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ROUND HILL WEALTH MANAGEMENT, LTD.

Company Details

Entity Name: ROUND HILL WEALTH MANAGEMENT, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 08 Apr 2013
Company Number: CORP_68974852
File Number: 68974852
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROUND HILL WEALTH MANAGEMENT 401(K) PLAN 2023 462470043 2024-01-14 ROUND HILL WEALTH MANAGEMENT, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 525990
Sponsor’s telephone number 6302108212
Plan sponsor’s address 280 SHUMAN BOULEVARD, SUITE 140, SUITE 140, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2024-01-14
Name of individual signing DAVID SWANSON
Valid signature Filed with authorized/valid electronic signature
ROUND HILL WEALTH MANAGEMENT 401(K) PLAN 2022 462470043 2023-03-28 ROUND HILL WEALTH MANAGEMENT, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 525990
Sponsor’s telephone number 6302108212
Plan sponsor’s address 280 SHUMAN BOULEVARD, SUITE 140, SUITE 140, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2023-03-28
Name of individual signing DAVID SWANSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAVID L SWANSON, 280 SHUMAN BLVD STE 140, NAPERVILLE, 60563, DU PAGE Agent 2018-01-11

President

Name and Address Role
DOUGLAS F BRYMER 3116 AUSTIN ST NAPERVILLE IL 60564 President

Secretary

Name and Address Role
DAVID L SWANSON, 2W90 LONGVIEW DR FRANKFORT IL 60423 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 1000000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State