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J.J. Swanson Advisory Group Inc

Company Details

Name: J.J. Swanson Advisory Group Inc
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 17 May 2013 (12 years ago)
Company Number: eba08dac-3abf-e211-82ac-001ec94ffe7f
File Number: 673159000021
Registered Office Address: 700 Myrtlewood Road, Wayzata, MN 55391, USA
Principal Executive Office Address: 16720 51st Pl N, Plymouth, MN 55446, USA
ZIP code: 55391
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MY RETIREMENT ACCOUNT AND TRUST 2023 462800099 2024-05-01 J.J. SWANSON ADVISORY GROUP, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9522774259
Plan sponsor’s address 11100 WAYZATA BLVD. #405, MINNETONKA, MN, 55305

Signature of

Role Plan administrator
Date 2024-04-30
Name of individual signing MATTHEW GRIFFIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-30
Name of individual signing MATTHEW GRIFFIN
Valid signature Filed with authorized/valid electronic signature
MY RETIREMENT ACCOUNT AND TRUST 2022 462800099 2023-07-20 J.J. SWANSON ADVISORY GROUP, INC. 27
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9522774259
Plan sponsor’s address 11100 WAYZATA BLVD. #405, MINNETONKA, MN, 55305

Signature of

Role Plan administrator
Date 2023-07-20
Name of individual signing MATTHEW GRIFFIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-20
Name of individual signing MATTHEW GRIFFIN
Valid signature Filed with authorized/valid electronic signature
MY RETIREMENT ACCOUNT AND TRUST 2022 462800099 2023-08-03 J.J. SWANSON ADVISORY GROUP, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9522774259
Plan sponsor’s address 11100 WAYZATA BLVD. #405, MINNETONKA, MN, 55305

Signature of

Role Plan administrator
Date 2023-08-02
Name of individual signing MATTHEW GRIFFIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-02
Name of individual signing MATTHEW GRIFFIN
Valid signature Filed with authorized/valid electronic signature
MY RETIREMENT ACCOUNT AND TRUST 2021 462800099 2022-04-04 J.J. SWANSON ADVISORY GROUP, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9522774259
Plan sponsor’s address 11100 WAYZATA BLVD. #405, MINNETONKA, MN, 55305

Signature of

Role Plan administrator
Date 2022-04-04
Name of individual signing ALLISON BRUCKNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-04
Name of individual signing ALLISON BRUCKNER
Valid signature Filed with authorized/valid electronic signature
MY RETIREMENT ACCOUNT AND TRUST 2020 462800099 2021-03-30 J.J. SWANSON ADVISORY GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9522774259
Plan sponsor’s address 11100 WAYZATA BLVD. #405, MINNETONKA, MN, 55305

Signature of

Role Plan administrator
Date 2021-03-29
Name of individual signing ALLISON BRUCKNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-29
Name of individual signing ALLISON BRUCKNER
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Joseph Swanson Chief Executive Officer 16720 51st Pl N, Plymouth, MN 55446, USA

Filing

Filing Name Filing date
Amendment - Business Corporation (Domestic) (Business Name: J.J. Swanson Advisory Group Inc) 2017-01-24
Annual Reinstatement - Business Corporation (Domestic) 2017-01-19
Administrative Dissolution - Business Corporation (Domestic) 2016-03-14
Original Filing - Business Corporation (Domestic) (Business Name: Business Owner Services Corp) 2013-05-17

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website