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Heritage Wealth Architects, LLC

Company Details

Name: Heritage Wealth Architects, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Inactive
Date formed: 02 Feb 2012 (13 years ago)
Company Number: 1c5fe256-d44d-e111-8159-001ec94ffe7f
File Number: 465704200026
Registered Office Address: 408 St Peter Str #444, St Paul, MN 55102, USA
Principal Executive Office Address: 55 East 5th Street, Suite 1020, St. Paul, MN 55101, USA
ZIP code: 55102
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE WEALTH ARCHITECTS INC 401(K) PLAN 2019 822978451 2021-02-15 HERITAGE WEALTH ARCHITECTS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 55 EAST 5TH STREET, STE. 1020, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2021-02-15
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
HERITAGE WEALTH ARCHITECTS INC 401(K) PLAN 2019 822978451 2020-10-13 HERITAGE WEALTH ARCHITECTS LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 55 EAST 5TH STREET, STE. 1020, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
HERITAGE WEALTH ARCHITECTS INC 401(K) PLAN 2018 822978451 2019-08-15 HERITAGE WEALTH ARCHITECTS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 55 EAST 5TH STREET, STE. 1020, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2019-08-15
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
HERITAGE WEALTH ARCHITECTS LLC 401(K) PLAN 2016 454450156 2017-07-24 HERITAGE WEALTH ARCHITECTS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 55 E 5TH ST, STE 1020, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2017-07-24
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
HERITAGE WEALTH ARCHITECTS LLC 401(K) PLAN 2015 454450156 2016-06-28 HERITAGE WEALTH ARCHITECTS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 408 ST. PETER STREET, SUITE 444, ST. PAUL, MN, 55102

Signature of

Role Plan administrator
Date 2016-06-28
Name of individual signing KARA JENSEN
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
James S Knapp Manager 55 East 5th Street, Suite 1020, St. Paul, MN 55101, USA

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Merger Non Survivor - Limited Liability Company (Domestic) 2017-10-12
Amendment - Limited Liability Company (Domestic) 2013-03-20
Original Filing - Limited Liability Company (Domestic) (Business Name: Heritage Wealth Architects, LLC) 2012-02-02

Date of last update: 03 Oct 2024

Sources: Minnesota's Official State Website