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ProWealth Financial

Company Details

Name: ProWealth Financial
Jurisdiction: Minnesota
Legal type: Assumed Name
Status: Active / In Good Standing
Date formed: 26 Aug 2015 (9 years ago)
Company Number: 9db5b2e1-154c-e511-b14d-001ec94ffe7f
File Number: 838930700024
Principal Place of Business Address: 101 Broadway Street W, Maple Grove, MN 55369, USA
ZIP code: 55369
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PROWEALTH FINANCIAL 401(K) PLAN 2023 461396537 2024-05-09 PROWEALTH FINANCIAL 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525990
Sponsor’s telephone number 7632999400
Plan sponsor’s address 101 BROADWAY STREET WEST, MAPLE GROVE, MN, 55369

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 2024-05-09
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
PROWEALTH FINANCIAL 401(K) PLAN 2022 461396537 2023-05-27 PROWEALTH FINANCIAL 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525990
Sponsor’s telephone number 7632999400
Plan sponsor’s address 101 BROADWAY STREET WEST, MAPLE GROVE, MN, 55369

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
PROWEALTH FINANCIAL 401(K) PLAN 2021 461396537 2022-06-02 PROWEALTH FINANCIAL 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525990
Sponsor’s telephone number 7634977308
Plan sponsor’s address 8752 MONTICELLO LN. N, MAPLE GROVE, MN, 55369

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-06-02
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
PROWEALTH FINANCIAL 401(K) PLAN 2020 461396537 2021-05-18 PROWEALTH FINANCIAL 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525990
Sponsor’s telephone number 7634977308
Plan sponsor’s address 8752 MONTICELLO LN. N, MAPLE GROVE, MN, 55369

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-05-18
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
PROWEALTH FINANCIAL 401(K) PLAN 2019 461396537 2020-05-15 PROWEALTH FINANCIAL 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 525990
Sponsor’s telephone number 7634977308
Plan sponsor’s address 8752 MONTICELLO LN. N, MAPLE GROVE, MN, 55369

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-05-15
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Aplicant

Name Role Address
Fossum Financial LLC Aplicant 101 Broadway Street W, Maple Grove, MN 55369

Filing

Filing Name Filing date
Amendment - Assumed Name 2024-10-01
Annual Reinstatement - Assumed Name 2020-01-17
Administrative Expiration - Assumed Name 2019-03-11
Original Filing - Assumed Name (Business Name: ProWealth Financial) 2015-08-26

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 03 Jan 2025

Sources: Minnesota's Official State Website

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