Vista Wealth Management, Inc.

Saint Paul, MN

Minnesota

Registered In

05/21/2002

Incorp. Date

Company Summary

Vista Wealth Management, Inc. at 413 WACOUTA ST STE 340, Saint Paul, MN 55102 lists James M Lukanich of Mendota Heights, MN as the associate.

James M Lukanich CEO

1320 RIVERSIDE LN # 210, MENDOTA HEIGHTS, MN 55118

413 WACOUTA ST STE 340, Saint Paul, MN 55102 View Map

Form 5500

1320 Riverside Ln APT 210, Mendota Heights, Mn 55118 (952) 201-9623 EIN:41-2044849 Plan Admin:James Lukanich

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameVISTA WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$1,653,158 / $2,097,371	2023	VISTA WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001	2 / 4	$1,653,158 / $2,097,371
2022	Plan NameVISTA WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,906,040 / $1,653,158	2022	VISTA WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001	4 / 4	$1,906,040 / $1,653,158
2021	Plan NameVISTA WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,611,176 / $1,906,040	2021	VISTA WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001	5 / 4	$1,611,176 / $1,906,040
2020	Plan NameVISTA WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,188,511 / $1,611,176	2020	VISTA WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001	5 / 5	$1,188,511 / $1,611,176
2019	Plan NameVISTA WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$892,561 / $1,188,511	2019	VISTA WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001	5 / 5	$892,561 / $1,188,511

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2901 Metro Dr, Bloomington, Mn 55425

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$41,667 Forgiven$41,911 LenderU.S. Bank, National Association Jobs2	04/30/2020	$41,667	$41,911	U.S. Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

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Address Match:413 Wacouta St Saint Paul, MN

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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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