| Entity Name: | MCFALLS, BERGE & ASSOCIATES, PLLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 01 Nov 2021 |
| Company Number: | LLC_11073077 |
| File Number: | 11073077 |
| Type of Management: | Manager Managed |
| Date Status Change: | 27 Sep 2024 |
| Address | 2919 E LINCOLNWAY, STERLING, 61081, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CBAI 401(K) MULTIPLE EMPLOYER PLAN AS ADOPTED BY MCFALLS, BERGE & ASSOCIATES, LLC | 2023 | 873296508 | 2024-07-31 | MCFALLS, BERGE & ASSOCIATES, LLC | 7 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 133745616 |
| Plan administrator’s name | PENTEGRA SERVICES, INC. |
| Plan administrator’s address | 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604 |
| Administrator’s telephone number | 8008723473 |
Signature of
| Role | Plan administrator |
| Date | 2024-07-31 |
| Name of individual signing | THAD COWARD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-03-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 8156256351 |
| Plan sponsor’s address | 2919 E LINCOLNWAY, STERLING, IL, 61081 |
Plan administrator’s name and address
| Administrator’s EIN | 133745616 |
| Plan administrator’s name | PENTEGRA SERVICES, INC. |
| Plan administrator’s address | 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604 |
| Administrator’s telephone number | 8008723473 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-09 |
| Name of individual signing | THAD COWARD |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| LIZABETH MCFALLS, 2919 E LINCOLNWAY, STERLING, 61081 | Agent | 2021-11-01 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| MCFALLS, LIZABETH A, 2919 E LINCOLNWAY, STERLING, IL, 61081 | Manager | 2024-09-27 |
| Name | Change Date |
|---|---|
| MCFALLS, BERGE & ASSOCIATES, LLC | 2024-07-12 |
Date of last update: 23 Dec 2024
