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  5. 4 OAKS WEALTH MANAGEMENT, LLC

4 OAKS WEALTH MANAGEMENT, LLC

Company Details

Entity Name: 4 OAKS WEALTH MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Involuntary Dissolution
Date Formed: 12 Oct 2012
Company Number: LLC_04131142
File Number: 04131142
Type of Management: Member Managed
Date Status Change: 14 Apr 2023
Address 47 TIERRA COVE, ST JOHNS, 32259, FL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
4 OAKS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 461237050 2022-04-06 4 OAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 47 TIERRA CV, ST JOHNS, IL, 32259

Signature of
Role Plan administrator
Date 2022-04-06
Name of individual signing JOSEPH V. BENEDETTI
Valid signature Filed with authorized/valid electronic signature
4 OAKS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 461237050 2021-04-05 4 OAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 850 S MCHENRY AVE STE B, CRYSTAL LAKE, IL, 600147442

Signature of
Role Plan administrator
Date 2021-04-05
Name of individual signing JOSEPH V. BENEDETTI
Valid signature Filed with authorized/valid electronic signature
4 OAKS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 461237050 2020-04-04 4 OAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 850 S MCHENRY AVE STE B, CRYSTAL LAKE, IL, 600147442

Signature of
Role Plan administrator
Date 2020-04-04
Name of individual signing JOSEPH V. BENEDETTI
Valid signature Filed with authorized/valid electronic signature
4 OAKS WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2018 461237050 2019-03-14 4 OAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 735 MCARDLE DRIVE SUITE D, CRYSTAL LAKE, IL, 60014

Signature of
Role Plan administrator
Date 2019-03-14
Name of individual signing JOSEPH V BENEDETTI
Valid signature Filed with authorized/valid electronic signature
4 OAKS WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2017 461237050 2018-04-06 4 OAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 735 MCARDLE DRIVE SUITE D, CRYSTAL LAKE, IL, 60014

Signature of
Role Plan administrator
Date 2018-04-06
Name of individual signing JOSEPH V. BENEDETTI
Valid signature Filed with authorized/valid electronic signature
4 OAKS WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2016 461237050 2017-05-18 4 OAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 735 MCARDLE DRIVE SUITE D, CRYSTAL LAKE, IL, 60014

Signature of
Role Plan administrator
Date 2017-05-18
Name of individual signing JOSEPH V BENEDETTI
Valid signature Filed with authorized/valid electronic signature
4 OAKS WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2015 461237050 2016-05-13 4 OAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 735 MCARDLE DRIVE SUITE D, CRYSTAL LAKE, IL, 60014

Signature of
Role Plan administrator
Date 2016-05-13
Name of individual signing JOSEPH V. BENEDETTI
Valid signature Filed with authorized/valid electronic signature
4 OAKS WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2014 461237050 2015-06-13 4 OAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 735 MCARDLE DRIVE SUITE D, CRYSTAL LAKE, IL, 60014

Signature of
Role Plan administrator
Date 2015-06-13
Name of individual signing JOSEPH V BENEDETTI
Valid signature Filed with authorized/valid electronic signature
4 OAKS WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2013 461237050 2014-05-05 4 OAKS WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 735 MCARDLE DRIVE SUITE D, CRYSTAL LAKE, IL, 60014

Signature of
Role Plan administrator
Date 2014-05-05
Name of individual signing JOSEPH V. BENEDETTI
Valid signature Filed with authorized/valid electronic signature
4 OAKS WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2012 461237050 2013-06-07 4 OAKS WEALTH MANAGEMENT LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541219
Sponsor’s telephone number 8155263312
Plan sponsor’s address 735 MCARDLE DR SUITE D, CRYSTAL LAKE, IL, 60014

Signature of
Role Plan administrator
Date 2013-06-07
Name of individual signing 4 OAKS WEALTH MANAGEMENT LLC
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
HEATHER B. KROENCKE, 40 BRINK STREET, CRYSTAL LAKE, 60014 Agent 2013-05-22

Manager

Name and Address Role Appointment Date
BENEDETTI, JOSEPH V., 47 TIERRA COVE, ST JOHNS, FL, 32259 Manager 2021-09-28

Related by officers

HEATHER B. KROENCKE, 40 BRINK STREET, CRYSTAL LAKE, 60014

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Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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