| Name: | Smith Financial Group |
| Jurisdiction: | Minnesota |
| Legal type: | Assumed Name |
| Status: | Active / In Good Standing |
| Date formed: | 15 Dec 2016 (8 years ago) |
| Company Number: | 171abc1a-d6c2-e611-8167-00155d46d26e |
| File Number: | 921021100028 |
| Principal Place of Business Address: | 5201 Eden Ave., Ste 200, Edina, MN 55436, USA |
| ZIP code: | 55436 |
| County: | Hennepin County |
| Place of Formation: | Minnesota |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SMITH FINANCIAL GROUP 401(K) PLAN | 2023 | 411939985 | 2024-10-14 | SMITH FINANCIAL GROUP | 6 | |||||||||||||||||||||||||||||||||
|
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| SMITH FINANCIAL GROUP 401(K) PLAN | 2022 | 411939985 | 2023-09-25 | SMITH FINANCIAL GROUP | 6 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2023-09-25 |
| Name of individual signing | GARY MICHAEL SMITH |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-09-25 |
| Name of individual signing | GARY MICHAEL SMITH |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8337349584 |
| Plan sponsor’s address | 5201 EDEN AVENUE, SUITE 200, EDINA, MN, 55436 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-27 |
| Name of individual signing | GARY MICHAEL SMITH |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-07-27 |
| Name of individual signing | GARY MICHAEL SMITH |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Michael Smith | Aplicant | 5201 Eden Ave., Ste 200, Edina, MN 55436 |
| Stefan Smith | Aplicant | 5201 Eden Ave., Ste 200, Edina, MN 55436 |
| Jill Smith | Aplicant | 5201 Eden Ave., Ste 200, Edina, MN 55436 |
| Matthew Snyder | Aplicant | 5201 Eden Ave., Ste 200, Edina, MN 55436 |
| John Papagiannopoulos | Aplicant | 5201 Eden Ave., Ste 200, Edina, MN 55436 |
| Jason Beck | Aplicant | 5201 Eden Ave., Ste 200, Edina, MN 55436 |
| Ramona Lanners | Aplicant | 5201 Eden Ave., Ste 200, Edina, MN 55436 |
| Filing Name | Filing date |
|---|---|
| Amendment - Assumed Name | 2023-05-24 |
| Annual Reinstatement - Assumed Name | 2023-03-16 |
| Administrative Expiration - Assumed Name | 2018-03-07 |
| Original Filing - Assumed Name (Business Name: Smith Financial Group) | 2016-12-15 |
Date of last update: 01 Dec 2024
Sources: Minnesota's Official State Website
