Name: | Waypoint Capital Advisors, LLC |
Jurisdiction: | Minnesota |
Legal type: | Limited Liability Company (Domestic) |
Status: | Active / In Good Standing |
Date formed: | 15 May 2019 (6 years ago) |
Company Number: | f3f120fc-4277-e911-9173-00155d01b32c |
File Number: | 1084235300061 |
Registered Office Address: | 600 South Highway 169, Suite 1945, Minneapolis, MN 55426, USA |
Principal Executive Office Address: | 600 Hwy 169 S, Suite 1945, Minneapolis, MN 55426, USA |
ZIP code: | 55426 |
County: | Hennepin County |
Place of Formation: | Minnesota |
CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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1905662 | 600 SOUTH HIGHWAY 169, SUITE 1945, MINNEAPOLIS, MN, 55426 | 600 SOUTH HIGHWAY 169, SUITE 1945, MINNEAPOLIS, MN, 55426 | 612-438-2470 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2024-10-18 |
Reporting date | 2024-09-30 |
File | View File |
Filings since 2024-08-30
Form type | N-PX |
File number | 028-21621 |
Filing date | 2024-08-30 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-07-25
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2024-07-25 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-04-30
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2024-04-30 |
Reporting date | 2024-03-31 |
File | View File |
Filings since 2024-01-22
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2024-01-22 |
Reporting date | 2023-12-31 |
File | View File |
Filings since 2023-10-25
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2023-10-25 |
Reporting date | 2023-09-30 |
File | View File |
Filings since 2023-07-13
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2023-07-13 |
Reporting date | 2023-06-30 |
File | View File |
Filings since 2023-04-13
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2023-04-13 |
Reporting date | 2023-03-31 |
File | View File |
Filings since 2023-01-23
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2023-01-23 |
Reporting date | 2022-12-31 |
File | View File |
Filings since 2022-10-17
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2022-10-17 |
Reporting date | 2022-09-30 |
File | View File |
Filings since 2022-07-18
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2022-07-18 |
Reporting date | 2022-06-30 |
File | View File |
Filings since 2022-04-19
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2022-04-19 |
Reporting date | 2022-03-31 |
File | View File |
Filings since 2022-02-07
Form type | 13F-HR |
File number | 028-21621 |
Filing date | 2022-02-07 |
Reporting date | 2021-12-31 |
File | View File |
Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAYPOINT CAPITAL ADVISORS, LLC 401(K) PLAN | 2023 | 202335284 | 2024-05-10 | WAYPOINT CAPITAL ADVISORS, LLC | 12 | |||||||||||||||||||||||||||||||
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Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2024-05-10 |
Name of individual signing | QIAN LIU |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2020-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 6124383121 |
Plan sponsor’s address | 600 HIGHWAY 169 S STE 1945, MINNEAPOLIS, MN, 55426 |
Plan administrator’s name and address
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2023-05-27 |
Name of individual signing | CHRISTINE RIMER |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2020-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 6124383121 |
Plan sponsor’s address | 600 HIGHWAY 169 S STE 1945, MINNEAPOLIS, MN, 55426 |
Plan administrator’s name and address
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2022-05-31 |
Name of individual signing | CHRISTINE RIMER |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2020-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 6124383121 |
Plan sponsor’s address | 600 HIGHWAY 169 S STE 1945, MINNEAPOLIS, MN, 55426 |
Plan administrator’s name and address
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2021-04-27 |
Name of individual signing | CAROL HO |
Valid signature | Filed with authorized/valid electronic signature |
Name | Role | Address |
---|---|---|
Jon Kennedy | Manager | 600 Hwy 169 S, Suite 1945, Minneapolis, MN 55426, USA |
Name | Role |
---|---|
David Baratta | Agent |
Filing Name | Filing date |
---|---|
Registered Office and/or Agent - Limited Liability Company (Domestic) | 2020-12-09 |
Original Filing - Limited Liability Company (Domestic) (Business Name: Waypoint Capital Advisors, LLC) | 2019-05-15 |
Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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6395567010 | 2020-04-06 | 0508 | PPP | 600 HIGHWAY 169, MINNEAPOLIS, MN, 55426-1205 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 29 Dec 2024
Sources: Minnesota's Official State Website