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Stearns Financial Services, Inc.

Company Details

Name: Stearns Financial Services, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 31 May 1984 (41 years ago)
Company Number: 96d6f74f-a9d4-e011-a886-001ec94ffe7f
File Number: 4Q-1067
Registered Office Address: 2780 Snelling Avenue N, Suite 101, Roseville, MN 55113, USA
Principal Executive Office Address: 4191 2ND STR S, PO BOX 7338, SAINT CLOUD, MN 56302–7338, USA
ZIP code: 55113
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STEARNS FINANCIAL SERVICES, INC. 401(K) PLAN 2019 411655119 2020-10-06 STEARNS FINANCIAL SERVICES, INC. 536
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 551111
Sponsor’s telephone number 3202536607
Plan sponsor’s mailing address POST OFFICE BOX 7338, ST. CLOUD, MN, 563027338
Plan sponsor’s address 4191 SECOND STREET SOUTH, ST. CLOUD, MN, 563027338

Number of participants as of the end of the plan year

Active participants 550
Retired or separated participants receiving benefits 6
Other retired or separated participants entitled to future benefits 34
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 475
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of

Role Plan administrator
Date 2020-10-06
Name of individual signing HEATHER PLUMSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-06
Name of individual signing HEATHER PLUMSKI
Valid signature Filed with authorized/valid electronic signature
STEARNS FINANCIAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 411655119 2020-10-06 STEARNS FINANCIAL SERVICES, INC. 622
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 551111
Sponsor’s telephone number 3202536607
Plan sponsor’s mailing address POST OFFICE BOX 7338, ST. CLOUD, MN, 563027338
Plan sponsor’s address 4191 SECOND STREET SOUTH, ST. CLOUD, MN, 563027338

Number of participants as of the end of the plan year

Active participants 542
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 33
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 461
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 22

Signature of

Role Plan administrator
Date 2020-10-06
Name of individual signing HEATHER PLUMSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-06
Name of individual signing HEATHER PLUMSKI
Valid signature Filed with authorized/valid electronic signature
STEARNS FINANCIAL SERVICES, INC. 401(K) PLAN 2018 411655119 2019-10-11 STEARNS FINANCIAL SERVICES, INC. 442
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 551111
Sponsor’s telephone number 3202536607
Plan sponsor’s mailing address POST OFFICE BOX 7338, ST. CLOUD, MN, 563027338
Plan sponsor’s address 4191 SECOND STREET SOUTH, ST. CLOUD, MN, 563027338

Number of participants as of the end of the plan year

Active participants 512
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 24
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 389
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 15

Signature of

Role Plan administrator
Date 2019-10-11
Name of individual signing HEATHER PLUMSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-11
Name of individual signing HEATHER PLUMSKI
Valid signature Filed with authorized/valid electronic signature
STEARNS FINANCIAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 411655119 2019-10-11 STEARNS FINANCIAL SERVICES, INC. 553
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 551111
Sponsor’s telephone number 3202536607
Plan sponsor’s mailing address POST OFFICE BOX 7338, ST. CLOUD, MN, 563027338
Plan sponsor’s address 4191 SECOND STREET SOUTH, ST. CLOUD, MN, 563027338

Number of participants as of the end of the plan year

Active participants 468
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 35
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 357
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 17

Signature of

Role Plan administrator
Date 2019-10-11
Name of individual signing HEATHER PLUMSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-11
Name of individual signing HEATHER PLUMSKI
Valid signature Filed with authorized/valid electronic signature
STEARNS FINANCIAL SERVICES, INC. 2018 411655119 2019-11-27 STEARNS FINANCIAL SERVICES, INC. 413
File View Page
Three-digit plan number (PN) 503
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8003207262
Plan sponsor’s mailing address 4191 2ND ST S, SAINT CLOUD, MN, 563013761
Plan sponsor’s address 4191 2ND ST S, SAINT CLOUD, MN, 563013761

Number of participants as of the end of the plan year

Active participants 555
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-11-27
Name of individual signing PAMELA BJERKE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-11-27
Name of individual signing PAMELA BJERKE
Valid signature Filed with authorized/valid electronic signature
STEARNS BANK NA HEALTH PLAN 2018 411655119 2019-07-19 STEARNS FINANCIAL SERVICES INC. 283
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8003207262
Plan sponsor’s mailing address 4191 2ND ST S, SAINT CLOUD, MN, 563013761
Plan sponsor’s address 4191 2ND ST S, SAINT CLOUD, MN, 563013761

Number of participants as of the end of the plan year

Active participants 393
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-07-18
Name of individual signing PAMELA BJERKE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-18
Name of individual signing PAMELA BJERKE
Valid signature Filed with authorized/valid electronic signature
STEARNS FINANCIAL SERVICES, INC. DENTAL PLAN 2017 411655119 2019-01-23 STEARNS FINANCIAL SERVICES, INC. 279
File View Page
Three-digit plan number (PN) 504
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8003207262
Plan sponsor’s mailing address 4191 2ND ST S, SAINT CLOUD, MN, 563013761
Plan sponsor’s address 4191 2ND ST S, SAINT CLOUD, MN, 563013761

Number of participants as of the end of the plan year

Active participants 303
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-01-22
Name of individual signing PAMELA BJERKE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-01-22
Name of individual signing PAMELA BJERKE
Valid signature Filed with authorized/valid electronic signature
STEARNS FINANCIAL SERVICES, INC. 2017 411655119 2018-11-29 STEARNS FINANCIAL SERVICES, INC. 365
File View Page
Three-digit plan number (PN) 503
Effective date of plan 1995-01-01
Business code 522110
Sponsor’s telephone number 8003207262
Plan sponsor’s mailing address 4191 2ND ST S, SAINT CLOUD, MN, 563013761
Plan sponsor’s address 4191 2ND ST S, SAINT CLOUD, MN, 563013761

Number of participants as of the end of the plan year

Active participants 413
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2018-11-29
Name of individual signing PAMELA BJERKE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-11-29
Name of individual signing PAMELA BJERKE
Valid signature Filed with authorized/valid electronic signature
STEARNS FINANCIAL SERVICES, INC. 401(K) PLAN 2017 411655119 2018-10-05 STEARNS FINANCIAL SERVICES, INC. 425
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 551111
Sponsor’s telephone number 3202026106
Plan sponsor’s mailing address POST OFFICE BOX 7338, ST. CLOUD, MN, 563027338
Plan sponsor’s address 4191 SECOND STREET SOUTH, ST. CLOUD, MN, 563027338

Number of participants as of the end of the plan year

Active participants 392
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 28
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 301
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 16

Signature of

Role Plan administrator
Date 2018-10-05
Name of individual signing MATT GEIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-05
Name of individual signing MATT GEIST
Valid signature Filed with authorized/valid electronic signature
STEARNS FINANCIAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 411655119 2018-10-05 STEARNS FINANCIAL SERVICES, INC. 470
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 551111
Sponsor’s telephone number 3202536607
Plan sponsor’s mailing address POST OFFICE BOX 7338, ST. CLOUD, MN, 563027338
Plan sponsor’s address 4191 SECOND STREET SOUTH, ST. CLOUD, MN, 563027338

Number of participants as of the end of the plan year

Active participants 372
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 36
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 340
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 13

Signature of

Role Plan administrator
Date 2018-10-05
Name of individual signing MATT GEIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-05
Name of individual signing MATT GEIST
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Kelly Skalicky Chief Executive Officer 4191 2ND STR S, PO BOX 7338, SAINT CLOUD, MN 56302–7338, USA

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Filing

Filing Name Filing date
Global Registered Office and/or Agent - Business Corporation (Domestic) 2024-10-02
Registered Office and/or Agent - Business Corporation (Domestic) 2023-05-10
Amendment - Business Corporation (Domestic) 2022-03-22
Merger - Business Corporation (Domestic) 1995-04-21
Original Filing - Business Corporation (Domestic) 1984-05-31
Business Corporation (Domestic) Business Name (Business Name: Stearns Financial Services, Inc.) 1984-05-31

Date of last update: 01 Dec 2024

Sources: Minnesota's Official State Website