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  5. Birchwood Financial Partners, Inc.

Birchwood Financial Partners, Inc.

Company Details

Name: Birchwood Financial Partners, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 18 Jun 1979 (46 years ago)
Company Number: 35754902-a9d4-e011-a886-001ec94ffe7f
File Number: 3L-616
Registered Office Address: 3300 Edinborough Way, Suite 610, Edina, MN 55435, USA
Principal Executive Office Address: 3300 EDINBOROUGH WAY STE 610, EDINA, MN 55435–5962, United States
ZIP code: 55435
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BIRCHWOOD FINANCIAL PARTNERS INC 401(K) 2023 411367750 2024-05-24 BIRCHWOOD FINANCIAL PARTNERS INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9528859088
Plan sponsor’s address 3300 EDINBOROUGH WAY, STE 610, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2024-05-24
Name of individual signing DAMIAN WINTHER
Valid signature Filed with authorized/valid electronic signature
BIRCHWOOD FINANCIAL PARTNERS INC 401(K) 2022 411367750 2023-05-26 BIRCHWOOD FINANCIAL PARTNERS INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9528859088
Plan sponsor’s address 3300 EDINBOROUGH WAY, STE 610, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2023-05-26
Name of individual signing DAMIAN WINTHER
Valid signature Filed with authorized/valid electronic signature
BIRCHWOOD FINANCIAL PARTNERS INC 401(K) 2021 411367750 2022-05-23 BIRCHWOOD FINANCIAL PARTNERS INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9528859088
Plan sponsor’s address 3300 EDINBOROUGH WAY, STE 610, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2022-05-23
Name of individual signing DAMIAN WINTHER
Valid signature Filed with authorized/valid electronic signature
BIRCHWOOD FINANCIAL PARTNERS INC 401(K) 2020 411367750 2021-06-02 BIRCHWOOD FINANCIAL PARTNERS INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9528859088
Plan sponsor’s address 3300 EDINBOROUGH WAY, STE 610, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2021-06-02
Name of individual signing DAMIAN WINTHER
Valid signature Filed with authorized/valid electronic signature
BIRCHWOOD FINANCIAL PARTNERS INC 401(K) 2019 411367750 2020-06-30 BIRCHWOOD FINANCIAL PARTNERS INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9528859088
Plan sponsor’s address 3300 EDINBOROUGH WAY, STE 610, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2020-06-30
Name of individual signing DAMIAN WINTHER
Valid signature Filed with authorized/valid electronic signature
BIRCHWOOD FINANCIAL PARTNERS INC 401(K) 2019 411367750 2020-06-16 BIRCHWOOD FINANCIAL PARTNERS INC 12
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9528859088
Plan sponsor’s address 3300 EDINBOROUGH WAY, STE 610, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2020-06-16
Name of individual signing DWINTHER6850
Valid signature Filed with authorized/valid electronic signature
BIRCHWOOD FINANCIAL PARTNERS INC 401(K) 2018 411367750 2019-05-23 BIRCHWOOD FINANCIAL PARTNERS INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9528859088
Plan sponsor’s address 3300 EDINBOROUGH WAY, STE 610, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2019-05-23
Name of individual signing DAMIAN WINTHER
Valid signature Filed with authorized/valid electronic signature
BIRCHWOOD FINANCIAL PARTNERS INC 401(K) 2017 411367750 2018-06-05 BIRCHWOOD FINANCIAL PARTNERS INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9528859088
Plan sponsor’s address 3300 EDINBOROUGH WAY, STE 610, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2018-06-05
Name of individual signing DAMIAN WINTHER
Valid signature Filed with authorized/valid electronic signature
BIRCHWOOD FINANCIAL PARTNERS INC 401(K) 2016 411367750 2017-06-12 BIRCHWOOD FINANCIAL PARTNERS INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9528859088
Plan sponsor’s address 3300 EDINBOROUGH WAY, STE 610, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2017-06-12
Name of individual signing DAMIAN WINTHER
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Damian Winther Chief Executive Officer 3300 EDINBOROUGH WAY STE 610, EDINA, MN 55435–5962, United States

Filing

Filing Name Filing date
Amendment - Business Corporation (Domestic) (Business Name: Birchwood Financial Partners, Inc.) 2014-01-24
Business Corporation (Domestic) Restated Articles 2004-09-24
Business Corporation (Domestic) Business Name (Business Name: Kramer Lothrop Brewer Financial, Inc.) 1999-12-06
Business Corporation (Domestic) Business Name (Business Name: Kramer Lothrop Financial Services, Inc.) 1990-10-17
Business Corporation (Domestic) Business Name (Business Name: New Alternatives, Inc.) 1989-09-19
Business Corporation (Domestic) Change of Shares 1989-09-19
Registered Office and/or Agent - Business Corporation (Domestic) 1989-09-19
Business Corporation (Domestic) Other 1988-07-21
Business Corporation (Domestic) Business Name (Business Name: John Lothrop Enterprises, Inc.) 1987-02-04
Consent to Use of Name - Business Corporation (Domestic) 1987-01-22

Related by officers

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Related by address

3300 Edinborough Way, Suite 610, Edina, MN 55435, USA

Kramer Lothrop Brewer Financial Birchwood Financial Partners

Date of last update: 28 Dec 2024

Sources: Minnesota's Official State Website

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