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ILLUMINATE WEALTH MANAGEMENT LLC

Company Details

Entity Name: ILLUMINATE WEALTH MANAGEMENT LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 19 Sep 2019
Company Number: LLC_08114706
File Number: 08114706
Type of Management: Manager Managed
Date Status Change: 22 Aug 2024
Address 777 N LAKE ZURICH RD, STE 125C, BARRINGTON, 60010, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ILLUMINATE WEALTH MANAGEMENT 401(K) PLAN 2023 843320058 2024-06-20 ILLUMINATE WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8475951315
Plan sponsor’s address 777 N LAKE ZURICH ROAD, SUITE 125C, BARRINGTON, IL, 60010

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-06-20
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
ILLUMINATE WEALTH MANAGEMENT 401(K) PLAN 2022 843320058 2023-07-27 ILLUMINATE WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8475951315
Plan sponsor’s address 777 N LAKE ZURICH ROAD, SUITE 125C, BARRINGTON, IL, 60010

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-07-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
ILLUMINATE WEALTH MANAGEMENT 401(K) PLAN 2021 843320058 2022-05-19 ILLUMINATE WEALTH MANAGEMENT 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8475951315
Plan sponsor’s address 777 N LAKE ZURICH ROAD, SUITE 125C, BARRINGTON, IL, 60010

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

Agent

Name and Address Role Appointment Date
ROSS LAW FIRM LTD., 1622 W COLONIAL PKWY STE 201, INVERNESS, 60067 Agent 2019-09-19

Manager

Name and Address Role Appointment Date
BENJAMIN J. HOCKEMA, 777 N LAKE ZURICH RD, STE 125C, BARRINGTON, IL, 60010 Manager 2024-08-22

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State