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INSIGHT FINANCIAL PARTNERS, LLC

Company Details

Entity Name: INSIGHT FINANCIAL PARTNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 09 Jun 2017
Company Number: LLC_06323316
File Number: 06323316
Type of Management: Member Managed
Date Status Change: 07 May 2024
Address 1095 PINGREE ROAD, SUITE 202, CRYSTAL LAKE, 60014, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INSIGHT FINANCIAL PARTNERS, LLC 401K PS PLAN 2023 822118505 2024-06-27 INSIGHT FINANCIAL PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525100
Sponsor’s telephone number 8478679271
Plan sponsor’s address 454 W VIRGINIA ST STE 3, CRYSTAL LAKE, IL, 60014

Signature of

Role Plan administrator
Date 2024-06-27
Name of individual signing MICHAEL K SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-27
Name of individual signing MICHAEL K SMITH
Valid signature Filed with authorized/valid electronic signature
INSIGHT FINANCIAL PARTNERS, LLC 401(K) P/S PLAN 2022 822118505 2023-07-24 INSIGHT FINANCIAL PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525100
Sponsor’s telephone number 8478679271
Plan sponsor’s address 454 W VIRGINIA ST STE 3, CRYSTAL LAKE, IL, 60014

Plan administrator’s name and address

Administrator’s EIN 822118505
Plan administrator’s name INSIGHT FINANCIAL PARTNERS, LLC
Plan administrator’s address 454 W VIRGINIA ST STE 3, CRYSTAL LAKE, IL, 60014
Administrator’s telephone number 8478679271

Signature of

Role Plan administrator
Date 2023-07-24
Name of individual signing MICHAEL SMITH
Valid signature Filed with authorized/valid electronic signature
INSIGHT FINANCIAL PARTNERS, LLC 401(K) P/S PLAN 2022 822118505 2023-03-21 INSIGHT FINANCIAL PARTNERS, LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525100
Sponsor’s telephone number 8478679271
Plan sponsor’s address 454 W VIRGINIA ST STE 3, CRYSTAL LAKE, IL, 60014

Plan administrator’s name and address

Administrator’s EIN 822118505
Plan administrator’s name INSIGHT FINANCIAL PARTNERS, LLC
Plan administrator’s address 454 W VIRGINIA ST STE 3, CRYSTAL LAKE, IL, 60014
Administrator’s telephone number 8478679271

Signature of

Role Plan administrator
Date 2023-03-21
Name of individual signing MICHAEL SMITH
Valid signature Filed with authorized/valid electronic signature
INSIGHT FINANCIAL PARTNERS, LLC 401(K) P/S PLAN 2021 822118505 2022-06-13 INSIGHT FINANCIAL PARTNERS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525100
Sponsor’s telephone number 8478679271
Plan sponsor’s address 454 W VIRGINIA ST STE 3, CRYSTAL LAKE, IL, 60014

Plan administrator’s name and address

Administrator’s EIN 822118505
Plan administrator’s name INSIGHT FINANCIAL PARTNERS, LLC
Plan administrator’s address 454 W VIRGINIA ST STE 3, CRYSTAL LAKE, IL, 60014
Administrator’s telephone number 8478679271

Signature of

Role Plan administrator
Date 2022-06-13
Name of individual signing MICHAEL SMITH
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ILLINOIS REGISTERED AGENT, INC, 5405 W MARGARET ST, MONEE, 60449 Agent 2020-12-14

Manager

Name and Address Role Appointment Date
MICHAEL KEITH SMITH, 6720 COLONEL HOLCOMB DRIVE, CRYSTAL LAKE, IL, 60012 Manager 2024-05-07
ERIN SMITH, 6720 COLONEL HOLCOMB DRIVE, CRYSTAL LAKE, IL, 60012 Manager 2024-05-07
MORGAN BURKLE, 6720 COLONEL HOLCOMB DRIVE, CRYSTAL LAKE, IL, 60012 Manager 2024-05-07

Historical Names

Name Change Date
INSIDE FINANCIAL PARTNERS, LLC 2017-07-03

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State