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HORVATH PLANNING & WEALTH MANAGEMENT, LLC

Company Details

Entity Name: HORVATH PLANNING & WEALTH MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 03 Nov 2015
Company Number: LLC_05391431
File Number: 05391431
Type of Management: Manager Managed
Date Status Change: 11 Oct 2024
Address 2323 NAPERVILLE RD, STE 210, NAPERVILLE, 60565, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HORVATH PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2023 475350552 2024-04-29 HORVATH PLANNING & WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 8155533423
Plan sponsor’s address 2323 NAPERVILLE RD., SUITE 210, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2024-04-29
Name of individual signing KAREN E. HORVATH
Valid signature Filed with authorized/valid electronic signature
HORVATH PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2022 475350552 2023-07-27 HORVATH PLANNING & WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 8155533423
Plan sponsor’s address 2323 NAPERVILLE RD., SUITE 210, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2023-07-27
Name of individual signing KAREN E. HORVATH
Valid signature Filed with authorized/valid electronic signature
HORVATH PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2021 475350552 2022-08-02 HORVATH PLANNING & WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 8155533423
Plan sponsor’s address 2323 NAPERVILLE RD., SUITE 210, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2022-08-02
Name of individual signing KAREN E. HORVATH
Valid signature Filed with authorized/valid electronic signature
HORVATH PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2020 475350552 2021-06-02 HORVATH PLANNING & WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 8155533423
Plan sponsor’s address 2323 NAPERVILLE RD., SUITE 210, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2021-06-02
Name of individual signing KAREN E. HORVATH
Valid signature Filed with authorized/valid electronic signature
HORVATH PLANNING & WEALTH MANAGEMENT 401(K) PLAN 2019 475350552 2020-06-30 HORVATH PLANNING & WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 8155533423
Plan sponsor’s address 2323 NAPERVILLE RD., SUITE 210, NAPERVILLE, IL, 60563

Signature of

Role Plan administrator
Date 2020-06-30
Name of individual signing KAREN E. HORVATH
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CRAIG J HORVATH, 1309 PLEASANT KNOLL CT., JOLIET, 60435 Agent 2015-11-03

Manager

Name and Address Role Appointment Date
HORVATH, CRAIG J, 1309 PLEASANT KNOLL CT., JOLIET, IL, 60435 Manager 2015-11-03

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State