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INDEPENDENCE CAPITAL FINANCIAL PARTNERS LLC

Company Details

Entity Name: INDEPENDENCE CAPITAL FINANCIAL PARTNERS LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 24 Jan 2012
Company Number: LLC_03870332
File Number: 03870332
Type of Management: Member Managed
Date Status Change: 06 Dec 2024
Address 555 E BUTTERFIELD RD STE 212, LOMBARD, 60148, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INDEPENDENCE CAPITAL FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2023 454355114 2024-03-25 INDEPENDENCE CAPITAL FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6307966161
Plan sponsor’s address 555 E. BUTTERFIELD ROAD, SUITE 212, LOMBARD, IL, 60148

Signature of

Role Plan administrator
Date 2024-03-25
Name of individual signing ANDREW LOHSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-25
Name of individual signing ANDREW LOHSE
Valid signature Filed with authorized/valid electronic signature
INDEPENDENCE CAPITAL FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2022 454355114 2023-03-30 INDEPENDENCE CAPITAL FINANCIAL PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6307966161
Plan sponsor’s address 555 E. BUTTERFIELD ROAD, SUITE 212, LOMBARD, IL, 60148

Signature of

Role Plan administrator
Date 2023-03-30
Name of individual signing ANDREW LOHSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-30
Name of individual signing ANDREW LOHSE
Valid signature Filed with authorized/valid electronic signature
INDEPENDENCE CAPITAL FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2021 454355114 2022-02-21 INDEPENDENCE CAPITAL FINANCIAL PARTNERS, LLC 7
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6307966161
Plan sponsor’s address 555 E. BUTTERFIELD ROAD, SUITE 212, LOMBARD, IL, 60148

Signature of

Role Plan administrator
Date 2022-02-21
Name of individual signing ANDREW LOHSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-02-21
Name of individual signing ANDREW LOHSE
Valid signature Filed with authorized/valid electronic signature
INDEPENDENCE CAPITAL FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2021 454355114 2023-03-30 INDEPENDENCE CAPITAL FINANCIAL PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6307966161
Plan sponsor’s address 555 E. BUTTERFIELD ROAD, SUITE 212, LOMBARD, IL, 60148

Signature of

Role Plan administrator
Date 2023-03-30
Name of individual signing ANDREW LOHSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-30
Name of individual signing ANDREW LOHSE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BERNICKY LAW FIRM, 1700 PARK ST STE 203, NAPERVILLE, 60563 Agent 2019-12-13

Manager

Name and Address Role Appointment Date
JAMES W. LOHSE, 6312 WALNUT AVE., DOWNERS GROVE, IL, 60516 Manager 2022-12-16
CONNOR, ARTHUR M., 1096 OLD FIELD DR, SUMMERVILLE, SC, 29483 Manager 2022-12-16
LOHSE, ANDREW M., 1763 VILLANOVA DR, NAPERVILLE, IL, 60565 Manager 2022-12-16

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State