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  5. True Wealth Advisors Group, Inc.

True Wealth Advisors Group, Inc.

Company Details

Name: True Wealth Advisors Group, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 27 May 1999 (26 years ago)
Company Number: a11e813c-b6d4-e011-a886-001ec94ffe7f
File Number: 10R-822
Registered Office Address: 634 W. Bridge St. Ste A, Owatonna, MN 55060, USA
Principal Executive Office Address: 634 West Bridge Street Ste A, PO Box 522, Owatonna, MN 55060, United States
ZIP code: 55060
County: Steele County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRUE WEALTH ADVISORS GROUP, IINC 401K PS PLAN 2023 411942054 2024-07-11 TRUE WEALTH ADVISORS GROUP INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5074511991
Plan sponsor’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 550600522

Signature of
Role Plan administrator
Date 2024-07-11
Name of individual signing MICHELE VOEGELE
Valid signature Filed with authorized/valid electronic signature
TRUE WEALTH ADVISORS GROUP, INC. 401(K) P/S PLAN 2022 411942054 2023-08-15 TRUE WEALTH ADVISORS GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5072100910
Plan sponsor’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060

Plan administrator’s name and address
Administrator’s EIN 411942054
Plan administrator’s name TRUE WEALTH ADVISORS GROUP, INC.
Plan administrator’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060
Administrator’s telephone number 5072100910

Signature of
Role Plan administrator
Date 2023-08-15
Name of individual signing BRENDA CLAEYS
Valid signature Filed with authorized/valid electronic signature
TRUE WEALTH ADVISORS GROUP, INC. 401(K) P/S PLAN 2021 411942054 2022-12-07 TRUE WEALTH ADVISORS GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5074511991
Plan sponsor’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060

Plan administrator’s name and address
Administrator’s EIN 411942054
Plan administrator’s name TRUE WEALTH ADVISORS GROUP, INC.
Plan administrator’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060
Administrator’s telephone number 5074511991

Signature of
Role Plan administrator
Date 2022-12-07
Name of individual signing BRENDA CLAEYS
Valid signature Filed with authorized/valid electronic signature
TRUE WEALTH ADVISORS GROUP, INC. 401(K) P/S PLAN 2020 411942054 2021-08-25 TRUE WEALTH ADVISORS GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5074511991
Plan sponsor’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060

Plan administrator’s name and address
Administrator’s EIN 411942054
Plan administrator’s name TRUE WEALTH ADVISORS GROUP, INC.
Plan administrator’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060
Administrator’s telephone number 5074511991

Signature of
Role Plan administrator
Date 2021-08-25
Name of individual signing BRENDA CLAEYS
Valid signature Filed with authorized/valid electronic signature
TRUE WEALTH ADVISORS GROUP, INC. 401(K) P/S PLAN 2019 411942054 2020-09-24 TRUE WEALTH ADVISORS GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5074511991
Plan sponsor’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060

Plan administrator’s name and address
Administrator’s EIN 411942054
Plan administrator’s name TRUE WEALTH ADVISORS GROUP, INC.
Plan administrator’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060
Administrator’s telephone number 5074511991

Signature of
Role Plan administrator
Date 2020-09-24
Name of individual signing BRENDA CLAEYS
Valid signature Filed with authorized/valid electronic signature
TRUE WEALTH ADVISORS GROUP, INC. 401(K) P/S PLAN 2018 411942054 2019-05-23 TRUE WEALTH ADVISORS GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5074511991
Plan sponsor’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060

Plan administrator’s name and address
Administrator’s EIN 411942054
Plan administrator’s name TRUE WEALTH ADVISORS GROUP, INC.
Plan administrator’s address 634 W BRIDGE ST STE A, PO BOX 522, OWATONNA, MN, 55060
Administrator’s telephone number 5074511991

Signature of
Role Plan administrator
Date 2019-05-23
Name of individual signing BRENDA CLAEYS
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Cindy J O'Meara Chief Executive Officer 634 West Bridge Street Ste A, PO Box 522, Owatonna, MN 55060, United States

Filing

Filing Name Filing date
Annual Reinstatement - Business Corporation (Domestic) 2020-05-29
Administrative Dissolution Name Hold Release - Business Corporation (Domestic) 2014-02-26
Administrative Dissolution - Business Corporation (Domestic) 2013-02-25
Business Corporation (Domestic) Business Name (Business Name: True Wealth Advisors Group, Inc.) 2008-07-24
Registered Office and/or Agent - Business Corporation (Domestic) 2005-06-17
Business Corporation (Domestic) Business Name (Business Name: Cindy's Financial Services, Inc.) 2001-08-06
Original Filing - Business Corporation (Domestic) 1999-05-27
Business Corporation (Domestic) Business Name (Business Name: CINDY SCHOLLJEGERDES & CO. INC.) 1999-05-27

Related by officers

No related officers

Related by address

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Date of last update: 02 Oct 2024

Sources: Minnesota's Official State Website

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