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  5. PRINCIPLE VALUATION LLC

PRINCIPLE VALUATION LLC

Company Details

Entity Name: PRINCIPLE VALUATION LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 02 Feb 2016
Company Number: LLC_05588367
File Number: 05588367
Type of Management: Manager Managed
Date Status Change: 19 Jan 2024
Address 311 S WACKER DR STE 3350, CHICAGO, 60606, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRINCIPLE VALUATION, LLC 401(K) PLAN AND TRUST 2023 810852447 2024-07-08 PRINCIPLE VALUATION, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-09
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 311 SOUTH WACKER DRIVE, SUITE 3350, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2024-07-08
Name of individual signing PAUL W. SHADE
Valid signature Filed with authorized/valid electronic signature
PRINCIPLE VALUATION, LLC 401(K) PLAN AND TRUST 2022 810852447 2023-09-20 PRINCIPLE VALUATION, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-09
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 311 SOUTH WACKER DRIVE, SUITE 3350, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2023-09-20
Name of individual signing PAUL W. SHADE
Valid signature Filed with authorized/valid electronic signature
PRINCIPLE VALUATION, LLC 401(K) PLAN AND TRUST 2021 810852447 2022-09-15 PRINCIPLE VALUATION, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-09
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 311 SOUTH WACKER DRIVE, SUITE 3350, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2022-09-15
Name of individual signing PAUL SHADE
Valid signature Filed with authorized/valid electronic signature
PRINCIPLE VALUATION, LLC 401(K) PLAN AND TRUST 2020 810852447 2021-09-14 PRINCIPLE VALUATION, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-09
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 311 SOUTH WACKER DRIVE, SUITE 3350, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2021-09-14
Name of individual signing PAUL SHADE
Valid signature Filed with authorized/valid electronic signature
PRINCIPLE VALUATION, LLC PROFIT SHARING AND 401(K) PLAN 2014 260590456 2015-07-13 PRINCIPLE VALUATION, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 230 WEST MONROE, SUITE 2540, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2015-07-13
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-13
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
PRINCIPLE VALUATION, LLC PROFIT SHARING AND 401(K) PLAN 2013 260590456 2014-04-22 PRINCIPLE VALUATION, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 230 WEST MONROE, SUITE 2540, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2014-04-22
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-04-22
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
PRINCIPLE VALUATION, LLC PROFIT SHARING AND 401(K) PLAN 2012 260590456 2013-07-17 PRINCIPLE VALUATION, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 230 WEST MONROE, SUITE 2540, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2013-07-17
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-17
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
PRINCIPLE VALUATION, LLC PROFIT SHARING AND 401(K) PLAN 2011 260590456 2012-07-10 PRINCIPLE VALUATION, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 230 WEST MONROE, SUITE 2540, CHICAGO, IL, 60606

Plan administrator’s name and address
Administrator’s EIN 260590456
Plan administrator’s name PRINCIPLE VALUATION, LLC
Plan administrator’s address 230 WEST MONROE, SUITE 2540, CHICAGO, IL, 60606
Administrator’s telephone number 3124221010

Signature of
Role Plan administrator
Date 2012-07-10
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-10
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
PRINCIPLE VALUATION, LLC PROFIT SHARING AND 401(K) PLAN 2010 260590456 2011-07-21 PRINCIPLE VALUATION, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 230 WEST MONROE, SUITE 2540, CHICAGO, IL, 60606

Plan administrator’s name and address
Administrator’s EIN 260590456
Plan administrator’s name PRINCIPLE VALUATION, LLC
Plan administrator’s address 230 WEST MONROE, SUITE 2540, CHICAGO, IL, 60606
Administrator’s telephone number 3124221010

Signature of
Role Plan administrator
Date 2011-07-21
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-21
Name of individual signing TIMOTHY BAKER
Valid signature Filed with authorized/valid electronic signature
PRINCIPLE VALUATION, LLC PROFIT SHARING AND 401(K) PLAN 2009 260590456 2010-07-27 PRINCIPLE VALUATION, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3124221010
Plan sponsor’s address 230 WEST MONROE, SUITE 2540, CHICAGO, IL, 60606

Plan administrator’s name and address
Administrator’s EIN 260590456
Plan administrator’s name PRINCIPLE VALUATION, LLC
Plan administrator’s address 230 WEST MONROE, SUITE 2540, CHICAGO, IL, 60606
Administrator’s telephone number 3124221010

Signature of
Role Plan administrator
Date 2010-07-26
Name of individual signing PATRICK SIMERS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
LP AGENTS, LLC, 120 S RIVERSIDE PLZ STE 1800, CHICAGO, 60606, SANGAMON Agent 2024-02-22

Manager

Name and Address Role Account Number Appointment Date
David M Shade Manager 505875 No data
SHADE, DAVID M, 311 S WACKER DR STE 3350, CHICAGO, IL, 60606 Manager No data 2022-12-16

Other

Name and Address Role Account Number
Principle Valuation Holdings, Inc. Other 505875

Managing member

Name and Address Role Account Number
TIMOTHY B BAKER Managing member 329446

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 2961780 Issued 1010 Limited Business License 602 - Administrative Commercial Office 2024-03-28 2024-03-28 2026-04-15
BUSINESS LICENSE 1897988 Issued 1010 Limited Business License No data 2018-10-09 2018-09-16 2021-07-15

Related by officers

LP AGENTS, LLC, 120 S RIVERSIDE PLZ STE 1800, CHICAGO, 60606, SANGAMON

SIDNEY & SADIE, LLC

Related by address

No related companies by address

Date of last update: 23 Jan 2025

Sources: Illinois Office of the Secretary of State

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