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CREIDIM WEALTH PARTNERS LLC

Company Details

Entity Name: CREIDIM WEALTH PARTNERS LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 29 Apr 2021
Company Number: LLC_10287901
File Number: 10287901
Type of Management: Manager Managed
Date Status Change: 05 Mar 2024
Address 271 SUMMERDALE LANE, ALGONQUIN, 60102, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CREIDIM WEALTH PARTNERS LLC CASH BALANCE PLAN 2023 863585896 2024-10-14 CREIDIM WEALTH PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2246005986
Plan sponsor’s address 271 SUMMERDALE LANE, ALGONQUIN, IL, 60102
CREIDIM WEALTH PARTNERS LLC 401(K) PLAN 2023 863585896 2024-10-14 CREIDIM WEALTH PARTNERS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2246005986
Plan sponsor’s address 271 SUMMERDALE LANE, ALGONQUIN, IL, 60102
CREIDIM WEALTH PARTNERS LLC 401(K) PLAN 2022 863585896 2023-10-09 CREIDIM WEALTH PARTNERS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2246005986
Plan sponsor’s address 271 SUMMERDALE LANE, ALGONQUIN, IL, 60102
CREIDIM WEALTH PARTNERS LLC CASH BALANCE PLAN 2022 863585896 2023-10-09 CREIDIM WEALTH PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2246005986
Plan sponsor’s address 271 SUMMERDALE LANE, ALGONQUIN, IL, 60102
CREIDIM WEALTH PARTNERS LLC CASH BALANCE PLAN 2021 863585896 2022-10-13 CREIDIM 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 2246005986
Plan sponsor’s address 271 SUMMERDALE LANE, ALGONQUIN, IL, 60102

Signature of

Role Plan administrator
Date 2022-10-13
Name of individual signing TODD BESSEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
TODD BESSEY, 271 SUMMERDALE LN, ALGONQUIN, 60102 Agent 2021-04-29

Manager

Name and Address Role Appointment Date
BESSEY, TODD, 271 SUMMERDALE LANE, ALGONQUIN, IL, 60102 Manager 2024-03-05

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State