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  5. HUBER FINANCIAL ADVISORS, LLC

HUBER FINANCIAL ADVISORS, LLC

Company Details

Entity Name: HUBER FINANCIAL ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Involuntary Dissolution
Date Formed: 18 Apr 2013
Company Number: LLC_04298209
File Number: 04298209
Type of Management: Manager Managed
Date Status Change: 14 Oct 2022
Address 475 HALF DAY RD, STE 210, LINCOLNSHIRE, 60069, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1729051 425 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069 425 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069 847-541-6888

Filings since 2020-04-17
Form type 13F-HR
File number 028-18233
Filing date 2020-04-17
Reporting date 2020-03-31
File View File

Filings since 2020-02-10
Form type 13F-HR
File number 028-18233
Filing date 2020-02-10
Reporting date 2019-12-31
File View File

Filings since 2019-10-30
Form type 13F-HR
File number 028-18233
Filing date 2019-10-30
Reporting date 2019-09-30
File View File

Filings since 2019-08-05
Form type 13F-HR
File number 028-18233
Filing date 2019-08-05
Reporting date 2019-06-30
File View File

Filings since 2019-04-18
Form type 13F-HR
File number 028-18233
Filing date 2019-04-18
Reporting date 2019-03-31
File View File

Filings since 2019-02-07
Form type 13F-HR
File number 028-18233
Filing date 2019-02-07
Reporting date 2018-12-31
File View File

Filings since 2018-11-06
Form type 13F-HR
File number 028-18233
Filing date 2018-11-06
Reporting date 2018-09-30
File View File

Filings since 2018-08-06
Form type 13F-HR
File number 028-18233
Filing date 2018-08-06
Reporting date 2018-06-30
File View File

Filings since 2018-04-30
Form type 13F-HR
File number 028-18233
Filing date 2018-04-30
Reporting date 2018-03-31
File View File

Filings since 2018-01-30
Form type 13F-HR
File number 028-18233
Filing date 2018-01-30
Reporting date 2017-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HUBER FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN & TRUST 2020 462591639 2021-08-27 HUBER FINANCIAL ADVISORS, LLC 21
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2021-08-26
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-26
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
HUBER FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN & TRUST 2020 462591639 2021-08-18 HUBER FINANCIAL ADVISORS, LLC 21
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2021-08-16
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-16
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
HUBER FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN & TRUST 2020 462591639 2021-07-19 HUBER FINANCIAL ADVISORS, LLC 21
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2021-07-16
Name of individual signing DAVID J HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-16
Name of individual signing DAVID J HUBER
Valid signature Filed with authorized/valid electronic signature
HUBER FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 462591639 2021-07-19 HUBER FINANCIAL ADVISORS, LLC 32
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2021-07-16
Name of individual signing DAVID J HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-16
Name of individual signing DAVID J HUBER
Valid signature Filed with authorized/valid electronic signature
HUBER FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 462591639 2021-02-01 HUBER FINANCIAL ADVISORS, LLC 36
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2021-02-01
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-02-01
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
HUBER FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN & TRUST 2019 462591639 2020-10-06 HUBER FINANCIAL ADVISORS, LLC 18
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-06
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
HUBER FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 462591639 2020-10-06 HUBER FINANCIAL ADVISORS, LLC 33
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-06
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
HUBER FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 462591639 2019-09-19 HUBER FINANCIAL ADVISORS, LLC 30
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2019-09-19
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-19
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
HUBER FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN & TRUST 2018 462591639 2019-09-19 HUBER FINANCIAL ADVISORS, LLC 15
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2019-09-19
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-19
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
HUBER FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN & TRUST 2017 462591639 2018-10-04 HUBER FINANCIAL ADVISORS, LLC 14
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8475416888
Plan sponsor’s address 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069

Signature of
Role Plan administrator
Date 2018-10-04
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-04
Name of individual signing DAVID HUBER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DONALD J RUSS JR, 30 S WACKER DR, STE 2600, CHICAGO, 60606 Agent 2013-04-18

Manager

Name and Address Role Appointment Date
HUBER, DAVID, 475 HALF DAY RD, STE 210, LINCOLNSHIRE, IL, 60069 Manager 2021-04-01

Related by officers

DONALD J RUSS JR, 30 S WACKER DR, STE 2600, CHICAGO, 60606

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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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