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JOSH BROWN INSURANCE AGENCY, INC.

Company Details

Entity Name: JOSH BROWN INSURANCE AGENCY, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 22 Oct 2013
Company Number: CORP_69275753
File Number: 69275753
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JOSH BROWN INSURANCE AGENCY 401(K) PLAN 2023 463926145 2024-05-14 JOSH BROWN INSURANCE AGENCY, INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 8478461168
Plan sponsor’s address 1141 WAUKEGAN RD, GLENVIEW, IL, 60025

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-14
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
JOSH BROWN INSURANCE AGENCY 401(K) PLAN 2022 463926145 2023-05-27 JOSH BROWN INSURANCE AGENCY, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 8478461168
Plan sponsor’s address 1141 WAUKEGAN RD, GLENVIEW, IL, 60025

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
JOSH BROWN INSURANCE AGENCY 401(K) PLAN 2021 463926145 2022-06-01 JOSH BROWN INSURANCE AGENCY, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 8478461168
Plan sponsor’s address 1141 WAUKEGAN RD, GLENVIEW, IL, 60025

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-06-01
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ZENON MCHUGH, 6515 W ARCHER AVE, CHICAGO, 60638, COOK-NOT IN CITY OF CHICAGO Agent 2023-08-28

President

Name and Address Role
JOSHUA BROWN 1607 WAUKEGAN RDGLENVIEW IL, 60025 President

Secretary

Name and Address Role
JOSHUA BROWN 1607 WAUKEGAN RDGLENVIEW IL, 60025 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000000 1000000 No data

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State