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  5. LANCE ACCOUNTING GROUP, LLC

LANCE ACCOUNTING GROUP, LLC

Headquarter

Company Details

Entity Name: LANCE ACCOUNTING GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 25 Jul 2013
Company Number: LLC_04407482
File Number: 04407482
Type of Management: Member Managed
Date Status Change: 24 Jul 2024
Address 330 NORTH WABASH 23RD FLOOR, CHICAGO, 60611, IL
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of LANCE ACCOUNTING GROUP, LLC, KENTUCKY 0498020 KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JOSHUA LANCE CPA 401(K) PLAN 2023 463282679 2024-05-02 JOSHUA LANCE CPA, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-11
Business code 541211
Sponsor’s telephone number 6305370218
Plan sponsor’s address 210 S. LINDEN AVENUE, WESTMONT, IL, 60559

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-05-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
JOSHUA LANCE CPA 401(K) PLAN 2022 463282679 2023-05-26 JOSHUA LANCE CPA, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-11
Business code 541211
Sponsor’s telephone number 6305370218
Plan sponsor’s address 210 S. LINDEN AVENUE, WESTMONT, IL, 60559

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-05-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
JOSHUA LANCE CPA 401(K) PLAN 2021 463282679 2022-05-23 JOSHUA LANCE CPA, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-11
Business code 541211
Sponsor’s telephone number 6305370218
Plan sponsor’s address 210 S. LINDEN AVENUE, WESTMONT, IL, 60559

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-05-23
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
JOSHUA LANCE CPA 401(K) PLAN 2020 463282679 2021-05-25 JOSHUA LANCE CPA, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-11
Business code 541211
Sponsor’s telephone number 6305370218
Plan sponsor’s address 210 S. LINDEN AVENUE, WESTMONT, IL, 60559

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-05-25
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
JOSHUA LANCE CPA 401(K) PLAN 2019 463282679 2020-05-20 JOSHUA LANCE CPA, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-11
Business code 541211
Sponsor’s telephone number 6305370218
Plan sponsor’s address 210 S. LINDEN AVENUE, WESTMONT, IL, 60559

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-05-19
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
JOSHUA LANCE CPA 401(K) PLAN 2018 463282679 2019-07-17 JOSHUA LANCE CPA, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-11
Business code 541211
Sponsor’s telephone number 6305370218
Plan sponsor’s address 210 S. LINDEN AVENUE, WESTMONT, IL, 60559

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
JOSHUA LANCE CPA 401(K) PLAN 2017 463282679 2018-07-27 JOSHUA LANCE CPA, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-11
Business code 541211
Sponsor’s telephone number 6305370218
Plan sponsor’s address 210 S. LINDEN AVENUE, WESTMONT, IL, 60559

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MEYER LAW, LTD., 330 NORTH WABASH 23RD FLOOR, CHICAGO, 60611 Agent 2023-11-14

Manager

Name and Address Role Appointment Date
AYCOCK, SAMANTHA, 5627 WASHINGTON STREET, DOWNERS GROVE, IL, 60516 Manager 2024-07-24

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
LANCE CPA GROUP Assumed name 2017-06-09 No data No data 2020-06-10

Historical Names

Name Change Date
JOSHUA LANCE CPA, LLC 2024-06-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1852967201 2020-04-15 0507 PPP 210 LINDEN AVE, WESTMONT, IL, 60559
Loan Status Date 2021-07-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 103120
Loan Approval Amount (current) 103120
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WESTMONT, DUPAGE, IL, 60559-0001
Project Congressional District IL-06
Number of Employees 14
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 104343.12
Forgiveness Paid Date 2021-06-24

Related by officers

No related officers

Related by address

330 NORTH WABASH 23RD FLOOR, CHICAGO, 60611, IL

WALTON/ISAACSON, LLC

Date of last update: 13 Mar 2025

Sources: Illinois Office of the Secretary of State

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