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PLOTPOINT FINANCIAL LLC

Company Details

Entity Name: PLOTPOINT FINANCIAL LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 17 Nov 2016
Company Number: LLC_06061753
File Number: 06061753
Type of Management: Manager Managed
Date Status Change: 30 Oct 2024
Address 954 W WASHINGTON BLVD STE 325, CHICAGO, 60607, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PLOTPOINT FINANCIAL LLC 401(K) PLAN 2023 814456788 2024-06-22 PLOTPOINT FINANCIAL LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-07-01
Business code 111100
Sponsor’s telephone number 3127968650
Plan sponsor’s address 954 W WASHINGTON BLVD STE 325, CHICAGO, IL, 606072224

Signature of

Role Plan administrator
Date 2024-06-22
Name of individual signing ADRIENNE POOLE
Valid signature Filed with authorized/valid electronic signature
PLOTPOINT FINANCIAL LLC 401(K) PLAN 2022 814456788 2023-06-26 PLOTPOINT FINANCIAL LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-07-01
Business code 111100
Sponsor’s telephone number 3127968650
Plan sponsor’s address 954 W WASHINGTON BLVD STE 325, CHICAGO, IL, 606072224

Signature of

Role Plan administrator
Date 2023-06-26
Name of individual signing ADRIENNE POOLE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
SCOTT PRINCE, 954 W WASHINGTON BLVD STE 325, CHICAGO, 60607 Agent 2016-11-17

Manager

Name and Address Role Appointment Date
PRINCE, SCOTT L, 954 W WASHINGTON BLVD STE 325, CHICAGO, IL, 60607 Manager 2024-10-30
POOLE, ADRIENNE M, 954 W WASHINGTON BLVD STE 325, CHICAGO, IL, 60607 Manager 2024-10-30

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 066005328 No data No data PUBLIC ACCOUNTANT FIRM LICENSE No data 2018-12-28 2021-11-16 2024-11-30

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State