Silveroak Wealth Management LLC

Edina, MN

Minnesota

Registered In

05/28/1999

Incorp. Date

Company Summary

Silveroak Wealth Management LLC at 3600 Minnesota Dr STE 860, Edina, Mn 55435 lists Shannon A King of Edina, MN as the associate.

Shannon A King Manager

3600 MINNESOTA DR STE 860, EDINA, MN 55435

3600 MINNESOTA DR STE 860, EDINA, MN 55435 View Map

Form 5500

3600 Minnesota Drive Suite 860, Edina, Mn 55435 (952) 896-5700 EIN:41-1940555 Plan Admin:Kathleen Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 32 Assets BOY/EOY$11,731,326 / $9,823,116	2022	SILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #002	28 / 32	$11,731,326 / $9,823,116
2021	Plan NameSILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 28 Assets BOY/EOY$10,086,134 / $11,731,326	2021	SILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #002	28 / 28	$10,086,134 / $11,731,326
2020	Plan NameSILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY27 / 28 Assets BOY/EOY$8,315,545 / $10,086,134	2020	SILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #002	27 / 28	$8,315,545 / $10,086,134
2019	Plan NameSILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY27 / 27 Assets BOY/EOY$6,598,292 / $8,315,545	2019	SILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #002	27 / 27	$6,598,292 / $8,315,545

Benefit & Retirement Plans based on Form 5500.

Address Match:3600 Minnesota Dr Edina, MN

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The following government agencies have contributed data:

Office of the Minnesota Secretary of State U.S. Department of Labor

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