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FOCAL POINT FINANCIAL, LLC

Company Details

Entity Name: FOCAL POINT FINANCIAL, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 13 Mar 2017
Company Number: LLC_06179819
File Number: 06179819
Type of Management: Manager Managed
Date Status Change: 01 Mar 2024
Address 1776 LEGACY CIRCLE SUITE 118C, NAPERVILLE, 60563, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FOCAL POINT FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2023 830639667 2024-04-03 FOCAL POINT FINANCIAL 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6305149203
Plan sponsor’s address 1716 WILD ROSE CT., NAPERVILLE, IL, 60565

Signature of

Role Plan administrator
Date 2024-04-03
Name of individual signing JUDSON MANN
Valid signature Filed with authorized/valid electronic signature
FOCAL POINT FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2022 830639667 2023-03-29 FOCAL POINT FINANCIAL 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6305149203
Plan sponsor’s address 1716 WILD ROSE CT., NAPERVILLE, IL, 60565

Signature of

Role Plan administrator
Date 2023-03-29
Name of individual signing JUDSON MANN
Valid signature Filed with authorized/valid electronic signature
FOCAL POINT FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2021 830639667 2022-04-11 FOCAL POINT FINANCIAL 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6305149203
Plan sponsor’s address 1716 WILD ROSE CT., NAPERVILLE, IL, 60565

Signature of

Role Plan administrator
Date 2022-04-11
Name of individual signing JUDSON MANN
Valid signature Filed with authorized/valid electronic signature
FOCAL POINT FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2020 830639667 2021-05-07 FOCAL POINT FINANCIAL 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6305149203
Plan sponsor’s address 1716 WILD ROSE CT., NAPERVILLE, IL, 60565

Signature of

Role Plan administrator
Date 2021-05-07
Name of individual signing JUDSON MANN
Valid signature Filed with authorized/valid electronic signature
FOCAL POINT FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2019 830639667 2020-04-17 FOCAL POINT FINANCIAL 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6305149203
Plan sponsor’s address 1716 WILD ROSE CT., NAPERVILLE, IL, 60565

Signature of

Role Plan administrator
Date 2020-04-17
Name of individual signing JUDSON MANN
Valid signature Filed with authorized/valid electronic signature
FOCAL POINT FINANCIAL 401 K PROFIT SHARING PLAN TRUST 2018 830639667 2019-04-05 FOCAL POINT FINANCIAL 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6305149203
Plan sponsor’s address 1716 WILD ROSE CT., NAPERVILLE, IL, 60565

Signature of

Role Plan administrator
Date 2019-04-05
Name of individual signing JUDSON H MANN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOHN F. DIXON, 1415 W 55TH ST STE 101, COUNTRYSIDE, 60525 Agent 2017-03-13

Manager

Name and Address Role Appointment Date
MANN, JUDSON H., 1716 WILD ROSE COURT, NAPERVILLE, IL, 60565 Manager 2024-03-01

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State