Goldstein Financial Group, LLC

Deerfield, IL

Colorado

Registered In

02/10/2012

Incorp. Date

Foreign

Registration Type

Illinois

Foreign Jurisdiction

Company Summary

Goldstein Financial Group, LLC in Deerfield, IL was registered on 02/10/2012. It is listed at 500 Lake Cook Rd STE 270, Deerfield, Il 60015.

Registered In: Colorado
Incorporation Date: 02/10/2012
Registration Type: Foreign
Foreign Jurisdiction: Illinois
Company Type: Foreign Limited Liability Company
Status: Withdrawn
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500 LAKE COOK RD STE 270, DEERFIELD, IL 60015 View Map

Financial Information for Goldstein Financial Group, LLC

Form 5500

GOLDSTEIN FINANCIAL GROUP, LLC

740 Waukegan Road Suite 310, Deerfield, Il 60015 (847) 272-2500 EIN:27-0590427 Plan Admin:Andrea Lechner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameGOLDSTEIN FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$347,936 / $0	2022	GOLDSTEIN FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001	5 / 0	$347,936 / $0
2021	Plan NameGOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$306,374 / $347,936	2021	GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN - Plan #001	4 / 5	$306,374 / $347,936
2020	Plan NameGOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$279,421 / $306,374	2020	GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN - Plan #001	4 / 4	$279,421 / $306,374
2019	Plan NameGOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$248,756 / $279,421	2019	GOLDSTEIN FINANCIAL GROUP, LLC 401 (K) PLAN - Plan #001	4 / 4	$248,756 / $279,421

Benefit & Retirement Plans based on Form 5500.

PPP Loans

GOLDSTEIN FINANCIAL GROUP LLC

740 Waukegan Rd Ste 310, Deerfield, IL 60015-4483 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
01/22/2021	Approved$48,658 Forgiven$48,901 LenderLake Forest Bank & Trust Company, National Association Jobs4	01/22/2021	$48,658	$48,901	Lake Forest Bank & Trust Company, National Association	4
04/07/2020	Approved$54,200 Forgiven$54,632 LenderLake Forest Bank & Trust Company, National Association Jobs4	04/07/2020	$54,200	$54,632	Lake Forest Bank & Trust Company, National Association	4

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration

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