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SPENDSMART GROUP, LLC

Company Details

Entity Name: SPENDSMART GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 01 May 2009
Company Number: LLC_02804735
File Number: 02804735
Type of Management: Manager Managed
Date Status Change: 10 Apr 2024
Address 1440 RENAISSANCE DR, STE 250A, PARK RIDGE, 60068, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SPENDSMART GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 263839099 2024-06-13 SPENDSMART GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 423800
Sponsor’s telephone number 3123757911
Plan sponsor’s address 1440 RENAISSANCE DRIVE, SUITE 250A, PARK RIDGE, IL, 60068

Signature of

Role Plan administrator
Date 2024-06-13
Name of individual signing DAN BERGTHOLDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-13
Name of individual signing DAN BERGTHOLDT
Valid signature Filed with authorized/valid electronic signature
SPENDSMART GROUP, LLC CASH BALANCE PENSION PLAN & TRUST 2023 263839099 2024-09-23 SPENDSMART GROUP, LLC 4
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Three-digit plan number (PN) 002
Effective date of plan 2023-01-01
Business code 423800
Sponsor’s telephone number 3123757911
Plan sponsor’s address 1440 RENAISSANCE DRIVE, SUITE 250A, PARK RIDGE, IL, 60068

Signature of

Role Plan administrator
Date 2024-09-22
Name of individual signing DAN BERGTHOLDT
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAN BERGTHOLDT, 1480 RENAISSANCE DR., STE 206, PARK RIDGE, 60068 Agent 2019-04-12

Manager

Name and Address Role Appointment Date
BERGTHOLDT, DAN, 1818 GREENDALE AVE, PARK RIDGE, IL, 60068 Manager 2021-04-01

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
FORWARD STOCK & SUPPLY (FSS) Assumed name 2010-11-24 2015-07-10 Involuntary cancellation No data

Awards

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
PURCHASE ORDER AWARD SPE3SE24P0653 2024-09-04 2025-01-02 2025-01-02
Unique Award Key CONT_AWD_SPE3SE24P0653_9700_-NONE-_-NONE-
Awarding Agency Department of Defense
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Award Amounts

Obligated Amount 91875.00
Current Award Amount 91875.00
Potential Award Amount 91875.00

Description

Title 8510868857!EQUIPMENT IST
NAICS Code 333241: FOOD PRODUCT MACHINERY MANUFACTURING
Product and Service Codes 7310: FOOD COOKING, BAKING, AND SERVING EQUIPMENT

Recipient Details

Recipient SPENDSMART GROUP LLC
UEI JCWFKWRY3S63
Recipient Address UNITED STATES, 1440 RENAISSANCE DR STE 250, PARK RIDGE, COOK, ILLINOIS, 600681452
DELIVERY ORDER AWARD FA486124F0163 2024-07-01 2024-07-26 2024-07-26
Unique Award Key CONT_AWD_FA486124F0163_9700_FA486121D0008_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 500000.00
Current Award Amount 500000.00
Potential Award Amount 500000.00

Description

Title THE 99TH CIVIL ENGINEERING SQUADRON (CES) HAS A RECURRING REQUIREMENT FOR A CONTRACTOR OPERATED CIVIL ENGINEERING SUPPLY STORE (COCESS) TO PROVIDE A SIMPLIFIED METHOD FOR CES PERSONNEL AND FACILITY MANAGERS TO PURCHASE MATERIALS.
NAICS Code 332510: HARDWARE MANUFACTURING
Product and Service Codes 5340: HARDWARE, COMMERCIAL

Recipient Details

Recipient SPENDSMART GROUP LLC
UEI JCWFKWRY3S63
Recipient Address UNITED STATES, 1480 RENAISSANCE DR STE 206, PARK RIDGE, COOK, ILLINOIS, 600681353
DELIVERY ORDER AWARD FA486124F0154 2024-06-18 2024-07-18 2024-07-18
Unique Award Key CONT_AWD_FA486124F0154_9700_FA486121D0008_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 300000.00
Current Award Amount 300000.00
Potential Award Amount 300000.00

Description

Title THE 99TH CIVIL ENGINEERING SQUADRON (CES) HAS A RECURRING REQUIREMENT FOR A CONTRACTOR OPERATED CIVIL ENGINEERING SUPPLY STORE (COCESS) TO PROVIDE A SIMPLIFIED METHOD FOR CES PERSONNEL AND FACILITY MANAGERS TO PURCHASE MATERIALS, TOOLS, AND EQUIPMENT
NAICS Code 332510: HARDWARE MANUFACTURING
Product and Service Codes 5340: HARDWARE, COMMERCIAL

Recipient Details

Recipient SPENDSMART GROUP LLC
UEI JCWFKWRY3S63
Recipient Address UNITED STATES, 1480 RENAISSANCE DR STE 206, PARK RIDGE, COOK, ILLINOIS, 600681353
DELIVERY ORDER AWARD FA486124F0136 2024-05-24 2024-06-21 2024-06-21
Unique Award Key CONT_AWD_FA486124F0136_9700_FA486121D0008_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 250000.00
Current Award Amount 250000.00
Potential Award Amount 250000.00

Description

Title THE 99TH CIVIL ENGINEERING SQUADRON (CES) HAS A RECURRING REQUIREMENT FOR A CONTRACTOR OPERATED CIVIL ENGINEERING SUPPLY STORE (COCESS).
NAICS Code 332510: HARDWARE MANUFACTURING
Product and Service Codes 5340: HARDWARE, COMMERCIAL

Recipient Details

Recipient SPENDSMART GROUP LLC
UEI JCWFKWRY3S63
Recipient Address UNITED STATES, 1480 RENAISSANCE DR STE 206, PARK RIDGE, COOK, ILLINOIS, 600681353
DELIVERY ORDER AWARD FA486124F0106 2024-04-12 2024-05-12 2024-05-12
Unique Award Key CONT_AWD_FA486124F0106_9700_FA486121D0008_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 250000.00
Current Award Amount 250000.00
Potential Award Amount 250000.00

Description

Title THE 99TH CIVIL ENGINEERING SQUADRON (CES) HAS A RECURRING REQUIREMENT FOR A CONTRACTOR OPERATED CIVIL ENGINEERING SUPPLY STORE TO PROVIDE A SIMPLIFIED METHOD FOR CES PERSONNEL AND FACILITY MANAGERS TO PURCHASE MATERIALS, TOOLS, AND EQUIPMENT.
NAICS Code 332510: HARDWARE MANUFACTURING
Product and Service Codes 5340: HARDWARE, COMMERCIAL

Recipient Details

Recipient SPENDSMART GROUP LLC
UEI JCWFKWRY3S63
Recipient Address UNITED STATES, 1480 RENAISSANCE DR STE 206, PARK RIDGE, COOK, ILLINOIS, 600681353
DELIVERY ORDER AWARD N3319124F4118 2024-04-05 2029-04-05 2029-04-05
Unique Award Key CONT_AWD_N3319124F4118_9700_N3319124D0004_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 1000.00
Current Award Amount 1000.00
Potential Award Amount 1000.00

Description

Title MINIMUM GUARANTEE FOR AFRICA FIRST MACC CONTRACT HOLDER SPEND SMA
NAICS Code 236220: COMMERCIAL AND INSTITUTIONAL BUILDING CONSTRUCTION
Product and Service Codes Z2JZ: REPAIR OR ALTERATION OF MISCELLANEOUS BUILDINGS

Recipient Details

Recipient SPENDSMART GROUP LLC
UEI JCWFKWRY3S63
Recipient Address UNITED STATES, 1480 RENAISSANCE DR, STE 307, PARK RIDGE, COOK, ILLINOIS, 600681354
No data IDV N3319124D0004 2024-04-04 No data No data
Unique Award Key CONT_IDV_N3319124D0004_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 0.00
Potential Award Amount 25000000.00

Description

Title IDIQ MACC
NAICS Code 236220: COMMERCIAL AND INSTITUTIONAL BUILDING CONSTRUCTION
Product and Service Codes Z2AZ: REPAIR OR ALTERATION OF OTHER ADMINISTRATIVE FACILITIES AND SERVICE BUILDINGS

Recipient Details

Recipient SPENDSMART GROUP LLC
UEI JCWFKWRY3S63
Recipient Address UNITED STATES, 1480 RENAISSANCE DR, STE 307, PARK RIDGE, COOK, ILLINOIS, 600681354
DELIVERY ORDER AWARD FA486124F0071 2024-03-04 2024-04-03 2024-04-03
Unique Award Key CONT_AWD_FA486124F0071_9700_FA486121D0008_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 500000.00
Current Award Amount 500000.00
Potential Award Amount 500000.00

Description

Title 99 CES COCESS FUNDING
NAICS Code 332510: HARDWARE MANUFACTURING
Product and Service Codes 5340: HARDWARE, COMMERCIAL

Recipient Details

Recipient SPENDSMART GROUP LLC
UEI JCWFKWRY3S63
Recipient Address UNITED STATES, 1480 RENAISSANCE DR STE 206, PARK RIDGE, COOK, ILLINOIS, 600681353
DELIVERY ORDER AWARD FA283524F0014 2023-12-01 2024-08-31 2024-08-31
Unique Award Key CONT_AWD_FA283524F0014_9700_FA283521D0001_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 905975.24
Current Award Amount 965975.24
Potential Award Amount 965975.24

Description

Title CONTRACTOR OPERATED CIVIL ENGINEERING SUPPLY STORE
NAICS Code 332510: HARDWARE MANUFACTURING
Product and Service Codes H153: QUALITY CONTROL- HARDWARE AND ABRASIVES

Recipient Details

Recipient SPENDSMART GROUP LLC
UEI JCWFKWRY3S63
Recipient Address UNITED STATES, 1480 RENAISSANCE DR STE 206, PARK RIDGE, COOK, ILLINOIS, 600681353

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State