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  5. THREE SIXTY WEALTH MANAGEMENT, LLC

THREE SIXTY WEALTH MANAGEMENT, LLC

Company Details

Entity Name: THREE SIXTY WEALTH MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 14 Mar 2011
Company Number: LLC_03455009
File Number: 03455009
Type of Management: Member Managed
Date Status Change: 30 May 2024
Address 1702 TULLAMORE AVE STE B, BLOOMINGTON, 61704, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN 2023 800695362 2024-06-06 THREE SIXTY WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 020
Effective date of plan 2021-07-15
Business code 524210
Sponsor’s telephone number 6302191695
Plan sponsor’s address 1601 BOND STREET, SUITE 103, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 262312094
Plan administrator’s name TPC QUALIFIED PLANS LLC
Plan administrator’s address 11215 N COMMUNITY HOUSE RD #800, CHARLOTTE, NC, 28277
Administrator’s telephone number 8885054484

Signature of
Role Plan administrator
Date 2024-06-06
Name of individual signing MELISSA VERSNIK
Valid signature Filed with authorized/valid electronic signature
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN 2022 800695362 2023-06-23 THREE SIXTY WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 020
Effective date of plan 2021-07-15
Business code 524210
Sponsor’s telephone number 6302191695
Plan sponsor’s address 1601 BOND STREET, SUITE 103, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 262312094
Plan administrator’s name TPC QUALIFIED PLANS LLC
Plan administrator’s address 2355 JFK ROAD, DUBUQUE, IA, 52004
Administrator’s telephone number 8885054484

Signature of
Role Plan administrator
Date 2023-06-23
Name of individual signing MELISSA VERSNIK
Valid signature Filed with authorized/valid electronic signature
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN 2021 800695362 2022-06-21 THREE SIXTY WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 020
Effective date of plan 2021-07-15
Business code 524210
Sponsor’s telephone number 6302191695
Plan sponsor’s address 1601 BOND STREET, SUITE 103, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 262312094
Plan administrator’s name TPC QUALIFIED PLANS LLC
Plan administrator’s address 2355 JFK ROAD, DUBUQUE, IA, 52004
Administrator’s telephone number 8885054484

Signature of
Role Plan administrator
Date 2022-06-21
Name of individual signing NEIL SHIFMAN
Valid signature Filed with authorized/valid electronic signature
THREE SIXTY WEALTH MANAGEMENT 401(K) PLAN 2021 800695362 2023-04-17 THREE SIXTY WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6302191695
Plan sponsor’s address 1601 BOND STREET SUITE 103, NAPERVILLE, IL, 60563
THREE SIXTY WEALTH MANAGEMENT 401(K) PLAN 2020 800695362 2021-07-08 THREE SIXTY WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6302191695
Plan sponsor’s address 1601 BOND STREET SUITE 103, NAPERVILLE, IL, 60563

Signature of
Role Plan administrator
Date 2021-07-08
Name of individual signing JAMES DISCHERT RFC
Valid signature Filed with authorized/valid electronic signature
THREE SIXTY WEALTH MANAGEMENT 401(K) PLAN 2019 800695362 2020-07-31 THREE SIXTY WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6302191695
Plan sponsor’s address 1601 BOND STREET SUITE 103, NAPERVILLE, IL, 60563

Signature of
Role Plan administrator
Date 2020-07-31
Name of individual signing JAMES DISCHERT RFC
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JAMES R DISCHERT, 1702 TULLAMORE AVE STE B, BLOOMINGTON, 61704 Agent 2022-05-26

Manager

Name and Address Role Appointment Date
DISCHERT, JAMES R, 19986 MURRAY HILL RD, BLOOMINGTON, IL, 61705 Manager 2024-05-30

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
360 FINANCIAL EDUCATION Assumed name 2012-02-22 2015-05-08 Involuntary cancellation No data
THE CENTER FOR ADULT FINANCIAL EDUCATION Assumed name 2012-02-16 2015-05-08 Involuntary cancellation No data

Historical Names

Name Change Date
360 FINANCIAL GROUP, LLC 2018-03-07

Related by officers

JAMES R DISCHERT, 1702 TULLAMORE AVE STE B, BLOOMINGTON, 61704

THREE SIXTY CONSULTING, LLC

Related by address

1702 TULLAMORE AVE STE B, BLOOMINGTON, 61704, IL

THREE SIXTY CONSULTING, LLC THREE SIXTY INSURANCE GROUP, LLC CONNECTING POINT COUNSELING PLLC

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State

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