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Heritage Wealth Architects, Inc.

Company Details

Name: Heritage Wealth Architects, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 02 Oct 2017 (7 years ago)
Company Number: 7c987e61-9ea7-e711-8187-00155d01c6c6
File Number: 970548200026
Registered Office Address: 1270 Northland Drive, Suite 120, Mendota Heights, MN 55120, USA
Principal Executive Office Address: 1270 Northland Drive, Suite 120, Mendota Heights, MN 55120, United States
ZIP code: 55120
County: Dakota County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN 2023 822978451 2024-05-14 HERITAGE WEALTH ARCHITECTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 1270 NORTHLAND DRIVE, SUITE 120, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2024-05-14
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-14
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN 2022 822978451 2023-03-24 HERITAGE WEALTH ARCHITECTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 1270 NORTHLAND DRIVE, SUITE 120, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2023-03-24
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-24
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN 2021 822978451 2022-03-08 HERITAGE WEALTH ARCHITECTS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 55 EAST 5TH STREET, SUITE 1020, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2022-03-08
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-03-08
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN 2020 822978451 2021-04-19 HERITAGE WEALTH ARCHITECTS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 55 EAST 5TH STREET, SUITE 1020, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2021-04-19
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-19
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature
HERITAGE WEALTH ARCHITECTS INC 401(K) PLAN 2017 822978451 2018-07-13 HERITAGE WEALTH ARCHITECTS INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541310
Sponsor’s telephone number 6512896444
Plan sponsor’s address 55 E 5TH ST, STE 1020, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2018-07-13
Name of individual signing JAMES KNAPP
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
James S Knapp Chief Executive Officer 1270 Northland Drive, Suite 120, Mendota Heights, Minnesota 55120, USA

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2023-11-03
Annual Reinstatement - Business Corporation (Domestic) 2022-02-07
Administrative Dissolution - Business Corporation (Domestic) 2022-01-26
Merger Survivor - Business Corporation (Domestic) 2017-10-12
Original Filing - Business Corporation (Domestic) (Business Name: Heritage Wealth Architects, Inc.) 2017-10-02

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website