Keep track of important LLC information: Limited Liability Company Worksheet
What is a Limited Liability Company Worksheet?
Starting a new business is an exciting process, and there are a lot of factors to consider. If you have decided to form a LLC, you can use a Limited Liability Company Worksheet to keep organized. Even getting the basic information can be important; being an entrepreneur means getting the little details right, so that the big picture remains in focus.
You can use a Limited Liability Company Worksheet to keep track of a range of information, including: who will sign the articles of organization, name and address of the new company, mailing address, start date of operations, projected number of employees, anticipated amount of revenues, the primary activities of the LLC, the name and address of the owner, its officers, tax information, profit sharing, and benefits for employees.
Because an LLC is formed by filing "Articles of Organization" (also referred to as a "Certificate of Organization" or "Certificate of Formation," depending on state law) which contain a minimum set of required information, a Limited Liability Company Worksheet is a very useful tool in ensuring that you properly prepare for the formation of your LLC. As your new business may be subject to federal and/or state securities laws, you may need to consult an attorney or other advisor for further information.
When to use a Limited Liability Company Worksheet:
- You're forming a new limited liability company (LLC).
- You manage such a company.
How do I get my Limited Liability Company Worksheet reviewed?
If you already have a Limited Liability Company Worksheet and want to have it reviewed, or if you have questions about creating or using one, there are a few ways to get help.
Use Rocket Copilot to ask questions or review your document; this helps you better understand what it says and identify anything that may need a closer look.
If you are looking for help from a Legal Pro, you can also ask a question and receive a response within one business day, or request a more in-depth document review.
Take the next step: Register your LLC now
Many business owners choose to register their LLC after creating a Limited Liability Company Worksheet. If that’s your next step, Rocket Lawyer can help you get started. You can begin your LLC registration in minutes, starting at $0* with a Rocket Lawyer membership (excluding state fees).
*The first business registration free offer excludes government and third-party fees and requires a current Rocket Lawyer membership. The offer applies to the first LLC, corporation, or nonprofit registration per customer. Additional registrations are $99.99 each. Terms and conditions apply.
Sample Limited Liability Company Worksheet
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LIMITED LIABILITY
COMPANY WORKSHEET
Prepared on
ORGANIZER:
| Name: |
| Address: |
,
| Phone: | Ext.: |
BUSINESS NAME:
| Legal LLC Name: |
| Trade Name: |
| Address: |
,
| Phone: | Ext.: |
MAILING ADDRESS:
| Address: |
,
BUSINESS ACTIVITIES: This LLC will begin on , with an initial number of employees of approximately , and anticipated first year revenue of approximately .
The primary activities of the LLC can be described as follows:
PERIOD OF DURATION:
The LLC's existence shall continue as follows:
PRINCIPAL PLACE OF BUSINESS:
The address of the LLC's principal place of business is:
,
MEMBERS:
MANAGEMENT:
must be members of the LLC.need not be members of the LLC.
OFFICERS:
TAX MATTERS MEMBER:
The designated member who will be responsible for tax matters is:
| Name: |
| Address: |
,
| Phone: | Ext.: |
VOTING:
Members shall be entitled to vote based upon the following:
Regular matters that require a vote of the members shall be approved by
A(n) vote of the members is required in order to authorize the following acts:
a majority all percent
MEETINGS:
Meetings of the members of the LLC will be held at
PROFIT ALLOCATION:
Net income or net loss of the LLC will be allocated to the members
REGISTERED AGENT:
The name and address of the registered agent of the LLC is:
| Name: |
| Company: |
| Address: |
,
| Phone: | Ext.: |
GEOGRAPHICAL AREA OF BUSINESS OPERATIONS:
The business will conduct its operations in the following geographical area:
Health care plan for employees
Life insurance benefits for employees
Pension or profit-sharing plan
| Accountant: |
| Firm: |
| Address: |
,
| Phone | Ext.: |
| Lawyer: |
| Firm: |
| Address: |
,
| Phone: | Ext.: |
| Insurance Agent: |
| Agency: |
| Address: |
,
| Phone: | Ext.: |
| Banker: |
| Bank: |
| Address: |
,
| Phone: | Ext.: |
