| Entity Name: | MIDWEST LEGACY GROUP, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 20 May 2011 |
| Company Number: | LLC_03602133 |
| File Number: | 03602133 |
| Type of Management: | Member Managed |
| Date Status Change: | 15 May 2024 |
| Address | 901 WARRENVILLE RD., #211, LISLE, 60532, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MIDWEST LEGACY GROUP LLC CASH BALANCE PLAN | 2023 | 452409509 | 2024-10-13 | MIDWEST LEGACY GROUP LLC | 2 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-10-13 |
| Name of individual signing | MARK SCHWARTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-10-13 |
| Name of individual signing | MARK SCHWARTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 524290 |
| Sponsor’s telephone number | 6305415958 |
| Plan sponsor’s address | 901 WARRENVILLE RD., SUITE 211, LISLE, IL, 60532 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-13 |
| Name of individual signing | CHRISTOPHER GANDY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-10-13 |
| Name of individual signing | CHRISTOPHER GANDY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 524290 |
| Sponsor’s telephone number | 6305415958 |
| Plan sponsor’s address | 901 WARRENVILLE RD., SUITE 211, LISLE, IL, 60532 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-14 |
| Name of individual signing | MARK SCHWARTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-10-14 |
| Name of individual signing | MARK SCHWARTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 524290 |
| Sponsor’s telephone number | 6305415958 |
| Plan sponsor’s address | 901 WARRENVILLE RD., SUITE 211, LISLE, IL, 60532 |
Signature of
| Role | Plan administrator |
| Date | 2021-10-11 |
| Name of individual signing | CHRISTOPHER GANDY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-10-11 |
| Name of individual signing | CHRISTOPHER GANDY |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| MICHAEL J LESZCZEWICZ, 675 N NORTH CT STE 350, PALATINE, 60067 | Agent | 2014-01-24 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| GANDY, CHRISTOPHER L, 901 WARRENVILLE RD., #211, LISLE, IL, 60532 | Manager | 2017-08-29 |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| THE LEGACY WEALTH GROUP LLC | Assumed name | 2024-07-05 | No data | No data | No data |
| Name | Change Date |
|---|---|
| MIDWEST LEGACY ADVISORS LLC | 2011-05-26 |
| MIDWEST LEGACY ADVSORS LLC | 2011-05-23 |
Date of last update: 16 Jan 2025
