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  5. Business & Estate Advisers, Inc.

Business & Estate Advisers, Inc.

Company Details

Name: Business & Estate Advisers, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 06 Sep 1977 (47 years ago)
Company Number: 082644a9-afd4-e011-a886-001ec94ffe7f
File Number: 3A-970
Registered Office Address: 282 E Wayzata Blvd, Wayzata, MN 55391, USA
Principal Executive Office Address: 282 WAYZATA BLVD E, WAYZATA, MN 55391–1621, 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
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2023 411308328 2024-04-19 BUSINESS & ESTATE ADVISERS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2024-04-19
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-19
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2022 411308328 2023-05-12 BUSINESS & ESTATE ADVISERS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2023-05-12
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-12
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2021 411308328 2022-04-22 BUSINESS & ESTATE ADVISERS, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2022-04-22
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-22
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2020 411308328 2021-05-03 BUSINESS & ESTATE ADVISERS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2021-05-03
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-03
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2019 411308328 2020-07-13 BUSINESS & ESTATE ADVISERS, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2020-07-13
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-13
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2018 411308328 2019-12-07 BUSINESS & ESTATE ADVISERS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2019-12-07
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-12-07
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2017 411308328 2019-01-17 BUSINESS & ESTATE ADVISERS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2019-01-17
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-01-17
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2016 411308328 2017-10-13 BUSINESS & ESTATE ADVISERS, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2017-10-13
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-13
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING PLAN 2015 411308328 2017-04-03 BUSINESS & ESTATE ADVISERS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2017-04-03
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-03
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
BUSINESS & ESTATE ADVISERS, INC. PROFIT SHARING P 2014 411308328 2016-07-11 BUSINESS & ESTATE ADVISERS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-10-03
Business code 524210
Sponsor’s telephone number 9524750440
Plan sponsor’s address 282 EAST WAYZATA BLVD, WAYZATA, MN, 55391

Signature of
Role Plan administrator
Date 2016-07-11
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-11
Name of individual signing SARAH J KAELBERER
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Sarah Kaelberer Chief Executive Officer 282 WAYZATA BLVD E, WAYZATA, MN 55391–1621, USA

Filing

Filing Name Filing date
Amendment - Business Corporation (Domestic)Change of Shares Restated Articles 2013-02-15
Consent to Use of Name - Business Corporation (Domestic) 1995-01-11
Business Corporation (Domestic) Business Name (Business Name: Business & Estate Advisers, Inc.) 1987-11-03
Business Corporation (Domestic) Active Status Report 1980-03-28
Registered Office and/or Agent - Business Corporation (Domestic) 1980-02-25
Original Filing - Business Corporation (Domestic) 1977-09-06
Business Corporation (Domestic) Business Name (Business Name: Business & Estate Analysts, Inc.) 1977-09-06

Related by officers

Sarah Kaelberer

B & E Pension Advisers, Inc. B & E Real Estate Partners, LLC

Related by address

282 E Wayzata Blvd, Wayzata, MN 55391, USA

B & E Insurance Advisers, Inc. B & E Pension Advisers, Inc. Environmental Recyclers of America Inc. B & E Investment Advisers, Inc. Fine Art Impressions DenSue, LLLP Business & Estate Advisers Ulrich Tile Co

282 WAYZATA BLVD E, WAYZATA, MN 55391–1621, USA

B&E Pension Advisers, Inc. B & E Investment Advisers, Inc.

Date of last update: 28 Dec 2024

Sources: Minnesota's Official State Website

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