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  5. R.A. Morton & Associates, LLC

R.A. Morton & Associates, LLC

Company Details

Name: R.A. Morton & Associates, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 27 Jun 2019 (6 years ago)
Company Number: 763f90f0-e498-e911-9176-00155d01b32c
File Number: 1090729000023
Registered Office Address: 333 South Seventh Street, Suite 2600, Minneapolis, MN 55402, USA
Principal Executive Office Address: 101 1ST ST SE, LITTLE FALLS, MN 56345–3001, USA
ZIP code: 55402
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
R.A. MORTON & ASSOCIATES, LLC 401(K) PLAN 2023 842245683 2024-06-17 R.A. MORTON & ASSOCIATES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531120
Sponsor’s telephone number 3202510262
Plan sponsor’s address 3315 ROOSEVELT ROAD, SUITE 100, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2024-06-17
Name of individual signing PRESTON EUERLE
Valid signature Filed with authorized/valid electronic signature
R.A. MORTON & ASSOCIATES, LLC 401(K) PLAN 2022 842245683 2023-10-04 R.A. MORTON & ASSOCIATES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531120
Sponsor’s telephone number 3202510262
Plan sponsor’s address 3315 ROOSEVELT ROAD, SUITE 100, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2023-10-04
Name of individual signing PRESTON EUERLE
Valid signature Filed with authorized/valid electronic signature
R. A. MORTON & ASSOCIATES, LLC 401(K) PLAN 2021 842245683 2022-07-12 R. A. MORTON & ASSOCIATES, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531120
Sponsor’s telephone number 3202510262
Plan sponsor’s address 3315 ROOSEVELT RD SUITE 100, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2022-07-12
Name of individual signing PRESTON EUERLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-12
Name of individual signing PRESTON EUERLE
Valid signature Filed with authorized/valid electronic signature
R. A. MORTON & ASSOCIATES, LLC 401(K) PLAN 2020 842245683 2021-01-26 R. A. MORTON & ASSOCIATES, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531120
Sponsor’s telephone number 3202510262
Plan sponsor’s address 3315 ROOSEVELT RD SUITE 100, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2021-01-26
Name of individual signing PRESTON EUERLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-01-26
Name of individual signing PRESTON EUERLE
Valid signature Filed with authorized/valid electronic signature
R. A. MORTON & ASSOCIATES, LLC 401(K) PLAN 2019 842245683 2020-02-14 R. A. MORTON & ASSOCIATES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531120
Sponsor’s telephone number 3202510262
Plan sponsor’s address 3315 ROOSEVELT RD SUITE 100, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2020-02-14
Name of individual signing PRESTON EUERLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-02-14
Name of individual signing PRESTON EUERLE
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Louis P Fillippi Manager 101 1ST ST SE, LITTLE FALLS, MN 56345–3001, USA

Filing

Filing Name Filing date
Amendment - Limited Liability Company (Domestic) (Business Name: R.A. Morton & Associates, LLC) 2019-08-30
Original Filing - Limited Liability Company (Domestic) (Business Name: RAM Acquisition Company, LLC) 2019-06-27

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No related officers

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333 South Seventh Street, Suite 2600, Minneapolis, MN 55402, USA

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Date of last update: 29 Dec 2024

Sources: Minnesota's Official State Website

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