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  5. FORBES FINANCIAL GROUP, LLC

FORBES FINANCIAL GROUP, LLC

Company Details

Entity Name: FORBES FINANCIAL GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 24 Oct 2005
Company Number: LLC_01661396
File Number: 01661396
Type of Management: Manager Managed
Date Status Change: 05 Sep 2024
Address 1160 CEDAR COURT, CARBONDALE, 62901, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORBES FINANCIAL GROUP 401K PLAN 2023 203677988 2024-05-01 FORBES FINANCIAL GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185594073
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2024-05-01
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES FINANCIAL GROUP 401K PLAN 2022 203677988 2023-04-24 FORBES FINANCIAL GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185291940
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2023-04-24
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES FINANCIAL GROUP 401K PLAN 2021 203677988 2022-05-09 FORBES FINANCIAL GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185291940
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES FINANCIAL GROUP 401K PLAN 2020 203677988 2021-07-06 FORBES FINANCIAL GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185291940
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2021-07-06
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-06
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES FINANCIAL GROUP 401K PLAN 2019 203677988 2020-07-14 FORBES FINANCIAL GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185291940
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-14
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES FINANCIAL GROUP 401K PLAN 2018 203677988 2019-06-28 FORBES FINANCIAL GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185291940
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2019-06-28
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-28
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES FINANCIAL GROUP 401K PLAN 2017 203677988 2018-07-17 FORBES FINANCIAL GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185291940
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2018-07-17
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-17
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES FINANCIAL GROUP 401K PLAN 2016 203677988 2017-07-11 FORBES FINANCIAL GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185291940
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2017-07-11
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-11
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES FINANCIAL GROUP 401K PLAN 2015 203677988 2016-07-12 FORBES FINANCIAL GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185291940
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-12
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES FINANCIAL GROUP 401K PLAN 2014 203677988 2015-11-23 FORBES FINANCIAL GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 6185291940
Plan sponsor’s address 1160 CEDAR COURT, CARBONDALE, IL, 62901

Signature of
Role Plan administrator
Date 2015-11-23
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-11-23
Name of individual signing JOHN FORBES
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOHN M. FORBES, 1160 CEDAR COURT, CARBONDALE, 62901, JACKSON Agent 2006-09-25

Manager

Name and Address Role Appointment Date
FORBES, JOHN M., 68 CASHEN DR, MAKANDA, IL, 62958 Manager 2024-09-05

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State

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