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MENCONI WEALTH MANAGEMENT, INC.

Company Details

Entity Name: MENCONI WEALTH MANAGEMENT, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Dissolved
Date Formed: 09 Mar 2010
Date of Dissolution: 10 Aug 2018
Company Number: CORP_67104064
File Number: 67104064
Type of Business: All Inclusive Purpose
Date Status Change: 10 Aug 2018
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MWM CASH BALANCE PLAN AND TRUST 2015 272101122 2016-08-31 MENCONI WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 1717 N NAPER BLVD - SUITE 200, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2016-08-31
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-31
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
MWM 401(K) PLAN AND TRUST 2015 272101122 2016-08-31 MENCONI WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 1717 N NAPER BLVD - SUITE 200, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2016-08-31
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-31
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
MWM CASH BALANCE PLAN AND TRUST 2015 272101122 2016-08-10 MENCONI WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 1717 N NAPER BLVD - SUITE 200, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2016-08-10
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-10
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
MWM 401(K) PLAN AND TRUST 2015 272101122 2016-08-10 MENCONI WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 1717 N NAPER BLVD - SUITE 200, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2016-08-10
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-10
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
MWM CASH BALANCE PLAN AND TRUST 2014 272101122 2015-09-22 MENCONI WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 6329 GREENE ROAD, WOODRIDGE, IL, 60517

Signature of

Role Plan administrator
Date 2015-09-22
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-22
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
MWM 401(K) PLAN AND TRUST 2014 272101122 2015-09-22 MENCONI WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 6329 GREENE ROAD, WOODRIDGE, IL, 60517

Signature of

Role Plan administrator
Date 2015-09-22
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-22
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
MWM CASH BALANCE PLAN AND TRUST 2013 272101122 2014-08-25 MENCONI WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 6329 GREENE ROAD, WOODRIDGE, IL, 60517

Signature of

Role Plan administrator
Date 2014-08-25
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-25
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
MWM 401(K) PLAN AND TRUST 2013 272101122 2014-08-25 MENCONI WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 6329 GREENE ROAD, WOODRIDGE, IL, 60517

Signature of

Role Plan administrator
Date 2014-08-25
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-25
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
MWM CASH BALANCE PLAN AND TRUST 2012 272101122 2013-08-12 MENCONI WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 6329 GREENE ROAD, WOODRIDGE, IL, 60517

Signature of

Role Plan administrator
Date 2013-08-12
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-12
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
MWM 401(K) PLAN AND TRUST 2012 272101122 2013-08-12 MENCONI WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523120
Sponsor’s telephone number 6308489184
Plan sponsor’s address 6329 GREENE ROAD, WOODRIDGE, IL, 60517

Signature of

Role Plan administrator
Date 2013-08-12
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-12
Name of individual signing GARY MENCONI
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
GARY R MENCONI, 1717 N NAPER BLVD STE 200, NAPERVILLE, 60563, DU PAGE Agent 2016-01-27

President

Name and Address Role
GARY R MENCONI 1717 N NAPER BLVD STE 200 NAPERVILLE IL 60563 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