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  5. Keystone Wealth Advisors, Incorporated

Keystone Wealth Advisors, Incorporated

Company Details

Name: Keystone Wealth Advisors, Incorporated
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 06 Apr 2010 (15 years ago)
Company Number: 5438c89a-95d4-e011-a886-001ec94ffe7f
File Number: 3788083-2
Registered Office Address: 150 South 5th Street, #3100, Minneapolis, MN 55402–5540, USA
Principal Executive Office Address: STE 3100, 150 S 5TH ST, MINNEAPOLIS, MN 55402–4231, USA
ZIP code: 55402
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2023 272300847 2024-09-02 KEYSTONE WEALTH ADVISORS, INCORPORATED 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658118
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2024-09-02
Name of individual signing STEVE CARLSON
Valid signature Filed with authorized/valid electronic signature
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2022 272300847 2023-12-07 KEYSTONE WEALTH ADVISORS, INCORPORATED 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658118
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2023-12-07
Name of individual signing STEVE CARLSON
Valid signature Filed with authorized/valid electronic signature
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2021 272300847 2022-12-17 KEYSTONE WEALTH ADVISORS, INCORPORATED 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658118
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2022-12-17
Name of individual signing STEVE CARLSON
Valid signature Filed with authorized/valid electronic signature
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2020 272300847 2021-11-03 KEYSTONE WEALTH ADVISORS, INCORPORATED 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658118
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2021-11-02
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-11-02
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2019 272300847 2021-01-21 KEYSTONE WEALTH ADVISORS, INCORPORATED 3
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658118
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2021-01-21
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-01-21
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2019 272300847 2021-01-21 KEYSTONE WEALTH ADVISORS, INCORPORATED 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658118
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2021-01-21
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-01-21
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2019 272300847 2021-01-21 KEYSTONE WEALTH ADVISORS, INCORPORATED 3
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658118
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2021-01-21
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-01-21
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2018 272300847 2019-11-04 KEYSTONE WEALTH ADVISORS, INCORPORATED 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658118
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2019-11-03
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-11-03
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2017 272300847 2018-11-20 KEYSTONE WEALTH ADVISORS, INCORPORATED 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658119
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2018-11-20
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-11-20
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
KEYSTONE WEALTH ADVISORS, INCORPORATED 401(K) PROFIT SHARING PLAN 2016 272300847 2017-11-07 KEYSTONE WEALTH ADVISORS, INCORPORATED 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-05-01
Business code 523900
Sponsor’s telephone number 6124658119
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 3100, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2017-11-07
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-11-07
Name of individual signing STEVEN CARLSON
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Steven D Carlson Chief Executive Officer 6184 BUNKER PL, NAPLES, FL 34113–1680, USA

Agent

Name Role
Steven Douglas Carlson Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2017-01-11
Original Filing - Business Corporation (Domestic) (Business Name: Keystone Wealth Advisors, Incorporated) 2010-04-06

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Date of last update: 30 Nov 2024

Sources: Minnesota's Official State Website

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