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  5. SHAMROCK WEALTH MANAGEMENT INC.

SHAMROCK WEALTH MANAGEMENT INC.

Company Details

Name: SHAMROCK WEALTH MANAGEMENT INC.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 25 Sep 2015 (9 years ago)
Company Number: f34a32db-9263-e511-b14d-001ec94ffe7f
File Number: 843810800027
Registered Office Address: 8935 HIGHWAY 5, SUITE 1, LAKE ELMO, MN 55042, USA
Principal Executive Office Address: 991 SIBLEY MEMORIAL HWY STE 201, LILYDALE, MN 55118–5116, USA
ZIP code: 55042
County: Washington County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN 2023 475158448 2024-01-10 SHAMROCK WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 6513174330
Plan sponsor’s address 991 SIBLEY MEMORIAL HIGHWAY, LILYDALE, MN, 55118

Signature of
Role Plan administrator
Date 2024-01-10
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-01-10
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN 2022 475158448 2023-02-06 SHAMROCK WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 6513174330
Plan sponsor’s address 991 SIBLEY MEMORIAL HIGHWAY, LILYDALE, MN, 55118

Signature of
Role Plan administrator
Date 2023-02-03
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-02-03
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN 2021 475158448 2022-01-28 SHAMROCK WEALTH MANAGEMENT, INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 6513174330
Plan sponsor’s address 991 SIBLEY MEMORIAL HIGHWAY, SUITE, LILYDALE, MN, 55118

Signature of
Role Plan administrator
Date 2022-01-27
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-01-27
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN 2021 475158448 2022-04-19 SHAMROCK WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 6513174330
Plan sponsor’s address 991 SIBLEY MEMORIAL HIGHWAY, SUITE, LILYDALE, MN, 55118

Signature of
Role Plan administrator
Date 2022-04-19
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-19
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN 2020 475158448 2021-02-11 SHAMROCK WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 6513174330
Plan sponsor’s address 991 SIBLEY MEMORIAL HIGHWAY, SUITE, LILYDALE, MN, 55118

Signature of
Role Plan administrator
Date 2021-02-11
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-02-11
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN 2019 475158448 2020-05-22 SHAMROCK WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 6513174330
Plan sponsor’s address 991 SIBLEY MEMORIAL HIGHWAY, SUITE, LILYDALE, MN, 55118

Signature of
Role Plan administrator
Date 2020-05-22
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-22
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN 2018 475158448 2019-06-12 SHAMROCK WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 6513174330
Plan sponsor’s address 991 SIBLEY MEMORIAL HIGHWAY, SUITE 201, LILYDALE, MN, 55118

Signature of
Role Plan administrator
Date 2019-06-12
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN 2017 475158448 2018-07-16 SHAMROCK WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 6513174330
Plan sponsor’s address 991 SIBLEY MEMORIAL HIGHWAY, SUITE 201, LILYDALE, MN, 55118

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN 2016 475158448 2017-07-05 SHAMROCK WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 6513174330
Plan sponsor’s address 991 SIBLEY MEMORIAL HIGHWAY, SUITE 201, LILYDALE, MN, 55118

Signature of
Role Plan administrator
Date 2017-07-05
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-05
Name of individual signing KURT MAZUR
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
William G Berigan Chief Executive Officer 991 SIBLEY MEMORIAL HWY STE 201, LILYDALE, MN 55118–5116, USA

Filing

Filing Name Filing date
Original Filing - Business Corporation (Domestic) (Business Name: SHAMROCK WEALTH MANAGEMENT INC.) 2015-09-25

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 18 Jan 2025

Sources: Minnesota's Official State Website

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