Allgate Financial LLC

West Virginia
Registered In
01/17/2008
Incorp. Date
Foreign
Registration Type
Illinois
Foreign Jurisdiction

Company Summary

Allgate Financial LLC at 5098 Washington ST W STE 407, Charleston, Wv 25313 lists Irwin Bernstein of Chicago, IL as the associate.

Overview

Registered In
West Virginia
Incorporation Date
Company Type
Llc | Limited Liability Company
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Illinois
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People

Irwin Bernstein Manager
160 N FRANKLIN ST STE 301, CHICAGO, IL 60606

Map & Locations

5098 WASHINGTON ST W STE 407, CHARLESTON, WV 25313 View Map
820 DAVIS ST STE 453, EVANSTON, IL 60201 (Mailing) View Map
Showing current addresses only (2 of 4 total addresses). Create a free account to see the full address history

Financials

Financial Information for Allgate Financial LLC

Form 5500

ALLGATE FINANCIAL LLC

820 Davis Street, Suite 453, Evanston, Il 60201 (847) 513-9500 EIN:20-8428330 Plan Admin:Irwin Bernstein
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
2020 Plan NameALLGATE FINANCIAL, LLC CASH BALANCE PENSION PLAN & TRUST Plan #002 Participants BOY/EOY7 / 9 Assets BOY/EOY$0 / $0 2020 ALLGATE FINANCIAL, LLC CASH BALANCE PENSION PLAN & TRUST - Plan #002 7 / 9 $0 / $0
2019 Plan NameALLGATE FINANCIAL LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$159,361 / $279,169 2019 ALLGATE FINANCIAL LLC 401(K) PLAN & TRUST - Plan #001 7 / 7 $159,361 / $279,169
2019 Plan NameALLGATE FINANCIAL LLC CASH BALANCE PENSION PLAN & TRUST Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0 2019 ALLGATE FINANCIAL LLC CASH BALANCE PENSION PLAN & TRUST - Plan #002 7 / 7 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ALLGATE FINANCIAL LLC

166 W Washington Suite 700, CHICAGO, IL 60602-2300 Industry:Financial Transactions Processing, Reserve, and Clearinghouse Activities
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
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• West Virginia Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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