| Entity Name: | RETIREMENT PLAN ADVISORS SERVICES, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | NGS |
| Date Formed: | 22 Dec 2021 |
| Company Number: | LLC_11009883 |
| File Number: | 11009883 |
| Type of Management: | Manager Managed |
| Date Status Change: | 01 Dec 2024 |
| Address | 29 E. MADISON ST, SUITE 500, CHICAGO, 60602, IL |
| Place of Formation: | ILLINOIS |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1135450 | 3121 EMERALD LANE, SUITE 500, JEFFERSON CITY, MO, 65109 | 29 E. MADISON ST, SUITE 500, CHICAGO, IL, 60602 | 312 701-1100 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2024-02-28 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-03-01
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2023-03-01 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-02-28
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2022-02-28 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-02-26
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2021-02-26 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-02-25
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2020-02-25 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-02-22
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2019-02-22 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-02-26
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2018-02-26 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-02-28
| Form type | X-17A-5/A |
| File number | 008-53159 |
| Filing date | 2017-02-28 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2017-02-28
| Form type | X-17A-5/A |
| File number | 008-53159 |
| Filing date | 2017-02-28 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2017-02-24
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2017-02-24 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-02-25
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2016-02-25 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-02-23
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2015-02-23 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-02-28
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2014-02-28 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-03-01
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2013-03-01 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-02-29
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2012-02-29 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-02-23
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2011-02-23 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-02-17
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2010-02-17 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-02-23
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2009-02-23 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-02-27
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2008-02-27 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-02-26
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2007-02-26 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-02-28
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2006-02-28 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2005-02-25
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2005-02-25 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2004-02-26
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2004-02-26 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2003-02-28
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2003-02-28 |
| Reporting date | 2002-12-31 |
| File | View File |
Filings since 2002-02-28
| Form type | X-17A-5 |
| File number | 008-53159 |
| Filing date | 2002-02-28 |
| Reporting date | 2001-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RETIREMENT PLAN ADVISORS, INC. 401(K) PLAN | 2021 | 364399033 | 2022-06-29 | RETIREMENT PLAN ADVISORS SERVICES, LLC | 25 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2022-06-29 |
| Name of individual signing | VERNON KEMPKER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| BFKPN CORPORATE SERVICES, INC, 200 W. MADISON ST. STE 3900, CHICAGO, 60606 | Agent | 2021-12-22 |
| Name and Address | Role | Account Number |
|---|---|---|
| James T O' Connor | Member | 345464 |
| Ghian Foreman | Member | 345464 |
| Joshua F Schwartz | Member | 345464 |
| Christopher J McGrath | Member | 345464 |
| Name and Address | Role | Account Number |
|---|---|---|
| CHRISTOPHER J MCGRATH | CEO | 484658 |
| Name and Address | Role | Account Number |
|---|---|---|
| RETIREMENT PLAN ADVISORS GROUP, LLC | Managing member | 484658 |
| Name and Address | Role | Account Number |
|---|---|---|
| JOSHUA L SCHWARTZ | President | 484658 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| RETIREMENT PLAN ADVISORS GROUP, LLC, 29 E. MADISON ST., SUITE 500, CHICAGO, IL, 60602 | Manager | 2023-11-28 |
| License Type | License Number | Status | License Code | License Description | Business Activity | Date Issued | Effective Date | Expiration Date |
|---|---|---|---|---|---|---|---|---|
| BUSINESS LICENSE | 2841010 | Issued | 1010 | Limited Business License | 602 | 897 - Administrative Commercial Office | Financial Services Commercial Office | 2022-04-13 | 2022-04-13 | 2024-04-15 |
| BUSINESS LICENSE | 1981260 | Issued | 1010 | Limited Business License | No data | 2011-06-01 | 2010-04-16 | 2012-04-15 |
Date of last update: 23 Dec 2024
