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  5. STONEBRIDGE WEALTH MANAGEMENT LLC

STONEBRIDGE WEALTH MANAGEMENT LLC

Company Details

Entity Name: STONEBRIDGE WEALTH MANAGEMENT LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 16 Nov 2010
Company Number: LLC_03355241
File Number: 03355241
Type of Management: Member Managed
Date Status Change: 14 Nov 2024
Address 1010 JORIE BLVD #144, OAK BROOK, 60523, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2023 273940995 2024-06-14 STONEBRIDGE WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6302301836
Plan sponsor’s address 1010 JORIE BLVD., SUITE #144, OAKBROOK, IL, 60523

Signature of
Role Plan administrator
Date 2024-06-13
Name of individual signing CHRIS PLAHM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-13
Name of individual signing CHRIS PLAHM
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2022 273940995 2023-05-18 STONEBRIDGE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6302301836
Plan sponsor’s address 1010 JORIE BLVD., SUITE #144, OAKBROOK, IL, 60523

Signature of
Role Plan administrator
Date 2023-05-18
Name of individual signing CHRIS PLAHM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-18
Name of individual signing CHRIS PLAHM
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2021 273940995 2022-07-19 STONEBRIDGE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6302301836
Plan sponsor’s address 1010 JORIE BLVD., SUITE #144, OAKBROOK, IL, 60523

Signature of
Role Plan administrator
Date 2022-07-19
Name of individual signing CHRIS PLAHM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-19
Name of individual signing CHRIS PLAHM
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2020 273940995 2021-09-20 STONEBRIDGE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6302301836
Plan sponsor’s address 1010 JORIE BLVD., SUITE #144, OAKBROOK, IL, 60523

Signature of
Role Plan administrator
Date 2021-09-20
Name of individual signing CHRISTOPHER PLAHM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-20
Name of individual signing CHRISTOPHER PLAHM
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2019 273940995 2020-06-22 STONEBRIDGE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6302301836
Plan sponsor’s address 1010 JORIE BLVD., SUITE #144, OAKBROOK, IL, 60523

Signature of
Role Plan administrator
Date 2020-06-22
Name of individual signing CHRISTOPHER PLAHM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-22
Name of individual signing CHRISTOPHER PLAHM
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2018 273940995 2019-06-03 STONEBRIDGE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6302301836
Plan sponsor’s address 1010 JORIE BLVD., SUITE #144, OAKBROOK, IL, 60523

Signature of
Role Plan administrator
Date 2019-06-03
Name of individual signing CHRIS PLAHM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-03
Name of individual signing CHRIS PLAHM
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2017 273940995 2018-08-20 STONEBRIDGE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6302301836
Plan sponsor’s address 1010 JORIE BLVD., SUITE #144, OAKBROOK, IL, 60523

Signature of
Role Plan administrator
Date 2018-08-17
Name of individual signing CHRISTOPHER PLAHM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-08-17
Name of individual signing CHRISTOPHER PLAHM
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CHRISTOPHER M. PLAHM, 8180 S CASS AVENUE, DARIEN, 60561 Agent 2022-12-07

Member

Name and Address Role Appointment Date
PLAHM, CHRISTOPHER M, 1346 KRYSTYNA CROSSING, LEMONT, IL, 60439 Member 2015-10-02
LAIPPLE, WILLIAM, 4807 SEBASTIAN COURT, NAPERVILLE, IL, 60564 Member 2015-10-02

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 23 Jan 2025

Sources: Illinois Office of the Secretary of State

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