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  5. Wheeler Associates

Wheeler Associates

Company Details

Name: Wheeler Associates
Jurisdiction: Minnesota
Legal type: Assumed Name
Status: Active / In Good Standing
Date formed: 08 Feb 1985 (40 years ago)
Company Number: 84ac8cb2-acd4-e011-a886-001ec94ffe7f
File Number: 41349
Principal Place of Business Address: 324 West Superior Street Suite 1000, Duluth, MN 55802, 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
WHEELER FINANCIAL, INC 401(K) PLAN 2023 410806066 2024-05-30 WHEELER ASSOCIATES 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 2183368528
Plan sponsor’s address 324 WEST SUPERIOR STREET, SUITE 1000, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2024-05-30
Name of individual signing JORDAN WALLING
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-30
Name of individual signing JORDAN WALLING
Valid signature Filed with authorized/valid electronic signature
WHEELER FINANCIAL, INC 401(K) PLAN 2022 410806066 2023-05-10 WHEELER ASSOCIATES 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 2183368528
Plan sponsor’s address 324 WEST SUPERIOR STREET, SUITE 1000, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2023-05-10
Name of individual signing JORDAN WALLING
Valid signature Filed with authorized/valid electronic signature
WHEELER FINANCIAL, INC 401(K) PLAN 2021 410806066 2022-05-10 WHEELER ASSOCIATES 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 2183368528
Plan sponsor’s address 324 WEST SUPERIOR STREET, SUITE 1000, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2022-05-10
Name of individual signing JORDAN WALLING
Valid signature Filed with authorized/valid electronic signature
WHEELER FINANCIAL, INC 401(K) PLAN 2020 410806066 2021-05-04 WHEELER ASSOCIATES 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183368528
Plan sponsor’s address 324 WEST SUPERIOR STREET, SUITE 1000, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2021-05-04
Name of individual signing JORDAN WALLING
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-04
Name of individual signing JORDAN WALLING
Valid signature Filed with authorized/valid electronic signature
WHEELER FINANCIAL, INC 401(K) PLAN 2019 410806066 2020-07-22 WHEELER ASSOCIATES 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183268524
Plan sponsor’s address 324 WEST SUPERIOR STREET, SUITE 1000, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing RYAN COOLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-22
Name of individual signing RYAN COOLE
Valid signature Filed with authorized/valid electronic signature
WHEELER FINANCIAL, INC 401(K) PLAN 2018 410806066 2019-06-24 WHEELER ASSOCIATES 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183268524
Plan sponsor’s address 306 W. SUPERIOR ST., SUITE 1600, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2019-06-24
Name of individual signing RYAN COOLE
Valid signature Filed with authorized/valid electronic signature
WHEELER FINANCIAL, INC 401(K) PLAN 2017 410806066 2018-06-06 WHEELER ASSOCIATES 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183268524
Plan sponsor’s address 306 W. SUPERIOR ST., SUITE 1600, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2018-06-06
Name of individual signing RYAN D COOLE
Valid signature Filed with authorized/valid electronic signature
WHEELER FINANCIAL, INC 401(K) PLAN 2016 410806066 2017-05-23 WHEELER ASSOCIATES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183268524
Plan sponsor’s address 306 W. SUPERIOR ST., SUITE 1600, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2017-05-23
Name of individual signing RYAN COOLE
Valid signature Filed with authorized/valid electronic signature
WHEELER FINANCIAL, INC 401(K) PLAN 2015 410806066 2016-05-18 WHEELER ASSOCIATES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183268524
Plan sponsor’s address 306 W. SUPERIOR ST., SUITE 1600, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2016-05-18
Name of individual signing RYAN COOLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-18
Name of individual signing RYAN COOLE
Valid signature Filed with authorized/valid electronic signature
WHEELER FINANCIAL, INC. 401K PLAN 2014 410806066 2015-07-15 WHEELER ASSOCIATES 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2183268524
Plan sponsor’s address 306 W. SUPERIOR ST., SUITE 1600, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2015-07-15
Name of individual signing RYAN COOLE
Valid signature Filed with authorized/valid electronic signature

Aplicant

Name Role Address
Wheeler Financial Services, Inc. Aplicant 324 West Superior Street Suite 1000, Duluth, MN 55802

Filing

Filing Name Filing date
Amendment - Assumed Name 2020-03-10
Annual Reinstatement - Assumed Name 2018-11-14
Expired - Assumed Name 2015-02-11
Assumed Name Renewal 1994-08-15
Assumed Name Nameholder 1989-07-12
Assumed Name Principal Place of Business 1989-07-12
Original Filing - Assumed Name 1985-02-08
Assumed Name Business Name (Business Name: Wheeler Associates) 1985-02-08

Related by officers

No related officers

Related by address

324 West Superior Street Suite 1000, Duluth, MN 55802, USA

DeGraaf Financial

Date of last update: 25 Sep 2024

Sources: Minnesota's Official State Website

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