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  5. BURK & CARLSON, LLC

BURK & CARLSON, LLC

Company Details

Entity Name: BURK & CARLSON, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 25 Nov 2008
Company Number: LLC_02641208
File Number: 02641208
Type of Management: Manager Managed
Date Status Change: 31 Oct 2024
Address 626 BUSSE HIGHWAY, PARK RIDGE, 60068, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2021 364127198 2022-08-18 PERSONAL FINANCIAL STRATEGIES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Signature of
Role Plan administrator
Date 2022-08-18
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2020 364127198 2022-02-09 PERSONAL FINANCIAL STRATEGIES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Signature of
Role Plan administrator
Date 2022-02-09
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2020 364127198 2021-12-20 PERSONAL FINANCIAL STRATEGIES 2
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Signature of
Role Plan administrator
Date 2021-12-20
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2019 364127198 2021-12-20 PERSONAL FINANCIAL STRATEGIES 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Signature of
Role Plan administrator
Date 2021-12-20
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2018 364127198 2019-06-30 PERSONAL FINANCIAL STRATEGIES 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Signature of
Role Plan administrator
Date 2019-06-30
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2017 364127198 2018-10-09 PERSONAL FINANCIAL STRATEGIES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Signature of
Role Plan administrator
Date 2018-10-09
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2016 364127198 2017-09-24 PERSONAL FINANCIAL STRATEGIES 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Signature of
Role Plan administrator
Date 2017-09-24
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2015 364127198 2016-09-14 PERSONAL FINANCIAL STRATEGIES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Signature of
Role Plan administrator
Date 2016-09-14
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2014 364127198 2015-07-14 PERSONAL FINANCIAL STRATEGIES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Plan administrator’s name and address
Administrator’s EIN 364127198
Plan administrator’s name PERSONAL FINANCIAL STRATEGIES
Plan administrator’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068
Administrator’s telephone number 8472683670

Signature of
Role Plan administrator
Date 2015-07-14
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature
PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2013 364127198 2014-07-10 PERSONAL FINANCIAL STRATEGIES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-04-01
Business code 523110
Sponsor’s telephone number 8472683670
Plan sponsor’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068

Plan administrator’s name and address
Administrator’s EIN 364127198
Plan administrator’s name PERSONAL FINANCIAL STRATEGIES
Plan administrator’s address 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068
Administrator’s telephone number 8472683670

Signature of
Role Plan administrator
Date 2014-07-10
Name of individual signing LES GOLDSTEIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
TFA REGISTERED AGENT CORP., 549 S. WASHINGTON STREET, NAPERVILLE, 60540 Agent 2021-12-13

Manager

Name and Address Role Appointment Date
JACK BURK, 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068 Manager 2024-10-31
BENJAMIN CARLSON, 626 BUSSE HIGHWAY, PARK RIDGE, IL, 60068 Manager 2024-10-31

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
PERSONAL FINANCIAL STRATEGIES Assumed name 2022-04-15 No data No data No data

Historical Names

Name Change Date
BURK, LLC 2021-12-13
ROGERS & BURK LLC 2016-04-04

Related by officers

No related officers

Related by address

626 BUSSE HIGHWAY, PARK RIDGE, 60068, IL

626 BUSSE HIGHWAY, LLC LEGACY LAWS LLC

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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