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KLAIN AND ASSOCIATES, LLC

Company Details

Entity Name: KLAIN AND ASSOCIATES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 11 Jan 2012
Company Number: LLC_03761444
File Number: 03761444
Type of Management: Manager Managed
Date Status Change: 15 Dec 2024
Address 180 N. STETSON AVE., SUITE 2800, CHICAGO, 60601, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KLAIN & ASSOCIATES, LLC 401(K) PLAN 2023 454120683 2024-10-15 KLAIN AND ASSOCIATES, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-02-01
Business code 541110
Sponsor’s telephone number 7732059500
Plan sponsor’s address 333 N. MICHIGAN AVENUE, SUITE 1300, CHICAGO, IL, 60601
KLAIN & ASSOCIATES, LLC 401(K) PLAN 2022 454120683 2023-09-27 KLAIN AND ASSOCIATES, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-02-01
Business code 541110
Sponsor’s telephone number 7732059500
Plan sponsor’s address 333 N. MICHIGAN AVENUE, SUITE 1300, CHICAGO, IL, 60601
KLAIN & ASSOCIATES, LLC 401(K) PLAN 2021 454120683 2022-10-14 KLAIN AND ASSOCIATES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-02-01
Business code 541110
Sponsor’s telephone number 7732059500
Plan sponsor’s address 333 N. MICHIGAN AVENUE, SUITE 1300, CHICAGO, IL, 60601

Signature of

Role Plan administrator
Date 2022-10-14
Name of individual signing RACHEL SCHATZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-14
Name of individual signing RACHEL SCHATZ
Valid signature Filed with authorized/valid electronic signature
KLAIN & ASSOCIATES, LLC 401(K) PLAN 2020 454120683 2021-10-12 KLAIN AND ASSOCIATES, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-02-01
Business code 541110
Sponsor’s telephone number 7732059500
Plan sponsor’s address 333 N. MICHIGAN AVENUE, SUITE 1300, CHICAGO, IL, 60601

Signature of

Role Plan administrator
Date 2021-10-12
Name of individual signing RACHEL SCHATZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing RACHEL SCHATZ
Valid signature Filed with authorized/valid electronic signature
KLAIN & ASSOCIATES, LLC 401(K) PLAN 2019 454120683 2020-10-14 KLAIN AND ASSOCIATES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-02-01
Business code 541110
Sponsor’s telephone number 7732059500
Plan sponsor’s address 333 N. MICHIGAN AVENUE, SUITE 1300, CHICAGO, IL, 60601

Signature of

Role Plan administrator
Date 2020-10-14
Name of individual signing RACHEL SCHATZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JAY P. TARSHIS, 161 N CLARK ST STE 4200, CHICAGO, 60601 Agent 2023-01-18

Manager

Name and Address Role Appointment Date
KLAIN, DAVID, 180 N. STETSON AVE., SUITE 2800, CHICAGO, IL, 60601 Manager 2024-12-15
SCHATZ, RACHEL, 180 N. STETSON AVE., SUITE 2800, CHICAGO, IL, 60601 Manager 2024-12-15

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State