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  5. WALL STREET FINANCIAL ADVISORS, INC.

WALL STREET FINANCIAL ADVISORS, INC.

Company Details

Entity Name: WALL STREET FINANCIAL ADVISORS, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 08 Aug 2013
Company Number: CORP_69002005
File Number: 69002005
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2023 364064506 2024-07-05 WALL STREET FINANCIAL ADVISORS, INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE T, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2024-07-05
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2022 364064506 2023-07-06 WALL STREET FINANCIAL ADVISORS, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE T, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2023-07-06
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2021 364064506 2022-05-25 WALL STREET FINANCIAL ADVISORS, INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE T, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2022-05-25
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2020 364064506 2021-06-24 WALL STREET FINANCIAL ADVISORS, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE T, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2021-06-24
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2019 364064506 2020-07-28 WALL STREET FINANCIAL ADVISORS, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE T, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2020-07-28
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2018 364064506 2019-04-12 WALL STREET FINANCIAL ADVISORS, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE T, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2019-04-12
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-09
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2017 364064506 2018-07-17 WALL STREET FINANCIAL ADVISORS, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE T, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2018-07-17
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-11
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2016 364064506 2017-06-20 WALL STREET FINANCIAL ADVISORS, INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE LL, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2017-06-20
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-20
Name of individual signing ANNE MARIE WOODRICH
Valid signature Filed with authorized/valid electronic signature
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2015 364064506 2016-08-04 WALL STREET FINANCIAL ADVISORS, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE LL, ST. CHARLES, IL, 60174
WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2014 364064506 2015-06-26 WALL STREET FINANCIAL ADVISORS, INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 6307629352
Plan sponsor’s address 525 TYLER ROAD, SUITE LL, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2015-06-26
Name of individual signing TERRY MURPHY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JORDAN DORRESTEIN, 405 ILLINOIS AVE UNIT 2A, SAINT CHARLES, 60174, KANE Agent 2023-01-11

President

Name and Address Role
TERRANCE P MURPHY 525 TYLER RD STE U ST CHARLES IL 60174 President

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000000 100000000 No data

Related by officers

JORDAN DORRESTEIN, 405 ILLINOIS AVE UNIT 2A, SAINT CHARLES, 60174, KANE

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Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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