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MPS-LORIA FINANCIAL PLANNERS, LLC

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Company Details

Entity Name: MPS-LORIA FINANCIAL PLANNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 11 Aug 1999
Company Number: LLC_00313831
File Number: 00313831
Type of Management: Manager Managed
Date Status Change: 16 Jul 2024
Address 7500 S COUNTY LINE RD, BURR RIDGE, 60527, IL
Place of Formation: ILLINOIS

Agent

Name and Address Role Appointment Date
RICHARD T. LORIA, 7500 S. COUNTY LINE ROAD, BURR RIDGE, 60527, DU PAGE Agent 2008-07-16

Manager

Name and Address Role Appointment Date
LORIA RICHARD T, 7500 S COUNTY LINE ROAD, BURR RIDGE, IL, 60527 Manager 2000-07-25

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001716180
Phone:
630-887-4404

Latest Filings

Form type:
13F-HR
File number:
028-18147
Filing date:
2025-04-22
File:
Form type:
13F-HR
File number:
028-18147
Filing date:
2025-01-14
File:
Form type:
13F-HR
File number:
028-18147
Filing date:
2024-10-21
File:
Form type:
N-PX
File number:
028-18147
Filing date:
2024-07-12
File:
Form type:
13F-HR
File number:
028-18147
Filing date:
2024-07-10
File:

Form 5500 Series

Employer Identification Number (EIN):
364323828
Plan Year:
2023
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
10
Sponsors Telephone Number:

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
BRIDGEVIEW WEALTH MANAGEMENT Assumed name 2009-11-03 No data No data 2020-06-23

USAspending Awards / Financial Assistance

Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
159840.00
Total Face Value Of Loan:
159840.00

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
159840
Current Approval Amount:
159840
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
161509.44

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Date of last update: 10 Jul 2025

Sources: Illinois Office of the Secretary of State