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FORTHRIGHT FINANCIAL PLANNING LLC

Company Details

Entity Name: FORTHRIGHT FINANCIAL PLANNING LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 27 Oct 2015
Company Number: LLC_05480671
File Number: 05480671
Type of Management: Manager Managed
Date Status Change: 12 Sep 2024
Address 352 AND 1/2 WEST STATE STREET, SYCAMORE, 60178, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORTHRIGHT FINANCIAL PLANNING 401(K) 2023 475428619 2024-06-27 FORTHRIGHT FINANCIAL PLANNING 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8158958885
Plan sponsor’s address 352 1/2 WEST STATE ST, SYCAMORE, IL, 60178

Signature of

Role Plan administrator
Date 2024-06-27
Name of individual signing TROY OATES
Valid signature Filed with authorized/valid electronic signature
FORTHRIGHT FINANCIAL PLANNING 401(K) 2022 475428619 2023-07-21 FORTHRIGHT FINANCIAL PLANNING 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8158958885
Plan sponsor’s address 352 1/2 WEST STATE ST, SYCAMORE, IL, 60178

Signature of

Role Plan administrator
Date 2023-07-21
Name of individual signing TROY OATES
Valid signature Filed with authorized/valid electronic signature
FORTHRIGHT FINANCIAL PLANNING 401(K) 2021 475428619 2022-08-20 FORTHRIGHT FINANCIAL PLANNING 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8158958885
Plan sponsor’s address 352 1/2 WEST STATE ST, SYCAMORE, IL, 60178

Signature of

Role Plan administrator
Date 2022-08-20
Name of individual signing TROY OATES
Valid signature Filed with authorized/valid electronic signature
FORTHRIGHT FINANCIAL PLANNING 401(K) 2020 475428619 2021-06-10 FORTHRIGHT FINANCIAL PLANNING 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8158958885
Plan sponsor’s address 352 1/2 WEST STATE ST, SYCAMORE, IL, 60178

Signature of

Role Plan administrator
Date 2021-06-10
Name of individual signing TROY OATES
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
PATRICK H. AGNEW, 129 PHELPS AVE STE 801, ROCKFORD, 61108 Agent 2015-10-27

Manager

Name and Address Role Appointment Date
OATES, TROY, 29990 FEHMARN WAY, GENOA, IL, 60135 Manager 2024-09-12

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State