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Ballast Advisors, LLC

Company Details

Name: Ballast Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Foreign)
Status: Active / In Good Standing
Date formed: 30 Mar 2017 (8 years ago)
Company Number: 2161db88-6015-e711-8175-00155d01c6a8
File Number: 943413900048
Registered Office Address: STE 208, 683 BIELENBERG DR, WOODBURY, MN 55125–1715, USA
Principal Executive Office Address: 683 BIELENBERG DRIVE, STE 208, WOODBURY, MN 55125, United States
Principal Place of Business Address: 683 Bielenberg Drv #208, Woodbury, MN 55125, USA
ZIP code: 55125
County: Washington County
Place of Formation: Delaware

Central Index Key

CIK number Mailing Address Business Address Phone
1803415 683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN, 55125-1705 683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN, 55125-1705 651-478-4644

Filings since 2024-10-30

Form type 13F-HR
File number 028-20071
Filing date 2024-10-30
Reporting date 2024-09-30
File View File

Filings since 2024-08-23

Form type N-PX
File number 028-20071
Filing date 2024-08-23
Reporting date 2024-06-30
File View File

Filings since 2024-07-26

Form type 13F-HR
File number 028-20071
Filing date 2024-07-26
Reporting date 2024-06-30
File View File

Filings since 2024-05-01

Form type 13F-HR
File number 028-20071
Filing date 2024-05-01
Reporting date 2024-03-31
File View File

Filings since 2024-01-30

Form type 13F-HR
File number 028-20071
Filing date 2024-01-30
Reporting date 2023-12-31
File View File

Filings since 2023-10-19

Form type 13F-HR
File number 028-20071
Filing date 2023-10-19
Reporting date 2023-09-30
File View File

Filings since 2023-08-04

Form type 13F-HR
File number 028-20071
Filing date 2023-08-04
Reporting date 2023-06-30
File View File

Filings since 2023-05-09

Form type 13F-HR
File number 028-20071
Filing date 2023-05-09
Reporting date 2023-03-31
File View File

Filings since 2023-01-26

Form type 13F-HR
File number 028-20071
Filing date 2023-01-26
Reporting date 2022-12-31
File View File

Filings since 2022-11-14

Form type 13F-HR
File number 028-20071
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-07-20

Form type 13F-HR
File number 028-20071
Filing date 2022-07-20
Reporting date 2022-06-30
File View File

Filings since 2022-04-21

Form type 13F-HR
File number 028-20071
Filing date 2022-04-21
Reporting date 2022-03-31
File View File

Filings since 2022-02-04

Form type 13F-HR
File number 028-20071
Filing date 2022-02-04
Reporting date 2021-12-31
File View File

Filings since 2021-11-01

Form type 13F-HR
File number 028-20071
Filing date 2021-11-01
Reporting date 2021-09-30
File View File

Filings since 2021-07-20

Form type 13F-HR
File number 028-20071
Filing date 2021-07-20
Reporting date 2021-06-30
File View File

Filings since 2021-04-26

Form type 13F-HR
File number 028-20071
Filing date 2021-04-26
Reporting date 2021-03-31
File View File

Filings since 2021-02-05

Form type 13F-HR
File number 028-20071
Filing date 2021-02-05
Reporting date 2020-12-31
File View File

Filings since 2020-10-22

Form type 13F-HR
File number 028-20071
Filing date 2020-10-22
Reporting date 2020-09-30
File View File

Filings since 2020-07-29

Form type 13F-HR
File number 028-20071
Filing date 2020-07-29
Reporting date 2020-06-30
File View File

Filings since 2020-07-29

Form type 13F-HR/A
File number 028-20071
Filing date 2020-07-29
Reporting date 2020-03-31
File View File

Filings since 2020-04-16

Form type 13F-HR
File number 028-20071
Filing date 2020-04-16
Reporting date 2020-03-31
File View File

Filings since 2020-02-14

Form type 13F-HR
File number 028-20071
Filing date 2020-02-14
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BALLAST ADVISORS 401(K) PLAN 2023 815217330 2024-06-21 BALLAST ADVISORS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514784644
Plan sponsor’s address 683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN, 55125

Signature of

Role Plan administrator
Date 2024-06-21
Name of individual signing PAUL PARNELL
Valid signature Filed with authorized/valid electronic signature
BALLAST ADVISORS 401(K) PLAN 2022 815217330 2023-06-26 BALLAST ADVISORS, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514784644
Plan sponsor’s address 683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN, 55125

Signature of

Role Plan administrator
Date 2023-06-26
Name of individual signing PAUL PARNELL
Valid signature Filed with authorized/valid electronic signature
BALLAST ADVISORS 401(K) PLAN 2021 815217330 2022-09-06 BALLAST ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514784644
Plan sponsor’s address 683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN, 55125

Signature of

Role Plan administrator
Date 2022-09-06
Name of individual signing PAUL L PARNELL
Valid signature Filed with authorized/valid electronic signature
BALLAST ADVISORS 401(K) PLAN 2020 815217330 2021-06-09 BALLAST ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514784644
Plan sponsor’s address 683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN, 55125

Signature of

Role Plan administrator
Date 2021-06-09
Name of individual signing PAUL L PARNELL
Valid signature Filed with authorized/valid electronic signature
BALLAST ADVISORS 401(K) PLAN 2019 815217330 2020-07-15 BALLAST ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514784644
Plan sponsor’s address 683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN, 55125

Signature of

Role Plan administrator
Date 2020-07-15
Name of individual signing PAUL L PARNELL
Valid signature Filed with authorized/valid electronic signature
BALLAST ADVISORS 401(K) PLAN 2018 815217330 2019-07-24 BALLAST ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514784644
Plan sponsor’s address 683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN, 55125

Signature of

Role Plan administrator
Date 2019-07-24
Name of individual signing PAUL L PARNELL
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
PAUL L PARNELL Manager 683 BIELENBERG DRIVE SUITE 208, WOODBURY, MN 55125, USA

Agent

Name Role
Richard Gerczak Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Limited Liability Company (Foreign) 2023-11-14
Original Filing - Limited Liability Company (Foreign) (Business Name: Ballast Advisors, LLC) 2017-03-30

Date of last update: 23 Sep 2024

Sources: Minnesota's Official State Website