| Entity Name: | O'CONNOR FINANCIAL GROUP LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 30 Mar 2005 |
| Company Number: | LLC_01468464 |
| File Number: | 01468464 |
| Type of Management: | Manager Managed |
| Date Status Change: | 22 Feb 2024 |
| Expiration Date: | 31 Dec 2055 |
| Address | 511 MAINE STREET, QUINCY, 62301, IL |
| Place of Formation: | ILLINOIS |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1973783 | 511 MAINE STREET, QUINCY, IL, 62301 | 511 MAINE STREET, QUINCY, IL, 62301 | 2172230113 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-23180 |
| Filing date | 2024-10-08 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-22
| Form type | N-PX |
| File number | 028-23180 |
| Filing date | 2024-08-22 |
| Reporting date | 2024-08-22 |
| File | View File |
Filings since 2024-08-13
| Form type | 13F-HR |
| File number | 028-23180 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-11
| Form type | 13F-HR |
| File number | 028-23180 |
| Filing date | 2024-04-11 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-17
| Form type | 13F-HR |
| File number | 028-23180 |
| Filing date | 2024-01-17 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-20
| Form type | 13F-HR |
| File number | 028-23180 |
| Filing date | 2023-10-20 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-14
| Form type | 13F-HR |
| File number | 028-23180 |
| Filing date | 2023-07-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-14
| Form type | 13F-HR |
| File number | 028-23180 |
| Filing date | 2023-04-14 |
| Reporting date | 2023-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| O'CONNOR 401(K) | 2023 | 202911209 | 2024-06-05 | O'CONNOR FINANCIAL GROUP LLC | 6 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-06-05 |
| Name of individual signing | KELLY DURANTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2001-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2172230113 |
| Plan sponsor’s address | 511 MAINE ST, QUINCY, IL, 62301 |
Signature of
| Role | Plan administrator |
| Date | 2024-01-25 |
| Name of individual signing | KELLY DURANTE |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2001-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2172230113 |
| Plan sponsor’s address | 511 MAINE ST, QUINCY, IL, 62301 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-15 |
| Name of individual signing | KELLY DURANTE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| KIMBERLY S. COOGAN, 1755 S NAPERVILLE RD STE 200, WHEATON, 60189, DU PAGE | Agent | 2022-12-01 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| O'CONNOR, TIMOTHY, 511 MAINE STREET, QUINCY, IL, 62301 | Manager | 2013-03-12 |
| Name | Change Date |
|---|---|
| O'CONNOR WEALTH MANAGEMENT, LLC | 2021-03-26 |
Date of last update: 27 Jan 2025
