| Entity Name: | NOLAN WEALTH MANAGEMENT, INC. |
| Jurisdiction: | Illinois |
| Entity Type: | Corporation - Domestic BCA |
| Status: | Goodstanding |
| Date Formed: | 24 Jan 2020 |
| Company Number: | CORP_72639847 |
| File Number: | 72639847 |
| Type of Business: | All Inclusive Purpose |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NOLAN WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 844569702 | 2024-05-03 | NOLAN WEALTH MANAGEMENT INC | 3 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-03 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| 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 | 523110 |
| Sponsor’s telephone number | 8473704564 |
| Plan sponsor’s address | 760 VILLAGE CENTER DR STE 210, WILLOWBROOK, IL, 60527 |
Plan administrator’s name and address
| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2023-03-31 |
| Name of individual signing | ERISA FIDUCIARY SERVICES, INC |
| 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 | 523110 |
| Sponsor’s telephone number | 8473704564 |
| Plan sponsor’s address | 760 VILLAGE CENTER DR STE 210, WILLOWBROOK, IL, 60527 |
Plan administrator’s name and address
| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-14 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| SBK LAW GROUP, 3051 OAK GROVE RD STE 107, DOWNERS GROVE, 60515, DU PAGE | Agent | 2020-03-20 |
| Name and Address | Role |
|---|---|
| THOMAS M. NOLAN 760 VILLAGE CENTER DR. BURR RIDGE, IL 60527 | President |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| THE NOLAN GROUP, A PRIVATE WEALTH ADVISORY PRACTICE | No data | 2020-07-09 | 2021-02-24 | Voluntary Cancellation | No data |
| Name | Change Date |
|---|---|
| TMN, INC. | 2021-02-09 |
| Class | Series | Voting Rights | Authorized Shares | Issued Shares | Par Value |
|---|---|---|---|---|---|
| COMMON | No data | Voting Rights | 100 | 100000 | No data |
Date of last update: 20 Jan 2025
