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  5. PORTE BROWN WEALTH MANAGEMENT LLC

PORTE BROWN WEALTH MANAGEMENT LLC

Company Details

Entity Name: PORTE BROWN WEALTH MANAGEMENT LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 11 Feb 2009
Company Number: LLC_03081575
File Number: 03081575
Type of Management: Member Managed
Date Status Change: 31 Jan 2024
Address 845 OAKTON STREET, ELK GROVE VILLAGE, 60007, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2023 264234710 2024-10-11 PORTE BROWN WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing RON MANSO
Valid signature Filed with authorized/valid electronic signature
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2022 264234710 2023-10-12 PORTE BROWN WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing RONALD MANSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing RONALD MANSO
Valid signature Filed with authorized/valid electronic signature
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2021 264234710 2022-07-21 PORTE BROWN WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2022-07-20
Name of individual signing RONALD MANSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-20
Name of individual signing RONALD MANSO
Valid signature Filed with authorized/valid electronic signature
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2020 264234710 2021-10-13 PORTE BROWN WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing RONALD MANSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-13
Name of individual signing RONALD MANSO
Valid signature Filed with authorized/valid electronic signature
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2019 264234710 2020-10-12 PORTE BROWN WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing MICHAEL M. MASSARO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing MICHAEL M. MASSARO
Valid signature Filed with authorized/valid electronic signature
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2018 264234710 2019-10-08 PORTE BROWN WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2019-10-08
Name of individual signing MICHAEL M. MASSARO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-08
Name of individual signing MICHAEL M. MASSARO
Valid signature Filed with authorized/valid electronic signature
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2017 264234710 2018-10-08 PORTE BROWN WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2018-10-08
Name of individual signing MICHAEL MASSARO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-08
Name of individual signing MICHAEL MASSARO
Valid signature Filed with authorized/valid electronic signature
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2016 264234710 2017-07-10 PORTE BROWN WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2017-07-10
Name of individual signing MICHAEL M. MASSARO
Valid signature Filed with authorized/valid electronic signature
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2015 264234710 2016-07-11 PORTE BROWN WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2016-07-11
Name of individual signing MICHAEL M. MASSARO
Valid signature Filed with authorized/valid electronic signature
PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN 2014 264234710 2015-07-20 PORTE BROWN WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 523900
Sponsor’s telephone number 8473579995
Plan sponsor’s address 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007

Signature of
Role Plan administrator
Date 2015-07-20
Name of individual signing MICHAEL M. MASSARO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOSEPH G CANE, 845 OAKTON STREET, ELK GROVE VILLAGE, 60007, COOK-NOT IN CITY OF CHICAGO Agent 2014-03-06

Member

Name and Address Role Appointment Date
MASSARO, MICHAEL M., 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Member 2009-02-11
WILSON, RUSSELL J., 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Member 2009-02-11
RM FINANCIAL, 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Member 2010-01-21
SMIEJAK, JEFFREY, 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Member 2010-01-21
GLEBA, JOSEPH A., 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Member 2010-01-21
CANE, JOSEPH G., 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Member 2012-01-23
HARE, KELLEY M, 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Member 2014-02-06

Manager

Name and Address Role Appointment Date
KAPLAN, SCOTT R, 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Manager 2018-02-02
KNIGHT, GENEVRA D, 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Manager 2018-02-02
GARRELS, STEVE D, 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Manager 2018-02-02
STAAB, PAULINE J, 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Manager 2018-02-02
SWITT, KELLY L., 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Manager 2020-02-28
ADAMCZYK, DEREK N., 845 OAKTON STREET, ELK GROVE VILLAGE, IL, 60007 Manager 2020-02-28

Related by officers

JOSEPH G CANE, 845 OAKTON STREET, ELK GROVE VILLAGE, 60007, COOK-NOT IN CITY OF CHICAGO

PORTE BROWN L.L.C. STONEGATE LANDSCAPE AND NURSERY CENTER, INC. OAKTON BUILDING GROUP, LLC

Related by address

845 OAKTON STREET, ELK GROVE VILLAGE, 60007, IL

OAKTON BUILDING GROUP, LLC SHAMROCK BUILDING GROUP LLC PORTE BROWN LLC

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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