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  5. EDGE FINANCIAL ADVISORS, LLC

EDGE FINANCIAL ADVISORS, LLC

Company Details

Entity Name: EDGE FINANCIAL ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 05 Jul 2005
Company Number: LLC_01558994
File Number: 01558994
Type of Management: Manager Managed
Date Status Change: 07 Oct 2024
Address 1776 S. NAPERVILLE RD STE 102A, WHEATON, 60189, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
2011402 111 W WESLEY ST, STE 1, WHEATON, IL, 60187 111 W WESLEY ST, STE 1, WHEATON, IL, 60187 6302211000

Filings since 2024-10-25
Form type 13F-HR
File number 028-24070
Filing date 2024-10-25
Reporting date 2024-09-30
File View File

Filings since 2024-04-22
Form type 13F-HR
File number 028-24070
Filing date 2024-04-22
Reporting date 2024-03-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EDGE FINANCIAL ADVISORS, LLC CASH BALANCE PLAN 2023 030567580 2024-10-07 EDGE FINANCIAL ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 111 W. WESLEY ST SUITE1, WHEATON, IL, 60187
EDGE PORTFOLIO MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN 2023 030567580 2024-10-15 EDGE FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 111 W. WESLEY ST SUITE1, WHEATON, IL, 60187
EDGE FINANCIAL ADVISORS, LLC CASH BALANCE PLAN 2022 030567580 2023-07-21 EDGE FINANCIAL ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 1776 S. NAPERVILLE- SUITE 102A, WHEATON, IL, 60189
EDGE PORTFOLIO MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN 2022 030567580 2023-09-07 EDGE FINANCIAL ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 1776 S. NAPERVILLE- SUITE 102A, WHEATON, IL, 60189
EDGE FINANCIAL ADVISORS, LLC CASH BALANCE PLAN 2021 030567580 2023-07-21 EDGE FINANCIAL ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 1776 S. NAPERVILLE- SUITE 102A, WHEATON, IL, 60189
EDGE PORTFOLIO MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN 2021 030567580 2022-09-22 EDGE FINANCIAL ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 1776 S. NAPERVILLE- SUITE 102A, WHEATON, IL, 60189
EDGE PORTFOLIO MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN 2020 030567580 2021-07-28 EDGE PORTFOLIO MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 1776 S. NAPERVILLE- SUITE 102A, WHEATON, IL, 60189
EDGE PORTFOLIO MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN 2019 030567580 2020-05-08 EDGE PORTFOLIO MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 1776 S. NAPERVILLE- SUITE 102A, WHEATON, IL, 60189
EDGE PORTFOLIO MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN 2018 030567580 2019-06-20 EDGE PORTFOLIO MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 1776 S. NAPERVILLE- SUITE 102A, WHEATON, IL, 60189
EDGE PORTFOLIO MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN 2017 030567580 2018-07-03 EDGE PORTFOLIO MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6302211000
Plan sponsor’s address 1776 S. NAPERVILLE- SUITE 102A, WHEATON, IL, 60189

Agent

Name and Address Role Appointment Date
EDWARD MEEK, 111 WEST WESLEY ST., SUITE #1, WHEATON, 60187, DU PAGE Agent 2024-10-11

Manager

Name and Address Role Appointment Date
MEEK, EDWARD J., 1776 S NAPERVILLE RD STE. 102A, WHEATON, IL, 60189 Manager 2024-10-07

Historical Names

Name Change Date
EDGE PORTFOLIO MANAGEMENT, LLC 2020-07-27
ABSOLUTE RETURNS CAPITAL, LLC 2005-08-24

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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