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  5. THE PINNACLE PLANNING GROUP, LLC

THE PINNACLE PLANNING GROUP, LLC

Company Details

Entity Name: THE PINNACLE PLANNING GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 03 May 2005
Company Number: LLC_01500317
File Number: 01500317
Type of Management: Member Managed
Date Status Change: 17 Jun 2024
Address 800 ENTERPRISE DR, STE 128, OAK BROOK, 60523, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PINNACLE PLANNING GROUP 401(K) PLAN 2023 202795840 2024-09-20 THE PINNACLE PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE, SUITE 128, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2024-09-20
Name of individual signing ROBERT GREULICH
Valid signature Filed with authorized/valid electronic signature
TPPGLLC DEFINED BENEFIT PENSION PLAN 2023 202795840 2024-10-01 THE PINNACLE PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE,, SUITE 128, OAK BROOK, IL, 60523
TPPGLLC DEFINED BENEFIT PENSION PLAN 2022 202795840 2023-10-12 THE PINNACLE PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE,, SUITE 128, OAK BROOK, IL, 60523
PINNACLE PLANNING GROUP 401(K) PLAN 2022 202795840 2023-09-21 THE PINNACLE PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE, SUITE 128, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing ROBERT GREULICH
Valid signature Filed with authorized/valid electronic signature
PINNACLE PLANNING GROUP 401(K) PLAN 2021 202795840 2022-09-20 THE PINNACLE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE, SUITE 128, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2022-09-20
Name of individual signing ROBERT GREULICH
Valid signature Filed with authorized/valid electronic signature
TPPGLLC DEFINED BENEFIT PENSION PLAN 2021 202795840 2022-10-12 THE PINNACLE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE,, SUITE 128, OAK BROOK, IL, 60523
PINNACLE PLANNING GROUP 401(K) PLAN 2020 202795840 2021-06-18 THE PINNACLE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE, SUITE 128, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2021-06-18
Name of individual signing ROBERT C. GREULICH
Valid signature Filed with authorized/valid electronic signature
TPPGLLC DEFINED BENEFIT PENSION PLAN 2020 202795840 2021-10-13 THE PINNACLE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE,, SUITE 128, OAK BROOK, IL, 60523
PINNACLE PLANNING GROUP 401(K) PLAN 2019 202795840 2020-05-27 THE PINNACLE PLANNING GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE, SUITE 128, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2020-05-27
Name of individual signing ROBERT C. GREULICH
Valid signature Filed with authorized/valid electronic signature
TPPGLLC DEFINED BENEFIT PENSION PLAN 2019 202795840 2020-09-21 THE PINNACLE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 524210
Sponsor’s telephone number 6306848562
Plan sponsor’s address 800 ENTERPRISE DRIVE,, SUITE 128, OAK BROOK, IL, 60523

Agent

Name and Address Role Appointment Date
ROBERT C GREULICH, 10S135 MADISON, BURR RIDGE, 60527 Agent 2005-05-03

Member

Name and Address Role Appointment Date
GREULICH, ROBERT CHARLES, 10S135 MADISON, BURR RIDGE, IL, 60527 Member 2010-04-07
GREULICH, KATHLEEN ANN, 10S135 MADISON, BURR RIDGE, IL, 60527 Member 2015-05-01

Related by officers

GREULICH, ROBERT CHARLES, 10S135 MADISON, BURR RIDGE, IL, 60527

PINNACLE PLANNING PROPERTIES, LLC

Related by address

No related companies by address

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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