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INSPIRION WEALTH ADVISORS, LLC

Company Details

Entity Name: INSPIRION WEALTH ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 01 Aug 2012
Company Number: LLC_04041356
File Number: 04041356
Type of Management: Member Managed
Date Status Change: 10 Jul 2024
Address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, 60048, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1633448 900 TECHNOLOGY WAY, SUITE 130, LIBERTYVILLE, IL, 60048 900 TECHNOLOGY WAY, SUITE 130, LIBERTYVILLE, IL, 60048 847-918-9100

Filings since 2024-10-04

Form type 13F-HR
File number 028-16533
Filing date 2024-10-04
Reporting date 2024-09-30
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Filings since 2024-07-15

Form type N-PX
File number 028-16533
Filing date 2024-07-15
Reporting date 2024-06-30
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Filings since 2024-07-12

Form type 13F-HR
File number 028-16533
Filing date 2024-07-12
Reporting date 2024-06-30
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Filings since 2024-04-12

Form type 13F-HR
File number 028-16533
Filing date 2024-04-12
Reporting date 2024-03-31
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Filings since 2024-01-10

Form type 13F-HR
File number 028-16533
Filing date 2024-01-10
Reporting date 2023-12-31
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Filings since 2023-10-13

Form type 13F-HR
File number 028-16533
Filing date 2023-10-13
Reporting date 2023-09-30
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Filings since 2023-07-20

Form type 13F-HR
File number 028-16533
Filing date 2023-07-20
Reporting date 2023-06-30
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Filings since 2023-04-07

Form type 13F-HR
File number 028-16533
Filing date 2023-04-07
Reporting date 2023-03-31
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Filings since 2023-01-18

Form type 13F-HR
File number 028-16533
Filing date 2023-01-18
Reporting date 2022-12-31
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Filings since 2022-10-19

Form type 13F-HR
File number 028-16533
Filing date 2022-10-19
Reporting date 2022-09-30
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Filings since 2022-07-27

Form type 13F-HR
File number 028-16533
Filing date 2022-07-27
Reporting date 2022-06-30
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Filings since 2022-04-14

Form type 13F-HR
File number 028-16533
Filing date 2022-04-14
Reporting date 2022-03-31
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Filings since 2022-01-21

Form type 13F-HR
File number 028-16533
Filing date 2022-01-21
Reporting date 2021-12-31
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Filings since 2021-10-08

Form type 13F-HR
File number 028-16533
Filing date 2021-10-08
Reporting date 2021-09-30
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Filings since 2021-07-16

Form type 13F-HR
File number 028-16533
Filing date 2021-07-16
Reporting date 2021-06-30
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Filings since 2021-04-15

Form type 13F-HR
File number 028-16533
Filing date 2021-04-15
Reporting date 2021-03-31
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Filings since 2021-01-22

Form type 13F-HR
File number 028-16533
Filing date 2021-01-22
Reporting date 2020-12-31
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Filings since 2020-10-14

Form type 13F-HR
File number 028-16533
Filing date 2020-10-14
Reporting date 2020-09-30
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Filings since 2020-07-09

Form type 13F-HR
File number 028-16533
Filing date 2020-07-09
Reporting date 2020-06-30
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Filings since 2020-04-23

Form type 13F-HR
File number 028-16533
Filing date 2020-04-23
Reporting date 2020-03-31
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Filings since 2020-01-14

Form type 13F-HR
File number 028-16533
Filing date 2020-01-14
Reporting date 2019-12-31
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Filings since 2019-10-22

Form type 13F-HR
File number 028-16533
Filing date 2019-10-22
Reporting date 2019-09-30
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Filings since 2019-07-15

Form type 13F-HR
File number 028-16533
Filing date 2019-07-15
Reporting date 2019-06-30
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Filings since 2019-04-16

Form type 13F-HR
File number 028-16533
Filing date 2019-04-16
Reporting date 2019-03-31
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Filings since 2019-01-22

Form type 13F-HR
File number 028-16533
Filing date 2019-01-22
Reporting date 2018-12-31
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Filings since 2018-11-14

Form type 13F-HR
File number 028-16533
Filing date 2018-11-14
Reporting date 2018-09-30
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Filings since 2018-07-19

Form type 13F-HR
File number 028-16533
Filing date 2018-07-19
Reporting date 2018-06-30
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Filings since 2018-04-18

Form type 13F-HR
File number 028-16533
Filing date 2018-04-18
Reporting date 2018-03-31
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Filings since 2018-01-16

Form type 13F-HR
File number 028-16533
Filing date 2018-01-16
Reporting date 2017-12-31
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Filings since 2017-11-14

Form type 13F-HR
File number 028-16533
Filing date 2017-11-14
Reporting date 2017-09-30
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Filings since 2017-07-19

Form type 13F-HR
File number 028-16533
Filing date 2017-07-19
Reporting date 2017-06-30
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Filings since 2017-05-09

Form type 13F-HR
File number 028-16533
Filing date 2017-05-09
Reporting date 2017-03-31
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Filings since 2017-02-01

Form type 13F-HR
File number 028-16533
Filing date 2017-02-01
Reporting date 2016-12-31
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Filings since 2016-11-14

Form type 13F-HR
File number 028-16533
Filing date 2016-11-14
Reporting date 2016-09-30
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Filings since 2016-08-02

Form type 13F-HR
File number 028-16533
Filing date 2016-08-02
Reporting date 2016-06-30
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Filings since 2016-04-27

Form type 13F-HR
File number 028-16533
Filing date 2016-04-27
Reporting date 2016-03-31
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Filings since 2016-01-13

Form type 13F-HR
File number 028-16533
Filing date 2016-01-13
Reporting date 2015-12-31
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Filings since 2015-10-21

Form type 13F-HR
File number 028-16533
Filing date 2015-10-21
Reporting date 2015-09-30
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Filings since 2015-08-07

Form type 13F-HR
File number 028-16533
Filing date 2015-08-07
Reporting date 2015-06-30
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Filings since 2015-06-02

Form type 13F-HR
File number 028-16533
Filing date 2015-06-02
Reporting date 2015-03-31
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Filings since 2015-02-13

Form type 13F-HR
File number 028-16533
Filing date 2015-02-13
Reporting date 2014-12-31
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form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INSPIRION WEALTH ADVISORS, LLC 401(K) P/S PLAN 2023 460808267 2024-10-14 INSPIRION WEALTH ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-02-01
Business code 523900
Sponsor’s telephone number 8479189100
Plan sponsor’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048
INSPIRION WEALTH ADVISORS, LLC 401(K) P/S PLAN 2022 460808267 2023-10-16 INSPIRION WEALTH ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-02-01
Business code 523900
Sponsor’s telephone number 8479189100
Plan sponsor’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048
INSPIRION WEALTH ADVISORS, LLC 401(K) P/S PLAN 2021 460808267 2022-10-15 INSPIRION WEALTH ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-02-01
Business code 523900
Sponsor’s telephone number 8479189100
Plan sponsor’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048
INSPIRION WEALTH ADVISORS, LLC 401(K) P/S PLAN 2020 460808267 2021-06-22 INSPIRION WEALTH ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-02-01
Business code 523900
Sponsor’s telephone number 8479189100
Plan sponsor’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048

Plan administrator’s name and address

Administrator’s EIN 460808267
Plan administrator’s name INSPIRION WEALTH ADVISORS, LLC
Plan administrator’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048
Administrator’s telephone number 8479189100

Signature of

Role Plan administrator
Date 2021-06-22
Name of individual signing RICHARD KOLB
Valid signature Filed with authorized/valid electronic signature
INSPIRION WEALTH ADVISORS, LLC 401(K) P/S PLAN 2019 460808267 2020-05-05 INSPIRION WEALTH ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-02-01
Business code 523900
Sponsor’s telephone number 8479189100
Plan sponsor’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048

Plan administrator’s name and address

Administrator’s EIN 460808267
Plan administrator’s name INSPIRION WEALTH ADVISORS, LLC
Plan administrator’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048
Administrator’s telephone number 8479189100

Signature of

Role Plan administrator
Date 2020-05-05
Name of individual signing RICHARD KOLB
Valid signature Filed with authorized/valid electronic signature
INSPIRION WEALTH ADVISORS, LLC 401(K) P/S PLAN 2018 460808267 2019-05-30 INSPIRION WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-02-01
Business code 523900
Sponsor’s telephone number 8479189100
Plan sponsor’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048

Plan administrator’s name and address

Administrator’s EIN 460808267
Plan administrator’s name INSPIRION WEALTH ADVISORS, LLC
Plan administrator’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048
Administrator’s telephone number 8479189100

Signature of

Role Plan administrator
Date 2019-05-30
Name of individual signing RICHARD KOLB
Valid signature Filed with authorized/valid electronic signature
INSPIRION WEALTH ADVISORS, LLC 401(K) P/S PLAN 2017 460808267 2018-04-09 INSPIRION WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-02-01
Business code 523900
Sponsor’s telephone number 8479189100
Plan sponsor’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048

Plan administrator’s name and address

Administrator’s EIN 460808267
Plan administrator’s name INSPIRION WEALTH ADVISORS, LLC
Plan administrator’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048
Administrator’s telephone number 8479189100

Signature of

Role Plan administrator
Date 2018-04-09
Name of individual signing RICHARD KOLB
Valid signature Filed with authorized/valid electronic signature
INSPIRION WEALTH ADVISORS, LLC 401(K) P/S PLAN 2016 460808267 2017-05-31 INSPIRION WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-02-01
Business code 541990
Sponsor’s telephone number 8479189100
Plan sponsor’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048

Plan administrator’s name and address

Administrator’s EIN 460808267
Plan administrator’s name INSPIRION WEALTH ADVISORS, LLC
Plan administrator’s address 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, IL, 60048
Administrator’s telephone number 8479189100

Signature of

Role Plan administrator
Date 2017-05-31
Name of individual signing RICHARD KOLB
Valid signature Filed with authorized/valid electronic signature
INSPIRION WEALTH ADVISORS, LLC. 401K PLAN 2015 460808267 2016-05-24 INSPIRION WEALTH ADVISORS, LLC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-02-01
Business code 523900
Sponsor’s telephone number 8479189100
Plan sponsor’s address 900 TECHNOLOGY WAY, SUITE 130, LIBERTYVILLE, IL, 60048

Signature of

Role Plan administrator
Date 2016-05-24
Name of individual signing RICHARD KOLB
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
RICHARD H. KOLB, JR, 900 TECHNOLOGY WAY STE 130, LIBERTYVILLE, 60048 Agent 2014-07-10

Manager

Name and Address Role Appointment Date
INSPIRION HOLDINGS, LLC, 900 TECHNOLOGY WAY, STE 130, LIBERTYVILLE, IL, 60048 Manager 2024-07-10

Historical Names

Name Change Date
INTEGRYS WEALTH ADVISORS LLC 2015-08-20

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State