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Schmidt Financial, Inc.

Company Details

Name: Schmidt Financial, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Inactive
Date formed: 30 Mar 1998 (27 years ago)
Company Number: 6d252b17-acd4-e011-a886-001ec94ffe7f
File Number: 10C-17
Registered Office Address: 2265 Waters Drv, Mendota Heights, MN 55120, USA
Principal Executive Office Address: 2265 Waters Drive, Mendota Heights, MN 55120, USA
ZIP code: 55120
County: Dakota County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VALUE CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2023 411905171 2024-07-29 SCHMIDT FINANCIAL, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 2265 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2024-07-03
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature
VALUE CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2023 411905171 2024-08-20 SCHMIDT FINANCIAL, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 2265 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2024-08-20
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature
VALUE CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2022 411905171 2023-06-29 SCHMIDT FINANCIAL, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 2265 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2023-06-29
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-29
Name of individual signing PATRICK KARL SCHMIDT
Valid signature Filed with authorized/valid electronic signature
VALUE CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2021 411905171 2022-06-15 SCHMIDT FINANCIAL, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 2265 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2022-06-15
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-15
Name of individual signing PATRICK KARL SCHMIDT
Valid signature Filed with authorized/valid electronic signature
VALUE CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2020 411905171 2021-08-03 SCHMIDT FINANCIAL, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 2265 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2021-08-02
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-02
Name of individual signing PATRICK SCHMIDT
Valid signature Filed with incorrect/unrecognized electronic signature
SCHMIDT FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2019 411905171 2020-07-10 SCHMIDT FINANCIAL, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 2265 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2020-07-10
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2018 411905171 2019-07-25 SCHMIDT FINANCIAL, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 2265 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2019-07-25
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2017 411905171 2018-06-26 SCHMIDT FINANCIAL, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 2265 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120

Signature of

Role Plan administrator
Date 2018-06-26
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2016 411905171 2017-07-06 SCHMIDT FINANCIAL, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 401 NORTH 3RD STREET, SUITE 440, MINNEAPOLIS, MN, 55401

Signature of

Role Plan administrator
Date 2017-07-06
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature
SCHMIDT FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2015 411905171 2016-10-17 SCHMIDT FINANCIAL, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 561410
Sponsor’s telephone number 6124360559
Plan sponsor’s address 401 NORTH 3RD STREET, SUITE 440, MINNEAPOLIS, MN, 55401

Signature of

Role Plan administrator
Date 2016-10-17
Name of individual signing PATRICK K SCHMIDT
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Patrick K Schmidt Chief Executive Officer 4201 Dupont Ave S, Minneapolis, MN 55409, USA

Filing

Filing Name Filing date
Converted to Limited Liability Company (Domestic) 2023-12-19
Registered Office and/or Agent - Business Corporation (Domestic) 2008-02-08
Original Filing - Business Corporation (Domestic) 1998-03-30
Business Corporation (Domestic) Business Name (Business Name: Schmidt Financial, Inc.) 1998-03-30

Date of last update: 07 Oct 2024

Sources: Minnesota's Official State Website