| 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 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1716180 | 7500 S. COUNTY LINE ROAD, BURR RIDGE, IL, 60527 | 7500 S. COUNTY LINE ROAD, BURR RIDGE, IL, 60527 | 630-887-4404 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2024-10-21 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-12
| Form type | N-PX |
| File number | 028-18147 |
| Filing date | 2024-07-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-10
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2024-07-10 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-17
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2024-04-17 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-07
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2024-02-07 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-20
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2023-10-20 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-21
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2023-07-21 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-11
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2023-04-11 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-23
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2023-01-23 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-14
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2022-11-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-19
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2022-07-19 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-10
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2022-05-10 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-07
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2022-02-07 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-29
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2021-10-29 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-20
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2021-07-20 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-03
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2021-05-03 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-02
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2021-02-02 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-13
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2020-10-13 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-13
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2020-08-13 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-05
| Form type | 13F-HR/A |
| File number | 028-18147 |
| Filing date | 2020-05-05 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-05-01
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2020-05-01 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-07
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2020-02-07 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-12
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2019-11-12 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-31
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2019-07-31 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-25
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2019-04-25 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-10
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2019-01-10 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-08
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2018-11-08 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-02
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2018-08-02 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-04-20
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2018-04-20 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-01-24
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2018-01-24 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-10-24
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2017-10-24 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-09-18
| Form type | 13F-HR |
| File number | 028-18147 |
| Filing date | 2017-09-18 |
| Reporting date | 2017-06-30 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MPS LORIA FINANCIAL PLANNERS, LLC 401(K) PLAN | 2023 | 364323828 | 2024-06-11 | MPS LORIA FINANCIAL PLANNERS, LLC | 12 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-06-11 |
| Name of individual signing | RICK T. LORIA |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6308874404 |
| Plan sponsor’s address | 7500 SOUTH COUNTY LINE ROAD, BURR RIDGE, IL, 60527 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-14 |
| Name of individual signing | RICK T. LORIA |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6308874404 |
| Plan sponsor’s address | 7500 SOUTH COUNTY LINE ROAD, BURR RIDGE, IL, 60527 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-07 |
| Name of individual signing | RICK T. LORIA |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-06-07 |
| Name of individual signing | RICK T. LORIA |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| RICHARD T. LORIA, 7500 S. COUNTY LINE ROAD, BURR RIDGE, 60527, DU PAGE | Agent | 2008-07-16 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| LORIA RICHARD T, 7500 S COUNTY LINE ROAD, BURR RIDGE, IL, 60527 | Manager | 2000-07-25 |
| 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 |
Date of last update: 20 Jan 2025
