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  5. Secured Retirement Associates, LLC

Secured Retirement Associates, LLC

Company Details

Name: Secured Retirement Associates, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 04 May 2007 (18 years ago)
Company Number: aba3beb7-8fd4-e011-a886-001ec94ffe7f
File Number: 2343571-3
Registered Office Address: 6121 Excelsior Blvd, St Louis Park, MN 55416, USA
Principal Executive Office Address: 6121 EXCELSIOR BLVD, ST LOUIS PARK, MN 55416–2703, USA
ZIP code: 55416
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SECURED RETIREMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2023 061816616 2024-03-04 SECURED RETIREMENT ASSOCIATES, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9524603260
Plan sponsor’s address 6121 EXCELSIOR BLVD, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2024-03-04
Name of individual signing JOSEPH LUCEY
Valid signature Filed with authorized/valid electronic signature
SECURED RETIREMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2022 061816616 2023-03-13 SECURED RETIREMENT ASSOCIATES, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9524603260
Plan sponsor’s address 6121 EXCELSIOR BLVD, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2023-03-13
Name of individual signing JOSEPH LUCEY
Valid signature Filed with authorized/valid electronic signature
SECURED RETIREMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2021 061816616 2022-02-16 SECURED RETIREMENT ASSOCIATES, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9524603260
Plan sponsor’s address 6121 EXCELSIOR BLVD, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2022-02-16
Name of individual signing JOSEPH LUCEY
Valid signature Filed with authorized/valid electronic signature
SECURED RETIREMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2020 061816616 2021-08-24 SECURED RETIREMENT ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9524603260
Plan sponsor’s address 6121 EXCELSIOR BLVD., ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2021-08-24
Name of individual signing JOSEPH LUCEY
Valid signature Filed with authorized/valid electronic signature
SECURED RETIREMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2019 061816616 2020-04-15 SECURED RETIREMENT ASSOCIATES, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9524603260
Plan sponsor’s address 5775 WAYZATA BLVD., SUITE 830, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2020-04-15
Name of individual signing JOSEPH LUCEY
Valid signature Filed with authorized/valid electronic signature
SECURED RETIREMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2018 061816616 2019-02-21 SECURED RETIREMENT ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9524603260
Plan sponsor’s address 5775 WAYZATA BLVD., SUITE 830, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2019-02-21
Name of individual signing JOSEPH LUCEY
Valid signature Filed with authorized/valid electronic signature
SECURED RETIREMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2017 061816616 2018-02-09 SECURED RETIREMENT ASSOCIATES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9524603260
Plan sponsor’s address 5775 WAYZATA BLVD., SUITE 830, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2018-02-09
Name of individual signing JOSEPH LUCEY
Valid signature Filed with authorized/valid electronic signature
SECURED RETIREMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 061816616 2017-07-05 SECURED RETIREMENT ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9524603260
Plan sponsor’s address 5775 WAYZATA BLVD., SUITE 830, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2017-07-05
Name of individual signing JOSEPH LUCEY
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Joseph Lucey Manager 6121 EXCELSIOR BLVD, ST LOUIS PARK, MN 55416–2703, USA

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Amendment - Limited Liability Company (Domestic) 2014-03-31
Registered Office and/or Agent - Limited Liability Company (Domestic) 2008-09-17
Original Filing - Limited Liability Company (Domestic) 2007-05-04
Limited Liability Company (Domestic) Business Name (Business Name: Secured Retirement Associates, LLC) 2007-05-04

Related by officers

Joseph Lucey

Flannery Lucey Properties II, LLC Secured Retirement Advisors, LLC

Related by address

6121 Excelsior Blvd, St Louis Park, MN 55416, USA

Flannery Lucey Properties II, LLC Secured Retirement Advisors, LLC Secured Retirement Radio SRA Marketing, Inc. Secured Retirement Financial Christian Youth Marketing, Inc.

6121 EXCELSIOR BLVD, ST LOUIS PARK, MN 55416–2703, USA

Flannery Lucey Properties I, LLC

Date of last update: 31 Dec 2024

Sources: Minnesota's Official State Website

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