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  5. Total Wealth Advisors, LLC

Total Wealth Advisors, LLC

Company Details

Name: Total Wealth Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 22 May 2012 (13 years ago)
Company Number: f83128fc-81a4-e111-afc0-001ec94ffe7f
File Number: 490226000020
Registered Office Address: 80 South 8th Street, Suite 4900, Minneapolis, MN 55402, USA
Principal Executive Office Address: 809 MAINSTREET, HOPKINS, MN 55343–7626, USA
ZIP code: 55402
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TOTAL WEALTH ADVISORS, LLC 401(K) PLAN 2023 455383775 2024-10-08 TOTAL WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6122949208
Plan sponsor’s address 809 MAINSTREET, HOPKINS, MN, 55343

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature
TOTAL WEALTH ADVISORS, LLC 401(K) PLAN 2022 455383775 2023-10-11 TOTAL WEALTH ADVISORS, LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6122949208
Plan sponsor’s address 80 SOUTH 8TH STREET, SUITE 4900, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-11
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature
TOTAL WEALTH ADVISORS, LLC 401(K) PLAN 2022 455383775 2024-10-08 TOTAL WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6122949208
Plan sponsor’s address 809 MAINSTREET, HOPKINS, MN, 55343

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing PAUL J MCCOY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing PAUL J MCCOY
Valid signature Filed with authorized/valid electronic signature
TOTAL WEALTH ADVISORS, LLC CASH BALANCE PLAN 2022 455383775 2023-09-22 TOTAL WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6122949208
Plan sponsor’s address 80 SOUTH 8TH STREET, SUITE 4900, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-21
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature
TOTAL WEALTH ADVISORS, LLC 401(K) PLAN 2021 455383775 2022-10-03 TOTAL WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6122949208
Plan sponsor’s address 80 SOUTH 8TH STREET, SUITE 4900, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing PAUL J MCCOY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-03
Name of individual signing PAUL J MCCOY
Valid signature Filed with authorized/valid electronic signature
TOTAL WEALTH ADVISORS, LLC CASH BALANCE PLAN 2021 455383775 2022-10-03 TOTAL WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6122949208
Plan sponsor’s address 80 SOUTH 8TH STREET, SUITE 4900, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing PAUL J MCCOY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-03
Name of individual signing PAUL J MCCOY
Valid signature Filed with authorized/valid electronic signature
TOTAL WEALTH ADVISORS, LLC CASH BALANCE PLAN 2020 455383775 2021-10-05 TOTAL WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6122949208
Plan sponsor’s address 80 SOUTH 8TH STREET, SUITE 4900, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2021-10-04
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-04
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature
TOTAL WEALTH ADVISORS, LLC 401(K) PLAN 2020 455383775 2021-10-05 TOTAL WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6122949208
Plan sponsor’s address 80 SOUTH 8TH STREET, SUITE 4900, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2021-10-04
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-04
Name of individual signing PAUL MCCOY
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Paul McCoy Manager 809 MAINSTREET, HOPKINS, MN 55343–7626, USA

Filing

Filing Name Filing date
Amendment - Limited Liability Company (Domestic) (Business Name: Total Wealth Advisors, LLC)Election to 322C Restated Articles 2016-01-15
Annual Reinstatement - Limited Liability Company (Domestic) 2014-06-06
Administrative Termination - Limited Liability Company (Domestic) 2014-04-21
Registered Office and/or Agent - Limited Liability Company (Domestic) 2013-10-16
Original Filing - Limited Liability Company (Domestic) (Business Name: Total Wealth Advisors LLC) 2012-05-22

Related by officers

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Related by address

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Date of last update: 26 Dec 2024

Sources: Minnesota's Official State Website

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