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WNA WEALTH ADVISORS, INC.

Company Details

Entity Name: WNA WEALTH ADVISORS, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Merged/Consolidated
Date Formed: 19 Aug 1993
Company Number: CORP_57441941
File Number: 57441941
Type of Business: All Inclusive Purpose
Date Status Change: 01 Aug 2016
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2012 363902860 2013-10-14 WNA WEALTH ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 6304550600
Plan sponsor’s address 120 E. OGDEN AVENUE #130, HINSDALE, IL, 60521

Signature of

Role Plan administrator
Date 2013-10-14
Name of individual signing MICHAEL J MCCABE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing MICHAEL J MCCABE
Valid signature Filed with authorized/valid electronic signature
WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2011 363902860 2012-10-08 WNA WEALTH ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 6304550600
Plan sponsor’s address 120 E. OGDEN AVENUE #130, HINSDALE, IL, 60521

Plan administrator’s name and address

Administrator’s EIN 363902860
Plan administrator’s name WNA WEALTH ADVISORS, INC.
Plan administrator’s address 120 E. OGDEN AVENUE #130, HINSDALE, IL, 60521
Administrator’s telephone number 6304550600

Signature of

Role Plan administrator
Date 2012-10-08
Name of individual signing MICHAEL J MCCABE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-08
Name of individual signing MICHAEL J MCCABE
Valid signature Filed with authorized/valid electronic signature
WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2010 363902860 2011-10-17 WNA WEALTH ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 6304550600
Plan sponsor’s address 120 E. OGDEN AVENUE #130, HINSDALE, IL, 60521

Plan administrator’s name and address

Administrator’s EIN 363902860
Plan administrator’s name WNA WEALTH ADVISORS, INC.
Plan administrator’s address 120 E. OGDEN AVENUE #130, HINSDALE, IL, 60521
Administrator’s telephone number 6304550600

Signature of

Role Plan administrator
Date 2011-10-17
Name of individual signing MICHAEL J MCCABE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-17
Name of individual signing MICHAEL J MCCABE
Valid signature Filed with authorized/valid electronic signature
WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2009 363902860 2010-09-27 WNA WEALTH ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 6304550600
Plan sponsor’s address 120 E. OGDEN AVENUE #130, HINSDALE, IL, 60521

Plan administrator’s name and address

Administrator’s EIN 363902860
Plan administrator’s name WNA WEALTH ADVISORS, INC.
Plan administrator’s address 120 E. OGDEN AVENUE #130, HINSDALE, IL, 60521
Administrator’s telephone number 6304550600

Signature of

Role Plan administrator
Date 2010-09-27
Name of individual signing MICHAEL J MCCABE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-09-27
Name of individual signing MICHAEL J MCCABE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROBERT A WESTRICK, 120 EAST OGDEN AVE STE 130, HINSDALE, 60521, DU PAGE Agent 2012-01-13

President

Name and Address Role
ROBERT WESTRICK, 136 N PECK, LAGRANGE 60525 President

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158002491 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2010-05-14 2011-11-28 2012-12-31

Historical Names

Name Change Date
WNA INVESTMENT PROGRAMS, INC. 2007-09-06

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 1000 400000 No data

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State