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PERFORMANCE WEALTH PARTNERS, LLC

Company Details

Entity Name: PERFORMANCE WEALTH PARTNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 14 Jan 2021
Company Number: LLC_09492984
File Number: 09492984
Type of Management: Manager Managed
Date Status Change: 31 Dec 2024
Address 36 EAST HINSDALE AVENUE, HINSDALE, 60521, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PERFORMANCE WEALTH 401(K) PLAN 2023 661241865 2024-09-13 PERFORMANCE WEALTH PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6306865647
Plan sponsor’s address 36 E HINSDALE AVE., HINSDALE, IL, 60521

Signature of

Role Plan administrator
Date 2024-09-13
Name of individual signing CHARLES LESSER
Valid signature Filed with authorized/valid electronic signature
PERFORMANCE WEALTH CASH BALANCE PLAN 2023 661241865 2024-08-28 PERFORMANCE WEALTH PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6306865647
Plan sponsor’s address 36 E. HINSDALE AVE., HINSDALE, IL, 60521

Signature of

Role Plan administrator
Date 2024-08-28
Name of individual signing CHARLES LESSER
Valid signature Filed with authorized/valid electronic signature
PERFORMANCE WEALTH CASH BALANCE PLAN 2022 661241865 2023-10-11 PERFORMANCE WEALTH PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6306865647
Plan sponsor’s address 36 E. HINSDALE AVE., HINSDALE, IL, 60521

Signature of

Role Plan administrator
Date 2023-10-11
Name of individual signing CHARLES LESSER
Valid signature Filed with authorized/valid electronic signature
PERFORMANCE WEALTH 401(K) PLAN 2022 661241865 2023-09-14 PERFORMANCE WEALTH PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6306865647
Plan sponsor’s address 36 E HINSDALE AVE., HINSDALE, IL, 60521

Signature of

Role Plan administrator
Date 2023-09-14
Name of individual signing CHARLES LESSER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-14
Name of individual signing THOMAS SALVINO
Valid signature Filed with authorized/valid electronic signature
PERFORMANCE WEALTH CASH BALANCE PLAN 2021 861241865 2022-10-17 PERFORMANCE WEALTH PARTNERS, LLC 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6306865647
Plan sponsor’s address 36 E. HINSDALE AVE., HINSDALE, IL, 60521

Signature of

Role Plan administrator
Date 2022-10-17
Name of individual signing CHARLES LESSER
Valid signature Filed with authorized/valid electronic signature
PERFORMANCE WEALTH 401(K) PLAN 2021 861241865 2022-09-09 PERFORMANCE WEALTH PARTNERS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6306865647
Plan sponsor’s address 36 E HINSDALE AVE., HINSDALE, IL, 60521

Signature of

Role Plan administrator
Date 2022-09-09
Name of individual signing CHARLES LESSER
Valid signature Filed with authorized/valid electronic signature
PERFORMANCE WEALTH 401(K) PLAN 2021 661241865 2022-10-17 PERFORMANCE WEALTH PARTNERS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6306865647
Plan sponsor’s address 36 E HINSDALE AVE., HINSDALE, IL, 60521

Signature of

Role Plan administrator
Date 2022-10-17
Name of individual signing CHARLES LESSER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ILLINOIS CORPORATION SERVICE COMPANY, 801 ADLAI STEVENSON DRIVE, SPRINGFIELD, 62703, SANGAMON Agent 2021-01-14

Manager

Name and Address Role Appointment Date
SALVINO, THOMAS J., 36 E. HINSDALE AVE., HINSDALE, IL, 60521 Manager 2024-12-31

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
THE SALVINO WEALTH MANAGEMENT TEAM Assumed name 2021-01-26 No data No data No data
PERFORMANCE WEALTH Assumed name 2021-01-15 No data No data No data

Date of last update: 23 Jan 2025

Sources: Illinois Office of the Secretary of State