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KLAAS FINANCIAL ASSET ADVISORS, LLC

Company Details

Entity Name: KLAAS FINANCIAL ASSET ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 13 Mar 2002
Company Number: LLC_00681032
File Number: 00681032
Type of Management: Member Managed
Date Status Change: 26 Feb 2024
Address 4707 PERRY RIDGE LANE, LOVES PARK, 61111, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1819279 4707 PERRY RIDGE LANE, LOVES PARK, IL, 61111 4707 PERRY RIDGE LANE, LOVES PARK, IL, 61111 815-877-8440

Filings since 2024-10-23

Form type 13F-HR
File number 028-20565
Filing date 2024-10-23
Reporting date 2024-09-30
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Filings since 2024-08-13

Form type N-PX
File number 028-20565
Filing date 2024-08-13
Reporting date 2024-06-30
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Filings since 2024-07-31

Form type 13F-HR
File number 028-20565
Filing date 2024-07-31
Reporting date 2024-06-30
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Filings since 2024-04-25

Form type 13F-HR
File number 028-20565
Filing date 2024-04-25
Reporting date 2024-03-31
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Filings since 2024-02-08

Form type 13F-HR
File number 028-20565
Filing date 2024-02-08
Reporting date 2023-12-31
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Filings since 2023-10-25

Form type 13F-HR
File number 028-20565
Filing date 2023-10-25
Reporting date 2023-09-30
File View File

Filings since 2023-08-01

Form type 13F-HR
File number 028-20565
Filing date 2023-08-01
Reporting date 2023-06-30
File View File

Filings since 2023-04-24

Form type 13F-HR
File number 028-20565
Filing date 2023-04-24
Reporting date 2023-03-31
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Filings since 2023-01-23

Form type 13F-HR
File number 028-20565
Filing date 2023-01-23
Reporting date 2022-12-31
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Filings since 2022-10-19

Form type 13F-HR
File number 028-20565
Filing date 2022-10-19
Reporting date 2022-09-30
File View File

Filings since 2022-08-12

Form type 13F-HR
File number 028-20565
Filing date 2022-08-12
Reporting date 2022-06-30
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Filings since 2022-05-13

Form type 13F-HR
File number 028-20565
Filing date 2022-05-13
Reporting date 2022-03-31
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Filings since 2022-02-09

Form type 13F-HR
File number 028-20565
Filing date 2022-02-09
Reporting date 2021-12-31
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Filings since 2021-11-05

Form type 13F-HR
File number 028-20565
Filing date 2021-11-05
Reporting date 2021-09-30
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Filings since 2021-07-28

Form type 13F-HR
File number 028-20565
Filing date 2021-07-28
Reporting date 2021-06-30
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Filings since 2021-04-20

Form type 13F-HR
File number 028-20565
Filing date 2021-04-20
Reporting date 2021-03-31
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Filings since 2021-02-05

Form type 13F-HR/A
File number 028-20565
Filing date 2021-02-05
Reporting date 2020-12-31
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Filings since 2021-02-04

Form type 13F-HR
File number 028-20565
Filing date 2021-02-04
Reporting date 2020-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KLAAS FINANCIAL ASSET ADVISORS, LLC 401(K) PLAN 2023 320007845 2024-10-08 KLAAS FINANCIAL ASSET ADVISORS, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8158778440
Plan sponsor’s address 4707 PERRY RIDGE LANE, LOVES PARK, IL, 61111

Signature of

Role Plan administrator
Date 2024-10-08
Name of individual signing STEPHANIE MOWERS
Valid signature Filed with authorized/valid electronic signature
KLAAS FINANCIAL ASSET ADVISORS, LLC 401(K) PLAN 2022 320007845 2023-07-21 KLAAS FINANCIAL ASSET ADVISORS, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8158778440
Plan sponsor’s address 4707 PERRY RIDGE LN., LOVES PARK, IL, 61111

Signature of

Role Plan administrator
Date 2023-07-21
Name of individual signing C. J. KLAAS
Valid signature Filed with authorized/valid electronic signature
KLAAS FINANCIAL ASSET ADVISORS, LLC 401(K) PLAN 2021 320007845 2022-07-01 KLAAS FINANCIAL ASSET ADVISORS, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8158778440
Plan sponsor’s address 4707 PERRY RIDGE LN., LOVES PARK, IL, 61111

Signature of

Role Plan administrator
Date 2022-07-01
Name of individual signing CRAIG J KLAAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-01
Name of individual signing CRAIG J KLAAS
Valid signature Filed with authorized/valid electronic signature
KLAAS FINANCIAL ASSET ADVISORS, LLC 401(K) PLAN 2020 320007845 2021-06-21 KLAAS FINANCIAL ASSET ADVISORS, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8158778440
Plan sponsor’s address 4707 PERRY RIDGE LN., LOVES PARK, IL, 61111

Signature of

Role Plan administrator
Date 2021-06-21
Name of individual signing CRAIG J. KLAAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-21
Name of individual signing CRAIG J. KLAAS
Valid signature Filed with authorized/valid electronic signature
KLAAS FINANCIAL ASSET ADVISORS, LLC 401(K) PLAN 2019 320007845 2020-07-07 KLAAS FINANCIAL ASSET ADVISORS, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8158778440
Plan sponsor’s address 4707 PERRY RIDGE LN., LOVES PARK, IL, 61111

Signature of

Role Plan administrator
Date 2020-07-07
Name of individual signing CRAIG J KLAAS
Valid signature Filed with authorized/valid electronic signature
KLAAS FINANCIAL ASSET ADVISORS, LLC 401(K) PLAN 2018 320007845 2019-05-10 KLAAS FINANCIAL ASSET ADVISORS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8158778440
Plan sponsor’s address 4707 PERRY RIDGE LN., LOVES PARK, IL, 61111

Signature of

Role Plan administrator
Date 2019-05-10
Name of individual signing CRAIG J KLAAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-10
Name of individual signing CRAIG J KLAAS
Valid signature Filed with authorized/valid electronic signature
KLAAS FINANCIAL ASSET ADVISORS, LLC 401(K) PLAN 2017 320007845 2018-06-06 KLAAS FINANCIAL ASSET ADVISORS, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8158778440
Plan sponsor’s address 4707 PERRY RIDGE LN., LOVES PARK, IL, 61111

Signature of

Role Plan administrator
Date 2018-06-06
Name of individual signing CRAIG J KLAAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-06
Name of individual signing CRAIG J KLAAS
Valid signature Filed with authorized/valid electronic signature
KLAAS FINANCIAL ASSET ADVISORS, LLC 401(K) PLAN 2016 320007845 2017-07-03 KLAAS FINANCIAL ASSET ADVISORS, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8158778440
Plan sponsor’s address 4707 PERRY RIDGE LANE, LOVES PARK, IL, 61111

Signature of

Role Plan administrator
Date 2017-07-03
Name of individual signing CRAIG J KLAAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-03
Name of individual signing CRAIG J. KLAAS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
PATRICK H AGNEW, 129 S PHELPS AVE STE 801, ROCKFORD, 61108 Agent 2012-11-28

Manager

Name and Address Role Appointment Date
KLAAS, CRAIG J., 5951 MCKEE ROAD STE 200, FITCHBURG, WI, 53719 Manager 2024-02-26
WERNSING-CUEVAS, MALEEAH, 4707 PERRY RIDGE LN, LOVES PARK, IL, 61111 Manager 2024-02-26
MOWERS, STEPHANIE, 4707 PERRY RIDGE LANE, LOVES PARK, IL, 61111 Manager 2024-02-26
KITE, KYLE, 4707 PERRY RIDGE LN, LOVES PARK, IL, 61111 Manager 2024-02-26

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
KLAAS FINANCIAL Assumed name 2016-05-12 No data No data 2020-03-10

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State