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PMG WEALTH MANAGEMENT, INC.

Company Details

Entity Name: PMG WEALTH MANAGEMENT, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 06 Nov 2007
Company Number: CORP_65780135
File Number: 65780135
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PMG WEALTH MANAGEMENT 401(K) PLAN 2023 770704861 2024-07-01 PMG WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047
PMG WEALTH MANAGEMENT 401(K) PLAN 2022 770704861 2023-07-13 PMG WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047
PMG WEALTH MANAGEMENT 401(K) PLAN 2021 770704861 2022-04-23 PMG WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047
PMG WEALTH MANAGEMENT 401(K) PLAN 2020 770704861 2021-06-30 PMG WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047
PMG WEALTH MANAGEMENT 401(K) PLAN 2019 770704861 2020-03-21 PMG WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047
PMG WEALTH MANAGEMENT 401(K) PLAN 2018 770704861 2019-10-22 PMG WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047
PMG WEALTH MANAGEMENT 401(K) PLAN 2018 770704861 2019-10-22 PMG WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047
PMG WEALTH MANAGEMENT 401(K) PLAN 2018 770704861 2019-10-22 PMG WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047
PMG WEALTH MANAGEMENT 401(K) PLAN 2018 770704861 2019-10-22 PMG WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047
PMG WEALTH MANAGEMENT 401(K) PLAN 2018 770704861 2019-10-22 PMG WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8475506100
Plan sponsor’s address 60 LANDOVER PKWY., STE. D, HAWTHORN WOODS, IL, 60047

Agent

Name and Address Role Appointment Date
JAMES M MESSINEO, 1618 COLONIAL PARKWAY, INVERNESS, 60067, COOK-NOT IN CITY OF CHICAGO Agent 2007-11-06

President

Name and Address Role
PHIL GUERRERO 21384 W. PRESTONCT. MUNDELEIN IL 60060 President

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 1000000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State