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  5. GOLDSTEIN FINANCIAL GROUP, LLC

GOLDSTEIN FINANCIAL GROUP, LLC

Company Details

Entity Name: GOLDSTEIN FINANCIAL GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 17 Jul 2009
Company Number: LLC_03144062
File Number: 03144062
Type of Management: Manager Managed
Date Status Change: 17 Jun 2024
Address 740 WAUKEGAN RD STE 310, DEERFIELD, 60015, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GOLDSTEIN FINANCIAL GROUP, LLC 401(K) PLAN 2022 270590427 2023-01-30 GOLDSTEIN FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 740 WAUKEGAN ROAD, SUITE 310, DEERFIELD, IL, 600154483

Signature of
Role Plan administrator
Date 2023-01-30
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-01-30
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN 2021 270590427 2022-08-05 GOLDSTEIN FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 740 WAUKEGAN ROAD, SUITE 310, DEERFIELD, IL, 600154483

Signature of
Role Plan administrator
Date 2022-08-05
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-05
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN 2020 270590427 2021-09-24 GOLDSTEIN FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 740 WAUKEGAN ROAD, SUITE 310, DEERFIELD, IL, 600154483

Signature of
Role Plan administrator
Date 2021-09-24
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-24
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN 2019 270590427 2020-07-20 GOLDSTEIN FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 740 WAUKEGAN ROAD, SUITE 310, DEERFIELD, IL, 600154483

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-20
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN 2018 270590427 2019-07-19 GOLDSTEIN FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 740 WAUKEGAN ROAD, SUITE 310, DEERFIELD, IL, 600154483

Signature of
Role Plan administrator
Date 2019-07-19
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-19
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN 2017 270590427 2018-07-20 GOLDSTEIN FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 740 WAUKEGAN ROAD, SUITE 310, DEERFIELD, IL, 600154483

Signature of
Role Plan administrator
Date 2018-07-20
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-20
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN 2016 270590427 2017-10-06 GOLDSTEIN FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 740 WAUKEGAN ROAD, SUITE 310, DEERFIELD, IL, 600154483

Signature of
Role Plan administrator
Date 2017-10-06
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-06
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN 2015 270590427 2016-10-05 GOLDSTEIN FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 740 WAUKEGAN ROAD, SUITE 310, DEERFIELD, IL, 600154483

Signature of
Role Plan administrator
Date 2016-10-05
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-05
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN 2014 270590427 2015-07-17 GOLDSTEIN FINANCIAL GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 500 LAKE COOK RD STE 270, DEERFIELD, IL, 600154959

Signature of
Role Plan administrator
Date 2015-07-17
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-17
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN 2013 270590427 2014-07-25 GOLDSTEIN FINANCIAL GROUP, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 8472722500
Plan sponsor’s address 500 LAKE COOK RD STE 270, DEERFIELD, IL, 600154959

Signature of
Role Plan administrator
Date 2014-07-25
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-25
Name of individual signing ANDREA LECHNER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ALLAN GOLDSTEIN, 740 WAUKEGAN RD STE 310, DEERFIELD, 60015 Agent 2017-07-06

Manager

Name and Address Role Appointment Date
GOLDSTEIN, ALLAN, 740 WAUKEGAN RD, STE 310, DEERFIELD, IL, 60015 Manager 2024-06-17

Historical Names

Name Change Date
GOLDSTEIN INSURANCE GROUP, LLC 2009-07-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6581357010 2020-04-07 0507 PPP 740 waukegan road suite 310, DEERFIELD, IL, 60015-4328
Loan Status Date 2021-06-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 54200
Loan Approval Amount (current) 54200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117732
Servicing Lender Name Lake Forest Bank & Trust Company, National Association
Servicing Lender Address 727 N Bank Ln, LAKE FOREST, IL, 60045-1887
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address DEERFIELD, LAKE, IL, 60015-4328
Project Congressional District IL-10
Number of Employees 4
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 117732
Originating Lender Name Lake Forest Bank & Trust Company, National Association
Originating Lender Address LAKE FOREST, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 54632.09
Forgiveness Paid Date 2021-01-29
3921928309 2021-01-22 0507 PPS 740 Waukegan Rd Ste 310, Deerfield, IL, 60015-4483
Loan Status Date 2021-09-25
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 48658
Loan Approval Amount (current) 48658
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117732
Servicing Lender Name Lake Forest Bank & Trust Company, National Association
Servicing Lender Address 727 N Bank Ln, LAKE FOREST, IL, 60045-1887
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Deerfield, LAKE, IL, 60015-4483
Project Congressional District IL-10
Number of Employees 4
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 117732
Originating Lender Name Lake Forest Bank & Trust Company, National Association
Originating Lender Address LAKE FOREST, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 48901.29
Forgiveness Paid Date 2021-08-04

Related by officers

No related officers

Related by address

740 WAUKEGAN RD STE 310, DEERFIELD, 60015, IL

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Date of last update: 13 Mar 2025

Sources: Illinois Office of the Secretary of State

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