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  5. STRATEGIC FINANCIAL DESIGNS INC.

STRATEGIC FINANCIAL DESIGNS INC.

Company Details

Entity Name: STRATEGIC FINANCIAL DESIGNS INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 27 Apr 1990
Company Number: CORP_55938806
File Number: 55938806
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2023 363703348 2024-07-24 STRATEGIC FINANCIAL DESIGNS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8477167792
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2024-07-24
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-24
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2022 363703348 2023-05-20 STRATEGIC FINANCIAL DESIGNS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8477167792
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2023-05-20
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-20
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2021 363703348 2022-07-25 STRATEGIC FINANCIAL DESIGNS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8477167792
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2022-07-25
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-25
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2020 363703348 2021-07-26 STRATEGIC FINANCIAL DESIGNS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8477167792
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2021-07-26
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-26
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2019 363703348 2020-07-30 STRATEGIC FINANCIAL DESIGNS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8474418700
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-30
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2018 363703348 2019-07-25 STRATEGIC FINANCIAL DESIGNS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8474418700
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-25
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2017 363703348 2018-07-20 STRATEGIC FINANCIAL DESIGNS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8474418700
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2018-07-20
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-20
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2016 363703348 2017-07-03 STRATEGIC FINANCIAL DESIGNS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8474418700
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2017-07-03
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-03
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2015 363703348 2016-07-20 STRATEGIC FINANCIAL DESIGNS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8474418700
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2016-07-20
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-20
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL DESIGNS, INC. 401(K) PLAN 2014 363703348 2015-07-15 STRATEGIC FINANCIAL DESIGNS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8474418700
Plan sponsor’s address 1780 ASH STREET, #200, NORTHFIELD, IL, 60093

Signature of
Role Plan administrator
Date 2015-07-15
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-15
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
LOIS R SOLOMON, 500 SKOKIE BLVD STE 325, NORTHBROOK, 60062, COOK-NOT IN CITY OF CHICAGO Agent 2019-08-06

President

Name and Address Role
ELLEN S ROGIN 1549 FOREST AVE HIGHLAND PARK IL 60035 President

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
CREATE GREAT, INC. Assume Name 2022-02-08 No data No data No data

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 1000 100000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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