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  5. TruNorth Wealth Partners, LLC

TruNorth Wealth Partners, LLC

Company Details

Name: TruNorth Wealth Partners, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 08 Jul 2016 (8 years ago)
Company Number: dec6f227-4445-e611-816b-00155d01c56d
File Number: 894647200031
Registered Office Address: 2380 Legion Lane, Lake Elmo, MN 55402, USA
Principal Executive Office Address: 30 7TH ST E STE 3050, SAINT PAUL, MN 55101–4921, USA
ZIP code: 55402
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRUNORTH WEALTH PARTNERS 401(K) PROFIT SHARING 2023 813394006 2024-07-08 TRUNORTH WEALTH PARTNERS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 6517355878
Plan sponsor’s address 30 EAST 7TH STREET, STE 3050, ST PAUL, MN, 55101

Signature of
Role Plan administrator
Date 2024-07-08
Name of individual signing PETER REKSTAD
Valid signature Filed with authorized/valid electronic signature
TRUNORTH WEALTH PARTNERS 401(K) PROFIT SHARING 2022 813394006 2023-07-17 TRUNORTH WEALTH PARTNERS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 6517355878
Plan sponsor’s address 30 EAST 7TH STREET, STE 3050, ST PAUL, MN, 55101

Signature of
Role Plan administrator
Date 2023-07-17
Name of individual signing PETER REKSTAD
Valid signature Filed with authorized/valid electronic signature
TRUNORTH WEALTH PARTNERS 401(K) PROFIT SHARING 2021 813394006 2022-05-25 TRUNORTH WEALTH PARTNERS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 6517355878
Plan sponsor’s address 30 EAST 7TH STREET, STE 3050, ST PAUL, MN, 55101

Signature of
Role Plan administrator
Date 2022-05-25
Name of individual signing TERESA WHITEHOUSE
Valid signature Filed with authorized/valid electronic signature
TRUNORTH WEALTH PARTNERS 401(K) PROFIT SHARING 2020 813394006 2021-07-07 TRUNORTH WEALTH PARTNERS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 6517355878
Plan sponsor’s address 30 EAST 7TH STREET, STE 3050, ST PAUL, MN, 55101

Signature of
Role Plan administrator
Date 2021-07-07
Name of individual signing TERESA WHITEHOUSE
Valid signature Filed with authorized/valid electronic signature
TRUNORTH WEALTH PARTNERS 401(K) PROFIT SHARING 2019 813394006 2020-07-01 TRUNORTH WEALTH PARTNERS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 6517355878
Plan sponsor’s address 30 EAST 7TH STREET, STE 3050, ST PAUL, MN, 55101

Signature of
Role Plan administrator
Date 2020-07-01
Name of individual signing PETER REKSTAD
Valid signature Filed with authorized/valid electronic signature
TRUNORTH WEALTH PARTNERS 401(K) PROFIT SHARING 2018 813394006 2019-05-29 TRUNORTH WEALTH PARTNERS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 6517355878
Plan sponsor’s address 30 EAST 7TH STREET, STE 3050, ST PAUL, MN, 55101

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing PETER REKSTAD
Valid signature Filed with authorized/valid electronic signature
TRUNORTH WEALTH PARTNERS 401(K) PROFIT SHARING 2017 813394006 2018-06-28 TRUNORTH WEALTH PARTNERS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 6517355878
Plan sponsor’s address 30 EAST 7TH STREET, STE 3050, ST PAUL, MN, 55101

Signature of
Role Plan administrator
Date 2018-06-28
Name of individual signing PETER REKSTAD
Valid signature Filed with authorized/valid electronic signature
TRUNORTH WEALTH PARTNERS 401(K) AND PROFIT SHARING 2016 813394006 2017-07-14 TRUNORTH WEALTH PARTNERS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 6517355878
Plan sponsor’s address 30 EAST 7TH STREET, SUITE 3050, ST PAUL, MN, 55101

Signature of
Role Plan administrator
Date 2017-07-14
Name of individual signing PETER REKSTAD
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Peter Rekstad Manager 30 7TH ST E STE 3050, SAINT PAUL, MN 55101–4921, USA

Filing

Filing Name Filing date
Original Filing - Limited Liability Company (Domestic) (Business Name: TruNorth Wealth Partners, LLC) 2016-07-08

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Related by address

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Date of last update: 27 Sep 2024

Sources: Minnesota's Official State Website

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