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Lakes Financial Services, Inc.

Company Details

Name: Lakes Financial Services, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 15 May 2002 (23 years ago)
Company Number: 3417f55d-abd4-e011-a886-001ec94ffe7f
File Number: 12E-208
Registered Office Address: 14084 Baxter Drv #2, Baxter, MN 56425, USA
Principal Executive Office Address: 13502 MEMORYWOOD DR, BAXTER, MN 56425–1004, USA
ZIP code: 56425
County: Crow Wing County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2023 470869590 2024-07-25 LAKES FINANCIAL SERVICES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2188288336
Plan sponsor’s address 601 5TH AVENUE NW STE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2024-07-25
Name of individual signing AMIE L RAMSDELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-25
Name of individual signing AMIE L RAMSDELL
Valid signature Filed with authorized/valid electronic signature
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2022 470869590 2023-10-03 LAKES FINANCIAL SERVICES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2188288336
Plan sponsor’s address 601 5TH AVENUE NW STE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2023-10-03
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-03
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2021 470869590 2022-08-01 LAKES FINANCIAL SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2182828336
Plan sponsor’s address 601 5TH AVENUE NW STE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2022-07-29
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-29
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2020 470869590 2021-10-14 LAKES FINANCIAL SERVICES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2182828336
Plan sponsor’s address 601 5TH AVENUE NW STE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2019 470869590 2020-08-20 LAKES FINANCIAL SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2182828336
Plan sponsor’s address 601 5TH AVENUE NW STE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2020-08-20
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-20
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2019 470869590 2020-08-20 LAKES FINANCIAL SERVICES 4
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2182828336
Plan sponsor’s address 601 5TH AVENUE NW STE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2020-08-20
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-20
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2018 470869590 2019-10-14 LAKES FINANCIAL SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2182828336
Plan sponsor’s address 601 - 5TH AVENUE NW, SUITE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2019-10-14
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2017 470869590 2018-09-04 LAKES FINANCIAL SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2182828336
Plan sponsor’s address 601 - 5TH AVENUE NW, SUITE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2018-09-04
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2016 470869590 2017-06-28 LAKES FINANCIAL SERVICES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2182828336
Plan sponsor’s address 601 - 5TH AVENUE NW, SUITE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2017-06-28
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature
LAKES FINANCIAL SERVICES RETIREMENT PLAN 2015 470869590 2016-06-29 LAKES FINANCIAL SERVICES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 2182828336
Plan sponsor’s address 601 - 5TH AVENUE NW, SUITE 5, BRAINERD, MN, 56401

Signature of

Role Plan administrator
Date 2016-06-29
Name of individual signing GLEN SUNDBERG
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Glen K Sundberg Chief Executive Officer 13502 MEMORYWOOD DR, BAXTER, MN 56425–1004, USA

Agent

Name Role
Glen Sunberg Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2004-03-25
Original Filing - Business Corporation (Domestic) 2002-05-15
Business Corporation (Domestic) Business Name (Business Name: Lakes Financial Services, Inc.) 2002-05-15

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website