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Echo Wealth Management, LLC

Company Details

Name: Echo Wealth Management, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 01 Dec 2014 (10 years ago)
Company Number: 793478f8-3b7a-e411-ae63-001ec94ffe7f
File Number: 796714100029
Registered Office Address: 3033 Campus Drive, Suite N145, Plymouth, MN 55441, USA
Principal Executive Office Address: 3033 Campus Drive, Suite N145, Plymouth, MN 55441–2686, USA
ZIP code: 55441
County: Hennepin County
Place of Formation: Minnesota

Central Index Key

CIK number Mailing Address Business Address Phone
1846994 3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441 3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441 763-432-7875

Filings since 2024-10-21

Form type 13F-HR
File number 028-21057
Filing date 2024-10-21
Reporting date 2024-09-30
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Filings since 2024-08-02

Form type N-PX
File number 028-21057
Filing date 2024-08-02
Reporting date 2024-06-30
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Filings since 2024-07-17

Form type 13F-HR
File number 028-21057
Filing date 2024-07-17
Reporting date 2024-06-30
File View File

Filings since 2024-04-22

Form type 13F-HR
File number 028-21057
Filing date 2024-04-22
Reporting date 2024-03-31
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Filings since 2024-01-17

Form type 13F-HR
File number 028-21057
Filing date 2024-01-17
Reporting date 2023-12-31
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Filings since 2023-10-20

Form type 13F-HR
File number 028-21057
Filing date 2023-10-20
Reporting date 2023-09-30
File View File

Filings since 2023-07-31

Form type 13F-HR
File number 028-21057
Filing date 2023-07-31
Reporting date 2023-06-30
File View File

Filings since 2023-04-28

Form type 13F-HR
File number 028-21057
Filing date 2023-04-28
Reporting date 2023-03-31
File View File

Filings since 2023-01-31

Form type 13F-HR
File number 028-21057
Filing date 2023-01-31
Reporting date 2022-12-31
File View File

Filings since 2022-11-14

Form type 13F-HR
File number 028-21057
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-07-29

Form type 13F-HR
File number 028-21057
Filing date 2022-07-29
Reporting date 2022-06-30
File View File

Filings since 2022-05-16

Form type 13F-HR
File number 028-21057
Filing date 2022-05-16
Reporting date 2022-03-31
File View File

Filings since 2022-01-18

Form type 13F-HR
File number 028-21057
Filing date 2022-01-18
Reporting date 2021-12-31
File View File

Filings since 2021-10-22

Form type 13F-HR
File number 028-21057
Filing date 2021-10-22
Reporting date 2021-09-30
File View File

Filings since 2021-07-14

Form type 13F-HR
File number 028-21057
Filing date 2021-07-14
Reporting date 2021-06-30
File View File

Filings since 2021-04-07

Form type 13F-HR
File number 028-21057
Filing date 2021-04-07
Reporting date 2021-03-31
File View File

Filings since 2021-02-22

Form type 13F-HR
File number 028-21057
Filing date 2021-02-22
Reporting date 2020-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ECHO WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN 2023 472753114 2024-07-31 ECHO WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2024-07-31
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
ECHO WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN 2022 472753114 2024-02-27 ECHO WEALTH MANAGEMENT, LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2024-02-26
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
ECHO WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN 2022 472753114 2023-10-09 ECHO WEALTH MANAGEMENT, LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2023-10-09
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
ECHO WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN 2022 472753114 2024-02-29 ECHO WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2024-02-29
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
ECHO WEALTH MANAGEMENT 401(K) PLAN 2021 472753114 2022-06-21 ECHO WEALTH MANAGEMENT LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2022-06-21
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
ECHO WEALTH MANAGEMENT 401(K) PLAN 2021 472753114 2024-01-11 ECHO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2024-01-11
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
ECHO WEALTH MANAGEMENT 401(K) PLAN 2020 472753114 2021-09-23 ECHO WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2021-09-23
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
ECHO WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN 2019 472753114 2020-07-16 ECHO WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE STE. N145, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2020-07-16
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
ECHO WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN 2018 472753114 2019-04-27 ECHO WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE STE. W120, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2019-04-27
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
ECHO WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN 2017 472753114 2018-05-14 ECHO WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 7634327875
Plan sponsor’s address 3033 CAMPUS DRIVE SUITE W120, PLYMOUTH, MN, 55441

Signature of

Role Plan administrator
Date 2018-05-14
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-14
Name of individual signing FANG ECHO HUANG
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Fang Echo Huang Manager 3033 Campus Drive, Suite N145, Plymouth, MN 55441–2686, USA

Agent

Name Role
Fang Echo Huang Agent

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2015-06-24
Original Filing - Limited Liability Company (Domestic) (Business Name: Echo Wealth Management, LLC) 2014-12-01

Date of last update: 25 Sep 2024

Sources: Minnesota's Official State Website