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Physician Wealth Partners

Company Details

Name: Physician Wealth Partners
Jurisdiction: Minnesota
Legal type: Assumed Name
Status: Active / In Good Standing
Date formed: 04 Jan 2022 (3 years ago)
Company Number: 608c9853-a16d-ec11-91b6-00155d32b93a
File Number: 1286225500026
Principal Place of Business Address: 5201 Eden Avenue, Suite 200, Edina, MN 55436–5543, United States
ZIP code: 55436
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PHYSICIAN WEALTH PARTNERS 2023 873925732 2024-09-02 PHYSICIAN WEALTH PARTNERS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-03-01
Business code 541519
Sponsor’s telephone number 7577733331
Plan sponsor’s address 5201 EDEN AVE STE 200, EDINA, MN, 55436

Signature of

Role Plan administrator
Date 2024-09-02
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
PHYSICIAN WEALTH PARTNERS 2022 873925732 2023-09-12 PHYSICIAN WEALTH PARTNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-03-01
Business code 541519
Sponsor’s telephone number 7577733331
Plan sponsor’s address 5201 EDEN AVE STE 200, EDINA, MN, 55436

Signature of

Role Plan administrator
Date 2023-09-12
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature

Aplicant

Name Role Address
Spaabacher LLC Aplicant 5201 Eden Avenue, Suite 200, Edina, Minnesota 55436 – 5543

Filing

Filing Name Filing date
Original Filing - Assumed Name (Business Name: Physician Wealth Partners) 2022-01-04

Date of last update: 30 Nov 2024

Sources: Minnesota's Official State Website