Hbk Sorce Financial LLC

Company Summary

Hbk Sorce Financial LLC at 7680 Market St, Youngstown, Oh 44512 lists Steven J. Jackson and D. Bruce Walston as the associates.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
A
Registration Type
Domestic
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People

Phillip L. Wilson Registered Agent
6603 SUMMIT DR, CANFIELD, OH 44406
Steven J. Jackson
D. Bruce Walston

Map & Locations

7680 MARKET ST, YOUNGSTOWN, OH 44512 View Map

Financials

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.

Linked Companies

Related Business Names:
Hbk Sorce Financial LLC Registered in New York
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Hbk Sorce Financial LLC Registered in Florida
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Hbk Sorce Financial LLC Registered in Pennsylvania
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Person/City Match:Phillip L Wilson - Canfield, OH
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Sources

The following government agencies have contributed data:

• Ohio Secretary of State • U.S. Department of Labor
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