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MAG Wealth Management, LLC

Company Details

Name: MAG Wealth Management, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 21 Jul 2005 (19 years ago)
Company Number: e53e0001-8cd4-e011-a886-001ec94ffe7f
File Number: 1433576-2
Registered Office Address: 203 Washburne Avenue, Paynesville, MN 56362, USA
Mailing Address: PO Box 227, Paynesville, MN 56362, USA
Principal Executive Office Address: 203 WASHBURNE AVE PO BOX 227, PAYNESVILLE, MN 56362, USA
ZIP code: 56362
County: Stearns County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MAG 401(K) PLAN AND TRUST 2023 203124677 2024-02-14 MAG WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 3202433100
Plan sponsor’s address 203 WASHBURNE AVE, PAYNESVILLE, MN, 56362

Signature of

Role Plan administrator
Date 2024-02-12
Name of individual signing JEREMY WILLNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-02-12
Name of individual signing JEREMY WILLNER
Valid signature Filed with authorized/valid electronic signature
MAG 401(K) PLAN AND TRUST 2022 203124677 2023-04-28 MAG WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 3202433100
Plan sponsor’s address 203 WASHBURNE AVE, PAYNESVILLE, MN, 56362

Signature of

Role Plan administrator
Date 2023-04-27
Name of individual signing JEREMY WILLNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-27
Name of individual signing JEREMY WILLNER
Valid signature Filed with authorized/valid electronic signature
MAG 401(K) PLAN AND TRUST 2021 203124677 2022-04-04 MAG WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 3202433100
Plan sponsor’s address 203 WASHBURNE AVE, PAYNESVILLE, MN, 56362

Signature of

Role Plan administrator
Date 2022-04-04
Name of individual signing JEREMY WILLNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-04
Name of individual signing JEREMY WILLNER
Valid signature Filed with authorized/valid electronic signature
MAG 401(K) PLAN AND TRUST 2020 203124677 2021-07-16 MAG WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 3202433100
Plan sponsor’s address 203 WASHBURNE AVE, PAYNESVILLE, MN, 56362

Signature of

Role Plan administrator
Date 2021-07-16
Name of individual signing JEREMY WILLNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-16
Name of individual signing JEREMY WILLNER
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Jeremy Willner Manager 203 WASHBURNE AVE PO BOX 227, Paynesville, MN 56362–0227, USA

Filing

Filing Name Filing date
Amendment - Limited Liability Company (Domestic)Restated Articles 2023-11-28
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Amendment - Limited Liability Company (Domestic) (Business Name: MAG Wealth Management, LLC) 2017-12-06
Registered Office and/or Agent - Limited Liability Company (Domestic) 2009-11-23
Original Filing - Limited Liability Company (Domestic) 2005-07-21
Limited Liability Company (Domestic) Business Name (Business Name: The Managed Assets Group, LLC) 2005-07-21

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website