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  5. Watermark Insurance Agency, Inc.

Watermark Insurance Agency, Inc.

Company Details

Name: Watermark Insurance Agency, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 18 Nov 2008 (16 years ago)
Company Number: 4adb48c6-92d4-e011-a886-001ec94ffe7f
File Number: 3091383-2
Registered Office Address: 813 YELLOWSTONE TRL, WACONIA, MN 55387–4602, USA
Principal Executive Office Address: 9360 Oak Ave, Waconia, MN 55387, USA
ZIP code: 55387
County: Carver County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WATERMARK INSURANCE AGENCY, INC. 401(K) PLAN 2023 800323987 2024-01-24 WATERMARK INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6129991131
Plan sponsor’s address 9360 OAK AVENUE, WACONIA, MN, 55387

Signature of
Role Plan administrator
Date 2024-01-24
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-01-24
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
WATERMARK INSURANCE AGENCY, INC. 401(K) PLAN 2023 800323987 2024-12-03 WATERMARK INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6129991131
Plan sponsor’s address 9360 OAK AVENUE, WACONIA, MN, 55387

Signature of
Role Plan administrator
Date 2024-12-03
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-12-03
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
WATERMARK INSURANCE AGENCY, INC. 401(K) PLAN 2022 800323987 2023-03-24 WATERMARK INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6129991131
Plan sponsor’s address 9360 OAK AVENUE, WACONIA, MN, 55387

Signature of
Role Plan administrator
Date 2023-03-24
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-24
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
WATERMARK INSURANCE AGENCY, INC. 401(K) PLAN 2021 800323987 2022-03-02 WATERMARK INSURANCE AGENCY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6129991131
Plan sponsor’s address 9360 OAK AVENUE, WACONIA, MN, 55387

Signature of
Role Plan administrator
Date 2022-03-02
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-03-02
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
WATERMARK INSURANCE AGENCY, INC. 401(K) PLAN 2020 800323987 2021-03-11 WATERMARK INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6129991131
Plan sponsor’s address 9360 OAK AVENUE, WACONIA, MN, 55387

Signature of
Role Plan administrator
Date 2021-03-11
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-11
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
WATERMARK INSURANCE AGENCY, INC. 401(K) PLAN 2019 800323987 2020-07-29 WATERMARK INSURANCE AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6129991131
Plan sponsor’s address 9360 OAK AVENUE, WACONIA, MN, 55387

Signature of
Role Plan administrator
Date 2020-07-29
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-29
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
WATERMARK INSURANCE AGENCY, INC. 401(K) PLAN 2018 800323987 2019-06-26 WATERMARK INSURANCE AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6127211883
Plan sponsor’s address 9360 OAK AVENUE, WACONIA, MN, 55387

Signature of
Role Plan administrator
Date 2019-06-26
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature
WATERMARK INSURANCE AGENCY, INC. 401(K) PLAN 2017 800323987 2018-07-02 WATERMARK INSURANCE AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6127211883
Plan sponsor’s address 9360 OAK AVENUE, WACONIA, MN, 55387

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing STANLEY WINNIE
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Stanley Winnie Chief Executive Officer 9360 Oak Ave, Waconia, MN 55387, USA

Agent

Name Role
Stanley Winnie Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2013-10-29
Original Filing - Business Corporation (Domestic) (Business Name: Watermark Insurance Agency, Inc.) 2008-11-18

Related by officers

Stanley Winnie

Winnie Agency, Inc.

Related by address

9360 Oak Ave, Waconia, MN 55387, USA

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Date of last update: 01 Dec 2024

Sources: Minnesota's Official State Website

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