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First Advisors, Inc.

Company Details

Name: First Advisors, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 19 Apr 2017 (8 years ago)
Company Number: 1e5cf2d0-3d25-e711-8177-00155d01c6a8
File Number: 946857100029
Registered Office Address: 80 S. 8th St., Suite 900, Minneapolis, MN 55402, USA
Principal Executive Office Address: 20 QUEENSLAND LN N, MINNEAPOLIS, MN 55447–3452, USA
ZIP code: 55402
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FIRST ADVISORS EMPLOYEE RETIREMENT SAVINGS PLAN 2023 823011636 2024-08-14 FIRST ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6127517067
Plan sponsor’s address 20 QUEENSLAND LN N, PLYMOUTH, MN, 554473452

Signature of

Role Plan administrator
Date 2024-08-14
Name of individual signing JANE TRUCKENBROD
Valid signature Filed with authorized/valid electronic signature
FIRST ADVISORS EMPLOYEE RETIREMENT SAVINGS PLAN 2023 823011636 2024-04-06 FIRST ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6123495210
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 900, MINNEAPOLIS, MN, 55402

Signature of

Role Plan administrator
Date 2024-04-06
Name of individual signing JANE TRUCKENBROD
Valid signature Filed with authorized/valid electronic signature
FIRST ADVISORS EMPLOYEE RETIREMENT SAVINGS PLAN 2022 823011636 2023-04-06 FIRST ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6123495210
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 900, MINNEAPOLIS, MN, 55402

Signature of

Role Plan administrator
Date 2023-04-06
Name of individual signing JANE TRUCKENBROD
Valid signature Filed with authorized/valid electronic signature
FIRST ADVISORS EMPLOYEE RETIREMENT SAVINGS PLAN 2021 823011636 2022-05-11 FIRST ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6123495210
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 900, MINNEAPOLIS, MN, 55402

Signature of

Role Plan administrator
Date 2022-05-11
Name of individual signing JANE TRUCKENBROD
Valid signature Filed with authorized/valid electronic signature
FIRST ADVISORS EMPLOYEE RETIREMENT SAVINGS PLAN 2020 823011636 2021-05-18 FIRST ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6123495210
Plan sponsor’s address 80 SOUTH EIGHTH STREET, SUITE 900, MINNEAPOLIS, MN, 55402

Signature of

Role Plan administrator
Date 2021-05-18
Name of individual signing JANE TRUCKENBROD
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
John E Truckenbrod Chief Executive Officer 20 QUEENSLAND LN N, MINNEAPOLIS, MN 55447–3452, USA

Filing

Filing Name Filing date
Original Filing - Business Corporation (Domestic) (Business Name: First Advisors, Inc.) 2017-04-19

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9244237208 2020-04-28 0508 PPP 80 South 8th Street Ste. 900, Minneapolis, MN, 55402
Loan Status Date 2021-06-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 100017.5
Loan Approval Amount (current) 100017.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 57328
Servicing Lender Name The Huntington National Bank
Servicing Lender Address 17 S High St., COLUMBUS, OH, 43215-3413
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Minneapolis, HENNEPIN, MN, 55402-0001
Project Congressional District MN-05
Number of Employees 4
NAICS code 999990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 121736
Originating Lender Name The Huntington National Bank
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 101025.9
Forgiveness Paid Date 2021-05-10

Date of last update: 03 Mar 2025

Sources: Minnesota's Official State Website