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Quist Wealth Management, LLC

Company Details

Name: Quist Wealth Management, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 19 Jan 2012 (13 years ago)
Company Number: 4b20a742-df42-e111-aff2-001ec94ffe7f
File Number: 462584700026
Registered Office Address: 1001 S 1st str #B, Willmar, MN 56201, USA
Principal Executive Office Address: 1001 S 1st St, Suite B, WILLMAR, MN 56201, USA
ZIP code: 56201
County: Kandiyohi County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
QUIST WEALTH MANAGEMENT SAFE HARBOR 401K PLAN 2023 454172189 2024-07-15 QUIST WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 3202625160
Plan sponsor’s address 1001 1ST STREET SUITE B, WILLMAR, MN, 56201

Signature of

Role Plan administrator
Date 2024-07-15
Name of individual signing MARK ODENDAHL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-15
Name of individual signing MARK ODENDAHL
Valid signature Filed with authorized/valid electronic signature
QUIST WEALTH MANAGEMENT SAFE HARBOR 401K PLAN 2022 454172189 2023-05-11 QUIST WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 3202625160
Plan sponsor’s address 1001 1ST STREET SUITE B, WILLMAR, MN, 56201

Signature of

Role Plan administrator
Date 2023-05-11
Name of individual signing MARK ODENDAHL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-11
Name of individual signing MARK ODENDAHL
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Kenneth R. Quist Manager 1001 S 1st St, Suite B, WILLMAR, MN 56201, USA

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2015-04-09
Original Filing - Limited Liability Company (Domestic) (Business Name: Quist Wealth Management, LLC) 2012-01-19

Date of last update: 30 Sep 2024

Sources: Minnesota's Official State Website