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GERARD FAMILY LLC

Company Details

Entity Name: GERARD FAMILY LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 12 Mar 2019
Company Number: LLC_07653816
File Number: 07653816
Type of Management: Manager Managed
Date Status Change: 29 Jan 2024
Address 801 N. PERRYVILLE RD., ROCKFORD, 61107, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARLES SCHWAB ROCKFORD RETIREMENT TRUST 2023 862622121 2024-07-03 GERARD FAMILY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 8152090055
Plan sponsor’s address 801 N PERRYVILLE RD, ROCKFORD, IL, 61107

Signature of

Role Plan administrator
Date 2024-07-03
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
CHARLES SCHWAB ROCKFORD RETIREMENT TRUST 2022 862622121 2023-06-28 GERARD FAMILY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 8152090055
Plan sponsor’s address 801 N PERRYVILLE RD, ROCKFORD, IL, 61107

Signature of

Role Plan administrator
Date 2023-06-28
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
CHARLES SCHWAB ROCKFORD RETIREMENT TRUST 2021 862622121 2022-06-28 GERARD FAMILY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 8152090055
Plan sponsor’s address 801 N PERRYVILLE RD, ROCKFORD, IL, 61107

Signature of

Role Plan administrator
Date 2022-06-28
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
CHARLES SCHWAB ROCKFORD RETIREMENT TRUST 2020 862622121 2021-07-15 GERARD FAMILY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 8152090055
Plan sponsor’s address 801 N PERRYVILLE RD, ROCKFORD, IL, 61107

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MARK CHRISTOPHER GERARD, 801 N. PERRYVILLE RD., ROCKFORD, 61107 Agent 2019-03-12

Manager

Name and Address Role Appointment Date
GERARD, MARK CHRISTOPHER, 801 N. PERRYVILLE RD., ROCKFORD, IL, 61107 Manager 2024-01-29

Date of last update: 23 Jan 2025

Sources: Illinois Office of the Secretary of State