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Halsa Advisors, LLC

Company Details

Name: Halsa Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 25 Aug 2009 (15 years ago)
Company Number: 60e42e7b-94d4-e011-a886-001ec94ffe7f
File Number: 3465869-2
Registered Office Address: 2836 Lyndale Ave. S., Suite 101, Minneapolis, MN 55408, USA
Principal Executive Office Address: STE 101, 2836 LYNDALE AVE S, MINNEAPOLIS, MN 55408–2380, USA
ZIP code: 55408
County: Hennepin County
Place of Formation: Minnesota

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
XGFFZA377864 2025-01-07 2836 LYNDALE AVE S STE 101, MINNEAPOLIS, MN, 55408, 2380, USA 2836 LYNDALE AVE S STE 101, MINNEAPOLIS, MN, 55408, 2380, USA

Business Information

Doing Business As HALSA ADVISORS LLC
Congressional District 05
State/Country of Incorporation MN, USA
Activation Date 2024-01-10
Initial Registration Date 2020-09-22
Entity Start Date 2009-08-25
Fiscal Year End Close Date Dec 31

Service Classifications

NAICS Codes 541611
Product and Service Codes C1DA, Y1DA, Y1DZ, Z2DA, Z2DZ

Points of Contacts

Electronic Business
Title PRIMARY POC
Name SCOTT WALTERS
Role MR.
Address 2836 LYNDALE AVE. S., MINNEAPOLIS, MN, 55408, USA
Government Business
Title PRIMARY POC
Name SCOTT WALTERS
Role MR.
Address 2836 LYNDALE AVE. S., SUITE 101, MINNEAPOLIS, MN, 55408, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HALSA ADVISORS 401(K) PLAN 2023 270822532 2024-09-17 HALSA ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 2836 LYNDALE AVE. S., SUITE 101, MINNEAPOLIS, MN, 55408
HALSA ADVISORS CASH BALANCE PLAN 2023 270822532 2024-05-24 HALSA ADVISORS 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 2836 LYNDALE AVE. S., SUITE 101, MINNEAPOLIS, MN, 55408
HALSA ADVISORS CASH BALANCE PLAN 2022 270822532 2023-07-26 HALSA ADVISORS 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 2836 LYNDALE AVE. S., SUITE 101, MINNEAPOLIS, MN, 55408
HALSA ADVISORS 401(K) PLAN 2022 270822532 2023-10-11 HALSA ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 2836 LYNDALE AVE. S., SUITE 101, MINNEAPOLIS, MN, 55408
HALSA ADVISORS 401(K) PLAN 2021 270822532 2022-10-12 HALSA ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 2836 LYNDALE AVE. S., SUITE 101, MINNEAPOLIS, MN, 55408

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing KRISTIN ANDERSON
Valid signature Filed with authorized/valid electronic signature
HALSA ADVISORS CASH BALANCE PLAN 2021 270822532 2022-10-04 HALSA ADVISORS 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 3826 LYNDALE AVE. S., SUITE 101, MINNEAPOLIS, MN, 55408
HALSA ADVISORS CASH BALANCE PLAN 2020 270822532 2021-09-07 HALSA ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 2836 LYNDALE AVENUE SOUTH, SUITE 101, MINNEAPOLIS, MN, 55408

Signature of

Role Plan administrator
Date 2021-09-07
Name of individual signing KRISTIN ANDERSON
Valid signature Filed with authorized/valid electronic signature
HALSA ADVISORS 401(K) PLAN 2020 270822532 2021-09-07 HALSA ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 2836 LYNDALE AVENUE SOUTH, SUITE 101, MINNEAPOLIS, MN, 55408

Signature of

Role Plan administrator
Date 2021-09-07
Name of individual signing KRISTIN ANDERSON
Valid signature Filed with authorized/valid electronic signature
HALSA ADVISORS CASH BALANCE PLAN 2019 270822532 2020-10-09 HALSA ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 445 MINNESOTA STREET, SUITE 1500, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2020-10-09
Name of individual signing KRISTIN ANDERSON
Valid signature Filed with authorized/valid electronic signature
HALSA ADVISORS 401(K) PLAN 2019 270822532 2020-10-09 HALSA ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 6516457604
Plan sponsor’s address 445 MINNESOTA STREET, SUITE 1500, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2020-10-09
Name of individual signing KRISTIN ANDERSON
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Scott Walters Manager STE 101, 2836 LYNDALE AVE S, MINNEAPOLIS, MN 55408–2380, USA

Filing

Filing Name Filing date
Amendment - Limited Liability Company (Domestic)Restated Articles 2024-01-12
Amendment - Limited Liability Company (Domestic) 2021-07-01
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2012-12-20
Merger Survivor - Limited Liability Company (Domestic) 2011-12-27
Original Filing - Limited Liability Company (Domestic) 2009-08-25
Limited Liability Company (Domestic) Business Name (Business Name: Halsa Advisors, LLC) 2009-08-25

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website