Search icon

CARLSON GROUP ADVISORS LLC

Branch

Company Details

Entity Name: CARLSON GROUP ADVISORS LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 27 Aug 2020
Branch of: CARLSON GROUP ADVISORS LLC, FLORIDA (Company Number L20000248442)
Company Number: LLC_09020705
File Number: 09020705
Type of Management: Manager Managed
Date Status Change: 06 Sep 2024
Address 4742 SPRINGCREEK DRIVE, BONITA SPRINGS, 34134, FL
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CGA, LLC CASH BALANCE PENSION PLAN 2023 832062759 2024-10-07 CARLSON GROUP ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2024-10-02
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-02
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
CGA LLC SUCCESS SHARING PLAN 2023 832062759 2024-10-07 CARLSON GROUP ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2024-10-02
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-02
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
CGA LLC SUCCESS SHARING PLAN 2022 832062759 2023-10-12 CARLSON GROUP ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2023-10-12
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
CGA, LLC CASH BALANCE PENSION PLAN 2022 832062759 2023-10-12 CARLSON GROUP ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2023-10-12
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
CGA, LLC CASH BALANCE PENSION PLAN 2021 832062759 2022-10-13 CARLSON GROUP ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2022-10-13
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
CGA LLC SUCCESS SHARING PLAN 2021 832062759 2022-10-13 CARLSON GROUP ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2022-10-13
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
CGA, LLC CASH BALANCE PENSION PLAN 2020 832062759 2021-09-30 CARLSON GROUP ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2021-09-30
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-30
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
CGA LLC SUCCESS SHARING PLAN 2020 832062759 2021-09-30 CARLSON GROUP ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2021-09-30
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-30
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
CGA, LLC CASH BALANCE PENSION PLAN 2019 832062759 2020-09-30 CARLSON GROUP ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2020-09-25
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-25
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
CGA LLC SUCCESS SHARING PLAN 2019 832062759 2020-09-30 CARLSON GROUP ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6306135022
Plan sponsor’s address 966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502

Signature of

Role Plan administrator
Date 2020-09-25
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-25
Name of individual signing MARK ADAMS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROBERT ADAMS, 903 OHIO AVE, SAINT CHARLES, 60174 Agent 2024-02-21

Manager

Name and Address Role Appointment Date
ADAMS, MARK D., 4742 SPRINGCREEK DRIVE, BONITA SPRINGS, FL, 34134 Manager 2024-09-06

Date of last update: 13 Feb 2025

Sources: Illinois Office of the Secretary of State