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LIBERTY ASSET MANAGEMENT, INC.

Company Details

Entity Name: LIBERTY ASSET MANAGEMENT, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 04 May 2005
Company Number: CORP_64173146
File Number: 64173146
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIBERTY ASSET MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2023 202821589 2024-09-15 LIBERTY ASSET MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 6307899653
Plan sponsor’s address 3550 HOBSON ROAD, SUITE 101, WOODRIDGE, IL, 60517

Signature of

Role Plan administrator
Date 2024-09-15
Name of individual signing JAMES A MOSTELLER III
Valid signature Filed with authorized/valid electronic signature
LIBERTY ASSET MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2022 202821589 2023-10-09 LIBERTY ASSET MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 6307899653
Plan sponsor’s address 3550 HOBSON ROAD, SUITE 101, WOODRIDGE, IL, 60517

Signature of

Role Plan administrator
Date 2023-10-09
Name of individual signing JAMES A MOSTELLER III
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
RICHARD K HOLMBERG, 3550 HOBSON RD STE 101, WOODRIDGE, 60517, DU PAGE Agent 2023-06-02

President

Name and Address Role
JAMES A MOSTELLER 3550 HOBSONRD, #101, WOODRIDGE IL 60517 President

Secretary

Name and Address Role
JAMES A MOSTELLER 3550 HOBSONRD, #101, WOODRIDGE IL 60517 Secretary

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
TERNARY ADVISORY GROUP Assume Name 2024-07-19 No data No data No data

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 10000 500000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State