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  5. PROFESSIONAL WEALTH MANAGEMENT, INC.

PROFESSIONAL WEALTH MANAGEMENT, INC.

Company Details

Entity Name: PROFESSIONAL WEALTH MANAGEMENT, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 06 Jan 1995
Company Number: CORP_58143758
File Number: 58143758
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 363997774 2024-06-04 PROFESSIONAL WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD, SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2024-06-04
Name of individual signing JOHN W. DONALDSON
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 363997774 2023-05-16 PROFESSIONAL WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD, SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2023-05-16
Name of individual signing JOHN W. DONALDSON
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 363997774 2022-04-25 PROFESSIONAL WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD, SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2022-04-25
Name of individual signing JOHN W. DONALDSON
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 363997774 2021-05-15 PROFESSIONAL WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD, SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2021-05-15
Name of individual signing JOHN W. DONALDSON
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 363997774 2020-05-30 PROFESSIONAL WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD, SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2020-05-30
Name of individual signing JOHN W. DONALDSON
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 363997774 2019-07-09 PROFESSIONAL WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD, SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2019-07-09
Name of individual signing JOHN W. DONALDSON
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 363997774 2018-06-26 PROFESSIONAL WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD, SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2018-06-26
Name of individual signing JOHN W. DONALDSON
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 363997774 2017-06-12 PROFESSIONAL WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD, SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2017-06-12
Name of individual signing JOHN W. DONALDSON
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 363997774 2016-07-06 PROFESSIONAL WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD, SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2016-07-06
Name of individual signing JOHN W. DONALDSON
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 363997774 2015-06-12 PROFESSIONAL WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 6309280740
Plan sponsor’s address 1200 HARGER RD. SUITE 203, OAK BROOK, IL, 60523

Signature of
Role Plan administrator
Date 2015-06-11
Name of individual signing JOHN DONALDSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-11
Name of individual signing JOHN DONALDSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOHN W DONALDSON, 218 THE LANE, HINSDALE, 60521, DU PAGE Agent 2000-06-16

President

Name and Address Role
JOHN W DONALDSON, 218 THE LANEHINSDALE 60521 President

Secretary

Name and Address Role
DONNA J DONALDSON Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 10000 100000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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