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  5. RATHBUN, CSERVENYAK & KOZOL, LLC

RATHBUN, CSERVENYAK & KOZOL, LLC

Company Details

Entity Name: RATHBUN, CSERVENYAK & KOZOL, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 30 Jul 1998
Company Number: LLC_00209597
File Number: 00209597
Type of Management: Member Managed
Date Status Change: 12 Jun 2024
Address 3260 EXECUTIVE DRIVE, JOLIET, 60431, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RATHBUN, CSERVENYAK & KOZOL, LLC 401(K) PROFIT SHARING PLAN 2023 364212432 2024-07-11 RATHBUN, CSERVENYAK & KOZOL, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-05-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 604312822
RATHBUN, CSERVENYAK & KOZOL, LLC CASH BALANCE PLAN 2023 364212432 2024-10-02 RATHBUN, CSERVENYAK & KOZOL, LLC 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 60431
RATHBUN, CSERVENYAK & KOZOL, LLC 401(K) PROFIT SHARING PLAN 2022 364212432 2023-07-11 RATHBUN, CSERVENYAK & KOZOL, LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-05-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s mailing address 3260 EXECUTIVE DRIVE, JOLIET, IL, 604312822
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 604312822

Number of participants as of the end of the plan year
Active participants 19
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 13
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 31
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
RATHBUN, CSERVENYAK & KOZOL, LLC CASH BALANCE PLAN 2022 364212432 2023-07-27 RATHBUN, CSERVENYAK & KOZOL, LLC 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 60431
RATHBUN, CSERVENYAK & KOZOL, LLC 401(K) PROFIT SHARING PLAN 2021 364212432 2022-06-09 RATHBUN, CSERVENYAK & KOZOL, LLC 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-05-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s mailing address 3260 EXECUTIVE DRIVE, JOLIET, IL, 604312822
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 604312822

Number of participants as of the end of the plan year
Active participants 25
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 8
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 32
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
RATHBUN, CSERVENYAK & KOZOL, LLC CASH BALANCE PLAN 2021 364212432 2022-09-21 RATHBUN, CSERVENYAK & KOZOL, LLC 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 60431
RATHBUN, CSERVENYAK & KOZOL, LLC 401(K) PROFIT SHARING PLAN 2020 364212432 2021-09-28 RATHBUN, CSERVENYAK & KOZOL, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-05-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s mailing address 3260 EXECUTIVE DRIVE, JOLIET, IL, 604312822
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 604312822

Number of participants as of the end of the plan year
Active participants 26
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 11
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 36
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4
RATHBUN, CSERVENYAK & KOZOL, LLC CASH BALANCE PLAN 2020 364212432 2021-09-21 RATHBUN, CSERVENYAK & KOZOL, LLC 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 60431
RATHBUN, CSERVENYAK & KOZOL, LLC 401(K) PROFIT SHARING PLAN 2019 364212432 2020-10-01 RATHBUN, CSERVENYAK & KOZOL, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-05-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s mailing address 3260 EXECUTIVE DRIVE, JOLIET, IL, 604312822
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 604312822

Number of participants as of the end of the plan year
Active participants 25
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 10
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 34
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2
RATHBUN, CSERVENYAK & KOZOL, LLC CASH BALANCE PLAN 2019 364212432 2020-09-23 RATHBUN, CSERVENYAK & KOZOL, LLC 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 541190
Sponsor’s telephone number 8157301977
Plan sponsor’s address 3260 EXECUTIVE DRIVE, JOLIET, IL, 60431

Agent

Name and Address Role Appointment Date
FRANK J MEENTS, 207 S WATER ST, WILMINGTON, 60481 Agent 2023-06-08

Manager

Name and Address Role Appointment Date
CSERVENYAK, FRANK S JR, 3260 EXECUTIVE DRIVE, JOLIET, IL, 60431 Manager 2024-06-12

Related by officers

FRANK J MEENTS, 207 S WATER ST, WILMINGTON, 60481

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Related by address

3260 EXECUTIVE DRIVE, JOLIET, 60431, IL

618 MAIN STREET, LLC

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State

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