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  5. D.S. Erickson & Associates, PLLC

D.S. Erickson & Associates, PLLC

Headquarter

Company Details

Name: D.S. Erickson & Associates, PLLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 20 Nov 2006 (18 years ago)
Company Number: cc166fb0-8ed4-e011-a886-001ec94ffe7f
File Number: 2102670-2
Registered Office Address: 7650 Edinborough Way, Suite 500, Edina, MN 55435, USA
ZIP code: 55435
County: Hennepin County
Place of Formation: Minnesota

Links between entities

Type Company Name Company Number State
Headquarter of D.S. Erickson & Associates, PLLC, FLORIDA M11000001195 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
D. S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2023 205957980 2024-07-30 D. S. ERICKSON & ASSOCIATES, PLLC 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 6123337610
Plan sponsor’s address 7650 EDINBOROUGH WAY, SUITE 500, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2024-07-30
Name of individual signing JOHN ANSAY
Valid signature Filed with authorized/valid electronic signature
D. S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2022 205957980 2023-08-24 D. S. ERICKSON & ASSOCIATES, PLLC 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 6123337610
Plan sponsor’s address 7650 EDINBOROUGH WAY, SUITE 500, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2023-08-24
Name of individual signing JOHN ANSAY
Valid signature Filed with authorized/valid electronic signature
D. S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2021 205957980 2022-07-22 D. S. ERICKSON & ASSOCIATES, PLLC 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541110
Sponsor’s telephone number 6123337610
Plan sponsor’s address 7650 EDINBOROUGH WAY, SUITE 500, EDINA, MN, 55435

Plan administrator’s name and address
Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of
Role Plan administrator
Date 2022-07-22
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
D. S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2020 205957980 2021-07-21 D. S. ERICKSON & ASSOCIATES, PLLC 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541110
Sponsor’s telephone number 6123337610
Plan sponsor’s address 7650 EDINBOROUGH WAY, SUITE 500, EDINA, MN, 55435

Plan administrator’s name and address
Administrator’s EIN 463340706
Plan administrator’s name GOLDLEAF PARTNERS FIDUCIARY SERVICES
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8668828442

Signature of
Role Plan administrator
Date 2021-07-21
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
D. S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2019 205957980 2020-10-01 D. S. ERICKSON & ASSOCIATES, PLLC 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541110
Sponsor’s telephone number 6123337610
Plan sponsor’s address 920 SECOND AVENUE SOUTH, SUITE 800, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2020-10-01
Name of individual signing SCOTT ERICKSON
Valid signature Filed with authorized/valid electronic signature
D. S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2018 205957980 2019-09-25 D. S. ERICKSON & ASSOCIATES, PLLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541110
Sponsor’s telephone number 6123337610
Plan sponsor’s address 920 SECOND AVENUE SOUTH, SUITE 800, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2019-09-25
Name of individual signing SCOTT ERICKSON
Valid signature Filed with authorized/valid electronic signature
D. S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2017 205957980 2018-07-17 D. S. ERICKSON & ASSOCIATES, PLLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541110
Sponsor’s telephone number 6123337610
Plan sponsor’s address 920 SECOND AVENUE SOUTH, SUITE 800, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2018-07-17
Name of individual signing SCOTT ERICKSON
Valid signature Filed with authorized/valid electronic signature
D. S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2016 205957980 2017-09-22 D. S. ERICKSON & ASSOCIATES, PLLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541110
Sponsor’s telephone number 6123337610
Plan sponsor’s address 920 SECOND AVENUE SOUTH, SUITE 800, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2017-09-22
Name of individual signing SCOTT ERICKSON
Valid signature Filed with authorized/valid electronic signature
D. S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2015 205957980 2016-10-12 D. S. ERICKSON & ASSOCIATES, PLLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541110
Sponsor’s telephone number 6123337610
Plan sponsor’s address 920 SECOND AVENUE SOUTH, SUITE 800, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2016-10-12
Name of individual signing SCOTT ERICKSON
Valid signature Filed with authorized/valid electronic signature
D.S. ERICKSON & ASSOCIATES, PLLC 401(K) PLAN 2014 205957980 2015-06-18 D.S. ERICKSON & ASSOCIATES, PLLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541110
Sponsor’s telephone number 6123337610
Plan sponsor’s address 920 SECOND AVE. SO, SUITE 800, MINNEAPOLIS, MN, 55402

Manager

Name Role Address
Dale Erickson Manager 7650 Edinborough Way, Suite 500, Edina, MN 55435, USA

Filing

Filing Name Filing date
Amendment - Limited Liability Company (Domestic) 2020-08-06
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2007-03-12
Original Filing - Limited Liability Company (Domestic) 2006-11-20
Limited Liability Company (Domestic) Business Name (Business Name: D.S. Erickson & Associates, PLLC) 2006-11-20

Related by officers

Dale Erickson

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Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website

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