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MY ADVISOR & PLANNER LLC

Company Details

Entity Name: MY ADVISOR & PLANNER LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 18 Feb 2015
Company Number: LLC_05156718
File Number: 05156718
Type of Management: Manager Managed
Date Status Change: 23 Jan 2024
Address 107 E. 2ND ST., GENEVA, 60134, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MY ADVISOR & PLANNER LLC 401 (K) PROFIT SHARING 2023 473165763 2024-07-26 MY ADVISOR & PLANNER LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 6304574068
Plan sponsor’s address 65 N. RIVER LANE, STE. 212, GENEVA, IL, 60134

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2024-07-26
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
MY ADVISOR & PLANNER LLC 401 (K) PROFIT SHARING 2022 473165763 2023-08-11 MY ADVISOR & PLANNER LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 6304574068
Plan sponsor’s address 65 N. RIVER LANE, STE. 212, GENEVA, IL, 60134

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2023-08-11
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BRUCE N. TINKOFF, 413 E MAIN ST, BARRINGTON, 60010 Agent 2015-02-18

Manager

Name and Address Role Appointment Date
MCCARTNEY, THOMAS, 37W420 MARYHILL LN, ELGIN, IL, 60124 Manager 2024-01-23

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State