Carlson Asset Management

North Oaks, MN

Minnesota

Registered In

10/22/2004

Incorp. Date

Company Summary

Carlson Asset Management in North Oaks, MN was registered on 10/22/2004. It is listed at 400 Village Dr # 400, North Oaks, Mn 55127.

400 VILLAGE DR # 400, NORTH OAKS, MN 55127 View Map

Form 5500

400 Village Center Dr STE 400, North Oaks, Mn 55127 (651) 287-2160 EIN:20-0406391 Plan Admin:Bruce E Carlson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2023	CARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $0
2022	Plan NameCARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2022	CARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $0
2021	Plan NameCARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2021	CARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $0
2020	Plan NameCARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2020	CARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $0
2019	Plan NameCARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2019	CARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

400 Village Center Drive, Suite 400, SAINT PAUL, MN 55127

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$64,000 Forgiven$64,363 LenderAlliance Bank Jobs4	04/14/2020	$64,000	$64,363	Alliance Bank	4

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Carlson Asset Management LLC Registered in Connecticut	Easton, CT Bridgeport, CT	View Report
Carlson Gardner Asset Management, L.L.C. Registered in Missouri	Springfield, MO	View Report
Carlson Asset Management, Inc. Registered in Minnesota	North Oaks, MN	View Report
Carlson Asset Management Registered in California	El Cerrito, CA	View Report

Address Match:400 Village Dr North Oaks, MN

Marcotte Financial Group, LLC Registered in Minnesota	North Oaks, MN	View Report
Minnesota Vein Center P.A. Registered in Minnesota	North Oaks, MN	View Report
Serene Oaks Dental Registered in Minnesota	North Oaks, MN	View Report
Serene Oaks Dental, P.A. Registered in Minnesota	North Oaks, MN	View Report
Doxa Advisors, LLC Registered in Minnesota	North Oaks, MN	View Report
Nov-43 LLC Registered in Minnesota	North Oaks, MN	View Report
Rejuv Skin and Laser Clinic LLC Registered in Minnesota	Apple Valley, MN North Oaks, MN	View Report
Serene Oaks Dental, PLLC Registered in Minnesota	North Oaks, MN	View Report
St Anthony Dental Registered in Minnesota	North Oaks, MN	View Report

The following government agencies have contributed data:

Office of the Minnesota Secretary of State U.S. Department of Labor U.S. Small Business Administration

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