Flourish Wealth Management Inc

Edina, MN

Minnesota

Registered In

01/23/2014

Incorp. Date

Company Summary

Flourish Wealth Management Inc at 3300 Edinborough Way STE 420, Edina, Mn 55435 lists Kathleen M Longo of Edina, MN as the associate.

Kathleen M Longo CEO

3300 EDINBOROUGH WAY STE 420, EDINA, MN 55435

3300 EDINBOROUGH WAY STE 420, EDINA, MN 55435 View Map

Form 5500

3300 Edinborough Way, STE 420, Edina, Mn 55435 (952) 392-4474 EIN:46-4627434 Plan Admin:Kathy Longo

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFLOURISH WEALTH MANAGEMENT INC 401(K) PLAN Plan #020 Participants BOY/EOY8 / 7 Assets BOY/EOY$452,933 / $707,002	2023	FLOURISH WEALTH MANAGEMENT INC 401(K) PLAN - Plan #020	8 / 7	$452,933 / $707,002
2022	Plan NameFLOURISH WEALTH MANAGEMENT INC 401(K) PLAN Plan #020 Participants BOY/EOY8 / 8 Assets BOY/EOY$509,607 / $452,933	2022	FLOURISH WEALTH MANAGEMENT INC 401(K) PLAN - Plan #020	8 / 8	$509,607 / $452,933
2021	Plan NameFLOURISH WEALTH MANAGEMENT INC 401(K) PLAN Plan #020 Participants BOY/EOY5 / 7 Assets BOY/EOY$288,331 / $509,607	2021	FLOURISH WEALTH MANAGEMENT INC 401(K) PLAN - Plan #020	5 / 7	$288,331 / $509,607
2020	Plan NameTPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN Plan #020 Participants BOY/EOY4 / 5 Assets BOY/EOY$176,052 / $288,331	2020	TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN - Plan #020	4 / 5	$176,052 / $288,331
2019	Plan NameTPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN Plan #020 Participants BOY/EOY6 / 5 Assets BOY/EOY$130,918 / $176,052	2019	TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN - Plan #020	6 / 5	$130,918 / $176,052

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3300 Edinborough Way, Suite 420, Edina, MN 55435-3008

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$77,800 Forgiven$78,448 LenderVisionBank Jobs6	04/10/2020	$77,800	$78,448	VisionBank	6

PPP Loans based on Paycheck Protection Program.

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Address Match:3300 Edinborough Way 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 U.S. Small Business Administration

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