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BIG TIMBER WEALTH MANAGEMENT, INC.

Company Details

Entity Name: BIG TIMBER WEALTH MANAGEMENT, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 19 Apr 2011
Company Number: CORP_67746368
File Number: 67746368
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BIG TIMBER WEALTH MANAGEMENT 401(K) PLAN 2023 452244988 2024-07-11 BIG TIMBER WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8476288315
Plan sponsor’s address 2250 POINT BOULEVARD, SUITE 320, ELGIN, IL, 601237837
BIG TIMBER WEALTH MANAGEMENT 401(K) PLAN 2022 452244988 2023-02-14 BIG TIMBER WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8476288315
Plan sponsor’s address 2250 POINT BOULEVARD, SUITE 320, ELGIN, IL, 601237837
BIG TIMBER WEALTH MANAGEMENT 401(K) PLAN 2021 452244988 2022-08-15 BIG TIMBER WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8476288315
Plan sponsor’s address 2250 POINT BOULEVARD, SUITE 320, ELGIN, IL, 601237837
BIG TIMBER WEALTH MANAGEMENT 401(K) PLAN 2020 452244988 2021-06-11 BIG TIMBER WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8476288315
Plan sponsor’s address 2250 POINT BOULEVARD, SUITE 320, ELGIN, IL, 601237837
BIG TIMBER WEALTH MANAGEMENT 401(K) PLAN 2019 452244988 2020-07-21 BIG TIMBER WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8476288315
Plan sponsor’s address 2250 POINT BOULEVARD, SUITE 320, ELGIN, IL, 601237837
BIG TIMBER WEALTH MANAGEMENT 401(K) PLAN 2018 452244988 2019-07-29 BIG TIMBER WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8476288315
Plan sponsor’s address 2250 POINT BOULEVARD, SUITE 320, ELGIN, IL, 601237837
BIG TIMBER WEALTH MANAGEMENT 401(K) PLAN 2017 452244988 2018-04-04 BIG TIMBER WEALTH MANAGEMENT 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8476288315
Plan sponsor’s address 2250 POINT BOULEVARD, SUITE 320, ELGIN, IL, 601237837

Agent

Name and Address Role Appointment Date
DANIEL M LUNDQUIST, 2250 POINT BLVD STE 320, ELGIN, 60123, KANE Agent 2012-03-13

President

Name and Address Role
DANIEL M LUNDQUIST 15603 KENILWORTH LANE HUNTLEY IL 60142 President

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 2000 2000000 0.01

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State