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  5. Carlson & Jones, P.A.

Carlson & Jones, P.A.

Company Details

Name: Carlson & Jones, P.A.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 11 Jan 2001 (24 years ago)
Company Number: d824b1bc-b4d4-e011-a886-001ec94ffe7f
File Number: 11M-183
Registered Office Address: 11674 Wayzata Blvd, Mtka, MN 55305, USA
Principal Executive Office Address: 215 HIGHWAY 55 E STE 201, BUFFALO, MN 55313–5901, USA
ZIP code: 55305
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARLSON & JONES CASH BALANCE PLAN 2023 411991335 2024-07-15 CARLSON & JONES, P.A. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-15
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & JONES CASH BALANCE PLAN 2023 411991335 2024-07-15 CARLSON & JONES, P.A. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-15
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & JONES 401(K) PLAN 2023 411991335 2024-08-29 CARLSON & JONES, P.A. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2024-08-29
Name of individual signing JOHN J. CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-29
Name of individual signing JOHN J. CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & JONES 401(K) PLAN 2022 411991335 2023-07-25 CARLSON & JONES, P.A. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2023-07-25
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-25
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & JONES CASH BALANCE PLAN 2022 411991335 2023-10-10 CARLSON & JONES, P.A. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-10
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & JONES CASH BALANCE PLAN 2021 411991335 2022-07-12 CARLSON & JONES, P.A. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2022-07-12
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-12
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & JONES 401(K) PLAN 2021 411991335 2022-07-11 CARLSON & JONES, P.A. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2022-07-06
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-06
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & JONES 401(K) PLAN 2020 411991335 2021-04-29 CARLSON & JONES, P.A. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2021-04-29
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-29
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & JONES CASH BALANCE PLAN 2020 411991335 2021-06-07 CARLSON & JONES, P.A. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2021-06-07
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-07
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & JONES CASH BALANCE PLAN 2019 411991335 2020-08-17 CARLSON & JONES, P.A. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541110
Sponsor’s telephone number 9636822220
Plan sponsor’s address 215 EAST HWY. 55 #201, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2020-08-12
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-12
Name of individual signing JOHN CARLSON
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
John J Carlson Chief Executive Officer 215 HIGHWAY 55 E STE 201, BUFFALO, MN 55313–5901, USA

Agent

Name Role
John J Carlson Agent

Filing

Filing Name Filing date
Annual Reinstatement - Business Corporation (Domestic) 2018-06-06
Administrative Dissolution - Business Corporation (Domestic) 2018-03-13
Original Filing - Business Corporation (Domestic) (Business Name: Carlson & Jones, P.A.)Professional Service - Law 2001-01-11

Related by officers

John J Carlson

Concept Networks

Related by address

11674 Wayzata Blvd, Mtka, MN 55305, USA

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Date of last update: 23 Dec 2024

Sources: Minnesota's Official State Website

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