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WB LEGACY PARTNERS, LLC

Company Details

Entity Name: WB LEGACY PARTNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Involuntary Dissolution
Date Formed: 07 Jan 1997
Company Number: LLC_00098744
File Number: 00098744
Type of Management: Member Managed
Date Status Change: 12 Jul 2019
Expiration Date: 31 Dec 2046
Address 485 HALF DAY RD STE 250, BUFFALO GROVE, 60089, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WELTMAN BERNFIELD LLC 401(K) PROFIT SHARING PLAN 2016 364119553 2017-10-16 WELTMAN BERNFIELD LLC 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 812990
Sponsor’s telephone number 8479410100
Plan sponsor’s address 485 HALF DAY ROAD, SUITE 250, BUFFALO GROVE, IL, 60089

Signature of

Role Plan administrator
Date 2017-10-16
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
WELTMAN BERNFIELD LLC 401(K) PROFIT SHARING PLAN 2016 364119553 2017-10-13 WELTMAN BERNFIELD LLC 50
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Sponsor’s telephone number 8479410100
Plan sponsor’s address 485 HALF DAY ROAD, SUITE 250, BUFFALO GROVE, IL, 60089

Signature of

Role Plan administrator
Date 2017-10-13
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-13
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
WELTMAN BERNFIELD LLC 401(K) PROFIT SHARING PLAN 2015 364119553 2016-09-28 WELTMAN BERNFIELD LLC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541211
Sponsor’s telephone number 8479410100
Plan sponsor’s address 485 HALF DAY ROAD, SUITE 250, BUFFALO GROVE, IL, 60089

Signature of

Role Plan administrator
Date 2016-09-28
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-28
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
WELTMAN BERNFIELD LLC 401(K) PROFIT SHARING PLAN 2014 364119553 2015-10-13 WELTMAN BERNFIELD LLC 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541211
Sponsor’s telephone number 8479410100
Plan sponsor’s address 485 HALF DAY ROAD, SUITE 250, BUFFALO GROVE, IL, 60089

Signature of

Role Plan administrator
Date 2015-10-13
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-13
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
WELTMAN BERNFIELD LLC 401(K) PROFIT SHARING PLAN 2013 364119553 2014-10-01 WELTMAN BERNFIELD LLC 41
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541211
Sponsor’s telephone number 8479410100
Plan sponsor’s address 485 HALF DAY ROAD, SUITE 250, BUFFALO GROVE, IL, 60089

Signature of

Role Plan administrator
Date 2014-10-01
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-01
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
WELTMAN BERNFIELD LLC 401(K) PROFIT SHARING PLAN 2012 364119553 2013-05-30 WELTMAN BERNFIELD LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541211
Sponsor’s telephone number 8479410100
Plan sponsor’s address 485 HALF DAY ROAD, SUITE 250, BUFFALO GROVE, IL, 60089

Signature of

Role Plan administrator
Date 2013-05-30
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-30
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
WELTMAN BERNFIELD LLC 401(K) PROFIT SHARING PLAN 2011 364119553 2012-09-11 WELTMAN BERNFIELD LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541211
Sponsor’s telephone number 8479410100
Plan sponsor’s address 485 HALF DAY ROAD, SUITE 250, BUFFALO GROVE, IL, 60089

Plan administrator’s name and address

Administrator’s EIN 364119553
Plan administrator’s name WELTMAN BERNFIELD LLC
Plan administrator’s address 485 HALF DAY ROAD, SUITE 250, BUFFALO GROVE, IL, 60089
Administrator’s telephone number 8479410100

Signature of

Role Plan administrator
Date 2012-09-11
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-09-11
Name of individual signing GLENN MIKELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
GLENN MIKELL, 485 HALF DAY RD STE 250, BUFFALO GROVE, 60089, LAKE Agent 2014-05-19

Member

Name and Address Role Appointment Date
NECHTOW, RICHARD, 860 SUMMIT DRIVE, DEERFIELD, IL, 60015 Member 2008-02-26
MIKELL, GLENN, 358 HASTINGS, HIGHLAND PARK, IL, 60035 Member 2008-02-26
CROSSLEY, SCOTT, 1366 BERKLEY CT, BUFFALO GROVE, IL, 60089 Member 2008-02-26
BOLNICK, ALLEN, 1441 BLACKHEATH LN, RIVERWOODS, IL, 60015 Member 2008-12-03
ELISCO, LARRY, 769 JOEL LN, BUFFALO GROVE, IL, 60089 Member 2008-12-03
KRAY, JEFFREY, 1312 WESTCHESTER RD, BUFFALO GROVE, IL, 60089 Member 2010-12-01
KATZ, JACK, 8 WILLIAMSBURG ROAD, EVANSTON, IL, 60203 Member 2012-01-02
DOMASH, MARLENE, 16 BURNING TREE LN, DEERFIELD, IL, 60015 Member 2012-01-03

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
U.S. TAX EXPERTS Assumed name 2000-02-07 2010-03-12 Involuntary cancellation 2004-12-07

Historical Names

Name Change Date
WELTMAN BERNFIELD LLC 2016-09-30
WISEMAN, LEADER, ADLER & BOLNICK, LLC 2008-02-26
BERNFIELD, WISEMAN, LEADER & BOLNICK, L.L.C. 2001-02-16

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State