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  5. HBE ADVISORS LLC

HBE ADVISORS LLC

Company Details

Name: HBE ADVISORS LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 27 Aug 2009 (16 years ago)
Financial Date End: 31 Aug 2025
Entity Number: 269248
Place of Formation: IDAHO
File Number: 269248
ZIP code: 83646
County: Ada County
Principal Address: 3597 E MONARCH SKY LANE STE F240 MERIDIAN, ID 83646
Mailing Address: STE F240 3597 E MONARCH SKY LN MERIDIAN, ID 83646-1053

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
LGKAUPSJ9ER4 2025-02-25 3597 E MONARCH SKY LN STE F240, MERIDIAN, ID, 83646, 1053, USA 3597 E MONARCH SKY LN STE F240, MERIDIAN, ID, 83646, 1053, USA

Business Information
Congressional District 02
State/Country of Incorporation ID, USA
Activation Date 2024-03-19
Initial Registration Date 2011-03-23
Entity Start Date 2009-08-27
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 541611
Product and Service Codes AN45, R406

Points of Contacts
Electronic Business
Title PRIMARY POC
Name AMY BAILEY
Address 3597 E MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 83646, 1053, USA
Government Business
Title PRIMARY POC
Name AMY BAILEY
Address 3597 E MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 83646, 1053, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HBE ADVISORS LLC 401(K) PROFIT SHARING PLAN 2018 270859404 2019-02-22 HBE ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2083190074
Plan sponsor’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 836461053

Plan administrator’s name and address
Administrator’s EIN 270859404
Plan administrator’s name HBE ADVISORS LLC
Plan administrator’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 83646
Administrator’s telephone number 2083190074

Signature of
Role Plan administrator
Date 2019-02-22
Name of individual signing AMY BAILEY
Valid signature Filed with authorized/valid electronic signature
HBE ADVISORS LLC 401(K) PROFIT SHARING PLAN 2018 270859404 2019-04-09 HBE ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2083190074
Plan sponsor’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 836461053

Plan administrator’s name and address
Administrator’s EIN 270859404
Plan administrator’s name HBE ADVISORS LLC
Plan administrator’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 836461053
Administrator’s telephone number 2083190074

Signature of
Role Plan administrator
Date 2019-04-09
Name of individual signing AMY BAILEY
Valid signature Filed with authorized/valid electronic signature
HBE ADVISORS LLC 401(K) PROFIT SHARING PLAN 2017 270859404 2018-03-09 HBE ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2083190074
Plan sponsor’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 836461053

Plan administrator’s name and address
Administrator’s EIN 270859404
Plan administrator’s name HBE ADVISORS LLC
Plan administrator’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 83646
Administrator’s telephone number 2083190074

Signature of
Role Plan administrator
Date 2018-03-09
Name of individual signing KENNETH HOOPER
Valid signature Filed with authorized/valid electronic signature
HBE ADVISORS LLC 401(K) PROFIT SHARING PLAN 2016 270859404 2017-08-08 HBE ADVISORS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2083190074
Plan sponsor’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 836461053

Plan administrator’s name and address
Administrator’s EIN 270859404
Plan administrator’s name HBE ADVISORS LLC
Plan administrator’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 83646
Administrator’s telephone number 2083190074

Signature of
Role Plan administrator
Date 2017-08-08
Name of individual signing KENNETH HOOPER
Valid signature Filed with authorized/valid electronic signature
HBE ADVISORS LLC 401(K) PROFIT SHARING PLAN 2015 270859404 2016-04-26 HBE ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2083190074
Plan sponsor’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 836461053

Plan administrator’s name and address
Administrator’s EIN 270859404
Plan administrator’s name HBE ADVISORS LLC
Plan administrator’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 83646
Administrator’s telephone number 2083190074

Signature of
Role Plan administrator
Date 2016-04-26
Name of individual signing KENNETH HOOPER
Valid signature Filed with authorized/valid electronic signature
HBE ADVISORS LLC 401(K) PROFIT SHARING PLAN 2014 270859404 2015-07-23 HBE ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2083190074
Plan sponsor’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 83646

Plan administrator’s name and address
Administrator’s EIN 270859404
Plan administrator’s name HBE ADVISORS LLC
Plan administrator’s address 3597 E. MONARCH SKY LANE, SUITE F240, MERIDIAN, ID, 83646
Administrator’s telephone number 2083190074

Signature of
Role Plan administrator
Date 2015-07-23
Name of individual signing KENNETH HOOPER
Valid signature Filed with authorized/valid electronic signature
HBE ADVISORS LLC 401(K) PROFIT SHARING PLAN 2013 270859404 2014-07-10 HBE ADVISORS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2083190074
Plan sponsor’s address 250 BOBWHITE COURT, SUITE 350, BOISE, ID, 83706

Plan administrator’s name and address
Administrator’s EIN 270859404
Plan administrator’s name HBE ADVISORS LLC
Plan administrator’s address 250 BOBWHITE COURT, SUITE 350, BOISE, ID, 83706
Administrator’s telephone number 2083190074

Signature of
Role Plan administrator
Date 2014-07-10
Name of individual signing KENNETH HOOPER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
AMY E BAILEY Agent 3597 E MONARCH SKY LN, STE F240, MERIDIAN, ID 83646

Member

Name Role Address Appointed On
Amy Bailey Member 3597 E MONARCH SKY LANE SUITE F240, MERIDIAN, ID 83642 2020-07-08

Filing

Filing Name Filing Number Filing date
Annual Report 0005814222 2024-07-09
Annual Report 0005300288 2023-07-03
Annual Report 0004806190 2022-07-06
Annual Report 0004332553 2021-07-05
Annual Report 0003935000 2020-07-08
Annual Report 0003561354 2019-07-09
Change of Registered Office/Agent/Both (by Entity) 0003337141 2018-10-19
Amendment to Certificate 0003329665 2018-10-17
Annual Report 0002053823 2018-08-07
Annual Report 0002053822 2017-07-19

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
PURCHASE ORDER AWARD 15JC1V24P00000328 2024-03-25 2025-03-24 2025-03-24
Unique Award Key CONT_AWD_15JC1V24P00000328_1501_-NONE-_-NONE-
Awarding Agency Department of Justice
Link View Page

Award Amounts
Obligated Amount 59100.00
Current Award Amount 59100.00
Potential Award Amount 59100.00

Description
Title LITIGATIVE CONSULTANT SERVICES
NAICS Code 541199: ALL OTHER LEGAL SERVICES
Product and Service Codes R424: SUPPORT- PROFESSIONAL: EXPERT WITNESS

Recipient Details
Recipient HBE ADVISORS LLC
UEI LGKAUPSJ9ER4
Recipient Address UNITED STATES, 3597 E MONARCH SKY LN STE F240, MERIDIAN, ADA, IDAHO, 836461053

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8789667007 2020-04-08 1087 PPP 3597 E Monarch Sky Lane, Suite F240, MERIDIAN, ID, 83646-1044
Loan Status Date 2021-03-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 79300
Loan Approval Amount (current) 79300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address MERIDIAN, ADA, ID, 83646-1044
Project Congressional District ID-02
Number of Employees 5
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 79890.95
Forgiveness Paid Date 2021-01-07
9211828600 2021-03-25 1087 PPS 3597 E Monarch Sky Ln Ste F240, Meridian, ID, 83646-1053
Loan Status Date 2022-02-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 58570
Loan Approval Amount (current) 58570
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Meridian, ADA, ID, 83646-1053
Project Congressional District ID-02
Number of Employees 5
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 58908.58
Forgiveness Paid Date 2021-11-10

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P1505499 HBE ADVISORS LLC - LGKAUPSJ9ER4 3597 E MONARCH SKY LN STE F240, MERIDIAN, ID, 83646-1053
Capabilities Statement Link -
Phone Number 208-319-0074
Fax Number 208-344-1215
E-mail Address abailey@hbeadvisors.com
WWW Page -
E-Commerce Website http://www.hbeadvisors.com
Contact Person AMY BAILEY
County Code (3 digit) 001
Congressional District 02
Metropolitan Statistical Area -
CAGE Code 6BSV3
Year Established 2009
Accepts Government Credit Card No
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office BOISE DISTRICT OFFICE (SBA office code 1087)
Capabilities Narrative Healthcare consulting
Special Equipment/Materials (none given)
Business Type Percentages Service (100 %)
Keywords Healthcare, Consulting
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals
Name Amy Bailey
Role Member

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Related by officers

No related officers

Related by address

3597 E MONARCH SKY LANE STE F240 MERIDIAN, ID 83646

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Date of last update: 03 Apr 2025

Sources: Idaho Secretary of State

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