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  5. Roger L. Burk & Associates, Inc.

Roger L. Burk & Associates, Inc.

Company Details

Name: Roger L. Burk & Associates, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 29 Jun 1987 (38 years ago)
Company Number: 197b3954-9ad4-e011-a886-001ec94ffe7f
File Number: 5P-874
Registered Office Address: 2369 Waters Drv, Mendota Heights, MN 55120, USA
Principal Executive Office Address: 2369 Waters Drive, Mendota Heights, MN 55120, USA
ZIP code: 55120
County: Dakota County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROGER L. BURK & ASSOCIATES, INC. CASH BALANCE PLAN 2023 411588384 2024-09-27 ROGER L. BURK & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2024-09-27
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-27
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
ROGER L. BURK & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2023 411588384 2024-07-08 ROGER L. BURK & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2024-07-08
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-08
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
ROGER L. BURK & ASSOCIATES, INC. CASH BALANCE PLAN 2022 411588384 2023-09-21 ROGER L. BURK & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-21
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
ROGER L. BURK & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2022 411588384 2023-08-21 ROGER L. BURK & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2023-08-21
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-21
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
ROGER L. BURK & ASSOCIATES, INC. CASH BALANCE PLAN 2021 411588384 2022-09-26 ROGER L. BURK & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2022-09-26
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-26
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
ROGER L. BURK & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2021 411588384 2022-08-22 ROGER L. BURK & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2022-08-22
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-22
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
ROGER L. BURK & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2020 411588384 2021-02-01 ROGER L. BURK & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2021-02-01
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-02-01
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
ROGER L. BURK & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2019 411588384 2020-02-14 ROGER L. BURK & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2020-02-14
Name of individual signing WILLIAM L CUTTER JR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-02-14
Name of individual signing WILLIAM L CUTTER JR
Valid signature Filed with authorized/valid electronic signature
ROGER L. BURK & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2018 411588384 2019-02-26 ROGER L. BURK & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2019-02-25
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-02-25
Name of individual signing WILLIAM CUTTER
Valid signature Filed with authorized/valid electronic signature
ROGER L. BURK & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2017 411588384 2018-03-12 ROGER L. BURK & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 423700
Sponsor’s telephone number 6516860181
Plan sponsor’s address 2369 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of
Role Plan administrator
Date 2018-03-12
Name of individual signing ROBERT BURK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-12
Name of individual signing ROBERT BURK
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Robertson Fritts Chief Executive Officer 2369 Waters Drive, Mendota Heights, MN 55120, USA

Filing

Filing Name Filing date
Annual Reinstatement - Business Corporation (Domestic) 2024-07-01
Administrative Dissolution - Business Corporation (Domestic) 2024-02-23
Registered Office and/or Agent - Business Corporation (Domestic) 1999-01-08
Business Corporation (Domestic) Change of Shares 1999-01-08
Original Filing - Business Corporation (Domestic) 1987-06-29
Business Corporation (Domestic) Business Name (Business Name: Roger L. Burk & Associates, Inc.) 1987-06-29

Related by officers

No related officers

Related by address

2369 Waters Drv, Mendota Heights, MN 55120, USA

Rep Rite Burk & Associates

Date of last update: 27 Sep 2024

Sources: Minnesota's Official State Website

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