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  5. Carlson Capital Management, Inc.

Carlson Capital Management, Inc.

Company Details

Name: Carlson Capital Management, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 31 Dec 1987 (37 years ago)
Company Number: 5c4e0d5e-b5d4-e011-a886-001ec94ffe7f
File Number: 5U-268
Registered Office Address: 11 Bridge Square, Northfield, MN 55057, USA
ZIP code: 55057
County: Rice County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 411689533 2024-06-13 CARLSON CAPITAL MANAGEMENT, INC. 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5076458887
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057

Signature of
Role Plan administrator
Date 2024-06-13
Name of individual signing JEFFREY CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 411689533 2023-07-31 CARLSON CAPITAL MANAGEMENT, INC. 74
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5076458887
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057

Signature of
Role Plan administrator
Date 2023-07-31
Name of individual signing JEFFREY CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 411689533 2022-06-15 CARLSON CAPITAL MANAGEMENT, INC. 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5076458887
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057

Signature of
Role Plan administrator
Date 2022-06-15
Name of individual signing JEFFREY CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 411689533 2021-09-01 CARLSON CAPITAL MANAGEMENT, INC. 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5076458887
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057

Signature of
Role Plan administrator
Date 2021-09-01
Name of individual signing JEFFREY CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 411689533 2020-09-02 CARLSON CAPITAL MANAGEMENT, INC. 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5076458887
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057

Signature of
Role Plan administrator
Date 2020-09-02
Name of individual signing JEFFREY CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 411689533 2019-03-13 CARLSON CAPITAL MANAGEMENT, INC. 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5074372360
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 411689533 2018-06-07 CARLSON CAPITAL MANAGEMENT, INC. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5074372360
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 411689533 2017-08-17 CARLSON CAPITAL MANAGEMENT, INC. 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5076458887
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 411689533 2016-10-15 CARLSON CAPITAL MANAGEMENT, INC. 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5074372360
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057
CARLSON CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 411689533 2015-07-30 CARLSON CAPITAL MANAGEMENT, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-10-01
Business code 523900
Sponsor’s telephone number 5076458887
Plan sponsor’s address 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057

Signature of
Role Plan administrator
Date 2015-07-30
Name of individual signing JEFFREY CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-30
Name of individual signing JEFFREY CARLSON
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Gregory A Carlson Chief Executive Officer 11 Bridge Square, Northfield, MN 55057, USA

Filing

Filing Name Filing date
Business Corporation (Domestic) Business Name (Business Name: Carlson Capital Management, Inc.) 1996-01-17
Business Corporation (Domestic) Business Name (Business Name: Carlson Financial Services, Inc.) 1990-06-26
Registered Office and/or Agent - Business Corporation (Domestic) 1990-06-26
Original Filing - Business Corporation (Domestic) 1987-12-31
Business Corporation (Domestic) Business Name (Business Name: Bancroft Financial Group, Inc.) 1987-12-31

Related by officers

Gregory A Carlson

CARLSON CAPITAL GROUP, INC. ViaForte, Inc. The American Center for Philanthropy, Inc. SJS Holdings, LLC

Related by address

11 Bridge Square, Northfield, MN 55057, USA

ACP CARLSON CAPITAL GROUP, INC. CARLSON CAPITAL PARTNERS, LLP Carlson Trust Company L. D. C., Inc. Great Northern Coffee Company Carlson Capital Management, LLC Carlson Capital Partners, LLP The James Gang, Inc.

Date of last update: 25 Sep 2024

Sources: Minnesota's Official State Website

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