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401k Sponsoring company profile

HUBER FINANCIAL ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HUBER FINANCIAL ADVISORS, LLC
Employer identification number (EIN):462591639
NAIC Classification:523900

The following addresses have been detected on the 401k submissions:

USA Location Address
475 HALF DAY ROAD, SUITE 210
LINCOLNSHIRE
IL
60069
Date first seen: 2008-01-01
Date last seen: 2023-06-30

Plan Sponsor Events

HUBER FINANCIAL ADVISORS, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
003HUBER FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST2016-01-01 2013-01-01
004HUBER FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN & TRUST2016-01-01 2013-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2020-06-16Employer Contributions $ 40,256
2020-06-16Employee Contributions $ 40,256
2020-03-18Employer Contributions $ 125,000
2020-03-18Employee Contributions $ 125,000
2018-07-31Employer Contributions $ 257,293
2018-07-31Employee Contributions $ 257,293
2018-06-28Employer Contributions $ 280,625
2018-06-28Employee Contributions $ 280,625
2018-01-23Employer Contributions $ 150,000
2018-01-23Employee Contributions $ 150,000
2017-07-20Employer Contributions $ 152,158
2017-07-20Employee Contributions $ 152,158
2017-05-26Employer Contributions $ 138,744
2017-05-26Employee Contributions $ 138,744
2017-05-10Employer Contributions $ 32,598
2017-05-10Employee Contributions $ 32,598
2016-12-23Employer Contributions $ 100,000
2016-12-23Employee Contributions $ 100,000
2016-08-10Employer Contributions $ 29,951
2016-08-10Employee Contributions $ 29,951
2016-03-28Employer Contributions $ 150,000
2016-03-28Employee Contributions $ 150,000
2015-12-21Employer Contributions $ 100,000
2015-12-21Employee Contributions $ 100,000
2015-07-15Employer Contributions $ 73,403
2015-07-15Employee Contributions $ 73,403
2015-06-10Employer Contributions $ 50,000
2015-06-10Employee Contributions $ 50,000
2014-12-30Employer Contributions $ 250,000
2014-12-30Employee Contributions $ 250,000
2014-09-10Employer Contributions $ 14,710
2014-09-10Employee Contributions $ 14,710
2014-09-09Employer Contributions $ 58,046
2014-09-09Employee Contributions $ 58,046
2013-12-30Employer Contributions $ 300,000
2013-12-30Employee Contributions $ 300,000

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