Financial Perspectives

Plymouth, MN

Minnesota

Registered In

12/11/2009

Incorp. Date

Company Summary

Financial Perspectives in Plymouth, MN was registered on 12/11/2009. It is listed at 3025 Harbor Ln N # 200, Plymouth, Mn 55447.

Registered In

Minnesota

Incorporation Date

12/11/2009

Company Type

Assumed Name

Status

Inactive

Registration Type

Domestic

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3025 HARBOR LN N # 200, PLYMOUTH, MN 55447 View Map

Form 5500

3300 Fernbrook Lane N Suite 250, Plymouth, Mn 55447 (763) 553-7779 EIN:20-2751068 Plan Admin:Daniel Dugan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$3,838,000 / $5,039,768	2023	FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001	16 / 16	$3,838,000 / $5,039,768
2022	Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$4,529,971 / $3,838,000	2022	FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001	16 / 15	$4,529,971 / $3,838,000
2021	Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$3,695,454 / $4,529,971	2021	FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001	16 / 16	$3,695,454 / $4,529,971
2020	Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$2,830,866 / $3,695,454	2020	FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001	14 / 15	$2,830,866 / $3,695,454
2019	Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$2,069,985 / $2,830,866	2019	FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001	12 / 14	$2,069,985 / $2,830,866

Benefit & Retirement Plans based on Form 5500.

Address Match:3025 Harbor Ln N # 200 Plymouth, MN

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Related Business Names:

Financial Perspectives, Inc. Registered in New Jersey		View Report
Financial Perspectives, Inc. Registered in New Jersey	New Jersey	View Report
Financial Perspectives, L.L.C. Registered in Michigan	Detroit, MI	View Report
Financial Perspectives Registered in Ohio	Westerville, OH	View Report
Required Financial Perspectives LLC Registered in Ohio	Avon Lake, OH	View Report
Financial Perspectives Registered in Pennsylvania	Paoli, PA	View Report
Financial Perspectives, Inc. Registered in California	Los Angeles, CA Minneapolis, MN (1 more)	View Report
Financial Perspectives, Inc. Registered in Minnesota	Medina, MN Plymouth, MN	View Report
Financial Perspectives, Inc. Registered in Georgia	Atlanta, GA Decatur, GA	View Report
Financial Perspectives Company Registered in Ohio	Columbus, OH	View Report
Financial Perspectives Corporation Registered in Utah	Salt Lake City, UT	View Report
Financial Perspectives, Inc. Registered in Connecticut	Fairfield, CT	View Report
Financial Perspectives, LLC Registered in Colorado	Longmont, CO	View Report
Financial Perspectives, LLC Registered in Texas	Dallas, TX	View Report
Financial Perspectives Inc. Registered in Florida	Palm Beach, FL	View Report
Financial Perspectives Incorporated Registered in Massachusetts	Boxford, MA North Andover, MA	View Report
Fundamental Financial Perspectives, Inc. Registered in Florida	West Palm Beach, FL	View Report
Financial Perspectives Registered in California	San Ramon, CA	View Report
Financial Perspectives, Inc. Registered in California	Walnut Creek, CA	View Report

Address Match:3025 Harbor Ln N Plymouth, MN

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