Octagon Wealth Management, LLC
Minnesota
Registered In
08/06/2001
Incorp. Date
Company Summary
Octagon Wealth Management, LLC at 1650 W 82nd ST # 850, Minneapolis, Mn 55431 lists David M Jungquist of Minneapolis, MN as the associate.
Overview
Registered In
Minnesota
Incorporation Date
Company Type
Limited Liability Company (Domestic)
Status
Active / in Good Standing
Registration Type
Domestic
Search Other Resources
People
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David M Jungqust
Registered Agent
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5145 LOGAN AVE S, MPLS, MN 55419
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David M Jungquist
Manager
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1650 W 82ND ST # 850, MINNEAPOLIS, MN 55431
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Map & Locations
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1650 W 82ND ST # 850, MINNEAPOLIS, MN 55431
View Map
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Financials
Financial Information for Octagon Wealth Management, LLC
Form 5500
OCTAGON WEALTH MANAGEMENT, LLC
1650 W 82nd St, STE 850, Minneapolis, Mn 55431 (952) 885-2728 EIN:41-2013238 Plan Admin:David Jungquist| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2024 | Plan NameOCTAGON WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$1,816,728 / $0 | 2024 | OCTAGON WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 0 | $1,816,728 / $0 |
| 2023 | Plan NameOCTAGON WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,502,246 / $1,816,728 | 2023 | OCTAGON WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $1,502,246 / $1,816,728 |
| 2022 | Plan NameOCTAGON WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,700,952 / $1,502,246 | 2022 | OCTAGON WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 5 | $1,700,952 / $1,502,246 |
| 2021 | Plan NameOCTAGON WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,468,230 / $1,700,952 | 2021 | OCTAGON WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 4 | $1,468,230 / $1,700,952 |
| 2020 | Plan NameOCTAGON WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,211,952 / $1,468,230 | 2020 | OCTAGON WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $1,211,952 / $1,468,230 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
OCTAGON WEALTH MANAGEMENT LLC
1650 West 82nd ST Suite 850, Minneapolis, Mn 55431-1284 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$62,500 Forgiven$63,021 LenderCrown Bank Jobs3 | 04/06/2020 | $62,500 | $63,021 | Crown Bank | 3 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Octagon Wealth Management LLC
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Address Match:1650 W 82nd St Minneapolis, MN
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Sources
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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