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  5. THE FIRST TRUST HOLDINGS, INC.

THE FIRST TRUST HOLDINGS, INC.

Company Details

Entity Name: THE FIRST TRUST HOLDINGS, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Foreign BCA
Status: Goodstanding
Date Formed: 31 Oct 1994
Company Number: CORP_58053651
File Number: 58053651
Type of Business: All Inclusive Purpose
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2023 371307139 2024-06-12 THE FIRST TRUST HOLDINGS, INC 33
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2024-06-12
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2022 371307139 2023-07-07 THE FIRST TRUST HOLDINGS, INC 32
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2023-07-07
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2021 371307139 2022-04-14 THE FIRST TRUST HOLDINGS, INC 35
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2022-04-14
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2020 371307139 2021-05-11 THE FIRST TRUST HOLDINGS, INC 33
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2021-05-11
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2019 371307139 2020-07-20 THE FIRST TRUST HOLDINGS, INC 40
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2018 371307139 2019-04-17 THE FIRST TRUST HOLDINGS, INC 36
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2019-04-17
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2017 371307139 2018-07-06 THE FIRST TRUST HOLDINGS, INC 35
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2018-07-06
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2016 371307139 2017-03-16 THE FIRST TRUST HOLDINGS, INC 33
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2017-03-16
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2015 371307139 2016-07-08 THE FIRST TRUST HOLDINGS, INC 32
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2016-07-08
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature
THE FIRST TRUST HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2014 371307139 2015-05-07 THE FIRST TRUST HOLDINGS, INC 35
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8154322494
Plan sponsor’s address 120 EAST WALNUT, PO BOX 160, WATSEKA, IL, 60970

Signature of
Role Plan administrator
Date 2015-05-07
Name of individual signing KERRY BELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
J F WITTE, 120 E WALNUT ST, WATSEKA, 60970, IROQUOIS Agent 1994-10-31

President

Name and Address Role
KERRY A BELL (DI) 2144 E BLACKBERRY CT WATSEKA IL 60970 President

Secretary

Name and Address Role
JON A YELENICK 108 HUGHES COURT WATSEKA IL 60971 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 150000 44500000 10

Related by officers

No related officers

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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