Search icon

PALOS WEALTH ADVISORS LLC

Company Details

Entity Name: PALOS WEALTH ADVISORS LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 10 Jul 2010
Company Number: LLC_03301257
File Number: 03301257
Type of Management: Member Managed
Date Status Change: 05 Jun 2024
Address 7800 W. COLLEGE DR UNIT 2E, PALOS HEIGHTS, 60463, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PALOS WEALTH ADVISORS LLC 401(K) PLAN & TRUST 2023 273111608 2024-10-03 PALOS WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN 2023 273111608 2024-04-16 PALOS WEALTH ADVISORS LLC 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN 2023 273111608 2024-04-16 PALOS WEALTH ADVISORS LLC 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
PALOS WEALTH ADVISORS LLC 401(K) PLAN & TRUST 2022 273111608 2023-09-29 PALOS WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN 2022 273111608 2023-09-29 PALOS WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN 2021 273111608 2022-10-11 PALOS WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing FRED MOORE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-11
Name of individual signing FRED MOORE
Valid signature Filed with authorized/valid electronic signature
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN 2020 273111608 2021-10-12 PALOS WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463

Signature of

Role Plan administrator
Date 2021-10-12
Name of individual signing FRED T MOORE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing FRED T MOORE
Valid signature Filed with authorized/valid electronic signature
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN 2019 273111608 2020-09-30 PALOS WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463

Signature of

Role Plan administrator
Date 2020-09-30
Name of individual signing FRED T MOORE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-30
Name of individual signing FRED T MOORE
Valid signature Filed with authorized/valid electronic signature
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN 2018 273111608 2019-10-03 PALOS WEALTH ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463

Signature of

Role Plan administrator
Date 2019-10-03
Name of individual signing FRED T MOORE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-03
Name of individual signing FRED T MOORE
Valid signature Filed with authorized/valid electronic signature
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN 2017 273111608 2018-10-05 PALOS WEALTH ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7088275942
Plan sponsor’s address 7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463

Signature of

Role Plan administrator
Date 2018-10-05
Name of individual signing FRED T MOORE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-05
Name of individual signing FRED T MOORE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
FRED T MOORE, 7800 W COLLEGE DRIVE, PALOS HEIGHTS, 60463 Agent 2022-08-16

Manager

Name and Address Role Appointment Date
MOORE, FRED T, 7800 W COLLEGE DR, STE 2E, PALOS HEIGHTS, IL, 60463 Manager 2023-07-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8379357310 2020-05-01 0507 PPP 7800 W COLLEGE DR, PALOS HEIGHTS, IL, 60463-1087
Loan Status Date 2021-06-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 37200
Loan Approval Amount (current) 37200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 24037
Servicing Lender Name First Merchants Bank
Servicing Lender Address 200 E. Jackson St., Muncie, IN, 47305
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PALOS HEIGHTS, COOK, IL, 60463-1087
Project Congressional District IL-06
Number of Employees 2
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 24037
Originating Lender Name First Merchants Bank
Originating Lender Address Muncie, IN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37572
Forgiveness Paid Date 2021-05-07

Date of last update: 13 Feb 2025

Sources: Illinois Office of the Secretary of State