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Carly Carlson, CPA, LLC

Company Details

Name: Carly Carlson, CPA, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 08 Aug 2019 (5 years ago)
Company Number: 9ab566df-09ba-e911-9179-00155d01b32c
File Number: 1095776400028
Registered Office Address: 1660 S. Highway 100, STE 500A, St. Louis Park, MN 55416, USA
Principal Executive Office Address: 8444 LITTLE RD, BLOOMINGTON, MN 55437–1302, United States
ZIP code: 55416
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WE TEAM LLC 401(K) PLAN 2023 384125555 2024-04-29 CARLY CARLSON CPA LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-10-01
Business code 541219
Sponsor’s telephone number 5038080875
Plan sponsor’s address 8444 LITTLE RD, MINNEAPOLIS, MN, 55437

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-04-29
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
WE TEAM LLC 401(K) PLAN 2022 384125555 2023-05-27 CARLY CARLSON CPA LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-10-01
Business code 541219
Sponsor’s telephone number 5038080875
Plan sponsor’s address 8444 LITTLE RD, MINNEAPOLIS, MN, 55437

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Carly J Carlson Manager 8444 LITTLE RD, BLOOMINGTON, MN 55437–1302, United States

Agent

Name Role
Registered Agents Inc. Agent

Filing

Filing Name Filing date
Annual Reinstatement - Limited Liability Company (Domestic) 2021-02-22
Administrative Termination - Limited Liability Company (Domestic) 2021-02-18
Amendment - Limited Liability Company (Domestic) (Business Name: Carly Carlson, CPA, LLC)Election to Become a Professional Firm Professional Service - Accountancy 2020-10-09
Original Filing - Limited Liability Company (Domestic) (Business Name: WE Team LLC) 2019-08-08

Date of last update: 23 Dec 2024

Sources: Minnesota's Official State Website