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  5. Vista Wealth Management, Inc.

Vista Wealth Management, Inc.

Company Details

Name: Vista Wealth Management, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 21 May 2002 (23 years ago)
Company Number: 626728b6-a3d4-e011-a886-001ec94ffe7f
File Number: 12E-429
Registered Office Address: 7509 W 112th Str, Blmgtn, MN 55438–2494, USA
Principal Executive Office Address: 1320 Riverside Lane, Apt 210, Mendota Heights, MN 55118, USA
ZIP code: 55118
County: Dakota County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2023 412044849 2024-04-18 VISTA WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9522019623
Plan sponsor’s address 1320 RIVERSIDE LN, APT 210, MENDOTA HEIGHTS, MN, 55118

Signature of
Role Plan administrator
Date 2024-04-18
Name of individual signing JAMES LUKANICH
Valid signature Filed with authorized/valid electronic signature
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2022 412044849 2023-05-14 VISTA WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9522019623
Plan sponsor’s address 1320 RIVERSIDE LN, APT 210, MENDOTA HEIGHTS, MN, 55118

Signature of
Role Plan administrator
Date 2023-05-14
Name of individual signing JAMES LUKANICH
Valid signature Filed with authorized/valid electronic signature
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2021 412044849 2022-06-14 VISTA WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6512078232
Plan sponsor’s address 2901 METRO DR, STE 206, BLOOMINGTON, MN, 55425

Signature of
Role Plan administrator
Date 2022-06-14
Name of individual signing JAMES LUKANICH
Valid signature Filed with authorized/valid electronic signature
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2020 412044849 2021-06-11 VISTA WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6512078232
Plan sponsor’s address 2901 METRO DR, STE 206, BLOOMINGTON, MN, 55425

Signature of
Role Plan administrator
Date 2021-06-11
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-11
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2019 412044849 2020-05-14 VISTA WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6512078232
Plan sponsor’s address 2901 METRO DR, STE 206, BLOOMINGTON, MN, 55425

Signature of
Role Plan administrator
Date 2020-05-14
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-14
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2018 412044849 2019-05-01 VISTA WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6512078232
Plan sponsor’s address 1550 AMERICAN BLVD E, SUITE 600, BLOOMINGTON, MN, 55425

Signature of
Role Plan administrator
Date 2019-05-01
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2017 412044849 2018-05-30 VISTA WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6512078232
Plan sponsor’s address 860 BLUE GENTIAN RD, SUITE 150, EAGAN, MN, 551211575

Signature of
Role Plan administrator
Date 2018-05-30
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2016 412044849 2017-05-01 VISTA WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6512078232
Plan sponsor’s address 413 WACOUTA STREET, SUITE 340, SAINT PAUL, MN, 551011647

Signature of
Role Plan administrator
Date 2017-05-01
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2015 412044849 2016-05-27 VISTA WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6512078232
Plan sponsor’s address 413 WACOUTA STREET, SUITE 340, SAINT PAUL, MN, 551011647

Signature of
Role Plan administrator
Date 2016-05-16
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature
VISTA WEALTH MANAGEMENT, INC. 401K PLAN 2014 412044849 2015-06-01 VISTA WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 6512078232
Plan sponsor’s address 413 WACOUTA STREET, SUITE 340, SAINT PAUL, MN, 55101

Signature of
Role Plan administrator
Date 2015-05-14
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-14
Name of individual signing JAMES M LUKANICH
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
James M Lukanich Chief Executive Officer 1320 Riverside Lane #210, Mendota Heights, MN 55118–1754, USA

Filing

Filing Name Filing date
Annual Reinstatement - Business Corporation (Domestic) 2023-10-04
Administrative Dissolution - Business Corporation (Domestic) 2023-01-26
Original Filing - Business Corporation (Domestic) (Business Name: Vista Wealth Management, Inc.) 2002-05-21

Related by officers

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Related by address

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Date of last update: 24 Sep 2024

Sources: Minnesota's Official State Website

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