place of Formation: | ILLINOIS |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | INVESTMENT PLANNERS, INC., ALABAMA | 000-916-557 | ALABAMA |
| Headquarter of | INVESTMENT PLANNERS, INC., NEW YORK | 2557567 | NEW YORK |
| Headquarter of | INVESTMENT PLANNERS, INC., COLORADO | 20201602664 | COLORADO |
| Headquarter of | INVESTMENT PLANNERS, INC., KENTUCKY | 0507156 | KENTUCKY |
| Headquarter of | INVESTMENT PLANNERS, INC., MINNESOTA | 632a1001-b4d4-e011-a886-001ec94ffe7f | MINNESOTA |
| Headquarter of | INVESTMENT PLANNERS, INC., FLORIDA | F06000001999 | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 789995 | P.O. BOX 170, DECATUR, IL, 62525-0170 | 226 W. ELDORADO STREET, DECATUR, IL, 62522 | (217) 425-6340 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | X-17A-5/A |
| File number | 008-35642 |
| Filing date | 2024-03-04 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2024-02-29
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2024-02-29 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-03-02
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2023-03-02 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-03-31
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2022-03-31 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-02-26
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2021-02-26 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-02-28
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2020-02-28 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-02-28
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2019-02-28 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-02-27
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2018-02-27 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-03-01
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2017-03-01 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-02-26
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2016-02-26 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-02-23
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2015-02-23 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-03-10
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2014-03-10 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-03-01
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2013-03-01 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-08-09
| Form type | X-17A-5/A |
| File number | 008-35642 |
| Filing date | 2012-08-09 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2012-02-29
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2012-02-29 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-03-01
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2011-03-01 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-02-26
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2010-02-26 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-02-26
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2009-02-26 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-02-27
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2008-02-27 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-11-30
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2007-11-30 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-02-27
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2006-02-27 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2005-02-24
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2005-02-24 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2004-02-25
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2004-02-25 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2003-02-26
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2003-02-26 |
| Reporting date | 2002-12-31 |
| File | View File |
Filings since 2002-02-27
| Form type | X-17A-5 |
| File number | 008-35642 |
| Filing date | 2002-02-27 |
| Reporting date | 2001-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INVESTMENT PLANNERS, INC. RETIREMENT PLAN | 2014 | 371202099 | 2015-07-27 | INVESTMENT PLANNERS, INC. | 20 | |||||||||||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2015-07-27 |
| Name of individual signing | AMBER JUSTICE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2174256340 |
| Plan sponsor’s address | 226 WEST ELDORADO, DECATUR, IL, 62525 |
Signature of
| Role | Plan administrator |
| Date | 2014-06-23 |
| Name of individual signing | TROY E. SMITH |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2174256340 |
| Plan sponsor’s address | 226 WEST ELDORADO, DECATUR, IL, 62525 |
Signature of
| Role | Plan administrator |
| Date | 2013-07-29 |
| Name of individual signing | RITA COLEE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2174256340 |
| Plan sponsor’s address | 226 WEST ELDORADO, DECATUR, IL, 62522 |
Plan administrator’s name and address
| Administrator’s EIN | 371202099 |
| Plan administrator’s name | INVESTMENT PLANNERS, INC. |
| Plan administrator’s address | 226 WEST ELDORADO, DECATUR, IL, 62522 |
| Administrator’s telephone number | 2174256340 |
Signature of
| Role | Plan administrator |
| Date | 2012-08-29 |
| Name of individual signing | RITA COLEE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2174256340 |
| Plan sponsor’s address | 226 WEST ELDORADO, DECATUR, IL, 62522 |
Plan administrator’s name and address
| Administrator’s EIN | 371202099 |
| Plan administrator’s name | INVESTMENT PLANNERS, INC. |
| Plan administrator’s address | 226 WEST ELDORADO, DECATUR, IL, 62522 |
| Administrator’s telephone number | 2174256340 |
Signature of
| Role | Plan administrator |
| Date | 2011-05-25 |
| Name of individual signing | CATHY SCHAFER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2011-05-25 |
| Name of individual signing | CATHY SCHAFER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1997-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2174256340 |
| Plan sponsor’s address | 226 WEST ELDORADO, DECATUR, IL, 62522 |
Plan administrator’s name and address
| Administrator’s EIN | 371202099 |
| Plan administrator’s name | INVESTMENT PLANNERS, INC. |
| Plan administrator’s address | 226 WEST ELDORADO, DECATUR, IL, 62522 |
| Administrator’s telephone number | 2174256340 |
Signature of
| Role | Plan administrator |
| Date | 2010-07-29 |
| Name of individual signing | CATHY SCHAFER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| BUSINESS FILINGS INCORPORATED, 600 S SECOND STREET, SUITE 104, SPRINGFIELD, 62704, SANGAMON | Agent | 2019-11-07 |
| Name and Address | Role |
|---|---|
| A BAYARD CLOSSER - 1880 BUCKHEAD LANE, DECATUR, IL 62521 | President |
| Name and Address | Role |
|---|---|
| LORI L. FUERSTENBERG - 226 W ELDORADO, DECATUR, IL 62522 | Secretary |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| INVESTMENT PLANNERS, INC. | No data | 1993-08-18 | 1995-11-13 | Voluntary Cancellation | No data |
| FINANCIAL SERVICE AND INVESTMENT CORP. | No data | 1993-07-28 | 1996-05-01 | Involuntary Cancellation | No data |
| Name | Change Date |
|---|---|
| PAL-STAR MANAGEMENT CORPORATION | 1995-11-13 |
| PAL-STAR MANAGEMENT COMPANY | 1988-09-07 |
| MIDSTATE MANAGEMENT COMPANY | 1987-04-03 |
| Class | Series | Voting Rights | Authorized Shares | Issued Shares | Par Value |
|---|---|---|---|---|---|
| COMMON | No data | Voting Rights | 100000 | 12375000 | No data |
Date of last update: 23 Dec 2024
