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  5. Lifelong Wealth Advisors, Inc.

Lifelong Wealth Advisors, Inc.

Company Details

Name: Lifelong Wealth Advisors, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 06 Nov 2014 (10 years ago)
Company Number: 517842fd-de65-e411-ae63-001ec94ffe7f
File Number: 792496800023
Registered Office Address: 1150 County Road E West, Arden Hills, MN 55112, USA
ZIP code: 55112
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIFELONG WEALTH ADVISORS INC 2023 472263969 2024-07-26 LIFELONG WEALTH ADVISORS INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6514446500
Plan sponsor’s address 1150 COUNTY ROAD E WEST, ARDEN HILLS, MN, 55112

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing LIFELONG WEALTH ADVISORS INC.
Valid signature Filed with authorized/valid electronic signature
LIFELONG WEALTH ADVISORS INC 2022 472263969 2023-06-27 LIFELONG WEALTH ADVISORS INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6123496400
Plan sponsor’s address 1150 COUNTY ROADE E WEST, ARDEN HILLS, MN, 55112

Signature of
Role Plan administrator
Date 2023-06-27
Name of individual signing JEREMY LIPINSKI
Valid signature Filed with authorized/valid electronic signature
LIFELONG WEALTH ADVISORS INC 2021 472263969 2022-07-07 LIFELONG WEALTH ADVISORS INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6123496400
Plan sponsor’s address 1150 COUNTY ROAD E WEST, ARDEN HILLS, MN, 55112

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing JEREMY LIPINSKI
Valid signature Filed with authorized/valid electronic signature
LIFELONG WEALTH ADVISORS INC 2020 472263969 2021-06-30 LIFELONG WEALTH ADVISORS INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6123496400
Plan sponsor’s address 701 4TH AVE SOUTH STE 1700, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2021-06-30
Name of individual signing JEREMY LIPINSKI
Valid signature Filed with authorized/valid electronic signature
LIFELONG WEALTH ADVISORS INC 2019 472263969 2020-07-08 LIFELONG WEALTH ADVISORS INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6123496400
Plan sponsor’s address 701 4TH AVE SOUTH STE 1700, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2020-07-08
Name of individual signing JEREMY LIPINSKI
Valid signature Filed with authorized/valid electronic signature
LIFELONG WEALTH ADVISORS INC 2018 472263969 2019-06-28 LIFELONG WEALTH ADVISORS INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6123496400
Plan sponsor’s address 701 4TH AVE SOUTH STE 1700, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2019-06-28
Name of individual signing JEREMY LIPINSKI
Valid signature Filed with authorized/valid electronic signature
LIFELONG WEALTH ADVISORS INC 2017 472263969 2018-06-25 LIFELONG WEALTH ADVISORS INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6123496400
Plan sponsor’s address 701 4TH AVE SOUTH STE 1700, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2018-06-25
Name of individual signing JEREMY LIPINSKI
Valid signature Filed with authorized/valid electronic signature
LIFELONG WEALTH ADVISORS INC 2016 472263969 2017-06-26 LIFELONG WEALTH ADVISORS INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6123496400
Plan sponsor’s address 701 4TH AVE SOUTH STE 1700, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2017-06-26
Name of individual signing JEREMY LIPINSKI
Valid signature Filed with authorized/valid electronic signature
LIFELONG WEALTH ADVISORS INC 2015 472263969 2016-06-15 LIFELONG WEALTH ADVISORS INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6123496400
Plan sponsor’s address 701 4TH AVE SOUTH STE 1700, MINNEAPOLIS, MN, 55415

Signature of
Role Plan administrator
Date 2016-06-15
Name of individual signing JEREMY LIPINSKI
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Jeremy M Lipinski Chief Executive Officer 1150 County Road E West, Arden Hills, MN 55112, United States

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2022-08-17
Original Filing - Business Corporation (Domestic) (Business Name: Lifelong Wealth Advisors, Inc.) 2014-11-06

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Minnesota's Official State Website

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