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BRICKWORK FINANCIAL PLANNING, LTD.

Company Details

Entity Name: BRICKWORK FINANCIAL PLANNING, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 23 Nov 2009
Company Number: CORP_67360524
File Number: 67360524
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ISIS WEALTH MANAGEMENT, LTD. 401(K) U/A DTD 11/23/09 2023 271366503 2024-10-10 BRICKWORK FINANCIAL PLANNING LTD 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s address 10710 WEST 143RD STREET SUITE 12, ORLAND PARK, IL, 60462

Signature of

Role Plan administrator
Date 2024-10-10
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-10
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
ISIS WEALTH MANAGEMENT, LTD. 401(K) U/A DTD 11/23/09 2022 271366503 2023-10-12 BRICKWORK FINANCIAL PLANNING LTD 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s address 10710 WEST 143RD STREET, ORLAND PARK, IL, 60462

Signature of

Role Plan administrator
Date 2023-10-12
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
ISIS WEALTH MANAGEMENT, LTD. 401(K) U/A DTD 11/23/09 2021 271366503 2022-10-05 BRICKWORK FINANCIAL PLANNING LTD 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s address 10710 WEST 143RD STREET SUITE 12, ORLAND PARK, IL, 60462

Signature of

Role Plan administrator
Date 2022-10-05
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
ISIS WEALTH MANAGEMENT, LTD. 401(K) U/A DTD 11/23/09 2020 271366503 2021-07-23 BRICKWORK FINANCIAL PLANNING LTD 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s address 10710 WEST 143RD STREET, ORLAND PARK, IL, 60462

Signature of

Role Plan administrator
Date 2021-07-23
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-23
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
ISIS WEALTH MANAGEMENT, LTD. 401(K) U/A DTD 2019 271366503 2020-07-27 BRICKWORK FINANCIAL PLANNING LTD 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s address 10710 WEST 143RD STREET SUITE 12, ORLAND PARK, IL, 60462

Signature of

Role Plan administrator
Date 2020-07-27
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-27
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
ISIS WEALTH MANAGEMENT, LTD 401(K) U/A DTD 2018 271366503 2019-07-29 BRICKWORK FINANCIAL PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s address 10710 WEST 143RD STREET SUITE 12, ORLAND PARK, IL, 60462

Signature of

Role Plan administrator
Date 2019-07-29
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-29
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
ISIS WEALTH MANAGEMENT, LTD 401(K) U/A DTD 2017 271366503 2018-07-10 BRICKWORK FINANCIAL PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s address 10710 WEST 143RD STREET SUITE 12, ORLAND PARK, IL, 60462

Signature of

Role Plan administrator
Date 2018-07-10
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-10
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
ISIS WEALTH MANAGEMENT, LTD 401(K) U/A DTD 2016 271366503 2017-10-09 BRICKWORK FINANCIAL PLANNING LTD 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s address 10710 WEST 143RD STREET SUITE 12, ORLAND PARK, IL, 60462

Signature of

Role Plan administrator
Date 2017-10-09
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-09
Name of individual signing TERRENCE M. HEAFEY
Valid signature Filed with authorized/valid electronic signature
ISIS WEALTH MANAGEMENT,LTD 401(K) U/A DTD 11/23/09 2015 271366503 2016-07-26 BRICKWORK FINANCIAL PLANNING, LTD 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s mailing address 10760 W. 143RD ST #62, ORLAND PARK, IL, 60462
Plan sponsor’s address 10760 W. 143RD ST. #62, ORLAND PARK, IL, 60462

Number of participants as of the end of the plan year

Active participants 3
Retired or separated participants receiving benefits 1

Signature of

Role Plan administrator
Date 2016-05-31
Name of individual signing TERRANCE HEAFEY
Valid signature Filed with authorized/valid electronic signature
ISIS WEALTH MANAGEMENT, LTD 401(K) U/A DTD 11/23/09 2014 271366503 2015-07-28 ISIS WEALTH MANAGEMENT, LTD 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7085906073
Plan sponsor’s mailing address 10760 W. 143RD ST #62, ORLAND PARK, IL, 60462
Plan sponsor’s address 10760 W. 143RD ST. #62, ORLAND PARK, IL, 60462

Number of participants as of the end of the plan year

Active participants 4

Signature of

Role Plan administrator
Date 2015-06-15
Name of individual signing TERRENCE HEAFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-15
Name of individual signing TERRENCE HEAFEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
SAS CORPORATE SERVICES, INC, 9501 W 144TH PLACE, STE 205, ORLAND PARK, 60462, COOK-NOT IN CITY OF CHICAGO Agent 2014-11-05

President

Name and Address Role
TERENCE M HEAFY 10760W 143RD ST #12 ORLAND PARK IL 60462 President

Secretary

Name and Address Role
RYAN KAVOIS Secretary

Historical Names

Name Change Date
ISIS WEALTH MANAGEMENT, LTD. 2015-02-20

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 10000 100000 No data

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State