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PROFESSIONAL WEALTH ADVISORS LLC

Company Details

Entity Name: PROFESSIONAL WEALTH ADVISORS LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 13 May 2021
Company Number: LLC_10351723
File Number: 10351723
Type of Management: Manager Managed
Date Status Change: 01 Apr 2024
Address 2651 WARRENVILLE RD. STE 200, DOWNERS GROVE, 60515, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PROFESSIONAL WEALTH ADVISORS, LLC 401(K) PLAN 2021 474387594 2022-10-14 PROFESSIONAL WEALTH ADVISORS, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-05-01
Business code 523900
Sponsor’s telephone number 6307199222
Plan sponsor’s address 2651 WARRENVILLE ROAD, SUITE 200, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2022-10-14
Name of individual signing HELENE HAYNES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-14
Name of individual signing HELENE HAYNES
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH ADVISORS, LLC 401(K) PLAN 2020 474387594 2021-10-11 PROFESSIONAL WEALTH ADVISORS, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-05-01
Business code 523900
Sponsor’s telephone number 6307163600
Plan sponsor’s address 2655 WARRENVILLE ROAD, SUITE 110, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2021-10-11
Name of individual signing SUE MOSER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-11
Name of individual signing SUE MOSER
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH ADVISORS, LLC 401(K) PLAN 2019 474387594 2020-10-13 PROFESSIONAL WEALTH ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-05-01
Business code 523900
Sponsor’s telephone number 6307163600
Plan sponsor’s address 2655 WARRENVILLE ROAD, SUITE 110, DOWNERS GROVE, IL, 60515

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing SUE MOSER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-13
Name of individual signing SUE MOSER
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL WEALTH ADVISORS, LLC 401(K) PLAN 2018 474387594 2019-03-18 PROFESSIONAL WEALTH ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-05-01
Business code 523900
Sponsor’s telephone number 8154361441
Plan sponsor’s address 15003 S. ROUTE 59, PLAINFIELD, IL, 60544

Signature of

Role Plan administrator
Date 2019-03-18
Name of individual signing SUE MOSER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-18
Name of individual signing SUE MOSER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MARTIN A. CAMPBELL, 2651 WARRENVILLE RD. STE 200, DOWNERS GROVE, 60515 Agent 2022-02-14

Manager

Name and Address Role Appointment Date
HPPW HOLDINGS, LLC, 2651 WARRENVILLE RD. STE 200, DOWNERS GROVE, IL, 60515 Manager 2024-04-01

Historical Names

Name Change Date
PWA TRANSITION LLC 2021-10-08

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State