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  5. STERLING WEALTH MANAGEMENT, INC.

STERLING WEALTH MANAGEMENT, INC.

Company Details

Entity Name: STERLING WEALTH MANAGEMENT, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 01 Jul 2004
Company Number: CORP_63649716
File Number: 63649716
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
2011149 301 N. NEIL ST., SUITE 203, CHAMPAIGN, IL, 61820 301 N. NEIL ST., SUITE 203, CHAMPAIGN, IL, 61820 217-398-1900

Filings since 2024-11-14
Form type 13F-HR
File number 028-23890
Filing date 2024-11-14
Reporting date 2024-09-30
File View File

Filings since 2024-08-19
Form type N-PX
File number 028-23890
Filing date 2024-08-19
Reporting date 2024-06-30
File View File

Filings since 2024-08-14
Form type 13F-HR
File number 028-23890
Filing date 2024-08-14
Reporting date 2024-06-30
File View File

Filings since 2024-05-15
Form type 13F-HR
File number 028-23890
Filing date 2024-05-15
Reporting date 2024-03-31
File View File

Filings since 2024-02-14
Form type 13F-HR
File number 028-23890
Filing date 2024-02-14
Reporting date 2023-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STERLING WEALTH MANAGEMENT RETIREMENT TRUST 2023 320122653 2024-07-27 STERLING WEALTH MANAGEMENT 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 541600
Sponsor’s telephone number 2173981900
Plan sponsor’s address 301 N NEIL ST, STE 203, CHAMPAIGN, IL, 61820

Signature of
Role Plan administrator
Date 2024-07-27
Name of individual signing SHARON ALLEN
Valid signature Filed with authorized/valid electronic signature
STERLING WEALTH MANAGEMENT RETIREMENT TRUST 2022 320122653 2023-07-27 STERLING WEALTH MANAGEMENT 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 541600
Sponsor’s telephone number 2173981900
Plan sponsor’s address 301 N NEIL ST, STE 203, CHAMPAIGN, IL, 61820

Signature of
Role Plan administrator
Date 2023-07-27
Name of individual signing SHARON C ALLEN
Valid signature Filed with authorized/valid electronic signature
STERLING WEALTH MANAGEMENT RETIREMENT TRUST 2021 320122653 2022-07-08 STERLING WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 541600
Sponsor’s telephone number 2173981900
Plan sponsor’s address 301 N NEIL ST, STE 203, CHAMPAIGN, IL, 61820

Signature of
Role Plan administrator
Date 2022-07-08
Name of individual signing SHARON ALLEN
Valid signature Filed with authorized/valid electronic signature
STERLING WEALTH MANAGEMENT RETIREMENT TRUST 2020 320122653 2021-06-30 STERLING WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 541600
Sponsor’s telephone number 2173981900
Plan sponsor’s address 301 N NEIL ST, STE 203, CHAMPAIGN, IL, 61820

Signature of
Role Plan administrator
Date 2021-06-30
Name of individual signing SHARON ALLEN
Valid signature Filed with authorized/valid electronic signature
STERLING WEALTH MANAGEMENT RETIREMENT TRUST 2019 320122653 2020-06-29 STERLING WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 541600
Sponsor’s telephone number 2173981900
Plan sponsor’s address 301 N NEIL ST, STE 203, CHAMPAIGN, IL, 61820

Signature of
Role Plan administrator
Date 2020-06-29
Name of individual signing SHARON C ALLEN
Valid signature Filed with authorized/valid electronic signature
STERLING WEALTH MANAGEMENT RETIREMENT TRUST 2018 320122653 2019-07-25 STERLING WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 541600
Sponsor’s telephone number 2173981900
Plan sponsor’s address 301 N NEIL STREET, SUITE 203, CHAMPAIGN, IL, 61820

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing UBIQUITY RS
Valid signature Filed with authorized/valid electronic signature
STERLING WEALTH MANAGEMENT RETIREMENT TRUST 2018 320122653 2019-07-08 STERLING WEALTH MANAGEMENT 5
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 541600
Sponsor’s telephone number 2173981900
Plan sponsor’s address 301 N NEIL STREET SUITE 203, CHAMPAIGN, IL, 61820

Signature of
Role Plan administrator
Date 2019-07-08
Name of individual signing SHARON C ALLEN
Valid signature Filed with authorized/valid electronic signature
STERLING WEALTH MANAGEMENT RETIREMENT TRUST 2017 320122653 2018-07-05 STERLING WEALTH MANAGEMENT 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-07-01
Business code 541600
Sponsor’s telephone number 2173981900
Plan sponsor’s address 301 N NEIL STREET SUITE 203, CHAMPAIGN, IL, 61820

Signature of
Role Plan administrator
Date 2018-07-05
Name of individual signing SHARON C ALLEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
SHARON C ALLEN, 301 N NEIL ST STE 203, CHAMPAIGN, 61820, CHAMPAIGN Agent 2014-05-29

President

Name and Address Role
SHARON C ALLEN 1401 WAVERLY DRIVE CHAMPAIGN 61821 President

Secretary

Name and Address Role
MARTIN P. ALLEN, 1401 WAVERLYDRIVE, CHAMPAIGN, IL 61821 Secretary

Shares

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

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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