Hbk Sorce Financial LLC

Florida
Registered In
08/07/2000
Incorp. Date
Foreign
Registration Type
Ohio
Foreign Jurisdiction

Company Summary

Hbk Sorce Financial LLC at 3838 Tamiami Trl N STE 200, Naples, FL 34103 lists Hbk Sorce Holdings Llc and Hostetler Leannah of Canfield, OH as the associates.

Registered In
Florida
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Ohio
Company Type
Foreign Limited Liability Co.
Status
Active
EIN
34-1925718
Email
**********@hbkcpa.com
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SEC | EDGAR Sunbiz Trellis.Law Recent News
Baer Dan Ecpa Registered Agent
HILL, BARTH & KING LLC, NAPLES, FL 34103
Hbk Sorce Holdings Llc Manager
6603 SUMMIT DR, CANFIELD, OH 44406
Hostetler Leannah CFO
6603 SUMMIT DR, CANFIELD, OH 44406
3838 TAMIAMI TRL N STE 200, NAPLES, FL 34103 View Map
6603 SUMMIT DR, CANFIELD, OH 44406 (Mailing) View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Hbks Wealth Advisors
Canfield, OH Naples, FL

Financial Information for Hbk Sorce Financial LLC

Form 5500

HBK SORCE FINANCIAL, LLC

6603 Summit Drive, Canfield, Oh 44406 (330) 758-8613 EIN:34-1925718 Plan Admin:Nicholas G. Demetrios
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameHBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY117 / 125 Assets BOY/EOY$17,484,533 / $21,309,675 2023 HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 117 / 125 $17,484,533 / $21,309,675
2022 Plan NameHBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY106 / 115 Assets BOY/EOY$20,150,176 / $17,484,533 2022 HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 106 / 115 $20,150,176 / $17,484,533
2021 Plan NameHBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY96 / 102 Assets BOY/EOY$16,655,093 / $20,150,176 2021 HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 96 / 102 $16,655,093 / $20,150,176
2020 Plan NameHBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY92 / 96 Assets BOY/EOY$12,376,357 / $16,655,093 2020 HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 92 / 96 $12,376,357 / $16,655,093
2019 Plan NameHBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY90 / 91 Assets BOY/EOY$9,291,319 / $12,376,357 2019 HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN - Plan #001 90 / 91 $9,291,319 / $12,376,357
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor
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