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HOURGLASS WEALTH MANAGEMENT, LTD.

Company Details

Entity Name: HOURGLASS WEALTH MANAGEMENT, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 01 Jun 2012
Company Number: CORP_68490154
File Number: 68490154
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2023 455473536 2024-10-11 HOURGLASS WEALTH MANAGEMENT, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 34 UNO CIRCLE, JOLIET, IL, 60435

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2022 455473536 2023-10-13 HOURGLASS WEALTH MANAGEMENT, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 30 UNO CIRCLE, JOLIET, IL, 60435

Signature of

Role Plan administrator
Date 2023-10-13
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2021 455473536 2022-07-14 HOURGLASS WEALTH MANAGEMENT, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 30 UNO CIRCLE, JOLIET, IL, 60435

Signature of

Role Plan administrator
Date 2022-07-12
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-12
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2020 455473536 2022-10-17 HOURGLASS WEALTH MANAGEMENT, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 30 UNO CIRCLE, JOLIET, IL, 60435

Signature of

Role Plan administrator
Date 2022-07-12
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-12
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2019 455473536 2020-10-15 HOURGLASS WEALTH MANAGEMENT, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 1938 E. LINCOLN HIGHWAY, SUITE 205, NEW LENOX, IL, 60451

Signature of

Role Plan administrator
Date 2020-10-14
Name of individual signing KATIE MILLAR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing KATIE MILLAR
Valid signature Filed with authorized/valid electronic signature
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2018 455473536 2019-08-15 HOURGLASS WEALTH MANAGEMENT, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 1938 E. LINCOLN HIGHWAY, SUITE 205, NEW LENOX, IL, 60451

Signature of

Role Plan administrator
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2018 455473536 2019-08-15 HOURGLASS WEALTH MANAGEMENT, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 1938 E. LINCOLN HIGHWAY, SUITE 205, NEW LENOX, IL, 60451

Signature of

Role Plan administrator
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2018 455473536 2019-08-15 HOURGLASS WEALTH MANAGEMENT, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 1938 E. LINCOLN HIGHWAY, SUITE 205, NEW LENOX, IL, 60451

Signature of

Role Plan administrator
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2017 455473536 2019-08-15 HOURGLASS WEALTH MANAGEMENT, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 1938 E. LINCOLN HIGHWAY, SUITE 205, NEW LENOX, IL, 60451

Signature of

Role Plan administrator
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
HOURGLASS WEALTH MANAGEMENT 401(K) PLAN 2016 455473536 2019-08-15 HOURGLASS WEALTH MANAGEMENT, LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8157176323
Plan sponsor’s address 1938 E. LINCOLN HIGHWAY, SUITE 205, NEW LENOX, IL, 60451

Signature of

Role Plan administrator
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-08-15
Name of individual signing KATHRYN MILLAR
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DEMETRIUS J KAROS, 210 SOUTH PECK AVENUE, LAGRANGE, 60525, COOK-NOT IN CITY OF CHICAGO Agent 2023-05-10

President

Name and Address Role
KATIE FREEMAN MILLAR 30-34 UNO CIRCLE JOLIET IL 60435 President

Secretary

Name and Address Role
VACANT Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 10000 1000000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State