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  5. VITAL WEALTH MANAGEMENT LLC

VITAL WEALTH MANAGEMENT LLC

Headquarter

Company Details

Entity Name: VITAL WEALTH MANAGEMENT LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: NGS
Date Formed: 13 Jan 2011
Company Number: LLC_03432319
File Number: 03432319
Type of Management: Manager Managed
Date Status Change: 01 Jan 2025
Address 9501 W DEVON AVE STE 601, ROSEMONT, 60018, IL
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of VITAL WEALTH MANAGEMENT LLC, KENTUCKY 1383128 KENTUCKY
Headquarter of VITAL WEALTH MANAGEMENT LLC, COLORADO 20081066253 COLORADO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VITAL WEALTH MANAGEMENT 401K PLAN 2023 274773321 2024-09-12 VITAL WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8473481903
Plan sponsor’s address 9501 W DEVON AVENUE, SUITE 601, ROSEMONT, IL, 60018

Signature of
Role Plan administrator
Date 2024-09-11
Name of individual signing ANTHONY KRATOFIL
Valid signature Filed with authorized/valid electronic signature
VITAL WEALTH MANAGEMENT 401K PLAN 2022 274773321 2023-07-28 VITAL WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8473481903
Plan sponsor’s address 9501 W DEVON AVENUE, SUITE 601, ROSEMONT, IL, 60018

Signature of
Role Plan administrator
Date 2023-07-28
Name of individual signing ANTHONY KRATOFIL
Valid signature Filed with authorized/valid electronic signature
VITAL WEALTH MANAGEMENT 401K PLAN 2021 274773321 2022-07-12 VITAL WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8473481903
Plan sponsor’s address 9501 W DEVON AVENUE, SUITE 601, ROSEMONT, IL, 60018

Signature of
Role Plan administrator
Date 2022-07-12
Name of individual signing ANTHONY KRATOFIL
Valid signature Filed with authorized/valid electronic signature
VITAL WEALTH MANAGEMENT CASH BALANCE PLAN 2020 274773321 2021-08-25 VITAL WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8473481903
Plan sponsor’s address 9501 W DEVON AVENUE, SUITE 601, ROSEMONT, IL, 60018

Signature of
Role Plan administrator
Date 2021-08-25
Name of individual signing ANTHONY KRATOFIL
Valid signature Filed with authorized/valid electronic signature
VITAL WEALTH MANAGEMENT 401K PLAN 2020 274773321 2021-08-25 VITAL WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8473481903
Plan sponsor’s address 9501 W DEVON AVENUE, SUITE 601, ROSEMONT, IL, 60018

Signature of
Role Plan administrator
Date 2021-08-25
Name of individual signing ANTHONY KRATOFIL
Valid signature Filed with authorized/valid electronic signature
VITAL WEALTH MANAGEMENT CASH BALANCE PLAN 2020 274773321 2021-11-22 VITAL WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8473481903
Plan sponsor’s address 9501 W DEVON AVENUE, SUITE 601, ROSEMONT, IL, 60018

Signature of
Role Plan administrator
Date 2021-11-22
Name of individual signing ANTHONY KRATOFIL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-11-22
Name of individual signing ANTHONY KRATOFIL
Valid signature Filed with authorized/valid electronic signature
VITAL WEALTH MANAGEMENT CASH BALANCE PLAN 2019 274773321 2020-07-27 VITAL WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8473481903
Plan sponsor’s address 9501 W DEVON AVENUE, SUITE 601, ROSEMONT, IL, 60018

Signature of
Role Plan administrator
Date 2020-07-27
Name of individual signing ROBERT JACKWAY
Valid signature Filed with authorized/valid electronic signature
VITAL WEALTH MANAGEMENT 401K PLAN 2019 274773321 2020-07-27 VITAL WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8473481903
Plan sponsor’s address 9501 W DEVON AVENUE, SUITE 601, ROSEMONT, IL, 60018

Signature of
Role Plan administrator
Date 2020-07-27
Name of individual signing ROBERT JACKWAY
Valid signature Filed with authorized/valid electronic signature
VAIL-VERSAY 401K PLAN 2011 363806321 2012-07-09 VAIL SYSTEMS, INC. 95
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 517000
Sponsor’s telephone number 8882100647
Plan sponsor’s address 570 LAKE COOK ROAD SUITE 400, DEERFIELD, IL, 60015

Plan administrator’s name and address
Administrator’s EIN 363806321
Plan administrator’s name VAIL SYSTEMS, INC.
Plan administrator’s address 570 LAKE COOK ROAD SUITE 400, DEERFIELD, IL, 60015
Administrator’s telephone number 8882100647

Signature of
Role Plan administrator
Date 2012-07-09
Name of individual signing LAURA GRAVES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-09
Name of individual signing LAURA GRAVES
Valid signature Filed with authorized/valid electronic signature
VAIL-VERSAY 401K PLAN 2010 363806321 2011-07-08 VAIL SYSTEMS, INC. 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 517000
Sponsor’s telephone number 8882100647
Plan sponsor’s address 570 LAKE COOK ROAD SUITE 400, DEERFIELD, IL, 60015

Plan administrator’s name and address
Administrator’s EIN 363806321
Plan administrator’s name VAIL SYSTEMS, INC.
Plan administrator’s address 570 LAKE COOK ROAD SUITE 400, DEERFIELD, IL, 60015
Administrator’s telephone number 8882100647

Signature of
Role Plan administrator
Date 2011-07-08
Name of individual signing LAURA GRAVES
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ANTHONY KRATOFIL, 9501 W DEVON AVE STE 601 CHICA, ROSEMONT, 60018 Agent 2021-10-18

Manager

Name and Address Role Appointment Date
JACKWAY, ROBERT C, 6228 N EMERSON, ROSEMONT, IL, 60018 Manager 2023-12-04
ANTHONY KRATOFIL, 1145 W. MONROE ST., CHICAGO, IL, 60607 Manager 2023-12-04

Historical Names

Name Change Date
CLEAR INVESTMENT STRATEGIES, LLC 2013-05-22

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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