| Entity Name: | VISTA WEALTH ADVISORS LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 11 Nov 2021 |
| Company Number: | LLC_11111491 |
| File Number: | 11111491 |
| Type of Management: | Manager Managed |
| Date Status Change: | 25 Oct 2024 |
| Address | 232 MAIN STREET NW, BOURBONNAIS, 60914, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VISTA WEALTH ADVISORS LLC 401(K) PLAN | 2023 | 873891672 | 2024-08-26 | VISTA WEALTH ADVISORS LLC | 9 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-08-26 |
| Name of individual signing | SUSAN FELLER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8159327469 |
| Plan sponsor’s address | 232 MAIN STREET NORTHWEST, BOURBONNAIS, IL, 60914 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-03 |
| Name of individual signing | SUSAN FELLER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| NEELEY P. REGAS, 1 DEARBORN SQ STE 400, KANKAKEE, 60901 | Agent | 2021-11-11 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| SUSAN K. FELLER, 232 MAIN STREET NW, BOURBONNAIS, IL, 60914 | Manager | 2021-11-11 |
| BRIAN K. HASBARGEN, 232 MAIN STREET NW, BOURBONNAIS, IL, 60914 | Manager | 2021-11-11 |
| JASON N. SOUCIE, 232 MAIN STREET NW, BOURBONNAIS, IL, 60914 | Manager | 2021-11-11 |
| JOSEPH M. ROMARY, 232 MAIN STREET NW, BOURBONNAIS, IL, 60914 | Manager | 2021-11-11 |
| STEVEN J. ORTMAN, 232 MAIN STREET NW, BOURBONNAIS, IL, 60914 | Manager | 2021-11-11 |
Date of last update: 23 Dec 2024
