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LDS WEALTH ADVISORS, LTD.

Headquarter

Company Details

Entity Name: LDS WEALTH ADVISORS, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Dissolved
Date Formed: 07 May 2007
Date of Dissolution: 06 Jun 2018
Company Number: CORP_65558203
File Number: 65558203
Type of Business: All Inclusive Purpose
Date Status Change: 06 Jun 2018
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of LDS WEALTH ADVISORS, LTD., NEW YORK 2602817 NEW YORK
Headquarter of LDS WEALTH ADVISORS, LTD., FLORIDA F15000005490 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LDS WEALTH ADVISORS, LTD. 401(K) PROFIT SHARING PLAN 2014 331165921 2015-09-11 LDS WEALTH ADVISORS, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 6308710070
Plan sponsor’s address 1749 S. NAPERVILLE ROAD, SUITE 100, NAPERVILLE, IL, 60189

Signature of

Role Plan administrator
Date 2015-09-11
Name of individual signing MICHAEL CELLINI
Valid signature Filed with authorized/valid electronic signature
LDS WEALTH ADVISORS, LTD. 401(K) PROFIT SHARING PLAN 2013 331165921 2014-03-31 LDS WEALTH ADVISORS, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 6308710070
Plan sponsor’s address 1749 S. NAPERVILLE ROAD, WHEATON, IL, 60189

Signature of

Role Plan administrator
Date 2014-03-31
Name of individual signing MICHAEL CELLINI
Valid signature Filed with authorized/valid electronic signature
LDS WEALTH ADVISORS, LTD. 401(K) PROFIT SHARING PLAN 2012 331165921 2013-06-25 LDS WEALTH ADVISORS, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 6308710070
Plan sponsor’s address 1749 S. NAPERVILLE ROAD, SUITE 100, WHEATON, IL, 60189

Signature of

Role Plan administrator
Date 2013-06-25
Name of individual signing MICHAEL CELLINI
Valid signature Filed with authorized/valid electronic signature
LDS WEALTH ADVISORS, LTD. 401(K) PROFIT SHARING PLAN 2011 331165921 2012-08-10 LDS WEALTH ADVISORS, LTD. 7
Three-digit plan number (PN) 001
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 6308710070
Plan sponsor’s address 1749 S. NAPERVILLE ROAD, SUITE 100, WHEATON, IL, 60189

Plan administrator’s name and address

Administrator’s EIN 331165921
Plan administrator’s name LDS WEALTH ADVISORS, LTD.
Plan administrator’s address 1749 S. NAPERVILLE ROAD, SUITE 100, WHEATON, IL, 60189
Administrator’s telephone number 6308710070

Signature of

Role Plan administrator
Date 2012-08-09
Name of individual signing MICHAEL CELLINI
Valid signature Filed with authorized/valid electronic signature
LDS WEALTH ADVISORS, LTD. 401(K) PROFIT SHARING PLAN 2011 331165921 2014-06-18 LDS WEALTH ADVISORS, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 6308710070
Plan sponsor’s address 1749 S. NAPERVILLE ROAD, SUITE 100, NAPERVILLE, IL, 60189

Plan administrator’s name and address

Administrator’s EIN 331165921
Plan administrator’s name LDS WEALTH ADVISORS, LTD.
Plan administrator’s address 1749 S. NAPERVILLE ROAD, SUITE 100, NAPERVILLE, IL, 60189
Administrator’s telephone number 6308710070

Signature of

Role Plan administrator
Date 2014-06-18
Name of individual signing MICHAEL CELLINI
Valid signature Filed with authorized/valid electronic signature
LDS WEALTH ADVOSORS, LTD. 401(K) PROFIT SHARING PLAN 2010 331165921 2011-09-06 LDS WEALTH ADVISORS, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 6308710070
Plan sponsor’s address 1749 S. NAPERVILLE ROAD, SUITE 100, WHEATON, IL, 60189

Plan administrator’s name and address

Administrator’s EIN 331165921
Plan administrator’s name LDS WEALTH ADVISORS, LTD.
Plan administrator’s address 1749 S. NAPERVILLE ROAD, SUITE 100, WHEATON, IL, 60189
Administrator’s telephone number 6308710070

Signature of

Role Plan administrator
Date 2011-09-06
Name of individual signing MICHAEL CELLINI
Valid signature Filed with authorized/valid electronic signature
LDS WEALTH ADVISORS, LTD. 401(K) PROFIT SHARING PLAN 2009 331165921 2010-09-02 LDS WEALTH ADVISORS, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 6308710070
Plan sponsor’s address 1749 S. NAPERVILLE ROAD, SUITE 100, WHEATON, IL, 60187

Plan administrator’s name and address

Administrator’s EIN 331165921
Plan administrator’s name LDS WEALTH ADVISORS, LTD.
Plan administrator’s address 1749 S. NAPERVILLE ROAD, SUITE 100, WHEATON, IL, 60187
Administrator’s telephone number 6308710070

Signature of

Role Plan administrator
Date 2010-08-27
Name of individual signing MICHAEL CELLINI
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JAMES L POZNAK, 2001 MIDWEST RD STE 206, OAK BROOK, 60523, DU PAGE Agent 2016-05-25

President

Name and Address Role
BARRY LINK, 10517 AZZURRA DRIVE, FT. MEYERS, FL 33913 President

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
PUBLIC ACCOUNTANT 158002518 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2011-03-08 2013-10-15 2014-12-31

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON A VOTING No data Voting Rights 100 10000 No data
COMMON B NON-VOTING No data No Voting Rights 9900 900000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State