| Entity Name: | SLATER WEALTH MANAGEMENT, INC. |
| Jurisdiction: | Illinois |
| Entity Type: | Corporation - Domestic BCA |
| Status: | Goodstanding |
| Date Formed: | 09 Feb 2015 |
| Company Number: | CORP_70017393 |
| File Number: | 70017393 |
| Type of Business: | All Inclusive Purpose |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SLATER WEALTH MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN | 2023 | 473091264 | 2024-09-16 | SLATER WEALTH MANAGEMENT, INC. | 3 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-09-16 |
| Name of individual signing | BRIAN SLATER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3092408525 |
| Plan sponsor’s address | 240 SW JEFFERSON AVE, SUITE 300, PEORIA, IL, 61602 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-29 |
| Name of individual signing | BRIAN SLATER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| JOSHUA M. SMITH, 240 SW JEFFERSON AVE. STE 200, PEORIA, 61602, PEORIA | Agent | 2024-04-30 |
| Name and Address | Role |
|---|---|
| BRIAN D SLATER 240 SW JEFFERSON AVE STE 300 PEORIA IL 61602 | President |
| Name and Address | Role |
|---|---|
| LAYLA SLATER 240 SW JEFFERSONAVE STE 300 PEORIA IL 61602 | Secretary |
| Class | Series | Voting Rights | Authorized Shares | Issued Shares | Par Value |
|---|---|---|---|---|---|
| COMMON | No data | Voting Rights | 1000 | 100000 | No data |
Date of last update: 20 Jan 2025
