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WORK X RETIREMENT, INC.

Headquarter

Company Details

Entity Name: WORK X RETIREMENT, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 22 Dec 1999
Company Number: CORP_60805156
File Number: 60805156
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of WORK X RETIREMENT, INC., IDAHO 4179528 IDAHO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FSM WEALTH, INC. 401(K) PLAN 2023 371392807 2024-07-17 FSM WEALTH, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-08-01
Business code 523900
Sponsor’s telephone number 6183273267
Plan sponsor’s address 9627 WALL STREET, NASHVILLE, IL, 622633416
FSM WEALTH, INC. 401(K) PLAN 2023 371392807 2024-11-20 FSM WEALTH, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-08-01
Business code 523900
Sponsor’s telephone number 6183273267
Plan sponsor’s address 9627 WALL STREET, NASHVILLE, IL, 622633416
FSM WEALTH, INC. 401(K) PLAN 2022 371392807 2023-10-11 FSM WEALTH, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-08-01
Business code 523900
Sponsor’s telephone number 6183273267
Plan sponsor’s address 9627 WALL STREET, NASHVILLE, IL, 622633416
FSM WEALTH, INC. 401(K) PLAN 2021 371392807 2022-08-11 FSM WEALTH, INC. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-08-01
Business code 523900
Sponsor’s telephone number 6183273267
Plan sponsor’s address 9627 WALL STREET, NASHVILLE, IL, 622633416
FSM WEALTH, INC. 401(K) PLAN 2020 371392807 2021-10-06 FSM WEALTH, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-08-01
Business code 523900
Sponsor’s telephone number 6183273267
Plan sponsor’s address 9627 WALL STREET, NASHVILLE, IL, 622633416
FSM WEALTH, INC. 401(K) PLAN 2019 371392807 2020-10-12 FSM WEALTH, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-08-01
Business code 523900
Sponsor’s telephone number 6183273267
Plan sponsor’s address 9627 WALL STREET, NASHVILLE, IL, 622633416

Signature of

Role Plan administrator
Date 2020-10-12
Name of individual signing BRIAN HECKERT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing BRIAN HECKERT
Valid signature Filed with authorized/valid electronic signature
FSM WEALTH, INC. 401(K) PLAN 2018 371392807 2019-10-14 FSM WEALTH, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-08-01
Business code 523900
Sponsor’s telephone number 6183273267
Plan sponsor’s address 9627 WALL STREET, NASHVILLE, IL, 622633416

Signature of

Role Plan administrator
Date 2019-10-10
Name of individual signing BRIAN HECKERT
Valid signature Filed with authorized/valid electronic signature
PENFLEX SERVICES, INC. 401(K) PLAN 2010 371392807 2011-07-18 PENFLEX SERVICES, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-08-01
Business code 541219
Sponsor’s telephone number 3094949855
Plan sponsor’s address 222 NE MONROE, SUITE 903, PEORIA, IL, 61602

Plan administrator’s name and address

Administrator’s EIN 371392807
Plan administrator’s name PENFLEX SERVICES, INC.
Plan administrator’s address 222 NE MONROE, SUITE 903, PEORIA, IL, 61602
Administrator’s telephone number 3094949855

Signature of

Role Plan administrator
Date 2011-07-18
Name of individual signing BRIAN HECKERT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-18
Name of individual signing BRIAN HECKERT
Valid signature Filed with authorized/valid electronic signature
PENFLEX SERVICES, INC. 401(K) PLAN 2009 371392807 2010-07-14 PENFLEX SERVICES, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-08-01
Business code 541219
Sponsor’s telephone number 3094949855
Plan sponsor’s address 222 NE MONROE, SUITE 903, PEORIA, IL, 61602

Plan administrator’s name and address

Administrator’s EIN 371392807
Plan administrator’s name PENFLEX SERVICES, INC.
Plan administrator’s address 222 NE MONROE, SUITE 903, PEORIA, IL, 61602
Administrator’s telephone number 3094949855

Signature of

Role Plan administrator
Date 2010-07-14
Name of individual signing BRIAN HECKERT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-14
Name of individual signing BRIAN HECKERT
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BRIAN D HECKERT, 9627 WALL ST, NASHVILLE, 62263, WASHINGTON Agent 1999-12-22

President

Name and Address Role
BRIAN D HECKERT 4942 BLACK DIAMOND RD NASHVILLE IL 62263 President

Historical Names

Name Change Date
FSM WEALTH, INC. 2024-05-15
401KNOWHOW, INC. 2018-04-09
PENFLEX SERVICES, INC. 2011-11-17
BDH ENTERPRISES, LTD. 2001-08-10

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 10000 1000000 1

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State