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  5. CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT INC.

CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT INC.

Company Details

Entity Name: CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 18 Jun 2013
Company Number: CORP_69085008
File Number: 69085008
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2023 463024544 2024-05-20 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8472122858
Plan sponsor’s address 378 W. MEADOW MIST LANE, ROUND LAKE, IL, 60073

Signature of
Role Plan administrator
Date 2024-05-20
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2023 463024544 2024-12-13 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8472122858
Plan sponsor’s address 378 W. MEADOW MIST LANE, ROUND LAKE, IL, 60073

Signature of
Role Plan administrator
Date 2024-12-13
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2022 463024544 2023-09-12 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8472122858
Plan sponsor’s address 378 W. MEADOW MIST LANE, ROUND LAKE, IL, 60073

Signature of
Role Plan administrator
Date 2023-09-12
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2021 463024544 2022-05-02 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8476773108
Plan sponsor’s address 4711 GOLF ROAD, SUITE 705, SKOKIE, IL, 60076

Signature of
Role Plan administrator
Date 2022-05-02
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 463024544 2021-05-12 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8476773108
Plan sponsor’s address 4711 GOLF ROAD, SUITE 705, SKOKIE, IL, 60076

Signature of
Role Plan administrator
Date 2021-05-12
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-12
Name of individual signing CHRISTOPHER R STEIN
Valid signature Filed with authorized/valid electronic signature
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 463024544 2020-06-12 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8476773108
Plan sponsor’s address 4711 GOLF ROAD, SUITE 705, SKOKIE, IL, 60076

Signature of
Role Plan administrator
Date 2020-06-12
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-12
Name of individual signing CHRISTOPHER R STEIN
Valid signature Filed with authorized/valid electronic signature
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2018 463024544 2019-06-04 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8476773108
Plan sponsor’s address 4711 GOLF ROAD, SUITE 705, SKOKIE, IL, 60076

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2017 463024544 2018-04-18 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8476773108
Plan sponsor’s address 4711 GOLF ROAD, SUITE 705, SKOKIE, IL, 60076

Signature of
Role Plan administrator
Date 2018-04-17
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-17
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2016 463024544 2017-02-16 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8476773108
Plan sponsor’s address 4711 GOLF ROAD, SUITE 705, SKOKIE, IL, 60076

Signature of
Role Plan administrator
Date 2017-02-16
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-16
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2015 463024544 2016-04-22 CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 8476773108
Plan sponsor’s address 4711 GOLF ROAD, SUITE 705, SKOKIE, IL, 60076

Signature of
Role Plan administrator
Date 2016-04-22
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-22
Name of individual signing CHRISTOPHER R. STEIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CHRISTOPHER STEIN, 378 W MEADOW MIST LN, ROUND LAKE, 60073, LAKE Agent 2013-06-18

President

Name and Address Role
CHRISTOPHER R STEIN 378 W MEADOW MIST LN ROUND LAKE 60073 President

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100000 1000000 No data

Related by officers

No related officers

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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