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GOODWORTH WEALTH MANAGEMENT, LLC

Company Details

Entity Name: GOODWORTH WEALTH MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 10 Oct 2017
Company Number: LLC_06538665
File Number: 06538665
Type of Management: Manager Managed
Date Status Change: 04 Sep 2024
Address 120 S. STATE STREET, 3RD FLOOR, CHICAGO, 60603, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GOODWORTH WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN 2023 823329197 2024-10-10 GOODWORTH WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 3125983510
Plan sponsor’s address 120 S. STATE STREET, 3RD FLOOR, CHICAGO, IL, 60603
GOODWORTH WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN 2022 823329197 2023-10-13 GOODWORTH WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 3125983510
Plan sponsor’s address 120 S. STATE STREET, 3RD FLOOR, CHICAGO, IL, 60603
GOODWORTH WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN 2021 823329197 2022-10-12 GOODWORTH WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 3125983510
Plan sponsor’s address 120 S. STATE STREET, 3RD FLOOR, CHICAGO, IL, 60603
GOODWORTH WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN 2020 823329197 2021-10-15 GOODWORTH WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 3125983510
Plan sponsor’s address 120 S. STATE STREET, 3RD FLOOR, CHICAGO, IL, 60603
GOODWORTH WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN 2019 823329197 2020-10-08 GOODWORTH WEALTH MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-03-15
Business code 523900
Sponsor’s telephone number 3125983510
Plan sponsor’s address 120 S STATE ST, CHICAGO, IL, 60603

Agent

Name and Address Role Appointment Date
PAUL M. GOODWORTH, 1211 PLEASANT LN., GLENVIEW, 60025 Agent 2020-10-08

Manager

Name and Address Role Appointment Date
GOODWORTH, PAUL M, 1211 PLEASANT LN., GLENVIEW, IL, 60025 Manager 2019-10-28

Managing member

Name and Address Role Account Number
Paul M Goodworth Managing member 461644

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 2684830 Issued 1010 Limited Business License 897 - Financial Services Commercial Office 2023-08-16 2023-10-16 2025-10-15

Historical Names

Name Change Date
GOODWEALTH MANAGEMENT, LLC 2017-11-17

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State