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CYRS WEALTH ADVISORS LLC

Company Details

Entity Name: CYRS WEALTH ADVISORS LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 27 Nov 2006
Company Number: LLC_02033976
File Number: 02033976
Type of Management: Manager Managed
Date Status Change: 25 Oct 2024
Address 1111 S ALPINE STE 701, ROCKFORD, 61108, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CYRS WEALTH ADVISORS 401(K) SAVINGS PLAN 2023 208133873 2024-06-12 CYRS WEALTH ADVISORS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8153161111
Plan sponsor’s address 1111 S ALPINE ROAD, SUITE 701, ROCKFORD, IL, 61108

Signature of

Role Plan administrator
Date 2024-06-12
Name of individual signing DAVID CYRS
Valid signature Filed with authorized/valid electronic signature
CYRS WEALTH ADVISORS 401(K) SAVINGS PLAN 2022 208133873 2023-02-23 CYRS WEALTH ADVISORS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8153161111
Plan sponsor’s address 1111 S ALPINE ROAD, SUITE 701, ROCKFORD, IL, 61108

Signature of

Role Plan administrator
Date 2023-02-23
Name of individual signing DAVID CYRS
Valid signature Filed with authorized/valid electronic signature
CYRS WEALTH ADVISORS 401(K) SAVINGS PLAN 2021 208133873 2022-07-20 CYRS WEALTH ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8153161111
Plan sponsor’s address 1111 S ALPINE ROAD, SUITE 701, ROCKFORD, IL, 61108

Signature of

Role Plan administrator
Date 2022-07-20
Name of individual signing DAVID CYRS
Valid signature Filed with authorized/valid electronic signature
CYRS WEALTH ADVISORS 401(K) SAVINGS PLAN 2020 208133873 2021-05-10 CYRS WEALTH ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8153161111
Plan sponsor’s address 1111 S ALPINE ROAD, SUITE 701, ROCKFORD, IL, 61108

Signature of

Role Plan administrator
Date 2021-05-10
Name of individual signing DAVID CYRS
Valid signature Filed with authorized/valid electronic signature
CYRS WEALTH ADVISORS 401(K) SAVINGS PLAN 2019 208133873 2020-02-03 CYRS WEALTH ADVISORS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8153161111
Plan sponsor’s address 1111 S ALPINE ROAD, SUITE 701, ROCKFORD, IL, 61108

Signature of

Role Plan administrator
Date 2020-02-03
Name of individual signing DAVID CYRS
Valid signature Filed with authorized/valid electronic signature
CYRS WEALTH ADVISORS 401(K) SAVINGS PLAN 2018 208133873 2019-01-24 CYRS WEALTH ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8153161111
Plan sponsor’s address 1111 S ALPINE ROAD, SUITE 701, ROCKFORD, IL, 61108

Signature of

Role Plan administrator
Date 2019-01-24
Name of individual signing DAVID CYRS
Valid signature Filed with authorized/valid electronic signature
CYRS WEALTH ADVISORS 401(K) SAVINGS PLAN 2017 208133873 2018-06-13 CYRS WEALTH ADVISORS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8153161111
Plan sponsor’s address 1111 S ALPINE ROAD, SUITE 701, ROCKFORD, IL, 61108

Signature of

Role Plan administrator
Date 2018-06-13
Name of individual signing DAVID CYRS
Valid signature Filed with authorized/valid electronic signature
CYRS WEALTH ADVISORS 401(K) SAVINGS PLAN 2016 208133873 2017-03-31 CYRS WEALTH ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8153161111
Plan sponsor’s address 1111 S ALPINE ROAD, SUITE 701, ROCKFORD, IL, 61108

Signature of

Role Plan administrator
Date 2017-03-31
Name of individual signing DAVID CYRS
Valid signature Filed with authorized/valid electronic signature
CYRS WEALTH ADVISORS 401(K) SAVINGS PLAN 2015 208133873 2016-04-20 CYRS WEALTH ADVISORS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8153161111
Plan sponsor’s address 1111 S ALPINE ROAD, SUITE 701, ROCKFORD, IL, 61108

Signature of

Role Plan administrator
Date 2016-04-20
Name of individual signing DAVID CYRS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAVID M CYRS, 1111 S ALPINE RD STE 701, ROCKFORD, 61108 Agent 2022-10-28

Manager

Name and Address Role Appointment Date
CYRS, DAVID M., 6885 VISTAGREEN WAY #A, ROCKFORD, IL, 61107 Manager 2024-10-25

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
CYRS WEALTH ADVISORS Assumed name 2009-11-18 2010-10-04 Voluntary cancellation No data

Historical Names

Name Change Date
FINANCIAL BENEFIT ADVISORS, L.L.C. 2010-09-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9486497709 2020-05-01 0507 PPP 1111 S ALPINE RD SUITE 701, ROCKFORD, IL, 61108
Loan Status Date 2021-05-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 69950
Loan Approval Amount (current) 69950
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21442
Servicing Lender Name BMO Bank National Association
Servicing Lender Address 320 S Canal St, Chicago, IL, 60606
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ROCKFORD, WINNEBAGO, IL, 61108-1200
Project Congressional District IL-17
Number of Employees 5
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 21442
Originating Lender Name BMO Bank National Association
Originating Lender Address Chicago, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 70582.42
Forgiveness Paid Date 2021-04-19

Date of last update: 13 Feb 2025

Sources: Illinois Office of the Secretary of State