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  5. Marks Group Wealth Management, Inc.

Marks Group Wealth Management, Inc.

Headquarter

Company Details

Name: Marks Group Wealth Management, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 07 Oct 2008 (16 years ago)
Company Number: df857896-92d4-e011-a886-001ec94ffe7f
File Number: 3037642-2
Registered Office Address: 4350 Baker Rd #245, Mtka, MN 55343, USA
Principal Executive Office Address: 24800 ULYSSES CT NE, ISANTI, MN 55040–4550, United States
ZIP code: 55343
County: Hennepin County
Place of Formation: Minnesota

Links between entities

Type Company Name Company Number State
Headquarter of Marks Group Wealth Management, Inc., ILLINOIS CORP_67881109 ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1802473 4350 BAKER ROAD, SUITE 245, MINNETONKA, MN, 55343 4350 BAKER ROAD, SUITE 245, MINNETONKA, MN, 55343 952 582 6100

Filings since 2024-10-30
Form type 13F-HR
File number 028-19863
Filing date 2024-10-30
Reporting date 2024-09-30
File View File

Filings since 2024-08-15
Form type N-PX
File number 028-19863
Filing date 2024-08-15
Reporting date 2024-06-30
File View File

Filings since 2024-08-14
Form type 13F-HR
File number 028-19863
Filing date 2024-08-14
Reporting date 2024-06-30
File View File

Filings since 2024-04-29
Form type 13F-HR
File number 028-19863
Filing date 2024-04-29
Reporting date 2024-03-31
File View File

Filings since 2024-02-01
Form type 13F-HR
File number 028-19863
Filing date 2024-02-01
Reporting date 2023-12-31
File View File

Filings since 2023-10-30
Form type 13F-HR
File number 028-19863
Filing date 2023-10-30
Reporting date 2023-09-30
File View File

Filings since 2023-07-19
Form type 13F-HR
File number 028-19863
Filing date 2023-07-19
Reporting date 2023-06-30
File View File

Filings since 2023-05-03
Form type 13F-HR
File number 028-19863
Filing date 2023-05-03
Reporting date 2023-03-31
File View File

Filings since 2023-02-06
Form type 13F-HR
File number 028-19863
Filing date 2023-02-06
Reporting date 2022-12-31
File View File

Filings since 2022-11-14
Form type 13F-HR
File number 028-19863
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-08-09
Form type 13F-HR
File number 028-19863
Filing date 2022-08-09
Reporting date 2022-06-30
File View File

Filings since 2022-05-10
Form type 13F-HR
File number 028-19863
Filing date 2022-05-10
Reporting date 2022-03-31
File View File

Filings since 2022-03-03
Form type 13F-HR/A
File number 028-19863
Filing date 2022-03-03
Reporting date 2021-12-31
File View File

Filings since 2022-02-14
Form type 13F-HR
File number 028-19863
Filing date 2022-02-14
Reporting date 2021-12-31
File View File

Filings since 2021-11-15
Form type 13F-HR
File number 028-19863
Filing date 2021-11-15
Reporting date 2021-09-30
File View File

Filings since 2021-08-10
Form type 13F-HR
File number 028-19863
Filing date 2021-08-10
Reporting date 2021-06-30
File View File

Filings since 2021-05-17
Form type 13F-HR
File number 028-19863
Filing date 2021-05-17
Reporting date 2021-03-31
File View File

Filings since 2021-02-08
Form type 13F-HR
File number 028-19863
Filing date 2021-02-08
Reporting date 2020-12-31
File View File

Filings since 2020-11-10
Form type 13F-HR
File number 028-19863
Filing date 2020-11-10
Reporting date 2020-09-30
File View File

Filings since 2020-08-10
Form type 13F-HR
File number 028-19863
Filing date 2020-08-10
Reporting date 2020-06-30
File View File

Filings since 2020-04-23
Form type 13F-HR
File number 028-19863
Filing date 2020-04-23
Reporting date 2020-03-31
File View File

Filings since 2020-02-12
Form type 13F-HR
File number 028-19863
Filing date 2020-02-12
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2022 263675041 2023-10-02 MARKS GROUP WEALTH MANAGEMENT 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826100
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2021 263675041 2022-06-30 MARKS GROUP WEALTH MANAGEMENT 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826100
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2022-06-30
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2020 263675041 2021-09-07 MARKS GROUP WEALTH MANAGEMENT 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826100
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2021-09-07
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2019 263675041 2020-10-06 MARKS GROUP WEALTH MANAGEMENT 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826100
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2018 263675041 2019-04-09 MARKS GROUP WEALTH MANAGEMENT 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826100
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2019-04-09
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2017 263675041 2018-09-12 MARKS GROUP WEALTH MANAGEMENT 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826100
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2018-09-12
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2016 263675041 2017-09-21 MARKS GROUP WEALTH MANAGEMENT 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826102
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2017-09-21
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2015 263675041 2016-08-10 MARKS GROUP WEALTH MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826102
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2016-08-10
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2014 263675041 2015-07-09 MARKS GROUP WEALTH MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826102
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2015-07-09
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature
MARKS GROUP WEALTH MANAGEMENT RETIREMENT PLAN 2013 263675041 2014-07-21 MARKS GROUP WEALTH MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9525826102
Plan sponsor’s address 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2014-07-21
Name of individual signing JOHN FESTE
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Bennett Marks Chief Executive Officer 24800 ULYSSES CT NE, ISANTI, MN 55040–4550, United States of America

Filing

Filing Name Filing date
Amendment - Business Corporation (Domestic)Change of Shares 2015-10-27
Business Corporation (Domestic) Business Name (Business Name: Marks Group Wealth Management, Inc.) 2008-11-13
Registered Office and/or Agent - Business Corporation (Domestic) 2008-11-13
Original Filing - Business Corporation (Domestic) 2008-10-07
Business Corporation (Domestic) Business Name (Business Name: Indigo Wealth Group, Inc.) 2008-10-07

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 25 Dec 2024

Sources: Minnesota's Official State Website

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