| Entity Name: | LANTZ FINANCIAL LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 02 Mar 2017 |
| Company Number: | LLC_06023959 |
| File Number: | 06023959 |
| Type of Management: | Manager Managed |
| Date Status Change: | 30 Jan 2024 |
| Address | 1733 PARK ST, STE 350, NAPERVILLE, 60563, IL |
| Place of Formation: | ILLINOIS |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | LANTZ FINANCIAL LLC, FLORIDA | M19000005280 | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1766883 | 1733 PARK STREET, SUITE 350, NAPERVILLE, IL, 60563 | 1733 PARK STREET, SUITE 350, NAPERVILLE, IL, 60563 | 6303364902 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2024-10-15 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-13
| Form type | N-PX |
| File number | 028-19475 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-07
| Form type | 13F-HR/A |
| File number | 028-19475 |
| Filing date | 2024-08-07 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-10
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2024-07-10 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-10
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2024-04-10 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-12
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2024-01-12 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-20
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2023-10-20 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-12
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2023-07-12 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-10
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2023-04-10 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-23
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2023-01-23 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-17
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2022-10-17 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-29
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2022-07-29 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-05
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2022-05-05 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-19
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2022-01-19 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-14
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2021-10-14 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-16
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2021-07-16 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-19
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2021-04-19 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-19
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2021-01-19 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-09
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2020-10-09 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-22
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2020-07-22 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-10
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2020-04-10 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-17
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2020-01-17 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-18
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2019-10-18 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-15
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2019-07-15 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-22
| Form type | 13F-HR |
| File number | 028-19475 |
| Filing date | 2019-04-22 |
| Reporting date | 2019-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LANTZ FINANCIAL LLC 401(K) PROFIT SHARING PLAN | 2023 | 815225715 | 2024-09-24 | LANTZ FINANCIAL LLC | 9 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-09-24 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-09-24 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3312046230 |
| Plan sponsor’s address | 1733 PARK STREET, SUITE 350, NAPERVILLE, IL, 60563 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-11 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-10-11 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3312046230 |
| Plan sponsor’s address | 1733 PARK STREET, SUITE 350, NAPERVILLE, IL, 60563 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-11 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-10-11 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3312046230 |
| Plan sponsor’s address | 1733 PARK STREET, SUITE 350, NAPERVILLE, IL, 60563 |
Signature of
| Role | Plan administrator |
| Date | 2021-10-11 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-10-11 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3312046230 |
| Plan sponsor’s address | 1733 PARK STREET, UNIT 350, NAPERVILLE, IL, 60563 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-02 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3312046230 |
| Plan sponsor’s address | 1733 PARK STREET, UNIT 350, NAPERVILLE, IL, 60563 |
Signature of
| Role | Plan administrator |
| Date | 2019-04-03 |
| Name of individual signing | MICHAEL LANTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| MICHAEL J LANTZ, 1733 PARK ST., STE 350, NAPERVILLE, 60563 | Agent | 2019-05-07 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| LANTZ, MICHAEL J, 1733 PARK ST. STE 350, NAPERVILLE, IL, 60563 | Manager | 2024-01-30 |
| ROHLFING, DANIEL B., 1733 PARK ST. STE 350, NAPERVILLE, IL, 60563 | Manager | 2024-01-30 |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| LANTZ FINANCIAL TEAM | Assumed name | 2018-11-16 | No data | No data | 2020-05-04 |
Date of last update: 16 Jan 2025
