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  5. ALLIANCE WEALTH MANAGEMENT LLC

ALLIANCE WEALTH MANAGEMENT LLC

Headquarter

Company Details

Entity Name: ALLIANCE WEALTH MANAGEMENT LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 01 Feb 2011
Company Number: LLC_03494888
File Number: 03494888
Type of Management: Member Managed
Date Status Change: 01 Feb 2024
Address 115 S. WASHINGTON, CARBONDALE, 62901, IL
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of ALLIANCE WEALTH MANAGEMENT LLC, KENTUCKY 1029701 KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALLIANCE WEALTH MANAGEMENT 401K PLAN 2015 274773852 2016-10-08 ALLIANCE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6184576525
Plan sponsor’s address 115 S. WASHINGTON, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2016-10-08
Name of individual signing JAN JEFFREY ROSE
Valid signature Filed with authorized/valid electronic signature
ALLIANCE WEALTH MANAGEMENT 401K PLAN 2014 274773852 2015-10-13 ALLIANCE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6184576525
Plan sponsor’s address 115 S. WASHINGTON, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2015-10-13
Name of individual signing JAN JEFFREY ROSE
Valid signature Filed with authorized/valid electronic signature
ALLIANCE WEALTH MANAGEMENT 401K PLAN 2013 274773852 2014-10-07 ALLIANCE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6184576525
Plan sponsor’s address 115 S. WASHINGTON, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2014-10-07
Name of individual signing JAN JEFFREY ROSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-07
Name of individual signing JAN JEFFREY ROSE
Valid signature Filed with authorized/valid electronic signature
ALLIANCE WEALTH MANAGEMENT 401K PLAN 2012 274773852 2013-10-09 ALLIANCE WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6184576525
Plan sponsor’s address 115 S. WASHINGTON, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2013-10-09
Name of individual signing JAN JEFFREY ROSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-09
Name of individual signing JAN JEFFREY ROSE
Valid signature Filed with authorized/valid electronic signature
ALLIANCE WEALTH MANAGEMENT 401K PLAN 2011 274773852 2013-10-17 ALLIANCE WEALTH MANAGEMENT, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 6184576525
Plan sponsor’s address 115 S. WASHINGTON, CARBONDALE, IL, 62901

Plan administrator’s name and address
Administrator’s EIN 274773852
Plan administrator’s name ALLIANCE WEALTH MANAGEMENT, LLC
Plan administrator’s address 115 S. WASHINGTON, CARBONDALE, IL, 62901
Administrator’s telephone number 6184576525

Signature of
Role Plan administrator
Date 2013-10-17
Name of individual signing JAN JEFFREY ROSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-17
Name of individual signing JAN JEFFREY ROSE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BENTLEY J. BENDER, 2001 W. MAIN ST., BOX 1570, CARBONDALE, 62903, WILLIAMSON Agent 2024-03-28

Manager

Name and Address Role Appointment Date
WILLS, BRADLEY, 115 S. WASHINGTON ST., CARBONDALE, IL, 62901 Manager 2024-02-01
ALONGI II, JOHN R., 115 S. WASHINGTON ST., CARBONDALE, IL, 62901 Manager 2024-02-01

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
ALLIANCE WEALTH ADVISORS Assumed name 2019-01-23 No data No data 2020-02-01

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State

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