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  5. Schluchter Investment Advisors

Schluchter Investment Advisors

Company Details

Name: Schluchter Investment Advisors
Jurisdiction: Minnesota
Legal type: Assumed Name
Status: Inactive
Date formed: 17 Oct 2002 (22 years ago)
Company Number: 0130e827-b1d4-e011-a886-001ec94ffe7f
File Number: 275955
Principal Place of Business Address: 1010 W St Germain Str #301, St Cloud, MN 56301, USA
ZIP code: 56301
County: Stearns County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCHLUCHTER INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2018 411868546 2019-05-29 SCHLUCHTER INVESTMENT ADVISORS 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-29
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
SCHLUCHTER INVESTMENT ADVISORS CASH BALANCE PLAN 2018 411868546 2019-05-29 SCHLUCHTER INVESTMENT ADVISORS 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-29
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
SCHLUCHTER INVESTMENT ADVISORS CASH BALANCE PLAN 2018 411868546 2019-05-29 SCHLUCHTER INVESTMENT ADVISORS 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-29
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
SCHLUCHTER INVESTMENT ADVISORS CASH BALANCE PLAN 2017 411868546 2018-05-11 SCHLUCHTER INVESTMENT ADVISORS 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2018-05-11
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-11
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
SCHLUCHTER INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2017 411868546 2018-04-10 SCHLUCHTER INVESTMENT ADVISORS 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2018-04-10
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-10
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
SCHLUCHTER INVESTMENT ADVISORS CASH BALANCE PLAN 2016 411868546 2017-04-28 SCHLUCHTER INVESTMENT ADVISORS 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2017-04-28
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-28
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
SCHLUCHTER INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2016 411868546 2017-02-01 SCHLUCHTER INVESTMENT ADVISORS 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2017-02-01
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-01
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
SCHLUCHTER INVESTMENT ADVISORS CASH BALANCE PLAN 2015 411868546 2016-07-12 SCHLUCHTER INVESTMENT ADVISORS 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-12
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
SCHLUCHTER INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2015 411868546 2016-07-12 SCHLUCHTER INVESTMENT ADVISORS 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-12
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
SCHLUCHTER INVESTMENT ADVISORS CASH BALANCE PLAN 2014 411868546 2015-07-23 SCHLUCHTER INVESTMENT ADVISORS 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 3202036543
Plan sponsor’s address 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301

Signature of
Role Plan administrator
Date 2015-07-23
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-23
Name of individual signing WAYNE SCHLUCHTER
Valid signature Filed with authorized/valid electronic signature

Aplicant

Name Role Address
Schluchter Investment Advisors Aplicant 1010 W St Germain Str #301, St Cloud, MN 56301

Filing

Filing Name Filing date
Expired - Assumed Name 2012-10-18
Original Filing - Assumed Name (Business Name: Schluchter Investment Advisors) 2002-10-17

Related by officers

No related officers

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Date of last update: 07 Oct 2024

Sources: Minnesota's Official State Website

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