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MODEL WEALTH INC.

Company Details

Entity Name: MODEL WEALTH INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 22 May 2012
Company Number: CORP_68395658
File Number: 68395658
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MODEL WEALTH, INC. 401(K) PLAN 2023 455353147 2024-08-20 MODEL WEALTH, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 7088371991
Plan sponsor’s address 55 S. MAIN STREET, SUITE 380, NAPERVILLE, IL, 60540

Signature of

Role Plan administrator
Date 2024-08-20
Name of individual signing RANDALL BRUNS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CHARLES G WENTWORTH, 536 CRESCENT BLVD, STE 200, GLEN ELLYN, 60137, DU PAGE Agent 2016-04-18

President

Name and Address Role
RANDALL BRUNS 55 S. MAIN ST. SUITE 380, NAPERVILLE, IL 60540 President

Secretary

Name and Address Role
ALEX OFFERMAN 55 S. MAIN ST. SUITE 380, NAPERVILLE, IL 60540 Secretary

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
MODEL WEALTH Assume Name 2018-02-16 No data No data No data
ROOTS FINANCIAL PLANNING No data 2016-10-04 2020-06-03 Voluntary Cancellation No data

Historical Names

Name Change Date
RANDALL T. BRUNS, INC. 2018-02-12

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000000 1000000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State