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ARETE WEALTH PLANNING LLC

Company Details

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

form 5500

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
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 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
ARETE WEALTH PLANNING LLC 401(K) PLAN 2020 831415326 2021-07-16 ARETE WEALTH PLANNING LLC 3
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
ARETE WEALTH PLANNING LLC 401(K) PLAN 2019 831415326 2020-05-12 ARETE WEALTH PLANNING LLC 0
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

Agent

Name and Address Role Appointment Date
ERIK OLSON, 1 N. VIRGINIA ST. STE D, CRYSTAL LAKE, 60014 Agent 2021-06-04

Manager

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

Sources: Illinois Office of the Secretary of State