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  5. Ascential Wealth Advisors, LLC

Ascential Wealth Advisors, LLC

Company Details

Name: Ascential Wealth Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 11 Jul 2011 (13 years ago)
Company Number: 477f8dcc-97d4-e011-a886-001ec94ffe7f
File Number: 4374390-2
Registered Office Address: 11 E Superior Str #558, Duluth, MN 55802, USA
Principal Executive Office Address: 11 E SUPERIOR ST STE 500, DULUTH, MN 55802–3015, USA
ZIP code: 55802
County: St. Louis County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN 2023 452888543 2024-05-28 ASCENTIAL WEALTH ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2024-05-28
Name of individual signing KRISTIN ROGNERUD
Valid signature Filed with authorized/valid electronic signature
ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 452888543 2024-05-28 ASCENTIAL WEALTH ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2024-05-28
Name of individual signing KRISTIN ROGNERUD
Valid signature Filed with authorized/valid electronic signature
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN 2022 452888543 2023-06-28 ASCENTIAL WEALTH ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing KRISTIN ROGNERUD
Valid signature Filed with authorized/valid electronic signature
ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 452888543 2023-06-28 ASCENTIAL WEALTH ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing KRISTIN ROGNERUD
Valid signature Filed with authorized/valid electronic signature
ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 452888543 2022-09-12 ASCENTIAL WEALTH ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2022-09-12
Name of individual signing DAVID KOHLHAAS
Valid signature Filed with authorized/valid electronic signature
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN 2021 452888543 2022-11-02 ASCENTIAL WEALTH ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2022-11-02
Name of individual signing DAVID KOHLHAAS
Valid signature Filed with authorized/valid electronic signature
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN 2021 452888543 2022-09-12 ASCENTIAL WEALTH ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2022-09-12
Name of individual signing DAVID KOHLHAAS
Valid signature Filed with authorized/valid electronic signature
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN 2020 452888543 2021-05-20 ASCENTIAL WEALTH ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2021-05-20
Name of individual signing DAVID KOHLHAAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-20
Name of individual signing DAVID KOHLHAAS
Valid signature Filed with authorized/valid electronic signature
ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 452888543 2021-05-20 ASCENTIAL WEALTH ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2021-05-20
Name of individual signing DAVID KOHLHAAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-20
Name of individual signing DAVID KOHLHAAS
Valid signature Filed with authorized/valid electronic signature
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN 2019 452888543 2020-07-02 ASCENTIAL WEALTH ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183362500
Plan sponsor’s address 11 E SUPERIOR STREET, SUITE 500, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2020-07-01
Name of individual signing DAVID KOHLHAAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-01
Name of individual signing DAVID KOHLHAAS
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Kristin M Rognerud Manager 11 E SUPERIOR ST STE 500, DULUTH, MN 55802–3015, USA

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Original Filing - Limited Liability Company (Domestic) (Business Name: Ascential Wealth Advisors, LLC) 2011-07-11

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No related officers

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Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website

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