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  5. CRABTREE FINANCIAL GROUP, LLC

CRABTREE FINANCIAL GROUP, LLC

Company Details

Entity Name: CRABTREE FINANCIAL GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 16 Jul 2009
Company Number: LLC_03143759
File Number: 03143759
Type of Management: Manager Managed
Date Status Change: 25 May 2024
Address 1713 FORT JESSE ROAD, NORMAL, 61761, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2023 270558136 2024-06-01 CRABTREE FINANCIAL SERVICES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE A, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2024-06-01
Name of individual signing BRYAN J. CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-01
Name of individual signing BRYAN J. CRABTREE
Valid signature Filed with authorized/valid electronic signature
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2022 270558136 2023-05-31 CRABTREE FINANCIAL SERVICES, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE A, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2023-05-31
Name of individual signing BRYAN J. CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-31
Name of individual signing BRYAN J. CRABTREE
Valid signature Filed with authorized/valid electronic signature
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2021 270558136 2022-06-07 CRABTREE FINANCIAL SERVICES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE F, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2022-06-07
Name of individual signing BRYAN J. CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-07
Name of individual signing BRYAN J. CRABTREE
Valid signature Filed with authorized/valid electronic signature
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2020 270558136 2021-05-16 CRABTREE FINANCIAL SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE F, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2021-05-16
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-16
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2019 270558136 2020-04-28 CRABTREE FINANCIAL SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE F, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2020-04-28
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-28
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2018 270558136 2019-06-03 CRABTREE FINANCIAL SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE F, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2019-06-03
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-03
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2017 270558136 2018-05-14 CRABTREE FINANCIAL SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE F, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2018-05-14
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-14
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2016 270558136 2017-06-15 CRABTREE FINANCIAL SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE F, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2017-06-15
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-15
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2015 270558136 2016-05-31 CRABTREE FINANCIAL SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE F, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2016-05-31
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-31
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
CRABTREE FINANCIAL SERVICES, LLC 401(K) PROFIT-SHARING PLAN & TRUST 2014 270558136 2015-05-21 CRABTREE FINANCIAL SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 3094541200
Plan sponsor’s address 1713 FORT JESSE ROAD, SUITE F, NORMAL, IL, 61761

Signature of
Role Plan administrator
Date 2015-05-21
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-21
Name of individual signing BRYAN CRABTREE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BRYAN J CRABTREE, 810 E IRONWOOD DRIVE, NORMAL, 61761 Agent 2023-07-19

Manager

Name and Address Role Appointment Date
CRABTREE, BRYAN, 1713 FORT JESSE ROAD, NORMAL, IL, 61761 Manager 2024-05-25

Historical Names

Name Change Date
CRABTREE FINANCIAL SERVICES, LLC 2023-04-27

Related by officers

No related officers

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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