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  5. LIBERTY WEALTH MANAGEMENT OF AMERICA, LLC

LIBERTY WEALTH MANAGEMENT OF AMERICA, LLC

Company Details

Entity Name: LIBERTY WEALTH MANAGEMENT OF AMERICA, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 13 Jun 2012
Company Number: LLC_04014588
File Number: 04014588
Type of Management: Member Managed
Date Status Change: 01 May 2024
Address 2250 REED STATION PKY, STE 102, CARBONDALE, 62901, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIBERTY WEALTH MANAGEMENT 401K PLAN 2023 455488542 2024-06-12 LIBERTY WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6183517526
Plan sponsor’s address 2250 REED STATION PARKWAY, SUITE 10, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2024-06-12
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
LIBERTY WEALTH MANAGEMENT 401K PLAN 2022 455488542 2023-07-19 LIBERTY WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6183517526
Plan sponsor’s address 2250 REED STATION PARKWAY, SUITE 10, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2023-07-19
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
LIBERTY WEALTH MANAGEMENT 401K PLAN 2021 455488542 2022-09-28 LIBERTY WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6183517526
Plan sponsor’s address 2250 REED STATION PARKWAY, SUITE 10, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2022-09-28
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
LIBERTY WEALTH MANAGEMENT 401K PLAN 2020 455488542 2021-09-29 LIBERTY WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6183517526
Plan sponsor’s address 2250 REED STATION PARKWAY, SUITE 10, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2021-09-29
Name of individual signing JOEL W SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-11
Name of individual signing JOEL W SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
LIBERTY WEALTH MANAGEMENT 401K PLAN 2019 455488542 2020-06-25 LIBERTY WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6183517526
Plan sponsor’s address 2250 REED STATION PARKWAY, SUITE 10, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2020-06-25
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-25
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
LIBERTY WEALTH MANAGEMENT 401K PLAN 2018 455488542 2019-06-28 LIBERTY WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6183517526
Plan sponsor’s address 2250 REED STATION PARKWAY, SUITE 10, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2019-06-28
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-28
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
LIBERTY WEALTH MANAGEMENT 401K PLAN 2017 455488542 2018-07-19 LIBERTY WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6183517526
Plan sponsor’s address 2250 REED STATION PARKWAY, SUITE 22, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2018-07-19
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-19
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
LIBERTY WEALTH MANAGEMENT 401K PLAN 2016 455488542 2017-07-11 LIBERTY WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6183517526
Plan sponsor’s address 2250 REED STATION PARKWAY, SUITE 22, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2017-07-11
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-11
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
LIBERTY WEALTH MANAGEMENT 401K PLAN 2015 455488542 2016-05-31 LIBERTY WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6183517526
Plan sponsor’s address 2250 REED STATION PARKWAY, SUITE 22, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2016-05-31
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-31
Name of individual signing JOEL SAMBURSKY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOEL W. SAMBURSKY, 2250 REED STATION PKY STE 102, CARBONDALE, 62901 Agent 2012-06-13

Manager

Name and Address Role Appointment Date
SAMBURSKY, JOEL W., 2250 REED STATION PKWY #102, CARBONDALE, IL, 62901 Manager 2024-05-01

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
LIBERTY WEALTH MANAGEMENT Assumed name 2012-07-23 No data No data 2020-04-21

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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