| Name: | The M & A Group LLC |
| Jurisdiction: | Minnesota |
| Legal type: | Limited Liability Company (Domestic) |
| Status: | Inactive |
| Date formed: | 18 Oct 2006 (18 years ago) |
| Company Number: | 0c438f8c-8ed4-e011-a886-001ec94ffe7f |
| File Number: | 2060123-2 |
| Registered Office Address: | 3565 IDS Ctr, 80 S 8th Str, Mpls, MN 55402, USA |
| Principal Executive Office Address: | 900 IDS Center 80 S 8th St, Minneapolis, MN 55402, USA |
| ZIP code: | 55402 |
| County: | Hennepin County |
| Place of Formation: | Minnesota |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1408943 | 8133 SHADOW PINE WAY, 80 SOUTH 8TH STREET, SARASOTA, FL, 34238 | 8133 SHADOW PINE WAY, 80 SOUTH 8TH STREET, SARASOTA, FL, 34238 | 941.960.2374 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | FOCUSN |
| File number | 008-67684 |
| Filing date | 2024-02-14 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2024-02-14
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2024-02-14 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-03-01
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2023-03-01 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2023-02-22
| Form type | FOCUSN |
| File number | 008-67684 |
| Filing date | 2023-02-22 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-02-25
| Form type | FOCUSN |
| File number | 008-67684 |
| Filing date | 2022-02-25 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2022-02-25
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2022-02-25 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-02-01
| Form type | FOCUSN |
| File number | 008-67684 |
| Filing date | 2021-02-01 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2021-02-01
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2021-02-01 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-01-31
| Form type | FOCUSN |
| File number | 008-67684 |
| Filing date | 2020-01-31 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2020-01-31
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2020-01-31 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-03-19
| Form type | FOCUSN |
| File number | 008-67684 |
| Filing date | 2019-03-19 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2019-03-19
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2019-03-19 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-03-01
| Form type | FOCUSN |
| File number | 008-67684 |
| Filing date | 2018-03-01 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2018-03-01
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2018-03-01 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-03-06
| Form type | FOCUSN |
| File number | 008-67684 |
| Filing date | 2017-03-06 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2017-03-06
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2017-03-06 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-02-16
| Form type | FOCUSN |
| File number | 008-67684 |
| Filing date | 2016-02-16 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-02-16
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2016-02-16 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-03-02
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2015-03-02 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-03-10
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2014-03-10 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-03-05
| Form type | X-17A-5 |
| File number | 008-67684 |
| Filing date | 2013-03-05 |
| Reporting date | 2012-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M & A GROUP, LLC 401K RETIREMENT PLAN | 2010 | 412022089 | 2011-10-17 | M & A GROUP, LLC | 3 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 412022089 |
| Plan administrator’s name | M & A GROUP, LLC |
| Plan administrator’s address | 3965 IDS CENTER, 80 SOUTH 8TH STREET, MINNEAPOLIS, MN, 55402 |
| Administrator’s telephone number | 6123751282 |
Signature of
| Role | Plan administrator |
| Date | 2011-10-17 |
| Name of individual signing | IVAR SORENSEN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6123751282 |
| Plan sponsor’s address | 3918 IDS CENTER, MINNEAPOLIS, MN, 55402 |
Plan administrator’s name and address
| Administrator’s EIN | 412022089 |
| Plan administrator’s name | M & A GROUP, LLC |
| Plan administrator’s address | 3918 IDS CENTER, MINNEAPOLIS, MN, 55402 |
| Administrator’s telephone number | 6123751282 |
Signature of
| Role | Plan administrator |
| Date | 2011-10-17 |
| Name of individual signing | IVAR SORENSEN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Ivar W sorensen | Manager | 900 IDS Center, 80 S 8th Street, Minneapolis, MN 55402–5540, United States |
| Name | Role |
|---|---|
| Ivar Sorensen | Agent |
| Filing Name | Filing date |
|---|---|
| Annual Reinstatement - Limited Liability Company (Domestic) | 2021-09-09 |
| Administrative Termination - Limited Liability Company (Domestic) | 2021-02-16 |
| Amendment - Limited Liability Company (Domestic) (Business Name: The M & A Group LLC)Election to 322C | 2015-08-05 |
| Amendment - Limited Liability Company (Domestic) (Business Name: The M&A Group, LLC) | 2015-05-22 |
| Limited Liability Company (Domestic) Business Name (Business Name: The M&A Group-Sorensen Freeland Partners, LLC) | 2011-06-29 |
| Registered Office and/or Agent - Limited Liability Company (Domestic) | 2008-03-25 |
| Original Filing - Limited Liability Company (Domestic) | 2006-10-18 |
| Limited Liability Company (Domestic) Business Name (Business Name: LAKEPOINTE CAPITAL ADVISORS LLC) | 2006-10-18 |
Date of last update: 07 Jan 2025
Sources: Minnesota's Official State Website
