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  5. CAPITAL POINT FINANCIAL GROUP, LTD.

CAPITAL POINT FINANCIAL GROUP, LTD.

Headquarter

Company Details

Entity Name: CAPITAL POINT FINANCIAL GROUP, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 02 May 2002
Company Number: CORP_62204702
File Number: 62204702
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of CAPITAL POINT FINANCIAL GROUP, LTD., COLORADO 20181468382 COLORADO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN 2023 320017745 2024-11-06 CAPITAL POINT FINANCIAL GROUP, LTD. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DIPAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2024-11-06
Name of individual signing JOHN M. SELZER, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-11-06
Name of individual signing JOHN M SELZER, JR.
Valid signature Filed with authorized/valid electronic signature
CAPITAL POINT FINANCIAL GROUP, LTD. 401(K) PLAN AND TRUST 2023 320017745 2024-09-18 CAPITAL POINT FINANCIAL GROUP, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DIPAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2024-09-17
Name of individual signing JOHN M SELZER JR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-17
Name of individual signing JOHN M SELZER JR
Valid signature Filed with authorized/valid electronic signature
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN 2023 320017745 2024-04-19 CAPITAL POINT FINANCIAL GROUP, LTD. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DI PAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2024-04-19
Name of individual signing JOHN M. SELZER, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-19
Name of individual signing JOHN M. SELZER, JR.
Valid signature Filed with authorized/valid electronic signature
CAPITAL POINT FINANCIAL GROUP, LTD. 401(K) PLAN AND TRUST 2023 320017745 2024-04-19 CAPITAL POINT FINANCIAL GROUP, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DIPAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2024-04-19
Name of individual signing JOHN M SELZER JR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-19
Name of individual signing JOHN M SELZER JR
Valid signature Filed with authorized/valid electronic signature
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN 2022 320017745 2023-10-04 CAPITAL POINT FINANCIAL GROUP, LTD. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DI PAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2023-10-04
Name of individual signing JOHN M. SELZER, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-04
Name of individual signing JOHN M. SELZER, JR.
Valid signature Filed with authorized/valid electronic signature
CAPITAL POINT FINANCIAL GROUP, LTD. 401(K) PLAN AND TRUST 2022 320017745 2023-10-04 CAPITAL POINT FINANCIAL GROUP, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DIPAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2023-10-04
Name of individual signing JOHN M SELZER JR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-04
Name of individual signing JOHN M SELZER JR
Valid signature Filed with authorized/valid electronic signature
CAPITAL POINT FINANCIAL GROUP, LTD. 401(K) PLAN AND TRUST 2021 320017745 2022-10-04 CAPITAL POINT FINANCIAL GROUP, LTD. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DIPAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2022-10-04
Name of individual signing JOHN SELZER
Valid signature Filed with authorized/valid electronic signature
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN 2021 320017745 2022-10-04 CAPITAL POINT FINANCIAL GROUP, LTD. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DI PAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2022-10-04
Name of individual signing JOHN M. SELZER, JR.
Valid signature Filed with authorized/valid electronic signature
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN 2020 320017745 2021-05-13 CAPITAL POINT FINANCIAL GROUP, LTD. 6
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DI PAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2021-05-13
Name of individual signing JOHN M. SELZER, JR.
Valid signature Filed with authorized/valid electronic signature
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN 2020 320017745 2021-08-25 CAPITAL POINT FINANCIAL GROUP, LTD. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476358435
Plan sponsor’s address 4350 DI PAOLO CENTER, SUITE B, GLENVIEW, IL, 600255212

Signature of
Role Plan administrator
Date 2021-05-13
Name of individual signing JOHN M. SELZER, JR.
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DON O. SPAGNOLO, 33 W HIGGINS RD STE 715, SOUTH BARRINGTON, 60010, COOK-NOT IN CITY OF CHICAGO Agent 2022-04-22

President

Name and Address Role
JOHN M SELZER JR 4350 DIPAOLOCOURT STE B GLENVIEW IL 60025 President

Secretary

Name and Address Role
JOHN M SELZER JR Secretary

Historical Names

Name Change Date
CARDINAL POINT FINANCIAL GROUP, LTD. 2002-05-13

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100000 1000000 No data

Related by officers

DON O. SPAGNOLO, 33 W HIGGINS RD STE 715, SOUTH BARRINGTON, 60010, COOK-NOT IN CITY OF CHICAGO

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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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