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  5. Integrity Wealth, LLC

Integrity Wealth, LLC

Company Details

Name: Integrity Wealth, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 01 May 2006 (19 years ago)
Company Number: f3868391-8dd4-e011-a886-001ec94ffe7f
File Number: 1826754-2
Registered Office Address: 14850 Scenic Heights Rd #100, Eden Prairie, MN 55344, USA
Principal Executive Office Address: 11985 TECHNOLOGY DR STE 100, EDEN PRAIRIE, MN 55344–3614, USA
ZIP code: 55344
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INTEGRITY WEALTH 401(K) PLAN 2023 454202702 2024-02-27 INTEGRITY WEALTH, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 11985 TECHNOLOGY DRIVE, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2024-02-27
Name of individual signing JEFF COPLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-02-27
Name of individual signing JEFF COPLAN
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH 401(K) PLAN 2022 454202702 2023-07-18 INTEGRITY WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 11985 TECHNOLOGY DRIVE, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2023-07-18
Name of individual signing JACKIE OLSON-MCFARLAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-18
Name of individual signing JACKIE OLSON-MCFARLAND
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH 401(K) PLAN 2021 454202702 2022-01-11 INTEGRITY WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 11985 TECHNOLOGY DRIVE, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2022-01-11
Name of individual signing JEFF COPLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-01-11
Name of individual signing JEFF COPLAN
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH 401(K) PLAN 2020 454202702 2021-02-16 INTEGRITY WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 11985 TECHNOLOGY DRIVE, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2021-02-16
Name of individual signing JEFFREY COPLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-02-16
Name of individual signing JEFFREY COPLAN
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH 401(K) PLAN 2019 454202702 2020-02-06 INTEGRITY WEALTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 11985 TECHNOLOGY DRIVE, SUITE 100, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2020-02-06
Name of individual signing JEFFREY COPLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-02-06
Name of individual signing JEFFREY COPLAN
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH 401(K) PLAN 2018 454202702 2019-02-27 INTEGRITY WEALTH, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 11, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2019-02-27
Name of individual signing JEFFREY A COPLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-02-27
Name of individual signing JEFFREY A COPLAN
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH 401(K) PLAN 2017 454202702 2018-01-26 INTEGRITY WEALTH, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 11, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2018-01-26
Name of individual signing JEFFREY A COPLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-01-26
Name of individual signing JEFFREY A COPLAN
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH 401(K) PLAN 2016 454202702 2017-04-06 INTEGRITY WEALTH, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 11, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2017-04-05
Name of individual signing JEFF COPLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-05
Name of individual signing JEFF COPLAN
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH 401(K) PLAN 2015 454202702 2016-03-21 INTEGRITY WEALTH, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 10, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2016-03-21
Name of individual signing JEFF COPLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-03-21
Name of individual signing JEFF COPLAN
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH 401(K) PLAN 2014 454202702 2015-01-14 INTEGRITY WEALTH, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9529375003
Plan sponsor’s address 14850 SCENIC HEIGHTS ROAD, SUITE 10, EDEN PRAIRIE, MN, 55344

Signature of
Role Plan administrator
Date 2015-01-14
Name of individual signing JEFFREY A COPLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-01-14
Name of individual signing JEFFREY A COPLAN
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Jeffrey Coplan Manager 11985 TECHNOLOGY DR STE 100, EDEN PRAIRIE, MN 55344–3614, USA

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Limited Liability Company (Domestic) Business Name (Business Name: Integrity Wealth, LLC) 2008-03-10
Registered Office and/or Agent - Limited Liability Company (Domestic) 2008-03-10
Original Filing - Limited Liability Company (Domestic) 2006-05-01
Limited Liability Company (Domestic) Business Name (Business Name: Coplan Planning and Asset Management, LLC) 2006-05-01

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 29 Nov 2024

Sources: Minnesota's Official State Website

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