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  5. First Associated Investment Advisors, Inc.

First Associated Investment Advisors, Inc.

Company Details

Name: First Associated Investment Advisors, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 22 Apr 1988 (37 years ago)
Company Number: 03a0bbb5-a9d4-e011-a886-001ec94ffe7f
File Number: 5X-513
Registered Office Address: 5161 Miller Trunk Hwy, Duluth, MN 55811, USA
Principal Executive Office Address: 5161 Miller Trunk Hwy, Duluth, MN 55811–1203, USA
ZIP code: 55811
County: St. Louis County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TEBERG COMPANIES 401(K) PLAN 2023 411612755 2024-09-30 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811
TEBERG COMPANIES 401(K) PLAN 2022 411612755 2023-07-26 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811
TEBERG COMPANIES 401(K) PLAN 2021 411612755 2022-09-06 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811
TEBERG COMPANIES 401(K) PLAN 2020 411612755 2021-10-04 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811
TEBERG COMPANIES 401(K) PLAN 2019 411612755 2020-10-06 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811
TEBERG COMPANIES 401(K) PLAN 2018 411612755 2019-09-25 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811
TEBERG COMPANIES 401(K) PLAN 2017 411612755 2018-09-28 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811
TEBERG COMPANIES 401(K) PLAN 2016 411612755 2017-07-24 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811

Signature of
Role Plan administrator
Date 2017-07-24
Name of individual signing CURTIS TEBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-24
Name of individual signing CURTIS TEBERG
Valid signature Filed with authorized/valid electronic signature
TEBERG COMPANIES 401(K) PLAN 2015 411612755 2016-07-21 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811

Signature of
Role Plan administrator
Date 2016-07-21
Name of individual signing CURTIS TEBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-21
Name of individual signing CURTIS TEBERG
Valid signature Filed with authorized/valid electronic signature
TEBERG COMPANIES 401(K) PLAN 2014 411612755 2015-07-23 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2187228248
Plan sponsor’s address 5161 MILLER TRUNK HIGHWAY, DULUTH, MN, 55811

Signature of
Role Plan administrator
Date 2015-07-23
Name of individual signing CURTIS TEBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-23
Name of individual signing CURTIS TEBERG
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Curtis A. Teberg Chief Executive Officer 5161 Miller Trunk Hwy, Duluth, MN 55811–1203, USA

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2000-12-20
Original Filing - Business Corporation (Domestic) 1988-04-22
Business Corporation (Domestic) Business Name (Business Name: First Associated Investment Advisors, Inc.) 1988-04-22

Related by officers

No related officers

Related by address

5161 Miller Trunk Hwy, Duluth, MN 55811, USA

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5161 Miller Trunk Hwy, Duluth, MN 55811–1203, USA

Business and Estate Plans, Inc.

Date of last update: 25 Sep 2024

Sources: Minnesota's Official State Website

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