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Family Philanthropy Advisors, Inc.

Company Details

Name: Family Philanthropy Advisors, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 13 Nov 2000 (24 years ago)
Company Number: 0532957c-b2d4-e011-a886-001ec94ffe7f
File Number: 11K-136
Registered Office Address: 1818 Oliver Ave S, Mpls, MN 55405, USA
Principal Executive Office Address: 1818 OLIVER AVE S, MINNEAPOLIS, MN 55405–2224, USA
ZIP code: 55405
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FAMILY PHILANTHROPY ADVISORS 401(K) PLAN 2023 411988361 2024-05-07 FAMILY PHILANTHROPY ADVISORS INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6123778400
Plan sponsor’s address 1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN, 55405

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-07
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
FAMILY PHILANTHROPY ADVISORS 401(K) PLAN 2022 411988361 2023-05-26 FAMILY PHILANTHROPY ADVISORS INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6123778400
Plan sponsor’s address 1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN, 55405

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
FAMILY PHILANTHROPY ADVISORS 401(K) PLAN 2021 411988361 2022-09-09 FAMILY PHILANTHROPY ADVISORS INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6123778400
Plan sponsor’s address 1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN, 55405

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-09-09
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
FAMILY PHILANTHROPY ADVISORS 401(K) PLAN 2020 411988361 2021-05-12 FAMILY PHILANTHROPY ADVISORS INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6123778400
Plan sponsor’s address 1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN, 55405

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-05-12
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FAMILY PHILANTHROPY ADVISORS 401(K) PLAN 2019 411988361 2020-05-07 FAMILY PHILANTHROPY ADVISORS INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 6123778400
Plan sponsor’s address 1818 OLIVER AVENUE SOUTH, MINNEAPOLIS, MN, 55405

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-05-07
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Teresa Bonner Chief Executive Officer 1818 OLIVER AVE S, MINNEAPOLIS, MN 55405–2224, USA

Filing

Filing Name Filing date
Merger - Business Corporation (Domestic) 2008-12-31
Original Filing - Business Corporation (Domestic) 2000-11-13
Business Corporation (Domestic) Business Name (Business Name: Family Philanthropy Advisors, Inc.) 2000-11-13

Date of last update: 27 Dec 2024

Sources: Minnesota's Official State Website