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NEWLINE FINANCIAL LLC

Company Details

Entity Name: NEWLINE FINANCIAL LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 29 Jan 2021
Company Number: LLC_09497528
File Number: 09497528
Type of Management: Manager Managed
Date Status Change: 05 Nov 2024
Address 2012 CORPORATE LANE SUITE 108, NAPERVILLE, 60563, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEWLINE FINANCIAL 401(K) PLAN 2019 463103902 2020-05-04 NEWLINE FINANCIAL 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 522300
Plan sponsor’s address 55 W MONROE ST, SUITE 910, CHICAGO, IL, 60603

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-05-04
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
COGENCY GLOBAL INC., 600 SOUTH SECOND ST, SUITE 404, SPRINGFIELD, 62704 Agent 2021-10-21

Manager

Name and Address Role Appointment Date
AFFINITY INVESTMENTS LLC, P.O. BOX 8719, CAROL STREAM, IL, 60197 Manager 2024-11-05

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State