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  5. POINT FINANCIAL, LLC

POINT FINANCIAL, LLC

Company Details

Entity Name: POINT FINANCIAL, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Involuntary Dissolution
Date Formed: 31 Aug 1999
Company Number: LLC_00319295
File Number: 00319295
Type of Management: Manager Managed
Date Status Change: 10 Feb 2017
Expiration Date: 31 Dec 2049
Address 2211 N. ELSTON AVE, SUITE 201, CHICAGO, 60614, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
POINT FINANCIAL LLC 401(K) AND PROFIT SHARING PLAN 2018 364305764 2019-04-05 POINT FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s address 300 APPLETREE LN, WILMETTE, IL, 60091

Signature of
Role Plan administrator
Date 2019-04-05
Name of individual signing BRAD MARTIN
Valid signature Filed with authorized/valid electronic signature
POINT FINANCIAL LLC 401(K) AND PROFIT SHARING PLAN 2017 364305764 2018-10-10 POINT FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s address 300 APPLETREE LN, WILMETTE, IL, 60091

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing JAMES SVEHLA
Valid signature Filed with authorized/valid electronic signature
POINT FINANCIAL LLC 401(K) AND PROFIT SHARING PLAN 2016 364305764 2017-08-30 POINT FINANCIAL LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s address 159 N. MARION STREET, # 220, OAK PARK, IL, 60301

Signature of
Role Plan administrator
Date 2017-08-30
Name of individual signing JAMES SVEHLA
Valid signature Filed with authorized/valid electronic signature
POINT FINANCIAL LLC 401(K) PROFIT SHARING PLAN 2015 364305764 2016-10-17 POINT FINANCIAL LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s mailing address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Plan sponsor’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614

Number of participants as of the end of the plan year
Active participants 8
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 13

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing DEBI BERG
Valid signature Filed with authorized/valid electronic signature
POINT FINANCIAL LLC 401(K) PROFIT SHARING PLAN 2014 364305764 2015-10-13 POINT FINANCIAL LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s mailing address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Plan sponsor’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614

Number of participants as of the end of the plan year
Active participants 5
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 10
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2015-10-13
Name of individual signing JAMES SVEHLA
Valid signature Filed with authorized/valid electronic signature
POINT FINANCIAL LLC 401(K) PROFIT SHARING PLAN 2013 364305764 2014-10-11 POINT FINANCIAL LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s mailing address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Plan sponsor’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614

Number of participants as of the end of the plan year
Active participants 5
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 10
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2014-10-11
Name of individual signing DEBI BERG
Valid signature Filed with authorized/valid electronic signature
POINT FINANCIAL LLC 401(K) PROFIT SHARING PLAN 2012 364305764 2013-10-09 POINT FINANCIAL LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s mailing address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Plan sponsor’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614

Number of participants as of the end of the plan year
Active participants 7
Other retired or separated participants entitled to future benefits 3
Number of participants with account balances as of the end of the plan year 10

Signature of
Role Plan administrator
Date 2013-10-09
Name of individual signing DEBI BERG
Valid signature Filed with authorized/valid electronic signature
POINT FINANCIAL LLC 401(K) PROFIT SHARING PLAN 2011 364305764 2012-10-09 POINT FINANCIAL LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s mailing address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Plan sponsor’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614

Plan administrator’s name and address
Administrator’s EIN 364305764
Plan administrator’s name POINT FINANCIAL LLC
Plan administrator’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Administrator’s telephone number 7732769900

Number of participants as of the end of the plan year
Active participants 6
Other retired or separated participants entitled to future benefits 3
Number of participants with account balances as of the end of the plan year 9

Signature of
Role Plan administrator
Date 2012-10-09
Name of individual signing CHARLES MCKENZIE
Valid signature Filed with authorized/valid electronic signature
POINT FINANCIAL LLC 401(K) PROFIT SHARING PLAN 2010 364305764 2012-01-12 POINT FINANCIAL LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s mailing address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Plan sponsor’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614

Plan administrator’s name and address
Administrator’s EIN 364305764
Plan administrator’s name POINT FINANCIAL LLC
Plan administrator’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Administrator’s telephone number 7732769900

Number of participants as of the end of the plan year
Active participants 5
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 9
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2012-01-12
Name of individual signing CHARLES MCKENZIE
Valid signature Filed with authorized/valid electronic signature
POINT FINANCIAL LLC 401(K) PROFIT SHARING PLAN 2009 364305764 2010-11-09 POINT FINANCIAL LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7732769900
Plan sponsor’s mailing address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Plan sponsor’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614

Plan administrator’s name and address
Administrator’s EIN 364305764
Plan administrator’s name POINT FINANCIAL LLC
Plan administrator’s address 2211 N. ELSTON AVENUE, SUITE 201, CHICAGO, IL, 60614
Administrator’s telephone number 7732769900

Number of participants as of the end of the plan year
Active participants 9
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 9
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2010-11-09
Name of individual signing CHARLES MCKENZIE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JAMES R SVEHLA, 159 N MARION ST #220, OAK PARK, 60301 Agent 2015-11-02

Manager

Name and Address Role Appointment Date
SVEHLA JAMES R, 626 S. LYMAN AVE., OAK PARK, IL, 60304 Manager 2013-08-19
MARTIN BRADLEY J, 300 APPLETREE LN., WILMETTE, IL, 60091 Manager 2013-08-19

Managing member

Name and Address Role Account Number
JAMES R. SVEHLA Managing member 200809
BRADLEY JOSEPH MARTIN Managing member 200809

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 1717040 Issued 1010 Limited Business License No data 2007-01-05 2007-01-05 2008-11-15
BUSINESS LICENSE 1169076 Issued 1010 Limited Business License No data 2002-11-14 2002-11-16 2003-11-15

Historical Names

Name Change Date
BULLDOG FINANCIAL, LLC 1999-11-16

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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