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  5. Align Financial LLC

Align Financial LLC

Company Details

Name: Align Financial LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 31 Mar 2017 (8 years ago)
Company Number: de90a44f-3c16-e711-8175-00155d01c6a8
File Number: 943678500029
Registered Office Address: 4960 Miller Trunk Hwy., Ste. 600, Hermantown, MN 55811, USA
ZIP code: 55811
County: St. Louis County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALIGN FINANCIAL, LLC 401(K) P/S PLAN 2023 821042337 2024-06-28 ALIGN FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-03-31
Business code 523900
Sponsor’s telephone number 2183362506
Plan sponsor’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811

Signature of
Role Plan administrator
Date 2024-06-28
Name of individual signing TANYA L NICHOLS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-28
Name of individual signing TANYA L NICHOLS
Valid signature Filed with authorized/valid electronic signature
ALIGN FINANCIAL, LLC 401(K) P/S PLAN 2022 821042337 2023-03-21 ALIGN FINANCIAL, LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2017-03-31
Business code 523900
Sponsor’s telephone number 2183362506
Plan sponsor’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811

Plan administrator’s name and address
Administrator’s EIN 821042337
Plan administrator’s name ALIGN FINANCIAL, LLC
Plan administrator’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811
Administrator’s telephone number 2183362506

Signature of
Role Plan administrator
Date 2023-03-21
Name of individual signing TANYA NICHOLS
Valid signature Filed with authorized/valid electronic signature
ALIGN FINANCIAL, LLC 401(K) P/S PLAN 2022 821042337 2023-04-17 ALIGN FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-03-31
Business code 523900
Sponsor’s telephone number 2183362506
Plan sponsor’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811

Plan administrator’s name and address
Administrator’s EIN 821042337
Plan administrator’s name ALIGN FINANCIAL, LLC
Plan administrator’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811
Administrator’s telephone number 2183362506

Signature of
Role Plan administrator
Date 2023-04-17
Name of individual signing TANYA NICHOLS
Valid signature Filed with authorized/valid electronic signature
ALIGN FINANCIAL, LLC 401(K) P/S PLAN 2021 821042337 2022-07-01 ALIGN FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-03-31
Business code 523900
Sponsor’s telephone number 2183362506
Plan sponsor’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811

Plan administrator’s name and address
Administrator’s EIN 821042337
Plan administrator’s name ALIGN FINANCIAL, LLC
Plan administrator’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811
Administrator’s telephone number 2183362506

Signature of
Role Plan administrator
Date 2022-07-01
Name of individual signing TANYA NICHOLS
Valid signature Filed with authorized/valid electronic signature
ALIGN FINANCIAL, LLC 401(K) P/S PLAN 2020 821042337 2021-06-02 ALIGN FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-03-31
Business code 523900
Sponsor’s telephone number 2183362506
Plan sponsor’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811

Plan administrator’s name and address
Administrator’s EIN 821042337
Plan administrator’s name ALIGN FINANCIAL, LLC
Plan administrator’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811
Administrator’s telephone number 2183362506

Signature of
Role Plan administrator
Date 2021-06-02
Name of individual signing TANYA NICHOLS
Valid signature Filed with authorized/valid electronic signature
ALIGN FINANCIAL, LLC 401(K) P/S PLAN 2019 821042337 2020-06-08 ALIGN FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-03-31
Business code 523900
Sponsor’s telephone number 2183362506
Plan sponsor’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811

Plan administrator’s name and address
Administrator’s EIN 821042337
Plan administrator’s name ALIGN FINANCIAL, LLC
Plan administrator’s address 4960 MILLER TRUNK HWY STE 600, HERMANTOWN, MN, 55811
Administrator’s telephone number 2183362506

Signature of
Role Plan administrator
Date 2020-06-08
Name of individual signing TANYA NICHOLS
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Tanya Nichols Manager 4960 Miller Trunk Hwy., Ste. 600, Hermantown, MN 55811, USA

Agent

Name Role
Tanya L Nichols Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Limited Liability Company (Domestic) 2021-06-15
Original Filing - Limited Liability Company (Domestic) (Business Name: Align Financial LLC) 2017-03-31

Related by officers

Tanya Nichols

align financial Align Financial Planning

Related by address

No related companies by address

Date of last update: 24 Sep 2024

Sources: Minnesota's Official State Website

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