Highmark Wealth Management

Minnesota
Registered In
06/22/2012
Incorp. Date

Company Summary

Highmark Wealth Management in Paul, MN was registered on 06/22/2012. It is listed at 30 E 7th Str #3535 St Paul, MN 55101 USA.

Overview

Registered In
Minnesota
Incorporation Date
Company Type
Assumed Name
Status
Active / in Good Standing
Registration Type
Domestic
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Map & Locations

30 E 7th Str #3535 St Paul, MN 55101 USA View Map

Financials

Financial Information for Highmark Wealth Management

Form 5500

HIGHMARK WEALTH MANAGEMENT LLC

30 East 7th Street, Suite 3535, St. Paul, Mn 55101 (651) 829-3300 EIN:45-5553673 Plan Admin:Todd Arens
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameHIGHMARK WEALTH MANAGEMENT 401(K) Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,449,666 / $1,159,626 2022 HIGHMARK WEALTH MANAGEMENT 401(K) - Plan #001 6 / 6 $1,449,666 / $1,159,626
2022 Plan NameHIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$474,734 / $731,331 2022 HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 6 / 6 $474,734 / $731,331
2021 Plan NameHIGHMARK WEALTH MANAGEMENT 401(K) Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,141,809 / $1,449,666 2021 HIGHMARK WEALTH MANAGEMENT 401(K) - Plan #001 6 / 6 $1,141,809 / $1,449,666
2021 Plan NameHIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$271,799 / $474,734 2021 HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 6 / 6 $271,799 / $474,734
2020 Plan NameHIGHMARK WEALTH MANAGEMENT 401(K) Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$733,231 / $1,141,809 2020 HIGHMARK WEALTH MANAGEMENT 401(K) - Plan #001 5 / 6 $733,231 / $1,141,809
2020 Plan NameHIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $271,799 2020 HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 5 / 6 $0 / $271,799
2019 Plan NameHIGHMARK WEALTH MANAGEMENT 401(K) Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$559,317 / $733,231 2019 HIGHMARK WEALTH MANAGEMENT 401(K) - Plan #001 6 / 5 $559,317 / $733,231
Benefit & Retirement Plans based on Form 5500.
PPP Loans

HIGHMARK WEALTH MANAGEMENT LLC

30 7TH ST Ste 3535, SAINT PAUL, MN 55101-1394
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$139,300 Forgiven$140,143 LenderPlatinum Bank Jobs6 04/04/2020 $139,300 $140,143 Platinum Bank 6
PPP Loans based on Paycheck Protection Program.

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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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