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  5. PROFIT PLANNERS, LLC

PROFIT PLANNERS, LLC

Company Details

Entity Name: PROFIT PLANNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 09 Dec 2005
Company Number: LLC_01701509
File Number: 01701509
Type of Management: Member Managed
Date Status Change: 01 Nov 2024
Address 1400 S WOLF RD, STE 101, WHEELING, 60090, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2023 203916180 2024-09-13 PROFIT PLANNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1400 SOUTH WOLF ROAD, SUITE 101, WHEELING, IL, 600906524

Signature of
Role Plan administrator
Date 2024-09-13
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-13
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2022 203916180 2023-05-01 PROFIT PLANNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1400 SOUTH WOLF ROAD, SUITE 101, WHEELING, IL, 600906524

Signature of
Role Plan administrator
Date 2023-05-01
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-01
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2021 203916180 2022-07-27 PROFIT PLANNERS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1400 SOUTH WOLF ROAD, SUITE 101, WHEELING, IL, 600906524

Signature of
Role Plan administrator
Date 2022-07-27
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-27
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2020 203916180 2021-06-23 PROFIT PLANNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1400 SOUTH WOLF ROAD, SUITE 101, WHEELING, IL, 600906524

Signature of
Role Plan administrator
Date 2021-06-23
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-23
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2019 203916180 2020-06-11 PROFIT PLANNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1400 SOUTH WOLF ROAD, SUITE 101, WHEELING, IL, 600906524

Signature of
Role Plan administrator
Date 2020-06-11
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-11
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2018 203916180 2019-10-10 PROFIT PLANNERS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1400 SOUTH WOLF ROAD, SUITE 101, WHEELING, IL, 600906524

Signature of
Role Plan administrator
Date 2019-10-10
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-10
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2017 203916180 2018-10-05 PROFIT PLANNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1400 SOUTH WOLF ROAD, SUITE 101, WHEELING, IL, 600906524

Signature of
Role Plan administrator
Date 2018-10-05
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-05
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2016 203916180 2017-09-18 PROFIT PLANNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1300 JEFFERSON STREET, SUITE 103, DES PLAINES, IL, 600167100

Signature of
Role Plan administrator
Date 2017-09-18
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-18
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2015 203916180 2016-10-10 PROFIT PLANNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1300 JEFFERSON STREET, SUITE 103, DES PLAINES, IL, 600167100

Signature of
Role Plan administrator
Date 2016-10-10
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-10
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
PROFIT PLANNERS, LLC 401(K) PLAN & TRUST 2014 203916180 2015-10-13 PROFIT PLANNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 7738838700
Plan sponsor’s address 1300 JEFFERSON ST., SUITE 103, DES PLAINES, IL, 600167100

Signature of
Role Plan administrator
Date 2015-10-13
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-13
Name of individual signing RAYMON ALPERSTEIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROBERT W KAUFMAN, 155 N WACKER DR STE 3850, CHICAGO, 60606, COOK-NOT IN CITY OF CHICAGO Agent 2019-11-06

Manager

Name and Address Role Appointment Date
ALPERSTEIN, RAYMON, 1000 TWISTED OAK LANE, BUFFALO GROVE, IL, 60089 Manager 2024-11-01

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158002590 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2012-10-22 2017-11-09 2018-12-31

Historical Names

Name Change Date
RAYMON ALPERSTEIN, LLC 2006-01-04

Related by officers

ROBERT W KAUFMAN, 155 N WACKER DR STE 3850, CHICAGO, 60606, COOK-NOT IN CITY OF CHICAGO

HUGH P MURPHY, LLC STATE STREET PRODUCTS, LLC RANDEL ELECTRIC, INC. ANTHONY E. BLUMBERG & ASSOCIATES, LLC MEDICAL SCREENING SPONSORSHIPS, LLC RTS PROPERTIES LLC KLOCK MILLS LLC THE TRILLIUM FOUNDATION FRANK & FAY KATLIN FAMILY FOUNDATION STACEY AND DOUGLAS MEYER FAMILY FOUNDATION

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State

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