Allgate Financial LLC at 5098 Washington ST W STE 407, Charleston, Wv 25313 lists Irwin Bernstein of Chicago, IL as the associate.
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Irwin Bernstein
Manager
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160 N FRANKLIN ST STE 301, CHICAGO, IL 60606
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5098 WASHINGTON ST W STE 407, CHARLESTON, WV 25313
View Map
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820 DAVIS ST STE 453, EVANSTON, IL 60201
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$611,852 / $666,475 | 2022 | ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST - Plan #001 | 9 / 11 | $611,852 / $666,475 |
| 2022 | Plan NameALLGATE FINANCIAL, LLC CASH BALANCE PENSION PLAN & TRUST Plan #002 Participants BOY/EOY13 / 12 Assets BOY/EOY$0 / $0 | 2022 | ALLGATE FINANCIAL, LLC CASH BALANCE PENSION PLAN & TRUST - Plan #002 | 13 / 12 | $0 / $0 |
| 2021 | Plan NameALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$470,342 / $611,852 | 2021 | ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST - Plan #001 | 8 / 8 | $470,342 / $611,852 |
| 2021 | Plan NameALLGATE FINANCIAL, LLC CASH BALANCE PENSION PLAN & TRUST Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$0 / $0 | 2021 | ALLGATE FINANCIAL, LLC CASH BALANCE PENSION PLAN & TRUST - Plan #002 | 9 / 10 | $0 / $0 |
| 2020 | Plan NameALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$279,169 / $470,342 | 2020 | ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST - Plan #001 | 7 / 8 | $279,169 / $470,342 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$170,100 Forgiven$172,481 LenderCitibank, N.A. Jobs8 | 04/14/2020 | $170,100 | $172,481 | Citibank, N.A. | 8 |
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Allgate Financial LLC
Registered in Michigan
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Plymouth, MI | View Report | |
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Allgate Financial LLC
Registered in New York
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North Brook, IL | View Report | |
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Allgate Financial, LLC
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View Report | ||
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Brentwood, TN Chicago, IL | View Report | |
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