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JMARK Financial, LLC

Company Details

Name: JMARK Financial, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 04 Dec 2020 (4 years ago)
Company Number: 04a52062-6d36-eb11-91a6-00155d32b905
File Number: 1197543100020
Registered Office Address: 5353 Wayzata Blvd suite 402, Saint Louis Park, MN 55369–5536, USA
Principal Executive Office Address: 5353 WAYZATA BLVD STE 402, SAINT LOUIS PARK, MN 55416–1345, United States
ZIP code: 55369
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JMARK FINANCIAL LLC RETIREMENT TRUST 2023 824762810 2024-07-08 JMARK FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541600
Sponsor’s telephone number 7635914477
Plan sponsor’s address 5353 WAYZATA BOULEVARD, 402, ST. LOUIS PARK, MN, 55416

Signature of

Role Plan administrator
Date 2024-07-08
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
JMARK FINANCIAL LLC RETIREMENT TRUST 2022 824762810 2023-07-07 JMARK FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541600
Sponsor’s telephone number 7635914477
Plan sponsor’s address 5353 WAYZATA BOULEVARD, 402, ST. LOUIS PARK, MN, 55416

Signature of

Role Plan administrator
Date 2023-07-07
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
Jonathan Halvorson Agent

Manager

Name Role Address
Jonathan Halvorson Manager 8351 NORWOOD LN N, MAPLE GROVE, MN 55369–3058, United States

Filing

Filing Name Filing date
Registered Office and/or Agent - Limited Liability Company (Domestic) 2022-11-18
Amendment - Limited Liability Company (Domestic) 2021-04-09
Original Filing - Limited Liability Company (Domestic) (Business Name: JMARK Financial, LLC) 2020-12-04

Date of last update: 08 Dec 2024

Sources: Minnesota's Official State Website