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PARTNERS WEALTH MANAGEMENT, INC.

Company Details

Entity Name: PARTNERS WEALTH MANAGEMENT, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 18 Oct 1995
Company Number: CORP_58552135
File Number: 58552135
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PARTNERS WEALTH MANAGEMENT INC 401(K) PLAN 2023 364047126 2024-09-10 PARTNERS WEALTH MANAGEMENT INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563
PARTNERS WEALTH MANAGEMENT INC 401(K) PLAN 2022 364047126 2023-05-19 PARTNERS WEALTH MANAGEMENT INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563
PARTNERS WEALTH MANAGEMENT INC 401(K) PLAN 2021 364047126 2022-07-25 PARTNERS WEALTH MANAGEMENT INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563
PARTNERS WEALTH MANAGEMENT INC 401(K) PLAN 2020 364047126 2021-07-09 PARTNERS WEALTH MANAGEMENT INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563
PARTNERS WEALTH MANAGEMENT INC 401(K) PLAN 2019 364047126 2020-10-08 PARTNERS WEALTH MANAGEMENT INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563
PARTNERS WEALTH MANAGEMENT INC 401K PLAN 2018 364047126 2019-03-25 PARTNERS WEALTH MANAGEMENT INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2019-03-25
Name of individual signing FRANK BONFIGLIO
Valid signature Filed with authorized/valid electronic signature
PARTNERS WEALTH MANAGEMENT INC 401K PLAN 2017 364047126 2018-02-23 PARTNERS WEALTH MANAGEMENT INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2018-02-23
Name of individual signing FRANK BONFIGLIO
Valid signature Filed with authorized/valid electronic signature
PARTNERS WEALTH MANAGEMENT INC 401K PLAN 2016 364047126 2017-05-04 PARTNERS WEALTH MANAGEMENT INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2017-05-04
Name of individual signing FRANK BONFIGLIO
Valid signature Filed with authorized/valid electronic signature
PARTNERS WEALTH MANAGEMENT INC 401K PLAN 2015 364047126 2016-04-06 PARTNERS WEALTH MANAGEMENT INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2016-04-06
Name of individual signing FRANK BONFIGLIO
Valid signature Filed with authorized/valid electronic signature
PARTNERS WEALTH MANAGEMENT, INC. 401(K) PLAN 2014 364047126 2015-10-09 PARTNERS WEALTH MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 6307788088
Plan sponsor’s address 1700 PARK STREET, SUITE 200, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2015-10-09
Name of individual signing JOHN E. FREIBURGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-09
Name of individual signing JOHN E. FREIBURGER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOHN EDWARD FREIBURGER, 1700 PARK ST 200, NAPERVILLE, 60563, DU PAGE Agent 2001-08-29

President

Name and Address Role
JOHN E FREIBURGER, 1700 PARK ST #200 NAPERVILLE 60563 President

Secretary

Name and Address Role
JOHN E FREIBURGER, 1700 PARK ST #200 NAPERVILLE 60563 Secretary

Historical Names

Name Change Date
FREIBURGER FINANCIAL GROUP INC. 2001-08-23

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMM No data Voting Rights 1000 1000000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State