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  5. Counsel Wealth Management, Inc.

Counsel Wealth Management, Inc.

Company Details

Name: Counsel Wealth Management, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Inactive
Date formed: 10 Nov 1987 (37 years ago)
Company Number: 566b05e5-a2d4-e011-a886-001ec94ffe7f
File Number: 5T-40
Registered Office Address: 6 Pine Tree Drive, Suite 100, 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
COUNSEL WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN 2019 411597746 2020-07-01 COUNSEL WEALTH MANAGEMENT, INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 6 PINE TREE DRIVE, SUITE 100, ST. PAUL, MN, 55112
COUNSEL WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN 2019 411597746 2020-12-02 COUNSEL WEALTH MANAGEMENT, INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 6 PINE TREE DRIVE, SUITE 100, ST. PAUL, MN, 55112
COUNSEL WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN 2018 411597746 2019-06-27 COUNSEL WEALTH MANAGEMENT, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 6 PINE TREE DRIVE, SUITE 100, ST. PAUL, MN, 55112
COUNSEL WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN 2017 411597746 2018-07-27 COUNSEL WEALTH MANAGEMENT, INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 6 PINE TREE DRIVE, SUITE 100, ST. PAUL, MN, 55112
COUNSEL WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN 2016 411597746 2017-07-19 COUNSEL WEALTH MANAGEMENT, INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 6 PINE TREE DRIVE, SUITE 100, ARDEN HILLS, MN, 55112

Signature of
Role Plan administrator
Date 2017-07-19
Name of individual signing JUDY RICHARDSON
Valid signature Filed with authorized/valid electronic signature
COUNSEL WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN 2015 411597746 2016-10-12 COUNSEL WEALTH MANAGEMENT, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 6 PINE TREE DRIVE, SUITE 100, ARDEN HILLS, MN, 55112

Signature of
Role Plan administrator
Date 2016-10-12
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-12
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature
COUNSEL WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN 2014 411597746 2015-06-26 COUNSEL WEALTH MANAGEMENT, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 6 PINE TREE DRIVE, SUITE 100, ARDEN HILLS, MN, 55112

Signature of
Role Plan administrator
Date 2015-06-26
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-26
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature
COUNSEL WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN 2013 411597746 2014-06-11 COUNSEL WEALTH MANAGEMENT, INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 6 PINE TREE DRIVE, SUITE 100, ARDEN HILLS, MN, 55112

Signature of
Role Plan administrator
Date 2014-06-11
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-11
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature
COUNSEL WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN 2012 411597746 2013-09-11 COUNSEL WEALTH MANAGEMENT, INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 6 PINE TREE DRIVE, SUITE 100, ARDEN HILLS, MN, 55112

Signature of
Role Plan administrator
Date 2013-09-11
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-11
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature
COUNSEL FINANCIAL, INC. RETIREMENT SAVINGS PLAN 2011 411597746 2012-10-09 COUNSEL WEALTH MANAGEMENT, INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6516398707
Plan sponsor’s address 1900 SILVER LAKE ROAD, STE 314, NEW BRIGHTON, MN, 55112

Plan administrator’s name and address
Administrator’s EIN 411597746
Plan administrator’s name COUNSEL WEALTH MANAGEMENT, INC
Plan administrator’s address 1900 SILVER LAKE ROAD, STE 314, NEW BRIGHTON, MN, 55112
Administrator’s telephone number 6516398707

Signature of
Role Plan administrator
Date 2012-10-09
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-09
Name of individual signing RICK LUK
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Paul S McCready Chief Executive Officer 15639 Wake Street NE, Ham Lake, MN 55304, USA

Filing

Filing Name Filing date
Administrative Dissolution - Business Corporation (Domestic) 2021-02-11
Intent to Dissolve - Business Corporation (Domestic) 2020-12-31
Business Corporation (Domestic) Business Name (Business Name: Counsel Wealth Management, Inc.) 2010-03-03
Business Corporation (Domestic) Business Name (Business Name: Counsel Wealth Management Group Inc.) 2009-11-13
Registered Office and/or Agent - Business Corporation (Domestic) 1996-11-07
Business Corporation (Domestic) Business Name (Business Name: COUNSEL FINANCIAL, INC.) 1994-11-15
Original Filing - Business Corporation (Domestic) 1987-11-10
Business Corporation (Domestic) Business Name (Business Name: Counsel Financial Planning, Inc.) 1987-11-10

Related by officers

Paul S McCready

Careful Consulting LLC Counsel Financial Planning Inspire To Impact Inspire To Impact SUCCESSFUL MONEY MANAGEMENT SEMINARS OF MINNESOTA

Related by address

No related companies by address

Date of last update: 03 Oct 2024

Sources: Minnesota's Official State Website

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