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APEX FINANCIAL SERVICES, INC.

Company Details

Name: APEX FINANCIAL SERVICES, INC.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 24 May 1995 (30 years ago)
Company Number: 27456209-aad4-e011-a886-001ec94ffe7f
File Number: 8S-376
Registered Office Address: 7915 Stone Creek Drv #130, Chanhassen, MN 55317, USA
Principal Executive Office Address: 7915 STONE CREEK DR STE 130, CHANHASSEN, MN 55317–4616, United States
ZIP code: 55317
County: Carver County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2023 200767118 2024-05-09 APEX FINANCIAL SERVICES INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Signature of

Role Plan administrator
Date 2024-05-09
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-09
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2022 200767118 2023-06-26 APEX FINANCIAL SERVICES INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Signature of

Role Plan administrator
Date 2023-06-26
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-26
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2021 200767118 2022-05-10 APEX FINANCIAL SERVICES INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Signature of

Role Plan administrator
Date 2022-05-10
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-10
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2020 200767118 2021-05-04 APEX FINANCIAL SERVICES INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Signature of

Role Plan administrator
Date 2021-05-04
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-04
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2019 200767118 2020-06-25 APEX FINANCIAL SERVICES INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s mailing address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2020-06-25
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-25
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2018 200767118 2019-04-13 APEX FINANCIAL SERVICES INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s mailing address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-04-13
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-13
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2017 200767118 2018-06-20 APEX FINANCIAL SERVICES INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s mailing address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2018-06-20
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-20
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2016 200767118 2018-06-20 APEX FINANCIAL SERVICES INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s mailing address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2018-06-20
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-20
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2016 200767118 2017-07-06 APEX FINANCIAL SERVICES INC 1
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s mailing address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Number of participants as of the end of the plan year

Active participants 1
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2017-07-06
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-06
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
APEX FINANCIAL SERVICES INC 401K PLAN DTD 4/01/04 2015 200767118 2016-07-21 APEX FINANCIAL SERVICES INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-01
Business code 541600
Sponsor’s telephone number 9522381315
Plan sponsor’s mailing address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616
Plan sponsor’s address 7915 STONE CREEK DR STE 130, CHANHASSEN, MN, 553174616

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2016-07-21
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-21
Name of individual signing THOMAS FURLONG
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Thomas A Furlong Chief Executive Officer 7915 STONE CREEK DR STE 130, CHANHASSEN, MN 55317–4616, United States

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2005-02-02
Original Filing - Business Corporation (Domestic) 1995-05-24
Business Corporation (Domestic) Business Name (Business Name: APEX FINANCIAL SERVICES, INC.) 1995-05-24

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website