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AFIN FAMILY WEALTH MANAGEMENT INC.

Company Details

Entity Name: AFIN FAMILY WEALTH MANAGEMENT INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 01 Feb 2019
Company Number: CORP_72185862
File Number: 72185862
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AFIN FAMILY WEALTH MANAGEMENT INC. 401(K) PLAN 2023 833402287 2024-10-14 AFIN FAMILY WEALTH MANAGEMENT INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6306861463
Plan sponsor’s address 1220 KENSINGTON RD., SUITE 220, OAK BROOK, IL, 60523

Signature of

Role Plan administrator
Date 2024-10-14
Name of individual signing YESENIA DELGADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-14
Name of individual signing YESENIA DELGADO
Valid signature Filed with authorized/valid electronic signature
AFIN FAMILY WEALTH MANAGEMENT INC. 2023 833402287 2024-10-14 AFIN FAMILY WEALTH MANAGEMENT INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6306861463
Plan sponsor’s address 1220 KENSINGTON RD., SUITE 220, OAK BROOK, IL, 60523

Signature of

Role Plan administrator
Date 2024-10-14
Name of individual signing YESENIA DELGADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-14
Name of individual signing YESENIA DELGADO
Valid signature Filed with authorized/valid electronic signature
AFIN FAMILY WEALTH MANAGEMENT INC. 401(K) PLAN 2022 833402287 2023-07-10 AFIN FAMILY WEALTH MANAGEMENT INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6306861463
Plan sponsor’s address 1220 KENSINGTON RD., SUITE 220,, OAK BROOK, IL, 60523

Signature of

Role Plan administrator
Date 2023-07-10
Name of individual signing CETERA RETIREMENT PLAN SPECIALISTS
Valid signature Filed with authorized/valid electronic signature
AFIN FAMILY WEALTH MANAGEMENT INC. 401(K) PLAN 2021 833402287 2022-07-26 AFIN FAMILY WEALTH MANAGEMENT INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6306861463
Plan sponsor’s address 1220 KENSINGTON RD., SUITE 220,, OAK BROOK, IL, 60523

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing CETERA RETIREMENT PLAN SPECIALISTS
Valid signature Filed with authorized/valid electronic signature
AFIN FAMILY WEALTH MANAGEMENT INC. 401(K) PLAN 2020 833402287 2021-09-24 AFIN FAMILY WEALTH MANAGEMENT INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6306861463
Plan sponsor’s address 1220 KENSINGTON RD., SUITE 220,, OAK BROOK, IL, 60523
AFIN FAMILY WEALTH MANAGEMENT INC. 401(K) PLAN 2019 833402287 2020-05-21 AFIN FAMILY WEALTH MANAGEMENT INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6306861463
Plan sponsor’s address 1415 W. 22ND STREET, TOWER FLOOR, OAK BROOK, IL, 60523

Agent

Name and Address Role Appointment Date
COLIN KELTY, 1220 KENSINGTON RD STE 220, OAK BROOK, 60523, DU PAGE Agent 2022-07-01

President

Name and Address Role
COLIN KELTY, 430 E NORTH WATERST, UNIT E, CHICAGO, IL 60611 President

Secretary

Name and Address Role
YESENIA DELGADO 1514 N 22ND AVE MELROSE PARK, IL 60160 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 10000 8000000 No data

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State