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  5. CHICAGO WEALTH MANAGEMENT, INC.

CHICAGO WEALTH MANAGEMENT, INC.

Company Details

Entity Name: CHICAGO WEALTH MANAGEMENT, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 15 Jun 2004
Company Number: CORP_63604658
File Number: 63604658
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1592178 TWO N RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60540 TWO N RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60540 312-376-8350

Filings since 2024-11-12
Form type 13F-HR
File number 028-20178
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-08-15
Form type 13F-HR
File number 028-20178
Filing date 2024-08-15
Reporting date 2024-06-30
File View File

Filings since 2024-07-30
Form type N-PX
File number 028-20178
Filing date 2024-07-30
Reporting date 2024-06-30
File View File

Filings since 2024-05-15
Form type 13F-HR
File number 028-20178
Filing date 2024-05-15
Reporting date 2024-03-31
File View File

Filings since 2024-02-14
Form type 13F-HR
File number 028-20178
Filing date 2024-02-14
Reporting date 2023-12-31
File View File

Filings since 2023-11-14
Form type 13F-HR
File number 028-20178
Filing date 2023-11-14
Reporting date 2023-09-30
File View File

Filings since 2023-08-15
Form type 13F-HR
File number 028-20178
Filing date 2023-08-15
Reporting date 2023-06-30
File View File

Filings since 2023-05-12
Form type 13F-HR
File number 028-20178
Filing date 2023-05-12
Reporting date 2023-03-31
File View File

Filings since 2023-02-15
Form type 13F-HR
File number 028-20178
Filing date 2023-02-15
Reporting date 2022-12-31
File View File

Filings since 2022-11-14
Form type 13F-HR
File number 028-20178
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-08-15
Form type 13F-HR
File number 028-20178
Filing date 2022-08-15
Reporting date 2022-06-30
File View File

Filings since 2022-05-13
Form type 13F-HR
File number 028-20178
Filing date 2022-05-13
Reporting date 2022-03-31
File View File

Filings since 2022-02-14
Form type 13F-HR
File number 028-20178
Filing date 2022-02-14
Reporting date 2021-12-31
File View File

Filings since 2021-11-10
Form type 13F-HR
File number 028-20178
Filing date 2021-11-10
Reporting date 2021-09-30
File View File

Filings since 2021-08-16
Form type 13F-HR
File number 028-20178
Filing date 2021-08-16
Reporting date 2021-06-30
File View File

Filings since 2021-04-23
Form type 13F-HR
File number 028-20178
Filing date 2021-04-23
Reporting date 2021-03-31
File View File

Filings since 2021-02-03
Form type 13F-HR
File number 028-20178
Filing date 2021-02-03
Reporting date 2020-12-31
File View File

Filings since 2020-10-06
Form type 13F-HR
File number 028-20178
Filing date 2020-10-06
Reporting date 2020-09-30
File View File

Filings since 2020-07-20
Form type 13F-HR
File number 028-20178
Filing date 2020-07-20
Reporting date 2020-06-30
File View File

Filings since 2020-04-24
Form type 13F-HR
File number 028-20178
Filing date 2020-04-24
Reporting date 2020-03-31
File View File

Filings since 2020-02-24
Form type 13F-HR
File number 028-20178
Filing date 2020-02-24
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST 2023 201255704 2024-06-13 CHICAGO WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2024-06-13
Name of individual signing NICHOLAS THOMPSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-13
Name of individual signing NICHOLAS THOMPSON
Valid signature Filed with authorized/valid electronic signature
CHICAGO WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 201255704 2024-06-12 CHICAGO WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2024-06-11
Name of individual signing NICHOLAS THOMPSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-11
Name of individual signing NICHOLAS THOMPSON
Valid signature Filed with authorized/valid electronic signature
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST 2022 201255704 2023-07-11 CHICAGO WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-11
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
CHICAGO WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 201255704 2023-07-11 CHICAGO WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-11
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST 2021 201255704 2022-07-31 CHICAGO WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2022-07-29
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-29
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
CHICAGO WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 201255704 2022-07-31 CHICAGO WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2022-07-29
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-29
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST 2020 201255704 2021-07-12 CHICAGO WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2021-07-09
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-09
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
CHICAGO WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 201255704 2021-07-12 CHICAGO WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2021-07-09
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-09
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST 2019 201255704 2020-09-21 CHICAGO WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2020-09-21
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-21
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
CHICAGO WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 201255704 2020-09-21 CHICAGO WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541990
Sponsor’s telephone number 3123768350
Plan sponsor’s address TWO NORTH RIVERSIDE PLAZA, SUITE 1620, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2020-09-21
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-21
Name of individual signing JEFFREY CRIBBS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROBERT A. HOLLAND, 102 S. WYNSTONE PARK DRIVE, NORTH BARRINGTON, 60010, LAKE Agent 2024-05-22

President

Name and Address Role
NICHOLAS J THOMPSON, 2 N RIVERSIDE PLZ #1620 CHICAGO IL 6060 President

Secretary

Name and Address Role
WHITNEY HARRIS RIBBENS 60606 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100000 340000 No data

Related by officers

ROBERT A. HOLLAND, 102 S. WYNSTONE PARK DRIVE, NORTH BARRINGTON, 60010, LAKE

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Related by address

No related companies by address

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State

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