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ELEVATE PRIVATE WEALTH MANAGEMENT, LTD.

Company Details

Entity Name: ELEVATE PRIVATE WEALTH MANAGEMENT, LTD.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 02 Oct 2019
Company Number: CORP_72484983
File Number: 72484983
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ELEVATE 401(K) PLAN 2023 843245913 2024-09-25 ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8157254630
Plan sponsor’s address 3296 EXECUTIVE DRIVE, SUITE 200, JOLIET, IL, 60431

Signature of

Role Plan administrator
Date 2024-09-25
Name of individual signing MICHAEL MURRAY
Valid signature Filed with authorized/valid electronic signature
ELEVATE 401(K) PLAN 2022 843245913 2023-10-11 ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8157254630
Plan sponsor’s address 3296 EXECUTIVE DRIVE, SUITE 200, JOLIET, IL, 60431

Signature of

Role Plan administrator
Date 2023-10-11
Name of individual signing MICHAEL MURRAY
Valid signature Filed with authorized/valid electronic signature
ELEVATE 401(K) PLAN 2021 843245913 2022-06-01 ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8157254630
Plan sponsor’s address 3296 EXECUTIVE DRIVE, SUITE 200, JOLIET, IL, 60431

Signature of

Role Plan administrator
Date 2022-06-01
Name of individual signing MICHAEL MURRAY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CHRISTIAN G. SPESIA, 1415 BLACK RD, JOLIET, 60435, WILL Agent 2022-09-16

Secretary

Name and Address Role
MICHAEL MURRAY, 3296 EXECUTIVEDR, #200, JOLIET, IL 60431 Secretary

President

Name and Address Role
MICHAEL MURRAY, 3296 EXECUTIVEDR, # 200, JOLIET, IL 60431 President

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 10000 1000000 No data

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State