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  5. Olson Wealth Group, LLC

Olson Wealth Group, LLC

Company Details

Name: Olson Wealth Group, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 25 Feb 2000 (25 years ago)
Company Number: 67be1324-add4-e011-a886-001ec94ffe7f
File Number: 15378-LLC
Registered Office Address: 8500 Normandale Lake Blvd #2130, Blmgtn, MN 55437, USA
Principal Executive Office Address: 8500 NORMANDALE LAKE BLVD STE 970, BLOOMINGTON, MN 55437–3821, USA
ZIP code: 55437
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OLSON WEALTH GROUP 401(K) PLAN 2023 411965177 2024-06-30 OLSON WEALTH GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, STE 970, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2024-06-30
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
OLSON WEALTH GROUP 401(K) PLAN 2022 411965177 2023-07-21 OLSON WEALTH GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, STE 970, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2023-07-21
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
OLSON WEALTH GROUP 401(K) PLAN 2021 411965177 2022-06-02 OLSON WEALTH GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD SUITE 970, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2022-06-02
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
OLSON WEALTH GROUP 401(K) PLAN 2020 411965177 2021-05-22 OLSON WEALTH GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD SUITE 970, SUITE 970, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2021-05-22
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
OLSON WEALTH GROUP 401(K) PLAN 2019 411965177 2020-06-22 OLSON WEALTH GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, SUITE 970, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2020-06-22
Name of individual signing LAURA JANSON
Valid signature Filed with authorized/valid electronic signature
OLSON WEALTH GROUP 401K PLAN 2018 411965177 2019-05-22 OLSON WEALTH GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, STE 2130, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2019-05-22
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-22
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
OLSON WEALTH GROUP 401K PLAN 2017 411965177 2018-05-21 OLSON WEALTH GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, STE 2130, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2018-05-21
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-21
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
OLSON WEALTH GROUP 401K PLAN 2016 411965177 2017-06-12 OLSON WEALTH GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, STE 2130, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2017-06-12
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-12
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
OLSON WEALTH GROUP 401K PLAN 2015 411965177 2016-08-01 OLSON WEALTH GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, STE 2130, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2016-08-01
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-01
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
OLSON WEALTH GROUP 401K PLAN 2014 411965177 2015-04-14 OLSON WEALTH GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-01
Business code 523900
Sponsor’s telephone number 9528351797
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, STE 2130, BLOOMINGTON, MN, 55437

Signature of
Role Plan administrator
Date 2015-04-14
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-14
Name of individual signing SHARON OLSON
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Sharon Olson Manager 8500 NORMANDALE LAKE BLVD STE 970, BLOOMINGTON, MN 55437–3821, USA

Agent

Name Role
Sharon Olson Agent

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Annual Reinstatement - Limited Liability Company (Domestic) 2012-10-18
Administrative Termination - Limited Liability Company (Domestic) 2012-08-03
Amendment - Limited Liability Company (Domestic) 2008-12-30
Limited Liability Company (Domestic) Other 2008-12-30
Limited Liability Company (Domestic) Business Name (Business Name: Olson Wealth Group, LLC) 2008-12-30
Registered Office and/or Agent - Limited Liability Company (Domestic) 2005-04-15
Original Filing - Limited Liability Company (Domestic) 2000-02-25
Limited Liability Company (Domestic) Business Name (Business Name: Olson Weiss, LLC) 2000-02-25

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Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website

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