Ecapital Advisors LLC

Corporation Service Company Registered Agent	84 STATE ST, BOSTON, MA 02109
Matthew Frederick Manager
Lisa David Manager
Steve Whinnery Manager
Craig Allen Williams REAL PROPERTY	7900 XERXES AVE S, BLOOMINGTON, MN 55431

7900 XERXES AVE S STE 1300, BLOOMINGTON, MN 55431 View Map

Form 5500

7900 Xerxes Avenue S Suite 1300, Bloomington, Mn 55431 (952) 215-3568 EIN:41-2012733 Plan Admin:Matthew Herbst

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY116 / 122 Assets BOY/EOY$11,707,389 / $15,420,812	2023	ECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST - Plan #001	116 / 122	$11,707,389 / $15,420,812
2022	Plan NameECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY103 / 116 Assets BOY/EOY$13,368,473 / $11,707,389	2022	ECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST - Plan #001	103 / 116	$13,368,473 / $11,707,389
2021	Plan NameECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY91 / 103 Assets BOY/EOY$11,640,815 / $13,368,473	2021	ECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST - Plan #001	91 / 103	$11,640,815 / $13,368,473
2020	Plan NameECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY99 / 91 Assets BOY/EOY$10,628,967 / $11,640,815	2020	ECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST - Plan #001	99 / 91	$10,628,967 / $11,640,815
2019	Plan NameECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY105 / 98 Assets BOY/EOY$8,461,275 / $10,628,967	2019	ECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST - Plan #001	105 / 98	$8,461,275 / $10,628,967

Benefit & Retirement Plans based on Form 5500.

PPP Loans

7900 Xerxes Avenue South, Ste 1300, MINNEAPOLIS, MN 55431-1100 Industry:Other Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$1,581,700 Forgiven$1,598,947 LenderOld National Bank Jobs66	04/10/2020	$1,581,700	$1,598,947	Old National Bank	66

PPP Loans based on Paycheck Protection Program.

Address Match:7900 Xerxes Ave S Ste 1300 Bloomington, MN

Ecapital Advisors, LLC Registered in Rhode Island	Bloomington, MN Warwick, RI	View Report
Ecapital Advisors, LLC Registered in Ohio	Bloomington, MN Upper Arlington, OH (1 more)	View Report
Ecapital Advisors, LLC Registered in Arizona	Bloomington, MN Phoenix, AZ	View Report
Ecapital Advisors LLC Registered in Minnesota	Bloomington, MN Roseville, MN	View Report
Ecapital Advisors LLC Registered in Georgia	Bloomington, MN Peachtree Corners, GA	View Report
Ecapital Advisors LLC Registered in North Carolina	Bloomington, MN Raleigh, NC (1 more)	View Report
Legacy Holdings-Tr, LLC Registered in Colorado	Bloomington, MN Telluride, CO	View Report
Ecapital Advisors LLC Registered in California	Bloomington, MN	View Report
Ecapital Advisors LLC Registered in Arkansas	Bloomington, MN	View Report
Ecapital Advisors, LLC Registered in Colorado	Littleton, CO (2 more)	View Report
Ecapital Advisors LLC Registered in Florida	Bloomington, MN Tallahassee, FL	View Report
Legacy Holdings -- Mt, LLC Registered in Florida	Bloomington, MN Fort Myers, FL	View Report
Ecapital Advisors LLC Registered in New Hampshire	Bloomington, MN Concord, NH	View Report
Ecapital Advisors LLC Registered in Washington	Bloomington, MN	View Report
Ecapital Advisors LLC Registered in Kansas	Bloomington, MN Topeka, KS	View Report

Address Match:7900 Xerxes Ave S Bloomington, MN

Bentz, Whaley, Flessner and Associates, Inc. Registered in Vermont	Bloomington, MN Jeffersonville, VT	View Report
Bentz, Whaley, Flessner and Associates, Inc. Registered in Oregon	Bloomington, MN	View Report
Bentz, Whaley, Flessner and Associates, Inc. Registered in Tennessee	Bloomington, MN Knoxville, TN	View Report
Experienceit, LLC Registered in Florida	Bloomington, MN	View Report
M3d Investments, LLC Registered in Wyoming	Bloomington, MN	View Report
Watchtower Registered in Minnesota	Bloomington, MN	View Report
Bigalke III, LLC Registered in Minnesota	Blmgtn, MN Bloomington, MN	View Report
Miller & Schroeder Municipals, Inc. Registered in Florida	Bloomington, MN	View Report
Miller & Schroeder Securities, Inc. Registered in Florida	Bloomington, MN	View Report
Pots and Planters By Rachel L. L. C. Registered in Minnesota	Bloomington, MN Edina, MN	View Report
Witters Holding, LLC Registered in Minnesota	Bloomington, MN	View Report
Slg Associates, Inc. Registered in Tennessee	Bloomington, MN Nashville, TN	View Report
Rdu Inc. Registered in Tennessee	Bloomington, MN Nashville, TN	View Report
Friedell Ventures, Inc. Registered in California	Bloomington, MN Santa Paula, CA	View Report

Related Business Names:

Ecapital Advisors LLC Registered in New York	Bloomington, MN	View Report
Ecapital Advisors LLC Registered in New Jersey		View Report
Ecapital Advisors LLC Registered in Missouri	Jefferson City, MO	View Report
Ecapital Advisors, LLC Registered in Pennsylvania		View Report
Ecapital Advisors LLC Registered in Wisconsin	Madison, WI	View Report
Ecapital Advisors, LLC Registered in Texas	Edina, MN Woodbury, MN	View Report
Ecapital Advisors LLC Registered in North Dakota	Bismarck, ND Minneapolis, MN	View Report
Ecapital Advisors, LLC Registered in Wisconsin	Madison, WI	View Report

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Company Summary