| Entity Name: | KDM WEALTH MANAGEMENT, INC. |
| Jurisdiction: | Illinois |
| Entity Type: | Corporation - Domestic BCA |
| Status: | Goodstanding |
| Date Formed: | 13 Jul 2005 |
| Company Number: | CORP_64356461 |
| File Number: | 64356461 |
| Type of Business: | All Inclusive Purpose |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KDM FINANCIAL PLANNERS INCORPORATED RETIREMENT TRUST | 2023 | 203159971 | 2024-07-25 | KDM FINANCIAL PLANNERS INCORPORATED | 5 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-25 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-12-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 6302329097 |
| Plan sponsor’s address | 321 STEVENS STREET, STE R, GENEVA, IL, 60134 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-28 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| MARIA HARRINGTON, 1001 E. MAIN ST. SUITE B, ST, CHARLES, 60174, KANE | Agent | 2022-06-16 |
| Name and Address | Role |
|---|---|
| JEFF MARTIN 321 STEVENS ST STER GENEVA IL 60134 | President |
| Name | Change Date |
|---|---|
| KDM INVESTMENT MANAGEMENT INC. | 2023-03-23 |
| KDM FINANCIAL PLANNERS INCORPORATED | 2009-10-01 |
| Class | Series | Voting Rights | Authorized Shares | Issued Shares | Par Value |
|---|---|---|---|---|---|
| COMMON | No data | Voting Rights | 10000 | 1000000 | No data |
Date of last update: 16 Jan 2025
