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Great Waters Financial

Company Details

Name: Great Waters Financial
Jurisdiction: Minnesota
Legal type: Assumed Name
Status: Inactive
Date formed: 30 Mar 2013 (12 years ago)
Company Number: 555bf04b-5d99-e211-82ac-001ec94ffe7f
File Number: 664317700027
Principal Place of Business Address: 9220 Bass Lake Road, Suite 240, New Hope, MN 55428, USA
ZIP code: 55428
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GREAT WATERS FINANCIAL 401(K) PLAN 2021 461124918 2022-09-21 GREAT WATERS FINANCIAL 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-01
Business code 523900
Sponsor’s telephone number 6123602127
Plan sponsor’s address 510 1ST AVENUE N., #410, MINNEAPOLIS, MN, 55403
GREAT WATERS FINANCIAL 401(K) PLAN 2020 461124918 2021-07-30 GREAT WATERS FINANCIAL 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-01
Business code 523900
Sponsor’s telephone number 6123602127
Plan sponsor’s address 510 1ST AVENUE N., #410, MINNEAPOLIS, MN, 55403

Signature of

Role Plan administrator
Date 2021-07-30
Name of individual signing ANNA OLSON
Valid signature Filed with authorized/valid electronic signature
GREAT WATERS FINANCIAL 401(K) PLAN 2019 461124918 2020-09-15 GREAT WATERS FINANCIAL 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-01
Business code 523900
Sponsor’s telephone number 6123602127
Plan sponsor’s address 510 1ST AVENUE N., #410, MINNEAPOLIS, MN, 55403
GREAT WATERS FINANCIAL 401(K) PLAN 2018 461124918 2019-08-13 GREAT WATERS FINANCIAL 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-01
Business code 523900
Sponsor’s telephone number 6123602127
Plan sponsor’s address 510 1ST AVENUE N., MINNEAPOLIS, MN, 55403
GREAT WATERS FINANCIAL 401(K) PLAN 2017 461124918 2018-07-24 GREAT WATERS FINANCIAL 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-01
Business code 523900
Sponsor’s telephone number 6123602127
Plan sponsor’s address 510 1ST AVENUE N., MINNEAPOLIS, MN, 55403
GREAT WATERS FINANCIAL 401(K) PLAN 2016 461124918 2017-09-19 GREAT WATERS FINANCIAL 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-01
Business code 523900
Sponsor’s telephone number 6123602127
Plan sponsor’s address 800 N. WASHINGTON AVE., SUITE 504, MINNEAPOLIS, MN, 55401
GREAT WATERS FINANCIAL 401(K) PLAN 2015 461124918 2016-08-17 GREAT WATERS FINANCIAL 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-01
Business code 523900
Sponsor’s telephone number 6123602127
Plan sponsor’s address 9220 BASS LAKE ROAD, SUITE #250, NEW HOPE, MN, 55428

Signature of

Role Plan administrator
Date 2016-08-17
Name of individual signing AUSTIN SCHMITT
Valid signature Filed with authorized/valid electronic signature

Aplicant

Name Role Address
Guardian Retirement Solutions, LLC Aplicant 9220 Bass Lake Road, suite 240, New Hope, MN 55428

Filing

Filing Name Filing date
Cancellation - Assumed Name 2022-05-11
Original Filing - Assumed Name (Business Name: Great Waters Financial ) 2013-03-30

Date of last update: 30 Dec 2024

Sources: Minnesota's Official State Website