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  5. OAK KNOLL FINANCIAL STRATEGIES LLC

OAK KNOLL FINANCIAL STRATEGIES LLC

Company Details

Entity Name: OAK KNOLL FINANCIAL STRATEGIES LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 01 Apr 2011
Company Number: LLC_03439852
File Number: 03439852
Type of Management: Member Managed
Date Status Change: 15 Mar 2024
Address 205 S WATER ST, WILMINGTON, 60481, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAK KNOLL FINANCIAL STRATEGIES, LLC 401(K) PLAN 2023 900660605 2024-05-07 OAK KNOLL FINANCIAL STRATEGIES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-20
Business code 523900
Sponsor’s telephone number 8154762105
Plan sponsor’s address 205 S. WATER STREET, WILMINGTON, IL, 60481

Signature of
Role Plan administrator
Date 2024-05-07
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-07
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
OAK KNOLL FINANCIAL STRATEGIES, LLC 401(K) PLAN 2022 900660605 2023-08-08 OAK KNOLL FINANCIAL STRATEGIES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-20
Business code 523900
Sponsor’s telephone number 8154762105
Plan sponsor’s address 205 S. WATER STREET, WILMINGTON, IL, 60481

Signature of
Role Plan administrator
Date 2023-08-07
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-07
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
OAK KNOLL FINANCIAL STRATEGIES, LLC 401(K) PLAN 2021 900660605 2022-08-29 OAK KNOLL FINANCIAL STRATEGIES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-20
Business code 523900
Sponsor’s telephone number 8154762105
Plan sponsor’s address 205 S. WATER STREET, WILMINGTON, IL, 60481

Signature of
Role Plan administrator
Date 2022-08-29
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-29
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
OAK KNOLL FINANCIAL STRATEGIES, LLC 401(K) PLAN 2020 900660605 2021-06-11 OAK KNOLL FINANCIAL STRATEGIES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-20
Business code 523900
Sponsor’s telephone number 8154762105
Plan sponsor’s address 205 S. WATER STREET, WILMINGTON, IL, 60481

Signature of
Role Plan administrator
Date 2021-06-10
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-10
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
OAK KNOLL FINANCIAL STRATEGIES, LLC 401(K) PLAN 2019 900660605 2020-05-14 OAK KNOLL FINANCIAL STRATEGIES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-20
Business code 523900
Sponsor’s telephone number 8154762105
Plan sponsor’s address 205 S. WATER STREET, WILMINGTON, IL, 60481

Signature of
Role Plan administrator
Date 2020-05-14
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-14
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
OAK KNOLL FINANCIAL STRATEGIES, LLC 401(K) PLAN 2018 900660605 2019-07-15 OAK KNOLL FINANCIAL STRATEGIES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-20
Business code 523900
Sponsor’s telephone number 8154762105
Plan sponsor’s address 205 S. WATER STREET, WILMINGTON, IL, 60481

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-12
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
OAK KNOLL FINANCIAL STRATEGIES, LLC 401(K) PLAN 2017 900660605 2018-04-27 OAK KNOLL FINANCIAL STRATEGIES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-20
Business code 523900
Sponsor’s telephone number 8154762105
Plan sponsor’s address 205 S. WATER STREET, WILMINGTON, IL, 60481

Signature of
Role Plan administrator
Date 2018-04-27
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-27
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
OAK KNOLL FINANCIAL STRATEGIES, LLC 401(K) PLAN 2016 900660605 2017-04-28 OAK KNOLL FINANCIAL STRATEGIES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-20
Business code 523900
Sponsor’s telephone number 8154762105
Plan sponsor’s address 205 S. WATER STREET, WILMINGTON, IL, 60481

Signature of
Role Plan administrator
Date 2017-04-27
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-27
Name of individual signing STEPHEN FRANCIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
STEPHEN J FRANCIS, 205 SOUTH WATER STREET, WILMINGTON, 60481 Agent 2014-06-17

Member

Name and Address Role Appointment Date
FRANCIS, STEPHEN J, 33981 S RIVALS RD, WILMINGTON, IL, 60481 Member 2011-02-08
FRANCIS, JUDY S, 33981 S RIVALS RD, WILMINGTON, IL, 60481 Member 2011-02-08

Historical Names

Name Change Date
DAILEY & FRANCIS LLC 2012-02-28

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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