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  5. OCTAGON WEALTH MANAGEMENT, LLC

OCTAGON WEALTH MANAGEMENT, LLC

Company Details

Name: OCTAGON WEALTH MANAGEMENT, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 06 Aug 2001 (23 years ago)
Company Number: 26652296-b6d4-e011-a886-001ec94ffe7f
File Number: 24148-LLC
Registered Office Address: 5145 Logan Ave S, Mpls, MN 55419, USA
Principal Executive Office Address: 1650 W 82ND ST STE 850, MINNEAPOLIS, MN 55431–1460, USA
ZIP code: 55419
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OCTAGON WEALTH MANAGEMENT 401(K) PLAN 2023 412013238 2024-05-23 OCTAGON WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9528852728
Plan sponsor’s address 1650 W 82ND ST, STE 850, MINNEAPOLIS, MN, 55431

Signature of
Role Plan administrator
Date 2024-05-23
Name of individual signing DAVID JUNGQUIST
Valid signature Filed with authorized/valid electronic signature
OCTAGON WEALTH MANAGEMENT 401(K) PLAN 2023 412013238 2024-05-31 OCTAGON WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9528852728
Plan sponsor’s address 1650 W 82ND ST, STE 850, MINNEAPOLIS, MN, 55431

Signature of
Role Plan administrator
Date 2024-05-31
Name of individual signing DAVID JUNGQUIST
Valid signature Filed with authorized/valid electronic signature
OCTAGON WEALTH MANAGEMENT 401(K) PLAN 2022 412013238 2023-09-29 OCTAGON WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9528852728
Plan sponsor’s address 1650 W 82ND ST STE 850, MINNEAPOLIS, MN, 554311460

Signature of
Role Plan administrator
Date 2023-09-29
Name of individual signing DAVID JUNGQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-29
Name of individual signing DAVID JUNGQUIST
Valid signature Filed with authorized/valid electronic signature
OCTAGON WEALTH MANAGEMENT 401(K) PLAN 2021 412013238 2022-09-28 OCTAGON WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9528852728
Plan sponsor’s address 1650 W 82ND ST, STE 850, MINNEAPOLIS, MN, 55431

Signature of
Role Plan administrator
Date 2022-09-28
Name of individual signing DAVID JUNGQUIST
Valid signature Filed with authorized/valid electronic signature
OCTAGON WEALTH MANAGEMENT 401(K) PLAN 2020 412013238 2021-10-08 OCTAGON WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9528852728
Plan sponsor’s address 1650 W 82ND ST STE 850, MINNEAPOLIS, MN, 55431

Signature of
Role Plan administrator
Date 2021-10-08
Name of individual signing DAVID JUNGQUIST
Valid signature Filed with authorized/valid electronic signature
OCTAGON WEALTH MANAGEMENT 401(K) PLAN 2019 412013238 2020-05-12 OCTAGON WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9528852728
Plan sponsor’s address 1650 W 82ND ST STE 850, MINNEAPOLIS, MN, 55431

Signature of
Role Plan administrator
Date 2020-05-12
Name of individual signing DAVID JUNGQUIST
Valid signature Filed with authorized/valid electronic signature
OCTAGON WEALTH MANAGEMENT 401(K) PLAN 2018 412013238 2019-08-01 OCTAGON WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9528852728
Plan sponsor’s address 1650 W 82ND ST STE 850, MINNEAPOLIS, MN, 55431

Signature of
Role Plan administrator
Date 2019-08-01
Name of individual signing DAVID JUNGQUIST
Valid signature Filed with authorized/valid electronic signature
OCTAGON WEALTH MANAGEMENT 401(K) PLAN 2017 412013238 2018-07-17 OCTAGON WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9528852728
Plan sponsor’s address 1650 W 82ND ST STE 850, MINNEAPOLIS, MN, 55431

Signature of
Role Plan administrator
Date 2018-07-17
Name of individual signing DAVID JUNGQUIST
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
David M Jungquist Manager 1650 W 82ND ST STE 850, MINNEAPOLIS, MN 55431–1460, USA

Agent

Name Role
David M Jungqust Agent

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Annual Reinstatement - Limited Liability Company (Domestic) 2014-04-21
Amendment - Limited Liability Company (Domestic) (Business Name: OCTAGON WEALTH MANAGEMENT, LLC) 2014-04-21
Administrative Termination - Limited Liability Company (Domestic) 2006-01-11
Original Filing - Limited Liability Company (Domestic) 2001-08-06
Limited Liability Company (Domestic) Business Name (Business Name: OCTAGON FINANCIAL NETWORK, LLC) 2001-08-06

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 29 Dec 2024

Sources: Minnesota's Official State Website

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