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  5. PBC ADVISORS, LLC

PBC ADVISORS, LLC

Company Details

Entity Name: PBC ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 09 Dec 2013
Company Number: LLC_04612949
File Number: 04612949
Type of Management: Member Managed
Date Status Change: 13 Nov 2024
Address 903 COMMERCE DR., STE. 333, OAK BROOK, 60523, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PBC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST 2023 464270069 2024-08-21 PBC ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., STE. 333, OAK BROOK, IL, 60523
PBC ADVISORS, LLC 401 (K) PLAN & TRUST 2023 464270069 2024-07-29 PBC ADVISORS, LLC 55
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 541219
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., SUITE 333, OAK BROOK, IL, 60523
PBC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST 2023 464270069 2024-08-21 PBC ADVISORS, LLC 32
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., STE. 333, OAK BROOK, IL, 60523
PBC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST 2022 464270069 2023-10-04 PBC ADVISORS, LLC 29
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., STE. 333, OAK BROOK, IL, 60523
PBC ADVISORS, LLC 401 (K) PLAN & TRUST 2022 464270069 2023-07-05 PBC ADVISORS, LLC 54
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 541219
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., SUITE 333, OAK BROOK, IL, 60523
PBC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST 2021 464270069 2022-09-29 PBC ADVISORS, LLC 28
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., STE. 333, OAK BROOK, IL, 60523
PBC ADVISORS, LLC 401 (K) PLAN & TRUST 2021 464270069 2022-07-22 PBC ADVISORS, LLC 53
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 541219
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., SUITE 333, OAK BROOK, IL, 60523
PBC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST 2020 464270069 2021-09-30 PBC ADVISORS, LLC 26
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., STE. 333, OAK BROOK, IL, 60523
PBC ADVISORS, LLC 401 (K) PLAN & TRUST 2020 464270069 2021-05-27 PBC ADVISORS, LLC 53
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 541219
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., SUITE 333, OAK BROOK, IL, 60523
PBC ADVISORS, LLC 401 (K) PLAN & TRUST 2019 464270069 2020-07-29 PBC ADVISORS, LLC 54
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 541219
Sponsor’s telephone number 6305716770
Plan sponsor’s address 903 COMMERCE DR., SUITE 333, OAK BROOK, IL, 60523

Agent

Name and Address Role Appointment Date
C T CORPORATION SYSTEM, 208 SO LASALLE ST, SUITE 814, CHICAGO, 60604 Agent 2017-08-09

Manager

Name and Address Role Appointment Date
FISKE, JASON, 903 COMMERCE DR., STE. 333, OAK BROOK, IL, 60523 Manager 2024-11-13
SCHAER, BRIAN R., 903 COMMERCE DR., STE. 333, OAK BROOK, IL, 60523 Manager 2024-11-13
FERM, JAMES WADE, 903 COMMERCE DR., STE 333, OAK BROOK, IL, 60523 Manager 2024-11-13

Related by officers

C T CORPORATION SYSTEM, 208 SO LASALLE ST, SUITE 814, CHICAGO, 60604

ORTHOCENTRIX SOLUTIONS LLC COMBINED ORTHOPAEDIC SPECIALISTS, L.L.C. FOCAL POINT, L.L.C. POTBELLY SANDWICH WORKS, LLC CSL BEHRING L.L.C. A360 FIRM SOLUTIONS LLC FFB, L.L.C. DASH PRIME LLC CRUSADERS HOLDING COMPANY, L.L.C. FIRST CRN, L.L.C.

SCHAER, BRIAN R., 903 COMMERCE DR., STE. 333, OAK BROOK, IL, 60523

ASPEN LEASING AND RENTALS, LLC

Related by address

903 COMMERCE DR., STE. 333, OAK BROOK, 60523, IL

VAIL INVESTORS, L.L.C. PADILLADMD, PLLC

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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