Meristem Family Wealth, LLC

Florida
Registered In
12/12/2016
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Meristem Family Wealth, LLC at 800 Laurel Oak Dr, Naples, FL 34108 lists Crow Jon and Bata Paula of Minnetonka, MN as the associates.

Registered In
Florida
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Foreign Limited Liability Co.
Status
Inactive
EIN
41-1841290
Website
Email
*****@meristemfw.com
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Crow Jon Registered Agent
800 LAUREL OAK DR, NAPLES, FL 34108 (View Past Addresses)
Crow Jon COO
701 CARLSON PKWY STE 1400, MINNETONKA, MN 55305
Bata Paula Comp
701 CARLSON PKWY STE 1400, MINNETONKA, MN 55305
800 LAUREL OAK DR, NAPLES, FL 34108 View Map
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Financial Information for Meristem Family Wealth, LLC

Form 5500

MERISTEM

701 Carlson Pkwy STE 1400, Minnetonka, Mn 55305 (952) 835-2577 EIN:41-1841290 Plan Admin:Paula Bata
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMERISTEM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY45 / 0 Assets BOY/EOY$14,127,537 / $0 2022 MERISTEM 401(K) PROFIT SHARING PLAN - Plan #001 45 / 0 $14,127,537 / $0
2021 Plan NameMERISTEM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY42 / 45 Assets BOY/EOY$10,462,781 / $14,127,537 2021 MERISTEM 401(K) PROFIT SHARING PLAN - Plan #001 42 / 45 $10,462,781 / $14,127,537
2020 Plan NameMERISTEM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY47 / 42 Assets BOY/EOY$9,356,582 / $10,462,781 2020 MERISTEM 401(K) PROFIT SHARING PLAN - Plan #001 47 / 42 $9,356,582 / $10,462,781
2019 Plan NameMERISTEM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY45 / 46 Assets BOY/EOY$7,066,028 / $9,356,582 2019 MERISTEM 401(K) PROFIT SHARING PLAN - Plan #001 45 / 46 $7,066,028 / $9,356,582
Benefit & Retirement Plans based on Form 5500.
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Meristem Family Wealth, LLC Registered in Arizona
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Person/City Match:Crow Jon - Naples, FL
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Person/City Match:Bata Paula - Minnetonka, MN
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor
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