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  5. SAGE PRIVATE WEALTH GROUP, LLC

SAGE PRIVATE WEALTH GROUP, LLC

Company Details

Entity Name: SAGE PRIVATE WEALTH GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 22 Mar 2012
Company Number: LLC_03849953
File Number: 03849953
Type of Management: Manager Managed
Date Status Change: 16 Feb 2024
Address 18W140 BUTTERFIELD RD,STE 1160, OAKBROOK TERRACE, 60181, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1845635 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181 630-933-0000

Filings since 2022-11-08
Form type 13F-HR
File number 028-21081
Filing date 2022-11-08
Reporting date 2022-09-30
File View File

Filings since 2022-08-01
Form type 13F-HR
File number 028-21081
Filing date 2022-08-01
Reporting date 2022-06-30
File View File

Filings since 2022-05-13
Form type 13F-HR
File number 028-21081
Filing date 2022-05-13
Reporting date 2022-03-31
File View File

Filings since 2022-01-24
Form type 13F-HR
File number 028-21081
Filing date 2022-01-24
Reporting date 2021-12-31
File View File

Filings since 2021-11-02
Form type 13F-HR
File number 028-21081
Filing date 2021-11-02
Reporting date 2021-09-30
File View File

Filings since 2021-08-16
Form type 13F-HR
File number 028-21081
Filing date 2021-08-16
Reporting date 2021-06-30
File View File

Filings since 2021-05-18
Form type 13F-HR
File number 028-21081
Filing date 2021-05-18
Reporting date 2021-03-31
File View File

Filings since 2021-03-02
Form type 13F-HR
File number 028-21081
Filing date 2021-03-02
Reporting date 2020-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SAGE PRIVATE WEALTH GROUP 401(K) PLAN AND TRUST 2023 454837234 2024-05-07 SAGE PRIVATE WEALTH GROUP, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6309330000
Plan sponsor’s address 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181

Signature of
Role Plan administrator
Date 2024-05-07
Name of individual signing KHALED TAHA
Valid signature Filed with authorized/valid electronic signature
SAGE PRIVATE WEALTH GROUP 401(K) PLAN AND TRUST 2022 454837234 2023-04-20 SAGE PRIVATE WEALTH GROUP, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6309330000
Plan sponsor’s address 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181

Signature of
Role Plan administrator
Date 2023-04-20
Name of individual signing KHALED TAHA
Valid signature Filed with authorized/valid electronic signature
SAGE PRIVATE WEALTH GROUP 401(K) PLAN AND TRUST 2021 454837234 2022-05-09 SAGE PRIVATE WEALTH GROUP, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6309330000
Plan sponsor’s address 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing KHALED TAHA
Valid signature Filed with authorized/valid electronic signature
SAGE PRIVATE WEALTH GROUP 401(K) PLAN AND TRUST 2020 454837234 2021-05-06 SAGE PRIVATE WEALTH GROUP, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6309330000
Plan sponsor’s address 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181

Signature of
Role Plan administrator
Date 2021-05-06
Name of individual signing KHALED TAHA
Valid signature Filed with authorized/valid electronic signature
SAGE PRIVATE WEALTH GROUP 401(K) PLAN AND TRUST 2019 454837234 2020-07-23 SAGE PRIVATE WEALTH GROUP, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6309330000
Plan sponsor’s address 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181

Signature of
Role Plan administrator
Date 2020-07-23
Name of individual signing KHALED TAHA
Valid signature Filed with authorized/valid electronic signature
SAGE PRIVATE WEALTH GROUP 401(K) PLAN AND TRUST 2018 454837234 2019-03-12 SAGE PRIVATE WEALTH GROUP, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6309330000
Plan sponsor’s address 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181

Signature of
Role Plan administrator
Date 2019-03-12
Name of individual signing KHALED TAHA
Valid signature Filed with authorized/valid electronic signature
SAGE PRIVATE WEALTH GROUP 401(K) PLAN AND TRUST 2017 454837234 2018-10-11 SAGE PRIVATE WEALTH GROUP, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6309330000
Plan sponsor’s address 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing KHALED TAHA
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
KHALED A TAHA, 18W140 BUTTERFIELD RD STE 1160, OAKBROOK TERRACE, 60181 Agent 2017-10-03

Manager

Name and Address Role Appointment Date
KHALED TAHA, 18W140 BUTTERFIELD RD,STE 1160, OAKBROOK TERRACE, IL, 60181 Manager 2024-02-16

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
SAGE PRIVATE WEALTH GROUP Assumed name 2021-08-12 No data No data No data

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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