Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Hennepin County
    4. ›
  4. 55416
    5. ›
  5. White Oaks Wealth Advisors, Inc.

White Oaks Wealth Advisors, Inc.

Company Details

Name: White Oaks Wealth Advisors, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Foreign)
Status: Active / In Good Standing
Date formed: 10 Dec 2013 (11 years ago)
Company Number: 19878d75-7062-e311-8e3a-001ec94ffe7f
File Number: 717489800031
Registered Office Address: 5500 Wayzata Boulevard, Suite 1035, Minneapolis, MN 55416, USA
ZIP code: 55416
County: Hennepin County
Place of Formation: Delaware

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2023 411825080 2024-09-10 WHITE OAKS WEALTH ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 5500 WAYZATA BOULEVARD SUITE 290, MINNEAPOLIS, MN, 55416
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2022 411825080 2023-07-17 WHITE OAKS WEALTH ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 5500 WAYZATA BOULEVARD SUITE 1035, MINNEAPOLIS, MN, 55416
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2021 411825080 2022-07-25 WHITE OAKS WEALTH ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 5500 WAYZATA BOULEVARD SUITE 1035, MINNEAPOLIS, MN, 55416
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2020 411825080 2021-06-28 WHITE OAKS WEALTH ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 1725, MINNEAPOLIS, MN, 55402
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2019 411825080 2020-07-08 WHITE OAKS WEALTH ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 1725, MINNEAPOLIS, MN, 55402
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2018 411825080 2019-07-15 WHITE OAKS WEALTH ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 1725, MINNEAPOLIS, MN, 55402
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2017 411825080 2018-07-09 WHITE OAKS WEALTH ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 1725, MINNEAPOLIS, MN, 55402
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2016 411825080 2017-05-18 WHITE OAKS WEALTH ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 1725, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2017-05-18
Name of individual signing KARL HANSON
Valid signature Filed with authorized/valid electronic signature
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2015 411825080 2016-07-12 WHITE OAKS WEALTH ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 1725, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing KARL HANSON
Valid signature Filed with authorized/valid electronic signature
WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN 2014 411825080 2015-07-15 WHITE OAKS WEALTH ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 6124556900
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 1725, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2015-07-14
Name of individual signing ROBERT KLOSTERMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-14
Name of individual signing ROBERT KLOSTERMAN
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Sharon Bloodworth Chief Executive Officer STE 1035, 5500 WAYZATA BLVD, MINNEAPOLIS, MN 55416–1242, USA

Agent

Name Role
Sharon Bloodworth Agent

Filing

Filing Name Filing date
Annual Reinstatement - Business Corporation (Foreign) 2020-03-16
Registered Office and/or Agent - Business Corporation (Foreign) 2020-03-16
Revocation - Business Corporation (Foreign) 2017-02-24
Original Filing - Business Corporation (Foreign) (Business Name: White Oaks Wealth Advisors, Inc.) 2013-12-10

Related by officers

Sharon Bloodworth

Rotary International District 5950, Inc.

Related by address

5500 Wayzata Boulevard, Suite 1035, Minneapolis, MN 55416, USA

White Oaks Family Office

Date of last update: 29 Dec 2024

Sources: Minnesota's Official State Website

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 mnprof.com, Part of Big Data Integrated