| Entity Name: | PHELPS BARRY & ASSOCIATES, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 06 Jan 2021 |
| Company Number: | LLC_09683364 |
| File Number: | 09683364 |
| Type of Management: | Manager Managed |
| Date Status Change: | 02 Dec 2024 |
| Address | 225 E. COOK STREET, SPRINGFIELD, 62704, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHELPS BARRY & ASSOCIATES LLC 401(K) PLAN | 2023 | 861303167 | 2024-07-29 | PHELPS BARRY & ASSOCIATES LLC | 3 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-29 |
| Name of individual signing | JOHN PATRICK BARRY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-06 |
| Business code | 541990 |
| Sponsor’s telephone number | 6184990970 |
| Plan sponsor’s address | 13 IDLEWOOD LANE, CHATHAM, IL, 62629 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-11 |
| Name of individual signing | BRANDON PHELPS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-06 |
| Business code | 541990 |
| Sponsor’s telephone number | 6184990970 |
| Plan sponsor’s address | 13 IDLEWILD LANE, CHATHAM, IL, 62629 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| MICHAEL G. HORSTMAN, JR., 1 N OLD STATE CAPITOL PLZ STE, SPRINGFIELD, 62701 | Agent | 2021-01-06 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| JOHN PATRICK BARRY, 225 E. COOK STREET, SPRINGFIELD, IL, 62704 | Manager | 2024-12-02 |
| BRANDON W. PHELPS, 225 E. COOK STREET, SPRINGFIELD, IL, 62704 | Manager | 2024-12-02 |
| JACOB W. BUTCHER, 1919 ILLINI ROAD, SPRINGFIELD, IL, 62704 | Manager | 2024-12-02 |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| FULCRUM GOVERNMENT STRATEGIES | Assumed name | 2024-07-10 | No data | No data | 2024-12-02 |
Date of last update: 20 Jan 2025
