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  5. OSWP, LLC

OSWP, LLC

Company Details

Entity Name: OSWP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 19 May 2008
Company Number: LLC_02530023
File Number: 02530023
Type of Management: Manager Managed
Date Status Change: 17 Apr 2024
Address 520 LAKE COOK RD STE 270, DEERFIELD, 60015, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC WEALTH PARTNERS, LLC 401(K) & PROFIT SHARING PLAN 2013 331200423 2014-07-23 STRATEGIC WEALTH PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2014-07-23
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS, LLC 401(K) & PROFIT SHARING PLAN 2012 331200423 2013-07-28 STRATEGIC WEALTH PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2013-07-28
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS, LLC 401(K) & PROFIT SHARING PLAN 2011 331200423 2012-07-31 STRATEGIC WEALTH PARTNERS, LLC 8
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Plan administrator’s name and address
Administrator’s EIN 331200423
Plan administrator’s name STRATEGIC WEALTH PARTNERS, LLC
Plan administrator’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015
Administrator’s telephone number 8665022797

Signature of
Role Plan administrator
Date 2012-07-31
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS, LLC 401(K) & PROFIT SHARING PLAN 2011 331200423 2012-07-31 STRATEGIC WEALTH PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Plan administrator’s name and address
Administrator’s EIN 331200423
Plan administrator’s name STRATEGIC WEALTH PARTNERS, LLC
Plan administrator’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015
Administrator’s telephone number 8665022797

Signature of
Role Plan administrator
Date 2012-07-31
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS, LLC 401(K) & PROFIT SHARING PLAN 2010 331200423 2011-07-28 STRATEGIC WEALTH PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Plan administrator’s name and address
Administrator’s EIN 331200423
Plan administrator’s name STRATEGIC WEALTH PARTNERS, LLC
Plan administrator’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015
Administrator’s telephone number 8665022797

Signature of
Role Plan administrator
Date 2011-07-28
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS, LLC 401(K) & PROFIT SHARING PLAN 2009 331200423 2010-08-20 STRATEGIC WEALTH PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Plan administrator’s name and address
Administrator’s EIN 331200423
Plan administrator’s name STRATEGIC WEALTH PARTNERS, LLC
Plan administrator’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015
Administrator’s telephone number 8665022797

Signature of
Role Plan administrator
Date 2010-08-20
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
KEITH H. BERK, 500 W MADISON STREET, STE 3700, CHICAGO, 60661, COOK-NOT IN CITY OF CHICAGO Agent 2011-02-28

Manager

Name and Address Role Appointment Date
PRICE, NEAL, 520 LAKE COOK RD #270, DEERFIELD, IL, 60015 Manager 2024-04-17
COPELAND, DAVID, 520 LAKE COOK RD #270, DEERFIELD, IL, 60015 Manager 2024-04-17

Historical Names

Name Change Date
STRATEGIC WEALTH PARTNERS, LLC 2014-11-03

Related by officers

KEITH H. BERK, 500 W MADISON STREET, STE 3700, CHICAGO, 60661, COOK-NOT IN CITY OF CHICAGO

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Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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