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  5. Greenwald Wealth Management, Inc.

Greenwald Wealth Management, Inc.

Company Details

Name: Greenwald Wealth Management, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Inactive
Date formed: 06 Jun 2012 (13 years ago)
Company Number: 6629166b-b7b0-e111-afc0-001ec94ffe7f
File Number: 492200100037
Registered Office Address: 5353 Gamble Drive, Suite 310, St Louis Park, MN 55416, USA
ZIP code: 55416
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GREENWALD WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 455458078 2023-11-18 GREENWALD WEALTH MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417868
Plan sponsor’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416

Signature of
Role Plan administrator
Date 2023-11-18
Name of individual signing JOEL GREENWALD, MD, CFP
Valid signature Filed with authorized/valid electronic signature
GREENWALD WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 455458078 2023-04-26 GREENWALD WEALTH MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417868
Plan sponsor’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416

Signature of
Role Plan administrator
Date 2023-04-26
Name of individual signing JOEL GREENWALD, MD, CFP
Valid signature Filed with authorized/valid electronic signature
GREENWALD WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 455458078 2022-07-18 GREENWALD WEALTH MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417868
Plan sponsor’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing JOEL GREENWALD, MD, CFP
Valid signature Filed with authorized/valid electronic signature
GREENWALD WEALTH MANAGEMENT 401(K) P/S PLAN 2020 455458078 2021-05-26 GREENWALD WEALTH MANAGEMENT 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417868
Plan sponsor’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416

Plan administrator’s name and address
Administrator’s EIN 455458078
Plan administrator’s name GREENWALD WEALTH MANAGEMENT
Plan administrator’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416
Administrator’s telephone number 9526417868

Signature of
Role Plan administrator
Date 2021-05-26
Name of individual signing JOEL GREENWALD
Valid signature Filed with authorized/valid electronic signature
GREENWALD WEALTH MANAGEMENT 401(K) P/S PLAN 2019 455458078 2020-03-09 GREENWALD WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417616
Plan sponsor’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416

Plan administrator’s name and address
Administrator’s EIN 455458078
Plan administrator’s name GREENWALD WEALTH MANAGEMENT
Plan administrator’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416
Administrator’s telephone number 9526417616

Signature of
Role Plan administrator
Date 2020-03-09
Name of individual signing JOEL GREENWALD
Valid signature Filed with authorized/valid electronic signature
GREENWALD WEALTH MANAGEMENT 401(K) P/S PLAN 2018 455458078 2019-04-24 GREENWALD WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417616
Plan sponsor’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416

Plan administrator’s name and address
Administrator’s EIN 455458078
Plan administrator’s name GREENWALD WEALTH MANAGEMENT
Plan administrator’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416
Administrator’s telephone number 9526417616

Signature of
Role Plan administrator
Date 2019-04-24
Name of individual signing JOEL GREENWALD
Valid signature Filed with authorized/valid electronic signature
GREENWALD WEALTH MANAGEMENT 401(K) P/S PLAN 2017 455458078 2018-02-21 GREENWALD WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417616
Plan sponsor’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416

Plan administrator’s name and address
Administrator’s EIN 455458078
Plan administrator’s name GREENWALD WEALTH MANAGEMENT
Plan administrator’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416
Administrator’s telephone number 9526417616

Signature of
Role Plan administrator
Date 2018-02-21
Name of individual signing JOEL GREENWALD
Valid signature Filed with authorized/valid electronic signature
GREENWALD WEALTH MANAGEMENT 401(K) P/S PLAN 2016 455458078 2017-04-12 GREENWALD WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417616
Plan sponsor’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416

Plan administrator’s name and address
Administrator’s EIN 455458078
Plan administrator’s name GREENWALD WEALTH MANAGEMENT
Plan administrator’s address 5353 GAMBLE DR STE 310, MINNEAPOLIS, MN, 55416
Administrator’s telephone number 9526417616

Signature of
Role Plan administrator
Date 2017-04-12
Name of individual signing JOEL GREENWALD
Valid signature Filed with authorized/valid electronic signature
GREENWALD WEALTH MANAGEMENT 401(K) P/S PLAN 2015 455458078 2016-04-01 GREENWALD WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417616
Plan sponsor’s address 1660 S HWY 100 SUITE 270, ST LOUIS PARK, MN, 55416

Plan administrator’s name and address
Administrator’s EIN 455458078
Plan administrator’s name GREENWALD WEALTH MANAGEMENT
Plan administrator’s address 1660 S HWY 100 SUITE 270, ST LOUIS PARK, MN, 55416
Administrator’s telephone number 9526417616

Signature of
Role Plan administrator
Date 2016-04-01
Name of individual signing JOEL GREENWALD
Valid signature Filed with authorized/valid electronic signature
GREENWALD WEALTH MANAGEMENT 401(K) P/S PLAN 2014 455458078 2015-07-07 GREENWALD WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-08-01
Business code 523900
Sponsor’s telephone number 9526417630
Plan sponsor’s address 1660 S HWY 100 SUITE 270, ST LOUIS PARK, MN, 55416

Plan administrator’s name and address
Administrator’s EIN 455458078
Plan administrator’s name GREENWALD WEALTH MANAGEMENT
Plan administrator’s address 1660 S HWY 100 SUITE 270, ST LOUIS PARK, MN, 55416
Administrator’s telephone number 9526417630

Signature of
Role Plan administrator
Date 2015-07-07
Name of individual signing JOEL GREENWALD
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Joel S Greenwald Chief Executive Officer 5353 Gamble Drive, Suite 310, St Louis Park, MN 55416, USA

Filing

Filing Name Filing date
Administrative Dissolution - Business Corporation (Domestic) 2025-01-08
Registered Office and/or Agent - Business Corporation (Domestic) 2016-12-14
Amendment - Business Corporation (Domestic) (Business Name: Greenwald Wealth Management, Inc.) 2012-07-10
Original Filing - Business Corporation (Domestic) (Business Name: Joel Greenwald MD CFP Financial Advisor, Inc.) 2012-06-06

Related by officers

No related officers

Related by address

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Date of last update: 10 Jan 2025

Sources: Minnesota's Official State Website

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