| Entity Name: | PRISM PLANNING PARTNERS, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 15 Sep 2017 |
| Company Number: | LLC_06380239 |
| File Number: | 06380239 |
| Type of Management: | Manager Managed |
| Date Status Change: | 16 Aug 2024 |
| Address | 321 S. MILWAUKEE AVE, LIBERTYVILLE, 60048, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN | 2023 | 812609722 | 2024-06-07 | PRISM PLANNING PARTNERS LLC | 31 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 262312094 |
| Plan administrator’s name | TPC QUALIFIED PLANS LLC |
| Plan administrator’s address | 11215 N COMMUNITY HOUSE RD #800, CHARLOTTE, NC, 28277 |
| Administrator’s telephone number | 8885054484 |
Signature of
| Role | Plan administrator |
| Date | 2024-06-07 |
| Name of individual signing | MELISSA VERSNIK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 020 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8472509870 |
| Plan sponsor’s address | 321 S. MILWAUKEE AVE, LIBERTYVILLE, IL, 60048 |
Plan administrator’s name and address
| Administrator’s EIN | 262312094 |
| Plan administrator’s name | TPC QUALIFIED PLANS LLC |
| Plan administrator’s address | 11215 N COMMUNITY HOUSE RD #800, CHARLOTTE, NC, 28277 |
| Administrator’s telephone number | 8885054484 |
Signature of
| Role | Plan administrator |
| Date | 2024-06-07 |
| Name of individual signing | MELISSA VERSNIK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 020 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8472509870 |
| Plan sponsor’s address | 321 S. MILWAUKEE AVE, LIBERTYVILLE, IL, 60048 |
Plan administrator’s name and address
| Administrator’s EIN | 262312094 |
| Plan administrator’s name | TPC QUALIFIED PLANS LLC |
| Plan administrator’s address | 2355 JFK ROAD, DUBUQUE, IA, 52004 |
| Administrator’s telephone number | 8885054484 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-29 |
| Name of individual signing | MELISSA VERSNIK |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| RON BERNSTEIN, 321 S. MILWAUKEE AVE., LIBERTYVILLE, 60048 | Agent | 2021-08-06 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| BERNSTEIN, RON, 2501 AUGUSTA WAY, HIGHLAND PARK, IL, 60035 | Manager | 2017-09-15 |
| SULLIVAN, NICOLE, 598 S. HILLCREST AVE, ELMHURST, IL, 60126 | Manager | 2017-09-15 |
| PETERS,DANIEL, 2649 KINGISHER WAY, WAUCONDA, IL, 60084 | Manager | 2023-08-10 |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| PRISM PLANNING PARTNERS | Assumed name | 2018-06-05 | No data | No data | 2020-09-04 |
Date of last update: 27 Jan 2025
