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KFA PARTNERS, LLC

Company Details

Entity Name: KFA PARTNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 23 Apr 2018
Company Number: LLC_06601995
File Number: 06601995
Type of Management: Manager Managed
Date Status Change: 05 Mar 2024
Address 220 N. SMITH ST., STE 220, PALATINE, 60067, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KFA PARTNERS, LLC 401(K) PLAN 2022 825384134 2023-06-07 KFA PARTNERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 8479347777
Plan sponsor’s address 220 N SMITH ST STE 220, PALATINE, IL, 600672488

Signature of

Role Plan administrator
Date 2023-06-07
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-07
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature
KFA PARTNERS, LLC 401(K) PLAN 2022 825384134 2023-11-07 KFA PARTNERS, LLC 18
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 8479347777
Plan sponsor’s address 220 N SMITH ST STE 220, PALATINE, IL, 600672488

Signature of

Role Plan administrator
Date 2023-11-07
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-11-06
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature
KFA PARTNERS, LLC 401(K) PLAN 2022 825384134 2023-11-09 KFA PARTNERS, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 8479347777
Plan sponsor’s address 220 N SMITH ST STE 220, PALATINE, IL, 600672488

Signature of

Role Plan administrator
Date 2023-11-09
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature
KFA PARTNERS, LLC 401(K) PLAN 2021 825384134 2022-05-10 KFA PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 8479347777
Plan sponsor’s address 220 N SMITH ST STE 220, PALATINE, IL, 600672488

Signature of

Role Plan administrator
Date 2022-05-09
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature
KFA PARTNERS, LLC 401(K) PLAN 2020 825384134 2021-03-23 KFA PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 8479347777
Plan sponsor’s address 220 N SMITH ST STE 220, PALATINE, IL, 600672488

Signature of

Role Plan administrator
Date 2021-03-23
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-23
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature
KFA PARTNERS, LLC 401(K) PLAN 2019 825384134 2020-04-21 KFA PARTNERS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 8479347777
Plan sponsor’s address 220 N SMITH ST STE 220, PALATINE, IL, 600672488

Signature of

Role Plan administrator
Date 2020-04-20
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-17
Name of individual signing MARK MCCALLUM
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROBERT A. HOLLAND, 102 S. WYNSTONE PARK DRIVE, NORTH BARRINGTON, 60010 Agent 2023-03-30

Manager

Name and Address Role Appointment Date
MCCALLUM, MARK S., 220 N. SMITH ST., STE 220, PALATINE, IL, 60067 Manager 2024-03-05
THUER, LISA M., 220 N. SMITH ST., STE 220, PALATINE, IL, 60067 Manager 2024-03-05

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
CARSON WEALTH Assumed name 2019-09-05 No data No data 2020-03-13

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State