| Entity Name: | LATKO WEALTH MANAGEMENT, LTD. |
| Jurisdiction: | Illinois |
| Entity Type: | Corporation - Domestic BCA |
| Status: | Goodstanding |
| Date Formed: | 03 Aug 1989 |
| Company Number: | CORP_55619328 |
| File Number: | 55619328 |
| Type of Business: | All Inclusive Purpose |
| Place of Formation: | ILLINOIS |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1937769 | 45 E COLORADO AVE, FRANKFORT, IL, 60423 | 45 E COLORADO AVE, FRANKFORT, IL, 60423 | 815-469-8887 | |||||||||||
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| Form type | 13F-HR |
| File number | 028-24409 |
| Filing date | 2024-10-29 |
| Reporting date | 2024-09-30 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LATKO WEALTH MANAGEMENT 401(K) PLAN | 2023 | 363660410 | 2024-05-03 | LATKO WEALTH MANAGEMENT, LTD. | 6 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-03 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8154698887 |
| Plan sponsor’s address | 45 E COLORADO AVE, FRANKFORT, IL, 60423 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-27 |
| Name of individual signing | CHRISTINE RIMER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| DAVID W LATKO, 45 E COLORADO AVE, FRANKFORT, 60423, WILL | Agent | 2005-03-02 |
| Name and Address | Role |
|---|---|
| DAVID W LATKO 20011 ALISON TRAIL, MOKENA IL 60448 | President |
| Name and Address | Role |
|---|---|
| JANICE O LATKO, 20011 ALISON TRL, MOKENAIL 60448 | Secretary |
| Name | Change Date |
|---|---|
| LATKO FINANCIAL GROUP, LTD. | 2003-05-07 |
| FINANCIAL INDEPENDENCE, LTD. | 1989-10-16 |
| FINANCIAL SECURITY LTD. | 1989-08-18 |
| Class | Series | Voting Rights | Authorized Shares | Issued Shares | Par Value |
|---|---|---|---|---|---|
| COMM | No data | Voting Rights | 1000 | 100000 | No data |
Date of last update: 16 Jan 2025
