Entity Name: | ARETE WEALTH PLANNING LLC |
Jurisdiction: | Illinois |
Entity Type: | Limited Liability Company |
Status: | Goodstanding |
Date Formed: | 30 Jul 2018 |
Company Number: | LLC_07097689 |
File Number: | 07097689 |
Type of Management: | Manager Managed |
Date Status Change: | 07 Jun 2024 |
Address | 8924 MICA DR, ZEELAND, 49464, MI |
Place of Formation: | ILLINOIS |
Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARETE WEALTH PLANNING LLC 401(K) PLAN | 2021 | 831415326 | 2022-05-19 | ARETE WEALTH PLANNING LLC | 4 | |||||||||||||||||||||||||||||
|
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2022-05-19 |
Name of individual signing | CHRISTINE RIMER |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2019-01-01 |
Business code | 523900 |
Plan sponsor’s address | 1032 HAWTHORNE DR, CRYSTAL LAKE, IL, 60014 |
Plan administrator’s name and address
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2021-07-15 |
Name of individual signing | CAROL HO |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2019-01-01 |
Business code | 523900 |
Plan sponsor’s address | 1032 HAWTHORNE DR, CRYSTAL LAKE, IL, 60014 |
Plan administrator’s name and address
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2020-05-12 |
Name of individual signing | CAROL HO |
Valid signature | Filed with authorized/valid electronic signature |
Name and Address | Role | Appointment Date |
---|---|---|
ERIK OLSON, 1 N. VIRGINIA ST. STE D, CRYSTAL LAKE, 60014 | Agent | 2021-06-04 |
Name and Address | Role | Appointment Date |
---|---|---|
OLSON, ERIK, 8924 MICA DR, ZEELAND, MI, 49464 | Manager | 2024-06-07 |
OLSON, JOAN, 8924 MICA DR, ZEELAND, MI, 49464 | Manager | 2024-06-07 |
Date of last update: 16 Jan 2025