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  5. ZIMMERMAN WEALTH MANAGEMENT, LLC

ZIMMERMAN WEALTH MANAGEMENT, LLC

Company Details

Entity Name: ZIMMERMAN WEALTH MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 28 Aug 2003
Company Number: LLC_00993603
File Number: 00993603
Type of Management: Member Managed
Date Status Change: 26 Jul 2024
Address 500 DAVIS STREET, STE 1005, EVANSTON, 60201, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ZIMMERMAN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2023 200040494 2024-10-02 ZIMMERMAN WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2024-10-02
Name of individual signing THOMAS ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-02
Name of individual signing THOMAS ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
ZIMMERMAN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2023 200040494 2024-11-20 ZIMMERMAN WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2024-11-13
Name of individual signing THOMAS ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-11-13
Name of individual signing ZIMMERMAN WEALTH MANAGEMENT, LLC
Valid signature Filed with authorized/valid electronic signature
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 200040494 2024-09-30 ZIMMERMAN WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2024-09-30
Name of individual signing THOMAS H. ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-30
Name of individual signing THOMAS H ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 200040494 2023-10-11 ZIMMERMAN WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing THOMAS H. ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-11
Name of individual signing THOMAS H ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
ZIMMERMAN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2022 200040494 2023-10-02 ZIMMERMAN WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing THOMAS ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 200040494 2022-07-25 ZIMMERMAN WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2022-07-25
Name of individual signing THOMAS H. ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-25
Name of individual signing ZIMMERMAN WEALTH MANAGEMENT
Valid signature Filed with authorized/valid electronic signature
ZIMMERMAN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2021 200040494 2022-10-05 ZIMMERMAN WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2022-10-05
Name of individual signing THOMAS ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 200040494 2021-09-30 ZIMMERMAN WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2021-09-30
Name of individual signing THOMAS H. ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
ZIMMERMAN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2020 200040494 2021-10-05 ZIMMERMAN WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2021-10-05
Name of individual signing THOMAS ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-05
Name of individual signing THOMAS ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 200040494 2020-10-06 ZIMMERMAN WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8475563200
Plan sponsor’s address 1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing THOMAS H. ZIMMERMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JESSICA L. OLDANI, 701 MAIN ST STE 200, EVANSTON, 60202, COOK-NOT IN CITY OF CHICAGO Agent 2022-11-14

Manager

Name and Address Role Appointment Date
ZIMMERMAN, THOMAS H, 500 DAVIS ST, STE 1005, EVANSTON, IL, 60201 Manager 2024-07-26

Related by officers

JESSICA L. OLDANI, 701 MAIN ST STE 200, EVANSTON, 60202, COOK-NOT IN CITY OF CHICAGO

EFFECTIVE AIR, INC. CCM, INC. FLOWERS TOO, INC. DAWSON RELOCATION SERVICES, INC. GOLDEN MEAN DESIGN, INC. TEAM ORANGE, INC. DJM PILOT SERVICES, INCORPORATED EMIL FERRIS MANAGEMENT CORP.

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State

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