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West Financial Credit Union

Company Details

Name: West Financial Credit Union
Jurisdiction: Minnesota
Legal type: Credit Union
Status: Active / In Good Standing
Company Number: 2857acae-a8d4-e011-a886-001ec94ffe7f
File Number: CU-26
Credit Union Location: 3575 Sioux Drv, Medina, MN 55340, USA
ZIP code: 55340
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEST FINANCIAL CREDIT UNION 401(K) P/S PLAN 2017 410830860 2018-11-16 WEST FINANCIAL CREDIT UNION 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 522110
Sponsor’s telephone number 7632356017
Plan sponsor’s address 3575 SIOUX DR, HAMEL, MN, 55340

Signature of

Role Plan administrator
Date 2018-11-16
Name of individual signing RENEE SCHUYLER
Valid signature Filed with authorized/valid electronic signature
WEST FINANCIAL CREDIT UNION 401(K) P/S PLAN 2017 410830860 2018-04-03 WEST FINANCIAL CREDIT UNION 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 522110
Sponsor’s telephone number 7632356017
Plan sponsor’s address 3575 SIOUX DR, HAMEL, MN, 55340

Plan administrator’s name and address

Administrator’s EIN 410830860
Plan administrator’s name WEST FINANCIAL CREDIT UNION
Plan administrator’s address 3575 SIOUX DR, HAMEL, MN, 55340
Administrator’s telephone number 7632356017

Signature of

Role Plan administrator
Date 2018-04-03
Name of individual signing RENEE SCHUYLER
Valid signature Filed with authorized/valid electronic signature
WEST FINANCIAL CREDIT UNION 401(K) P/S PLAN 2016 410830869 2017-04-06 WEST FINANCIAL CREDIT UNION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 7632356017
Plan sponsor’s address 3575 SIOUX DR, HAMEL, MN, 55340

Plan administrator’s name and address

Administrator’s EIN 410830869
Plan administrator’s name WEST FINANCIAL CREDIT UNION
Plan administrator’s address 3575 SIOUX DR, HAMEL, MN, 55340
Administrator’s telephone number 7632356017

Signature of

Role Plan administrator
Date 2017-04-06
Name of individual signing RENEE SCHUYLER
Valid signature Filed with authorized/valid electronic signature
WEST FINANCIAL CREDIT UNION 401(K) P/S PLAN 2015 410830869 2016-04-27 WEST FINANCIAL CREDIT UNION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 7632356017
Plan sponsor’s address 3575 SIOUX DR, HAMEL, MN, 55340

Plan administrator’s name and address

Administrator’s EIN 410830869
Plan administrator’s name WEST FINANCIAL CREDIT UNION
Plan administrator’s address 3575 SIOUX DR, HAMEL, MN, 55340
Administrator’s telephone number 7632356017

Signature of

Role Plan administrator
Date 2016-04-27
Name of individual signing RENEE SCHUYLER
Valid signature Filed with authorized/valid electronic signature
WEST FINANCIAL CREDIT UNION 401(K) P/S PLAN 2014 410830869 2015-07-15 WEST FINANCIAL CREDIT UNION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 7632356017
Plan sponsor’s address 3575 SIOUX DR, HAMEL, MN, 55340

Plan administrator’s name and address

Administrator’s EIN 410830869
Plan administrator’s name WEST FINANCIAL CREDIT UNION
Plan administrator’s address 3575 SIOUX DR, HAMEL, MN, 55340
Administrator’s telephone number 7632356017

Signature of

Role Plan administrator
Date 2015-07-15
Name of individual signing RENEE SCHUYLER
Valid signature Filed with authorized/valid electronic signature
WEST FINANCIAL CREDIT UNION 401K PLAN AND TRUST 2013 410830860 2014-02-26 WEST FINANCIAL CREDIT UNION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 7632356013
Plan sponsor’s address 3575 SIOUX DRIVE, MEDINA, MN, 55340

Plan administrator’s name and address

Administrator’s EIN 410830860
Plan administrator’s name WEST FINANCIAL CREDIT UNION
Plan administrator’s address 3575 SIOUX DRIVE, MEDINA, MN, 55340
Administrator’s telephone number 7632356013

Signature of

Role Plan administrator
Date 2014-02-26
Name of individual signing RENEE SCHUYLER
Valid signature Filed with authorized/valid electronic signature
WEST FINANCIAL CREDIT UNION 401K PLAN AND TRUST 2012 410830860 2013-05-29 WEST FINANCIAL CREDIT UNION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 7632356013
Plan sponsor’s address 3575 SIOUX DRIVE, MEDINA, MN, 55340

Plan administrator’s name and address

Administrator’s EIN 410830860
Plan administrator’s name WEST FINANCIAL CREDIT UNION
Plan administrator’s address 3575 SIOUX DRIVE, MEDINA, MN, 55340
Administrator’s telephone number 7632356013

Signature of

Role Plan administrator
Date 2013-05-29
Name of individual signing RENEE SCHUYLER
Valid signature Filed with authorized/valid electronic signature
WEST FINANCIAL CREDIT UNION 401K PLAN AND TRUST 2011 410830860 2012-03-28 WEST FINANCIAL CREDIT UNION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 7632356013
Plan sponsor’s address 3575 SIOUX DRIVE, MEDINA, MN, 55340

Plan administrator’s name and address

Administrator’s EIN 410830860
Plan administrator’s name WEST FINANCIAL CREDIT UNION
Plan administrator’s address 3575 SIOUX DRIVE, MEDINA, MN, 55340
Administrator’s telephone number 7632356013

Signature of

Role Plan administrator
Date 2012-03-28
Name of individual signing RENEE SCHUYLER
Valid signature Filed with authorized/valid electronic signature

Filing

Filing Name Filing date
Credit Union Business Name (Business Name: West Financial Credit Union) 2007-08-15
Merger - Credit Union 2000-11-13
Credit Union Registered Office and/or Agent 2000-11-13
Credit Union Business Name (Business Name: Members First Credit Union) 1994-09-14
Credit Union Business Name (Business Name: SGC Employees Credit Union) 1991-02-11
Credit Union Business Name (Business Name: Snyder General/McQuay Employees Credit Union) 1986-10-23

Date of last update: 10 Jan 2025

Sources: Minnesota's Official State Website