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  5. URBAN FINANCIAL ADVISORY CORPORATION

URBAN FINANCIAL ADVISORY CORPORATION

Company Details

Entity Name: URBAN FINANCIAL ADVISORY CORPORATION
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 08 Mar 1990
Company Number: CORP_55869081
File Number: 55869081
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2023 363694590 2024-10-09 URBAN FINANCIAL ADVISORY CORPORATION 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3123790150
Plan sponsor’s address 221 NORTH LASALLE ST., STE 764, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing STEVEN URBAN
Valid signature Filed with authorized/valid electronic signature
URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2022 363694590 2023-09-27 URBAN FINANCIAL ADVISORY CORPORATION 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3123790150
Plan sponsor’s address 221 NORTH LASALLE ST., STE 764, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2023-09-27
Name of individual signing STEVEN D URBAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-27
Name of individual signing STEVEN D URBAN
Valid signature Filed with authorized/valid electronic signature
URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2021 363694590 2022-10-07 URBAN FINANCIAL ADVISORY CORPORATION 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3123790150
Plan sponsor’s address 221 NORTH LASALLE ST., STE 764, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2022-10-07
Name of individual signing STEVEN D. URBAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-07
Name of individual signing STEVEN D. URBAN
Valid signature Filed with authorized/valid electronic signature
URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2020 363694590 2021-10-11 URBAN FINANCIAL ADVISORY CORPORATION 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3123790150
Plan sponsor’s address 221 NORTH LASALLE ST., STE 764, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing STEVEN URBAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-11
Name of individual signing STEVEN URBAN
Valid signature Filed with authorized/valid electronic signature
URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2019 363694590 2020-10-02 URBAN FINANCIAL ADVISORY CORPORATION 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3123790366
Plan sponsor’s address 221 NORTH LASALLE ST., STE 764, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2020-10-02
Name of individual signing STEVEN D URBAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-02
Name of individual signing STEVEN D URBAN
Valid signature Filed with authorized/valid electronic signature
URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2018 363694590 2019-10-02 URBAN FINANCIAL ADVISORY CORPORATION 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3123790366
Plan sponsor’s address 221 NORTH LASALLE ST., STE 764, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2019-10-02
Name of individual signing STEVEN URBAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-02
Name of individual signing STEVEN URBAN
Valid signature Filed with authorized/valid electronic signature
URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2017 363694590 2018-10-02 URBAN FINANCIAL ADVISORY CORPORATION 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3123790366
Plan sponsor’s address 221 NORTH LASALLE ST., STE 764, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2018-10-02
Name of individual signing STEVEN D. URBAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-02
Name of individual signing STEVEN D. URBAN
Valid signature Filed with authorized/valid electronic signature
URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2016 363694590 2017-09-27 URBAN FINANCIAL ADVISORY CORPORATION 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3123790366
Plan sponsor’s address 221 NORTH LASALLE ST., STE 764, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2017-09-26
Name of individual signing STEVEN D. URBAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-26
Name of individual signing STEVEN D. URBAN
Valid signature Filed with authorized/valid electronic signature
URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2015 363694590 2016-10-03 URBAN FINANCIAL ADVISORY CORPORATION 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 3123790366
Plan sponsor’s address 221 NORTH LASALLE ST., STE 764, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2016-09-30
Name of individual signing STEVEN D. URBAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-30
Name of individual signing STEVEN D. URBAN
Valid signature Filed with authorized/valid electronic signature
URBAN FINANCIAL ADVISORY CORPORATION CASH BALANCE PENSION PLAN 2014 363694590 2016-10-05 URBAN FINANCIAL ADVISORY CORPORATION 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 3123790150
Plan sponsor’s address 221 NORTH LASALLE ST., SUITE 764, CHICAGO, IL, 60601

Agent

Name and Address Role Appointment Date
STEVEN D URBAN, 221 N LASALLE ST STE 764, CHICAGO, 60601, COOK-NOT IN CITY OF CHICAGO Agent 2009-02-03

President

Name and Address Role
STEVEN D URBAN, 520 GREGORY AVE, WILMETTE 60091 President

Secretary

Name and Address Role
STEVEN D URBAN, 520 GREGORY AVE, WILMETTE 60091 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100000 1000000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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