Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. DuPage
    4. ›
  4. 60143
    5. ›
  5. SUMMIT WEALTH ADVISORS, LLC

SUMMIT WEALTH ADVISORS, LLC

Company Details

Entity Name: SUMMIT WEALTH ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Voluntary Diss./Terminated
Date Formed: 05 Dec 2006
Company Number: LLC_02045516
File Number: 02045516
Type of Management: Manager Managed
Date Status Change: 05 Mar 2007
Address 100 PIERCE RD STE 105, ITASCA, 60143, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMIT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - FINAL FILING 2013 364348826 2014-01-11 SUMMIT WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 6302850064
Plan sponsor’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143

Signature of
Role Plan administrator
Date 2014-01-11
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2012 364348826 2013-06-14 SUMMIT WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 6302850064
Plan sponsor’s address 100 PIERCE ROAD, SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, L.L.C.
Plan administrator’s address 100 PIERCE ROAD, ITASCA, IL, 60143
Administrator’s telephone number 6302850064

Signature of
Role Plan administrator
Date 2013-06-14
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC PENSION PLAN 2011 364348826 2012-01-27 SUMMIT WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6302850928
Plan sponsor’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, LLC
Plan administrator’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143
Administrator’s telephone number 6302850928

Signature of
Role Plan administrator
Date 2012-01-27
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2011 364348826 2012-06-29 SUMMIT WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 6302850064
Plan sponsor’s address 100 PIERCE ROAD, SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, L.L.C.
Plan administrator’s address 100 PIERCE ROAD, ITASCA, IL, 60143
Administrator’s telephone number 6302850064

Signature of
Role Plan administrator
Date 2012-06-29
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC PENSION PLAN 2010 364348826 2011-05-11 SUMMIT WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6302850928
Plan sponsor’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, LLC
Plan administrator’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143
Administrator’s telephone number 6302850928

Signature of
Role Plan administrator
Date 2011-05-11
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2010 364348826 2011-05-11 SUMMIT WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 6302850064
Plan sponsor’s address 100 PIERCE ROAD, SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, L.L.C.
Plan administrator’s address 100 PIERCE ROAD, ITASCA, IL, 60143
Administrator’s telephone number 6302850064

Signature of
Role Plan administrator
Date 2011-05-11
Name of individual signing KEVIN J. MEEHAN
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVISORS, LLC PENSION PLAN 2009 364348826 2010-07-13 SUMMIT WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6302850928
Plan sponsor’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143

Plan administrator’s name and address
Administrator’s EIN 364348826
Plan administrator’s name SUMMIT WEALTH ADVISORS, LLC
Plan administrator’s address 100 PIERCE ROAD SUITE 105, ITASCA, IL, 60143
Administrator’s telephone number 6302850928

Signature of
Role Plan administrator
Date 2010-07-13
Name of individual signing KEVIN MEEHAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-13
Name of individual signing KEVIN MEEHAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
KEVIN MEEHAN, 100 PIERCE RD STE 105, ITASCA, 60143, DU PAGE Agent 2006-12-05

Manager

Name and Address Role Appointment Date
MEEHAN, KEVIN, 100 PIERCE RD STE 105, ITASCA, IL, 60143 Manager 2006-12-05

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 ilorg.com, Part of Big Data Integrated