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CORNERSTONE WEALTH CONSULTANTS, LLC

Company Details

Entity Name: CORNERSTONE WEALTH CONSULTANTS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 01 Apr 2009
Company Number: LLC_02788179
File Number: 02788179
Type of Management: Member Managed
Date Status Change: 05 Mar 2024
Address 5924 ANTIGUA WAY, NAPLES, 34113, FL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2022 264582052 2023-05-30 CORNERSTONE WEALTH CONSULTANTS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD, SPRINGFIELD, IL, 62711
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2021 264582052 2022-08-17 CORNERSTONE WEALTH CONSULTANTS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD. STE B, SPRINGFIELD, IL, 62711

Signature of

Role Plan administrator
Date 2022-08-17
Name of individual signing JOE KULA
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2020 264582052 2021-10-14 CORNERSTONE WEALTH CONSULTANTS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD. STE B, SPRINGFIELD, IL, 62711

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing JOE KULA
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2019 264582052 2020-02-24 CORNERSTONE WEALTH CONSULTANTS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD. STE B, SPRINGFIELD, IL, 62711

Signature of

Role Plan administrator
Date 2020-02-24
Name of individual signing JOE KULA
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2018 264582052 2019-03-06 CORNERSTONE WEALTH CONSULTANTS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD. STE B, SPRINGFIELD, IL, 62711

Signature of

Role Plan administrator
Date 2019-03-06
Name of individual signing JOE KULA
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2017 264582052 2018-04-02 CORNERSTONE WEALTH CONSULTANTS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD. STE B, SPRINGFIELD, IL, 62711

Signature of

Role Plan administrator
Date 2018-04-02
Name of individual signing JOE KULA
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2016 264582052 2017-08-29 CORNERSTONE WEALTH CONSULTANTS, LLC 3
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD. STE B, SPRINGFIELD, IL, 62711

Signature of

Role Plan administrator
Date 2017-08-29
Name of individual signing JOE KULA
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2016 264582052 2018-04-02 CORNERSTONE WEALTH CONSULTANTS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD. STE B, SPRINGFIELD, IL, 62711

Signature of

Role Plan administrator
Date 2018-04-02
Name of individual signing JOE KULA
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2015 264582052 2016-10-10 CORNERSTONE WEALTH CONSULTANTS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD. STE B, SPRINGFIELD, IL, 62711

Signature of

Role Plan administrator
Date 2016-10-10
Name of individual signing JOE KULA
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 2014 264582052 2015-10-12 CORNERSTONE WEALTH CONSULTANTS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2176986420
Plan sponsor’s address 3201 S. MEADOWBROOK RD. STE B, SPRINGFIELD, IL, 62711

Signature of

Role Plan administrator
Date 2015-10-12
Name of individual signing JOE KULA
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOSEPH L KULA, 3201 S MEADOWBROOK RD STE B, SPRINGFIELD, 62711, SANGAMON Agent 2009-04-01

Member

Name and Address Role Appointment Date
KULA, JOSEPH L, 3201 S MEADOWBROOK RD STE B, SPRINGFIELD, IL, 62711 Member 2009-04-01

Date of last update: 13 Feb 2025

Sources: Illinois Office of the Secretary of State