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
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 |
|
|