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SCHAEFER WEALTH MANAGEMENT, INC

Company Details

Entity Name: SCHAEFER WEALTH MANAGEMENT, INC
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 11 Jan 2008
Company Number: CORP_65856751
File Number: 65856751
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCHAEFER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 261848666 2024-03-20 SCHAEFER WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 6189398828
Plan sponsor’s address 200 S MARKET ST, WATERLOO, IL, 62298

Signature of

Role Plan administrator
Date 2024-03-20
Name of individual signing DWIGHT SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 261848666 2023-06-22 SCHAEFER WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 6189398828
Plan sponsor’s address 200 S MARKET ST, WATERLOO, IL, 62298

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing DWIGHT SCHAEFER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DWIGHT J SCHAEFER, 200 S MARKET ST, WATERLOO, 62298, MONROE Agent 2017-12-21

President

Name and Address Role
DWIGHT J. SCHAEFER, 901 RIDGEROAD, WATERLOO IL 62298 President

Secretary

Name and Address Role
DEBORAH A SCHAEFER, 901 RIDGEROAD, WATERLOO, IL 62298 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 100000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State