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  5. ONPATH FINANCIAL, LLC

ONPATH FINANCIAL, LLC

Company Details

Entity Name: ONPATH FINANCIAL, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 15 Aug 2003
Company Number: LLC_00983136
File Number: 00983136
Type of Management: Manager Managed
Date Status Change: 30 Jul 2024
Address 10 ILLINOIS STREET, STE 120, ST CHARLES, 60174, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ONPATH FINANCIAL 401(K) PLAN 2023 311826190 2024-09-27 ONPATH FINANCIAL, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 10 ILLINOIS STREET, SUITE 120, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2024-09-27
Name of individual signing DAVID KUJAWA
Valid signature Filed with authorized/valid electronic signature
ONPATH FINANCIAL 401(K) PLAN 2022 311826190 2023-07-03 ONPATH FINANCIAL, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 10 W. ILLINOIS STREET SUITE 120, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2023-07-03
Name of individual signing DAVID KUJAWA
Valid signature Filed with authorized/valid electronic signature
ONPATH FINANCIAL 401(K) PLAN 2021 311826190 2022-09-06 ONPATH FINANCIAL, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 10 W. ILLINOIS STREET SUITE 120, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2022-09-06
Name of individual signing DAVID KUJAWA
Valid signature Filed with authorized/valid electronic signature
ONPATH FINANCIAL 401(K) PLAN 2020 311826190 2021-08-19 ONPATH FINANCIAL, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 10 W. ILLINOIS STREET SUITE 120, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2021-08-19
Name of individual signing DAN TRESEMER
Valid signature Filed with authorized/valid electronic signature
ONPATH FINANCIAL 401(K) PLAN 2019 311826190 2020-08-28 ONPATH FINANCIAL, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 10 W. ILLINOIS STREET SUITE 120, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2020-08-28
Name of individual signing DAN TRESEMER
Valid signature Filed with authorized/valid electronic signature
ONPATH FINANCIAL 401(K) PLAN 2018 311826190 2019-09-03 ONPATH FINANCIAL, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 10 W. ILLINOIS STREET, SUITE 120, ST. CHARLES, IL, 60174

Signature of
Role Plan administrator
Date 2019-09-03
Name of individual signing DANIEL TRESEMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-03
Name of individual signing DANIEL TRESEMER
Valid signature Filed with authorized/valid electronic signature
ONPATH FINANCIAL 401(K) PLAN 2017 311826190 2018-07-06 ONPATH FINANCIAL, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 100 ILLINOIS ST., STE 201, ST. CHARLES, IL, 60174
ONPATH FINANCIAL 401(K) PLAN 2016 311826190 2017-09-29 ONPATH FINANCIAL, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 100 ILLINOIS ST., STE 201, ST. CHARLES, IL, 60174
ONPATH FINANCIAL 401(K) PLAN 2015 311826190 2016-05-06 ONPATH FINANCIAL, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 100 ILLINOIS ST., STE 201, ST. CHARLES, IL, 60174
ONPATH FINANCIAL 401(K) PLAN 2014 311826190 2015-02-02 ONPATH FINANCIAL, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6305848100
Plan sponsor’s address 100 ILLINOIS ST., STE 201, ST. CHARLES, IL, 60174

Agent

Name and Address Role Appointment Date
DANIEL TRESEMER, 10 W. ILLINOIS STREET, #120, SAINT CHARLES, 60174 Agent 2018-11-01

Manager

Name and Address Role Appointment Date
TRESEMER, DANIEL S, 114 SANDHOLM ST, GENEVA, IL, 60134 Manager 2024-07-30
DAVID M. KUJAWA, 3664 SHAUGHNESSY DR, ELGIN, IL, 60124 Manager 2024-07-30
RICHARD KITICK, 40W0666 CARL SANDBURG RD, ST. CHARLES, IL, 60175 Manager 2024-07-30
ERIN CARTER, 461 POPECK CIR, BATAVIA, IL, 60510 Manager 2024-07-30

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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