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  5. Summit Wealth Advocates, LLC

Summit Wealth Advocates, LLC

Company Details

Name: Summit Wealth Advocates, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 03 Aug 2009 (15 years ago)
Company Number: 2f7d4b63-94d4-e011-a886-001ec94ffe7f
File Number: 3436555-2
Registered Office Address: 2780 Snelling Avenue N, Suite 101, Roseville, MN 55113, USA
Principal Executive Office Address: 3200 OLYMPUS BLVD STE 100, COPPELL, TX 75019–5889, United States
ZIP code: 55113
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 273240030 2023-05-16 SUMMIT WEALTH ADVOCATES LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2023-05-16
Name of individual signing KAY STRAND
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 273240030 2022-06-21 SUMMIT WEALTH ADVOCATES LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2022-06-21
Name of individual signing KAY M STRAND
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 273240030 2022-05-06 SUMMIT WEALTH ADVOCATES LLC 10
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2022-05-06
Name of individual signing BRUCE PRIMEAU
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 273240030 2021-07-22 SUMMIT WEALTH ADVOCATES LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2021-07-22
Name of individual signing KAY M STRAND
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVOCATES, LLC 401(K) 2019 273240030 2020-07-13 SUMMIT WEALTH ADVOCATES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2020-07-13
Name of individual signing BRUCE A. PRIMEAU
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVOCATES, LLC 401(K) 2018 273240030 2019-07-22 SUMMIT WEALTH ADVOCATES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2019-07-22
Name of individual signing BRUCE A. PRIMEAU
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVOCATES, LLC 401(K) 2017 273240030 2018-05-07 SUMMIT WEALTH ADVOCATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2018-05-07
Name of individual signing BRUCE A. PRIMEAU
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-07
Name of individual signing BRUCE PRIMEAU
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVOCATES, LLC 401(K) 2016 273240030 2017-06-20 SUMMIT WEALTH ADVOCATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2017-06-20
Name of individual signing BRUCE A. PRIMEAU
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVOCATES LLC 401K PLAN 2015 273240030 2016-05-20 SUMMIT WEALTH ADVOCATES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2016-05-20
Name of individual signing KAY STRAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-20
Name of individual signing BRUCE A. PRIMEAU
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH ADVOCATES LLC 401K PLAN 2014 273240030 2015-10-21 SUMMIT WEALTH ADVOCATES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9523567737
Plan sponsor’s address 5871 CROSSANDRA STREET SE, PRIOR LAKE, MN, 55372

Signature of
Role Plan administrator
Date 2015-10-21
Name of individual signing BRUCE PRIMEAU
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-21
Name of individual signing BRUCE PRIMEAU
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Avantax WM Holdings, Inc. Manager 3200 OLYMPUS BLVD STE 100, COPPELL, TX 75019–5889, United States

Agent

Name Role
Corporation Service Company Agent

Filing

Filing Name Filing date
Global Registered Office and/or Agent - Limited Liability Company (Domestic) 2024-10-02
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2012-12-05
Limited Liability Company (Domestic) Business Name (Business Name: Summit Wealth Advocates, LLC) 2010-09-02
Original Filing - Limited Liability Company (Domestic) 2009-08-03
Limited Liability Company (Domestic) Business Name (Business Name: Harbor Investments Group, LLC) 2009-08-03

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2780 Snelling Avenue N, Suite 101, Roseville, MN 55113, USA

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Date of last update: 15 Jan 2025

Sources: Minnesota's Official State Website

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