Goldstein Financial Group, LLC

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
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Withdrawn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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