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ASPIRE PLANNING GROUP LLC

Company Details

Entity Name: ASPIRE PLANNING GROUP LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 20 Jun 2012
Company Number: LLC_04018222
File Number: 04018222
Type of Management: Member Managed
Date Status Change: 13 May 2024
Address 960 HARRIS RD. SUITE 2B, GRAYSLAKE, 60030, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASPIRE PLANNING GROUP, LLC 401(K) PLAN 2021 364739126 2022-08-03 ASPIRE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8472310990
Plan sponsor’s address 960 HARRIS ROAD, SUITE 2B, GRAYSLAKE, IL, 60030
ASPIRE PLANNING GROUP, LLC 401(K) PLAN 2021 364739126 2022-04-16 ASPIRE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8472310990
Plan sponsor’s address 960 HARRIS ROAD, SUITE 2B, GRAYSLAKE, IL, 60030
ASPIRE PLANNING GROUP, LLC 401(K) PLAN 2020 364739126 2021-04-12 ASPIRE PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8472310990
Plan sponsor’s address 960 HARRIS ROAD, SUITE 2B, GRAYSLAKE, IL, 60030
ASPIRE PLANNING GROUP, LLC 401(K) PLAN 2019 364739126 2020-05-14 ASPIRE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8472310990
Plan sponsor’s address 960 HARRIS ROAD, SUITE 2B, GRAYSLAKE, IL, 60030
ASPIRE PLANNING GROUP, LLC 401(K) PLAN 2018 364739126 2019-05-28 ASPIRE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8472310990
Plan sponsor’s address 960 HARRIS ROAD, SUITE 2B, GRAYSLAKE, IL, 60030
ASPIRE PLANNING GROUP, LLC 401(K) PLAN 2017 364739126 2018-06-28 ASPIRE PLANNING GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8472310990
Plan sponsor’s address 960 HARRIS ROAD, SUITE 2B, GRAYSLAKE, IL, 60030
ASPIRE PLANNING GROUP, LLC 401(K) PLAN 2016 364739126 2017-05-18 ASPIRE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8472310990
Plan sponsor’s address 960 HARRIS ROAD, SUITE 2B, GRAYSLAKE, IL, 60030
ASPIRE PLANNING GROUP, LLC 401(K) PLAN 2015 364739126 2016-06-24 ASPIRE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8472310990
Plan sponsor’s address 960 HARRIS ROAD, SUITE 2B, GRAYSLAKE, IL, 60030
ASPIRE PLANNING GROUP, LLC 401(K) PLAN 2014 364739126 2015-07-08 ASPIRE PLANNING GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8472310990
Plan sponsor’s address 960 HARRIS ROAD, SUITE 2B, GRAYSLAKE, IL, 60030

Signature of

Role Plan administrator
Date 2015-07-08
Name of individual signing JULIE HUPP
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-08
Name of individual signing JULIE HUPP
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JULIE HUPP, 960 HARRIS RD UNIT 2B, GRAYSLAKE, 60030 Agent 2012-06-20

Manager

Name and Address Role Appointment Date
HUPP, JULIE, 668 INDIAN PATH RD, GRAYSLAKE, IL, 60030 Manager 2024-05-13

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
ASPIRE WEALTH MANAGEMENT Assumed name 2012-06-28 2015-08-14 Involuntary cancellation No data

Date of last update: 13 Feb 2025

Sources: Illinois Office of the Secretary of State