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ARCADIA WEALTH GROUP LLC

Company Details

Entity Name: ARCADIA WEALTH GROUP LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 20 Nov 2017
Company Number: LLC_06627595
File Number: 06627595
Type of Management: Manager Managed
Date Status Change: 03 Oct 2024
Address 2707 ST. ANDREWS DRIVE, MARION, 62959, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ARCADIA WEALTH GROUP, LLC CASH BALANCE PLAN 2023 823579146 2024-04-30 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959
ARCADIA WEALTH GROUP, LLC 401(K) PLAN 2023 823579146 2024-04-30 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959
ARCADIA WEALTH GROUP, LLC CASH BALANCE PLAN 2022 823579146 2023-03-31 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959
ARCADIA WEALTH GROUP, LLC 401(K) PLAN 2022 823579146 2023-03-31 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959
ARCADIA WEALTH GROUP, LLC 401(K) PLAN 2021 823579146 2022-07-11 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959
ARCADIA WEALTH GROUP, LLC CASH BALANCE PLAN 2021 823579146 2022-07-11 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959
ARCADIA WEALTH GROUP, LLC 401(K) PLAN 2020 823579146 2021-05-17 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959
ARCADIA WEALTH GROUP, LLC CASH BALANCE PLAN 2020 823579146 2021-05-17 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959
ARCADIA WEALTH GROUP, LLC CASH BALANCE PLAN 2019 823579146 2020-06-30 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959
ARCADIA WEALTH GROUP, LLC 401(K) PLAN 2019 823579146 2020-06-30 ARCADIA WEALTH GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 6189931970
Plan sponsor’s address 200 TOWER SQUARE PL., P. O. BOX 1165, MARION, IL, 62959

Agent

Name and Address Role Appointment Date
BEN W BRUCE, 2707 SAINT ANDREWS DR, MARION, 62959 Agent 2017-11-20

Manager

Name and Address Role Appointment Date
BRUCE, BEN W, 2707 ST. ANDREWS DRIVE, MARION, IL, 62959 Manager 2017-11-20

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State