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Professional Tax Advisors, Inc.

Company Details

Name: Professional Tax Advisors, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 21 Dec 1984 (40 years ago)
Company Number: 2fea0355-a8d4-e011-a886-001ec94ffe7f
File Number: 4U-1147
Registered Office Address: 204 Lake Ave, Fairmont, MN 56031, USA
ZIP code: 56031
County: Martin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KRAHMER & NIELSEN, PROFESSIONAL TAX ADVISORS RETIREMENT PLAN 2015 411505361 2016-04-28 PROFESSIONAL TAX ADVISORS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-07-01
Business code 541213
Sponsor’s telephone number 5072389432
Plan sponsor’s address 204 LAKE AVENUE, SUITE 201, FAIRMONT, MN, 56031

Signature of

Role Plan administrator
Date 2016-04-28
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-28
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
KRAHMER & NIELSEN, PROFESSIONAL TAX ADVISORS RETIREMENT PLAN 2014 411505361 2015-07-20 PROFESSIONAL TAX ADVISORS, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-07-01
Business code 541213
Sponsor’s telephone number 5072389432
Plan sponsor’s address 204 LAKE AVENUE, SUITE 201, FAIRMONT, MN, 56031

Signature of

Role Plan administrator
Date 2015-07-20
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-20
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
KRAHMER & NIELSEN, PROFESSIONAL TAX ADVISORS RETIREMENT PLAN 2013 411505361 2014-08-08 PROFESSIONAL TAX ADVISORS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-07-01
Business code 541213
Sponsor’s telephone number 5072389432
Plan sponsor’s address 204 LAKE AVENUE, SUITE 201, FAIRMONT, MN, 56031

Signature of

Role Plan administrator
Date 2014-08-08
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-08
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
KRAHMER & NIELSEN, PROFESSIONAL TAX ADVISORS RETIREMENT PLAN 2012 411505361 2013-06-18 PROFESSIONAL TAX ADVISORS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-07-01
Business code 541213
Sponsor’s telephone number 5072389432
Plan sponsor’s address 204 LAKE AVE STE 201, FAIRMONT, MN, 56031

Signature of

Role Plan administrator
Date 2013-06-18
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-18
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
KRAHMER & NIELSEN, PROFESSIONAL TAX ADVISORS RETIREMENT PLAN 2011 411505361 2012-07-03 PROFESSIONAL TAX ADVISORS, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-07-01
Business code 541213
Sponsor’s telephone number 5072389432
Plan sponsor’s address 204 LAKE AVE STE 201, FAIRMONT, MN, 56031

Plan administrator’s name and address

Administrator’s EIN 411505361
Plan administrator’s name PROFESSIONAL TAX ADVISORS, INC.
Plan administrator’s address 204 LAKE AVE STE 201, FAIRMONT, MN, 56031
Administrator’s telephone number 5072389432

Signature of

Role Plan administrator
Date 2012-07-03
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-03
Name of individual signing PAMELA WEDEL
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL TAX ADVISORS, INC. EMPLOYEES INCENTIVE PLAN 2010 411505361 2011-05-18 PROFESSIONAL TAX ADVISORS, INC. 9
Three-digit plan number (PN) 001
Effective date of plan 2006-05-01
Business code 541213
Sponsor’s telephone number 5072389432
Plan sponsor’s address 204 LAKE AVENUE, SUITE 201, FAIRMONT, MN, 56301

Plan administrator’s name and address

Administrator’s EIN 411505361
Plan administrator’s name PROFESSIONAL TAX ADVISORS, INC.
Plan administrator’s address 204 LAKE AVENUE, SUITE 201, FAIRMONT, MN, 56301
Administrator’s telephone number 5072389432

Signature of

Role Employer/plan sponsor
Date 2011-05-18
Name of individual signing PAMELA J. WEDEL
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL TAX ADVISORS, INC. EMPLOYEES INCENTIVE PLAN 2010 411505361 2011-05-18 PROFESSIONAL TAX ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-05-01
Business code 541213
Sponsor’s telephone number 5072389432
Plan sponsor’s address 204 LAKE AVENUE, SUITE 201, FAIRMONT, MN, 56301

Plan administrator’s name and address

Administrator’s EIN 411505361
Plan administrator’s name PROFESSIONAL TAX ADVISORS, INC.
Plan administrator’s address 204 LAKE AVENUE, SUITE 201, FAIRMONT, MN, 56301
Administrator’s telephone number 5072389432

Signature of

Role Plan administrator
Date 2011-05-18
Name of individual signing PAMELA J. WEDEL
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL TAX ADVISORS, INC. EMPLOYEES INCENTIVE PLAN 2009 411505361 2010-06-22 PROFESSIONAL TAX ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-05-01
Business code 541213
Sponsor’s telephone number 5072389432
Plan sponsor’s address 204 LAKE AVENUE, SUITE 201, FAIRMONT, MN, 56301

Plan administrator’s name and address

Administrator’s EIN 411505361
Plan administrator’s name PROFESSIONAL TAX ADVISORS, INC.
Plan administrator’s address 204 LAKE AVENUE, SUITE 201, FAIRMONT, MN, 56301
Administrator’s telephone number 5072389432

Signature of

Role Plan administrator
Date 2010-06-22
Name of individual signing PAMELA J. WEDEL
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Pamela Wedel Chief Executive Officer 204 Lake Ave, Fairmont, MN 56031, USA

Agent

Name Role
Pamela Wedel Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2015-07-10
Original Filing - Business Corporation (Domestic) (Business Name: Professional Tax Advisors, Inc.) 1984-12-21

Date of last update: 27 Sep 2024

Sources: Minnesota's Official State Website