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PREFERRED PLANNING CONCEPTS, LLC

Company Details

Entity Name: PREFERRED PLANNING CONCEPTS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 24 May 2002
Company Number: LLC_00721506
File Number: 00721506
Type of Management: Manager Managed
Date Status Change: 02 Apr 2024
Address 1700 E GOLF ROAD #250, SCHAUMBURG, 60173, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PREFERRED PLANNING CONCEPTS, LLC 401(K) PLAN 2023 611415651 2024-08-12 PREFERRED PLANNING CONCEPTS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8473750505
Plan sponsor’s address 1700 E GOLF ROAD, #250, SCHAUMBURG, IL, 60173
PREFERRED PLANNING CONCEPTS, LLC 401(K) PLAN 2022 611415651 2023-08-08 PREFERRED PLANNING CONCEPTS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8473750505
Plan sponsor’s address 1700 E GOLF ROAD, #250, SCHAUMBURG, IL, 60173
PREFERRED PLANNING CONCEPTS, LLC 401(K) PLAN 2021 611415651 2022-09-09 PREFERRED PLANNING CONCEPTS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8473750505
Plan sponsor’s address 2800 SOUTH RIVER ROAD, SUITE 240, DES PLAINES, IL, 60018
PREFERRED PLANNING CONCEPTS, LLC 401(K) PLAN 2020 611415651 2021-07-12 PREFERRED PLANNING CONCEPTS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8473750505
Plan sponsor’s address 2800 SOUTH RIVER ROAD, SUITE 240, DES PLAINES, IL, 60018

Signature of

Role Plan administrator
Date 2021-07-12
Name of individual signing DAVID NICHOLSON
Valid signature Filed with authorized/valid electronic signature
PREFERRED PLANNING CONCEPTS, LLC 401(K) PLAN 2019 611415651 2020-07-13 PREFERRED PLANNING CONCEPTS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8473750505
Plan sponsor’s address 2800 SOUTH RIVER ROAD, SUITE 240, DES PLAINES, IL, 60018

Signature of

Role Plan administrator
Date 2020-07-13
Name of individual signing DAVID NICHOLSON
Valid signature Filed with authorized/valid electronic signature
PREFERRED PLANNING CONCEPTS, LLC 401(K) PLAN 2018 611415651 2019-09-30 PREFERRED PLANNING CONCEPTS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8473750505
Plan sponsor’s address 2800 SOUTH RIVER ROAD, SUITE 240, DES PLAINES, IL, 60018

Signature of

Role Plan administrator
Date 2019-09-30
Name of individual signing DAVID NICHOLSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAVID GURDAK, 2700 S RIVER RD STE 109, DES PLAINES, 60018 Agent 2018-01-29

Manager

Name and Address Role Appointment Date
LYDECKER, KENNETH J, 1700 E GOLF ROAD 250, SCHAUMBURG, IL, 60173 Manager 2024-04-02
NICHOLSON, DAVID R, 1700 E GOLF ROAD 250, SCHAUMBURG, IL, 60173 Manager 2024-04-02

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State