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  5. SPRING FORWARD FINANCIAL, LLC

SPRING FORWARD FINANCIAL, LLC

Company Details

Entity Name: SPRING FORWARD FINANCIAL, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 03 Jan 2013
Company Number: LLC_04233247
File Number: 04233247
Type of Management: Manager Managed
Date Status Change: 30 Dec 2024
Address 3150 N LAKE SHORE DR APT 6E, CHICAGO, 60657, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN 2020 461683451 2021-10-07 SPRING FORWARD FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 4541 N. HERMITAGE AVENUE, CHICAGO, IL, 60640

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-07
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
SPRING FORWARD FINANCIAL, LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 461683451 2021-10-07 SPRING FORWARD FINANCIAL, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 812990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 4541 N. HERMITAGE AVENUE, CHICAGO, IL, 60640

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-07
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN 2019 461683451 2020-08-27 SPRING FORWARD FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 222 W. ADAMS STREET, SUITE 250, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2020-08-27
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-27
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
SPRING FORWARD FINANCIAL, LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 461683451 2020-08-27 SPRING FORWARD FINANCIAL, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 812990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 222 W. ADAMS STREET, SUITE 250, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2020-08-27
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-27
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN 2018 461683451 2019-09-16 SPRING FORWARD FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 222 W. ADAMS STREET, SUITE 250, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2019-09-16
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-16
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
SPRING FORWARD FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST 2018 461683451 2019-03-13 SPRING FORWARD FINANCIAL LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 812990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 222 W ADAMS ST SUITE 250, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2019-03-13
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN 2017 461683451 2018-10-08 SPRING FORWARD FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 222 W. ADAMS STREET, SUITE 250, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2018-10-08
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-08
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
SPRING FORWARD FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST 2017 461683451 2018-05-23 SPRING FORWARD FINANCIAL LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 812990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 222 W ADAMS ST SUITE 250, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2018-05-23
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
SPRING FORWARD FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST 2016 461683451 2017-05-22 SPRING FORWARD FINANCIAL LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 812990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 222 W ADAMS ST SUITE 250, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2017-05-22
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
SPRING FORWARD FINANCIAL LLC EMPLOYEE GROUP HEALTH PLAN 2015 461683451 2016-06-14 SPRING FORWARD FINANCIAL, LLC 5
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 3127657095
Plan sponsor’s address 222 W ADAMS ST STE 250, CHICAGO, IL, 606065308

Signature of
Role Plan administrator
Date 2016-06-14
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-14
Name of individual signing TONI BURT
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
TONI BURT, 3150 N LAKE SHORE DR APT 6E, CHICAGO, 60657 Agent 2022-06-27

Member

Name and Address Role Account Number
Toni Burt Member 380814

Manager

Name and Address Role Appointment Date
BURT, TONI, 3150 N LAKE SHORE DR APT 6E, CHICAGO, IL, 60657 Manager 2024-12-30

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 2256199 Cancelled 1010 Limited Business License 709 - Miscellaneous Personal Services 2019-04-02 2019-05-16 2021-07-15

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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