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  5. WATER TOWER FINANCIAL PARTNERS, LLC

WATER TOWER FINANCIAL PARTNERS, LLC

Company Details

Entity Name: WATER TOWER FINANCIAL PARTNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Involuntary Dissolution
Date Formed: 17 Nov 2006
Company Number: LLC_02030969
File Number: 02030969
Type of Management: Manager Managed
Date Status Change: 12 May 2023
Address 1 N FRANKLIN, SUITE 2470, CHICAGO, 60606, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2020 205843541 2021-07-17 WATER TOWER FINANCIAL PARTNERS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 1 N. FRANKLIN STREET, SUITE 2470, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2021-07-17
Name of individual signing RICARDO ALFONSO
Valid signature Filed with authorized/valid electronic signature
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2019 205843541 2020-06-12 WATER TOWER FINANCIAL PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 1 N. FRANKLIN STREET, SUITE 2470, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2020-06-12
Name of individual signing RICARDO ALFONSO
Valid signature Filed with authorized/valid electronic signature
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2018 205843541 2019-09-25 WATER TOWER FINANCIAL PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 1 N. FRANKLIN STREET, SUITE 2470, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2019-09-25
Name of individual signing DAN HUSAK
Valid signature Filed with authorized/valid electronic signature
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2017 205843541 2018-07-25 WATER TOWER FINANCIAL PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 1 N. FRANKLIN STREET, SUITE 2470, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2018-07-25
Name of individual signing RICARDO ALFONSO
Valid signature Filed with authorized/valid electronic signature
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2016 205843541 2017-07-25 WATER TOWER FINANCIAL PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 1 N. FRANKLIN STREET, SUITE 2470, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing RICARDO ALFONSO
Valid signature Filed with authorized/valid electronic signature
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2015 205843541 2016-05-31 WATER TOWER FINANCIAL PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 1 N. FRANKLIN STREET, SUITE 2470, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2016-05-31
Name of individual signing RICARDO ALFONSO
Valid signature Filed with authorized/valid electronic signature
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2014 205843541 2015-06-02 WATER TOWER FINANCIAL PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 1 N. FRANKLIN STREET, SUITE 2470, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2015-06-02
Name of individual signing RICARDO ALFONSO
Valid signature Filed with authorized/valid electronic signature
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2013 205843541 2014-05-09 WATER TOWER FINANCIAL PARTNERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 1 N. FRANKLIN STREET, SUITE 2470, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2014-05-09
Name of individual signing RICARDO ALFONSO
Valid signature Filed with authorized/valid electronic signature
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2012 205843541 2013-07-16 WATER TOWER FINANCIAL PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 1 N. FRANKLIN STREET, SUITE 2470, CHICAGO, IL, 60606

Plan administrator’s name and address
Administrator’s EIN 205843541
Plan administrator’s name WATER TOWER FINANCIAL PARTNERS, LLC
Plan administrator’s address 1 N. FRANKLIN STREET, SUIT 2470, CHICAGO, IL, 60606
Administrator’s telephone number 3129841000

Signature of
Role Plan administrator
Date 2013-07-16
Name of individual signing RICARDO ALFONSO
Valid signature Filed with authorized/valid electronic signature
WATER TOWER FINANCIAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN 2011 205843541 2012-10-10 WATER TOWER FINANCIAL PARTNERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 3129841000
Plan sponsor’s address 20 N. CLARK STREET, SUITE 1850, CHICAGO, IL, 60602

Plan administrator’s name and address
Administrator’s EIN 205843541
Plan administrator’s name WATER TOWER FINANCIAL PARTNERS, LLC
Plan administrator’s address 20 N. CLARK STREET, SUITE 1850, CHICAGO, IL, 60602
Administrator’s telephone number 3129841000

Signature of
Role Plan administrator
Date 2012-10-10
Name of individual signing RICARDO ALFONSO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
HOWARD W GAMER, 666 DUNDEE RD #401, NORTHBROOK, 60062 Agent 2006-11-17

Manager

Name and Address Role Appointment Date
ALFONSO, RICARDO M, 1 N FRANKLIN, SUITE 2470, CHICAGO, IL, 60606 Manager 2021-10-29

Related by officers

No related officers

Related by address

1 N FRANKLIN, SUITE 2470, CHICAGO, 60606, IL

ONE LIFE ADVISORY, LLC

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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