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ERISA WISE LLC

Company Details

Entity Name: ERISA WISE LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 16 Dec 2019
Company Number: LLC_08342334
File Number: 08342334
Type of Management: Manager Managed
Date Status Change: 24 Nov 2024
Address 15976 DEER LANE, MACKINAW, 61755, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTHY AND WISE 401 (K) PLAN 2020 452945096 2021-10-12 ERISA WISE LLC 375
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-03-24
Business code 523900
Sponsor’s telephone number 9253376069
Plan sponsor’s mailing address PO BOX 1002, MACKINAW, IL, 617551002
Plan sponsor’s address PO BOX 1002, MACKINAW, IL, 617551002

Number of participants as of the end of the plan year

Active participants 23
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 23
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2021-10-12
Name of individual signing STEPHANIE BANISTER
Valid signature Filed with authorized/valid electronic signature
WEALTHY AND WISE 401K PLAN 2020 452945096 2021-11-15 ERISA WISE LLC 28
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-03-24
Business code 523900
Sponsor’s telephone number 9253376069
Plan sponsor’s address PO BOX 1002, MACKINAW, IL, 617551002

Signature of

Role Plan administrator
Date 2021-11-15
Name of individual signing STEPHANIE BANISTER
Valid signature Filed with authorized/valid electronic signature
PAYROLL AND BENEFIT SOLUTIONS 401 (K) PLAN 2018 452945096 2019-04-29 ERISA WISE, LLC 75
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9253376069
Plan sponsor’s address PO BOX 1002, MACKINAW, IL, 61755

Signature of

Role Plan administrator
Date 2019-04-29
Name of individual signing STEPHANIE BANISTER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
STEPHANIE BANISTER, 15976 DEER LN, MACKINAW, 61755 Agent 2019-12-16

Manager

Name and Address Role Appointment Date
BANISTER, STEPHANIE A, 15976 DEER LANE, MACKINAW, IL, 61755 Manager 2024-11-24

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State