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  5. WEALTH PLANNING NETWORK, LLC

WEALTH PLANNING NETWORK, LLC

Company Details

Entity Name: WEALTH PLANNING NETWORK, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 03 Oct 2003
Company Number: LLC_01019279
File Number: 01019279
Type of Management: Manager Managed
Date Status Change: 11 Oct 2024
Address ONE PARKVIEW PLAZA STE 117, OAKBROOK PLAZA, 60181, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SENIOR PLANNING NETWORK, LLC 401 (K) PROFIT SHARING PLAN & TRUST 2015 200325763 2016-10-13 WEALTH PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Signature of
Role Plan administrator
Date 2016-10-13
Name of individual signing JANET WAGHORNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-13
Name of individual signing JANET WAGHORNE
Valid signature Filed with authorized/valid electronic signature
SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2015 200325763 2016-10-13 WEALTH PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Signature of
Role Plan administrator
Date 2016-10-13
Name of individual signing JANET WAGHORNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-13
Name of individual signing JANET WAGHORNE
Valid signature Filed with authorized/valid electronic signature
SENIOR PLANNING NETWORK, LLC 401 (K) PROFIT SHARING PLAN & TRUST 2014 200325763 2015-10-07 WEALTH PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Signature of
Role Plan administrator
Date 2015-10-07
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-07
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2014 200325763 2015-10-07 WEALTH PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Signature of
Role Plan administrator
Date 2015-10-07
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-07
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2013 200325763 2014-10-14 WEALTH PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Signature of
Role Plan administrator
Date 2014-10-14
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-14
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
SENIOR PLANNING NETWORK, L.L.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 200325763 2014-10-13 WEALTH PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Signature of
Role Plan administrator
Date 2014-10-13
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-13
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
SENIOR PLANNING NETWORK, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 200325763 2013-10-14 SENIOR PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2012 200325763 2013-10-14 SENIOR PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
SENIOR PLANNING NETWORK, LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 200325763 2012-10-10 SENIOR PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Plan administrator’s name and address
Administrator’s EIN 200325763
Plan administrator’s name SENIOR PLANNING NETWORK, LLC
Plan administrator’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154
Administrator’s telephone number 7084814000

Signature of
Role Plan administrator
Date 2012-10-10
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-10
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2011 200325763 2012-10-10 SENIOR PLANNING NETWORK, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 7084814000
Plan sponsor’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154

Plan administrator’s name and address
Administrator’s EIN 200325763
Plan administrator’s name SENIOR PLANNING NETWORK, LLC
Plan administrator’s address ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL, 60154
Administrator’s telephone number 7084814000

Signature of
Role Plan administrator
Date 2012-10-10
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-10
Name of individual signing MICHAEL JANKOWSKI
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DARLENE KOSSLER, ONE PARKVIEW PLAZA STE 117, OAKBROOK TERRACE, 60181 Agent 2021-11-03

Manager

Name and Address Role Appointment Date
JANKOWSKI, MICHAEL, 1 PARKVIEW PLZ STE 117, OAKBROOK TERRACE, IL, 60181 Manager 2024-10-11

Historical Names

Name Change Date
SENIOR PLANNING NETWORK LLC 2012-11-29

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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