| Entity Name: | FOCUS WEALTH PLANNING, INC. |
| Jurisdiction: | Illinois |
| Entity Type: | Corporation - Domestic BCA |
| Status: | Goodstanding |
| Date Formed: | 08 Jun 2018 |
| Company Number: | CORP_71868451 |
| File Number: | 71868451 |
| Type of Business: | All Inclusive Purpose |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FOCUS FINANCIAL ADVISORS 401(K) PLAN | 2023 | 830838150 | 2024-07-22 | FOCUS WEALTH PLANNING INC. | 4 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-22 |
| Name of individual signing | CHRIS HORNE |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 8156338844 |
| Plan sponsor’s address | 6870 ROTE ROAD #101, ROCKFORD, IL, 61107 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-17 |
| Name of individual signing | CHRIS HORNE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 8156338844 |
| Plan sponsor’s address | 6870 ROTE ROAD #101, ROCKFORD, IL, 61107 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-18 |
| Name of individual signing | KAREN ZYRA |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| JEFFREY H. POWELL, 2902 MCFARLAND RD STE 400, ROCKFORD, 61107, WINNEBAGO | Agent | 2022-03-21 |
| Name and Address | Role |
|---|---|
| JON L ALDRICH 6870 ROTE RD STE101 ROCKFORD IL 61107 | President |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| FOCUS FINANCIAL ADVISORS | Assume Name | 2018-08-15 | No data | No data | No data |
| Class | Series | Voting Rights | Authorized Shares | Issued Shares | Par Value |
|---|---|---|---|---|---|
| COMMON | No data | Voting Rights | 1000 | 100000 | No data |
Date of last update: 16 Jan 2025
