| Entity Name: | TROTTER WEALTH MANAGEMENT GROUP, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 15 Feb 2022 |
| Company Number: | LLC_11440371 |
| File Number: | 11440371 |
| Type of Management: | Manager Managed |
| Date Status Change: | 07 Jan 2025 |
| Address | 14 EXECUTIVE COURT, SUITE 3, SOUTH BARRINGTON, 60010, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TROTTER WEALTH MANAGEMENT GROUP 401(K) PLAN | 2023 | 880575092 | 2024-05-01 | TROTTER WEALTH MANAGEMENT GROUP | 4 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-05-01 |
| Name of individual signing | AMY TROTTER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-05-01 |
| Name of individual signing | AMY TROTTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-04-15 |
| Business code | 523900 |
| Sponsor’s telephone number | 7082804196 |
| Plan sponsor’s address | 14 EXECUTIVE COURT, SUITE 3, SOUTH BARRINGTON, IL, 600109511 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-11 |
| Name of individual signing | AMY TROTTER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-07-11 |
| Name of individual signing | AMY TROTTER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| LINDA S FINE, 201 S GROVE AVE 4TH FLOOR, BARRINGTON, 60010 | Agent | 2022-02-15 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| TROTTER, AMY, 14 EXECUTIVE COURT, SUITE 3, SOUTH BARRINGTON, IL, 60010 | Manager | 2025-01-07 |
Date of last update: 27 Jan 2025
