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Carlson Advisors, LLC

Company Details

Name: Carlson Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Inactive
Date formed: 30 Jan 2006 (19 years ago)
Company Number: 62eb7740-a5d4-e011-a886-001ec94ffe7f
File Number: 1691641-2
Registered Office Address: 7101 Northland Circ #123 The Triad, Mpls, MN 55428, USA
Principal Executive Office Address: 7101 Northland Circle, Ste 123, Minneapolis, MN 55428
ZIP code: 55428
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARLSON ADVISORS, LLC 401(K) PLAN 2011 411504933 2012-10-01 CARLSON ADVISORS, LLC 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 541211
Sponsor’s telephone number 7635358150
Plan sponsor’s address 7101 NORTHLAND CIRCLE SUITE 123, MINNEAPOLIS, MN, 55428

Plan administrator’s name and address

Administrator’s EIN 411504933
Plan administrator’s name CARLSON ADVISORS, LLC
Plan administrator’s address 7101 NORTHLAND CIRCLE SUITE 123, MINNEAPOLIS, MN, 55428
Administrator’s telephone number 7635358150

Signature of

Role Plan administrator
Date 2012-10-01
Name of individual signing DAWN POLFLIET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-01
Name of individual signing MEL ENGER
Valid signature Filed with authorized/valid electronic signature
CARLSON ADVISORS, LLC 401(K) PLAN 2010 411504933 2011-10-12 CARLSON ADVISORS, LLC 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 541211
Sponsor’s telephone number 7635358150
Plan sponsor’s address 7101 NORTHLAND CIRCLE SUITE 123, MINNEAPOLIS, MN, 55428

Plan administrator’s name and address

Administrator’s EIN 411504933
Plan administrator’s name CARLSON ADVISORS, LLC
Plan administrator’s address 7101 NORTHLAND CIRCLE SUITE 123, MINNEAPOLIS, MN, 55428
Administrator’s telephone number 7635358150

Signature of

Role Plan administrator
Date 2011-10-06
Name of individual signing DAWN POLFLIET
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-12
Name of individual signing MEL ENGER
Valid signature Filed with authorized/valid electronic signature
CARLSON ADVISORS, LLC 401(K) PLAN 2010 411504933 2011-10-12 CARLSON ADVISORS, LLC 68
Three-digit plan number (PN) 001
Effective date of plan 1992-01-01
Business code 541211
Sponsor’s telephone number 7635358150
Plan sponsor’s address 7101 NORTHLAND CIRCLE SUITE 123, MINNEAPOLIS, MN, 55428

Plan administrator’s name and address

Administrator’s EIN 411504933
Plan administrator’s name CARLSON ADVISORS, LLC
Plan administrator’s address 7101 NORTHLAND CIRCLE SUITE 123, MINNEAPOLIS, MN, 55428
Administrator’s telephone number 7635358150

Signature of

Role Plan administrator
Date 2011-10-06
Name of individual signing DAWN POLFLIET
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-10-12
Name of individual signing MEL ENGER
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Melvin Enger Manager 7101 Northland Circle, Ste 123, Minneapolis, MN 55428

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Administrative Termination - Limited Liability Company (Domestic) 2014-04-21
Consent to Use of Name - Limited Liability Company (Domestic) 2011-11-03
Original Filing - Limited Liability Company (Domestic) 2006-01-30
Limited Liability Company (Domestic) Business Name (Business Name: Carlson Advisors, LLC) 2006-01-30
Limited Liability Company (Domestic) Conversion 2006-01-30

Date of last update: 27 Sep 2024

Sources: Minnesota's Official State Website