| Name: | Scott Wealth Planning LLC |
| Jurisdiction: | Minnesota |
| Legal type: | Limited Liability Company (Domestic) |
| Status: | Active / In Good Standing |
| Date formed: | 14 Sep 2019 (5 years ago) |
| Company Number: | 6f5972a2-ecd6-e911-9184-00155d01b4fc |
| File Number: | 1101582300022 |
| Registered Office Address: | 915 Main Street, Suite 2, Hopkins, MN 55343, USA |
| Principal Executive Office Address: | STE 405, 11100 WAYZATA BLVD, MINNETONKA, MN 55305–5533, USA |
| ZIP code: | 55343 |
| County: | Hennepin County |
| Place of Formation: | Minnesota |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT WEALTH PLANNING 401(K) PLAN | 2023 | 843099360 | 2024-06-19 | SCOTT WEALTH PLANNING, LLC | 4 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-06-19 |
| Name of individual signing | RYAN SCOTT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-06-19 |
| Name of individual signing | RYAN SCOTT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-07-15 |
| Business code | 523110 |
| Sponsor’s telephone number | 3202532730 |
| Plan sponsor’s address | 3812 8TH ST. N, SUITE 100, ST. CLOUD, MN, 563031417 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-13 |
| Name of individual signing | RYAN SCOTT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-10-13 |
| Name of individual signing | RYAN SCOTT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-07-15 |
| Business code | 523110 |
| Sponsor’s telephone number | 3202532730 |
| Plan sponsor’s address | 3812 8TH ST. N, SUITE 100, ST. CLOUD, MN, 563031417 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-17 |
| Name of individual signing | RYAN SCOTT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-10-17 |
| Name of individual signing | RYAN SCOTT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-07-15 |
| Business code | 523110 |
| Sponsor’s telephone number | 3202532730 |
| Plan sponsor’s address | 3812 8TH ST. N, SUITE 100, ST. CLOUD, MN, 56303 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-02 |
| Name of individual signing | RYAN SCOTT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-07-02 |
| Name of individual signing | RYAN SCOTT |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Ryan Patrick Scott | Manager | 1348 REST POINT CIR, MOUND, MN 55364–9618, USA |
| Name | Role |
|---|---|
| United States Corporation Agents, Inc. | Agent |
| Filing Name | Filing date |
|---|---|
| Annual Reinstatement - Limited Liability Company (Domestic) | 2024-09-30 |
| Administrative Termination - Limited Liability Company (Domestic) | 2021-02-18 |
| Original Filing - Limited Liability Company (Domestic) (Business Name: Scott Wealth Planning LLC) | 2019-09-14 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 9522827209 | 2020-04-28 | 0508 | PPP | 131 6th Ave S Suite 150, Waite Park, MN, 56387 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 04 Jan 2025
Sources: Minnesota's Official State Website
