WENDT FINANCIAL GROUP, INC.

Company Details

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

WENDT FINANCIAL GROUP 401K SAVINGS & RETIREMENT PLAN

2018

362757357

2019-03-04

WENDT FINANCIAL GROUP, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1992-01-01
Business code	524210
Sponsor’s telephone number	6308878400
Plan sponsor’s address	16W345 83RD STREET SUITE C, BURR RIDGE, IL, 605277981

Signature of

Role	Plan administrator
Date	2019-03-04
Name of individual signing	STEPHEN M. WENDT
Valid signature	Filed with authorized/valid electronic signature

WENDT FINANCIAL GROUP 401K SAVINGS & RETIREMENT PLAN

2017

362757357

2018-08-27

WENDT FINANCIAL GROUP, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1992-01-01
Business code	524210
Sponsor’s telephone number	6308878400
Plan sponsor’s address	16W345 83RD STREET SUITE C, BURR RIDGE, IL, 605277981

Signature of

Role	Plan administrator
Date	2018-08-27
Name of individual signing	STEPHEN M. WENDT
Valid signature	Filed with authorized/valid electronic signature

Name and Address	Role	Appointment Date
STEPHEN M WENDT, 16W345 83RD ST C, BURR RIDGE, 60527, DU PAGE	Agent	2017-12-27

Name and Address	Role
STEPHEN M WENDT, 16W345 83RD ST STE C BURR RIDGE IL 60629	President

Name	Change Date
STEPHEN M. WENDT AND ASSOCIATES, INC.	2015-09-18
STEPHEN M. WENDT INSURANCE AGENCY, INC.	1982-02-05

Class	Series	Voting Rights	Authorized Shares	Issued Shares	Par Value
COMMON A	No data	Voting Rights	5000	500000	No data
COMMON B	No data	No Voting Rights	95000	9500000	No data

Date of last update: 27 Jan 2025