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Kyle K. Wallentine Financial Services, LLC

Company Details

Name: Kyle K. Wallentine Financial Services, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 08 Jun 2016 (9 years ago)
Company Number: 9a506c21-9f2d-e611-816a-00155d01c56d
File Number: 891353600021
Registered Office Address: 8081 45th Ave. sw, Raymond, MN 56282, USA
Principal Executive Office Address: 776 N Creek Dr, Ste 4, Willmar, MN 56201, USA
ZIP code: 56282
County: Kandiyohi County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KYLE K WALLENTINE FINANCIAL SERVICES LLC SAFE HARBOR 401K PLAN 2023 812915643 2024-02-23 KYLE K WALLENTINE FINANCIAL SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-10-01
Business code 523900
Sponsor’s telephone number 3202355600
Plan sponsor’s address 776 NORTH CREEK DRIVE #4, WILLMAR, MN, 56201

Signature of

Role Plan administrator
Date 2024-02-23
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-02-23
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
KYLE K WALLENTINE FINANCIAL SERVICES LLC SAFE HARBOR 401K PLAN 2022 812915643 2023-06-06 KYLE K WALLENTINE FINANCIAL SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-10-01
Business code 523900
Sponsor’s telephone number 3202355600
Plan sponsor’s address 776 NORTH CREEK DRIVE #4, WILLMAR, MN, 56201

Signature of

Role Plan administrator
Date 2023-06-06
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-06
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
KYLE K WALLENTINE FINANCIAL SERVICES LLC SAFE HARBOR 401K PLAN 2021 812915643 2022-05-26 KYLE K WALLENTINE FINANCIAL SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-10-01
Business code 523900
Sponsor’s telephone number 3202355600
Plan sponsor’s address 776 NORTH CREEK DRIVE #4, WILLMAR, MN, 56201

Signature of

Role Plan administrator
Date 2022-05-26
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-26
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
KYLE K WALLENTINE FINANCIAL SERVICES LLC SAFE HARBOR 401K PLAN 2020 812915643 2021-07-08 KYLE K WALLENTINE FINANCIAL SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-10-01
Business code 523900
Sponsor’s telephone number 3202355600
Plan sponsor’s address 776 NORTH CREEK DRIVE #4, WILLMAR, MN, 56201

Signature of

Role Plan administrator
Date 2021-07-08
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-08
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
KYLE K WALLENTINE FINANCIAL SERVICES LLC SAFE HARBOR 401K PLAN 2019 812915643 2020-06-29 KYLE K WALLENTINE FINANCIAL SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-10-01
Business code 523900
Sponsor’s telephone number 3202355600
Plan sponsor’s address 776 BUSINESS HWY 71 N, SUITE 4, WILLMAR, MN, 56201

Signature of

Role Plan administrator
Date 2020-06-29
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-29
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
KYLE K WALLENTINE FINANCIAL SERVICES LLC SAFE HARBOR 401K PLAN 2018 812915643 2019-03-21 KYLE K WALLENTINE FINANCIAL SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-10-01
Business code 523900
Sponsor’s telephone number 3202355600
Plan sponsor’s address 776 BUSINESS HWY 71 N, SUITE 4, WILLMAR, MN, 56201

Signature of

Role Plan administrator
Date 2019-03-21
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-21
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
KYLE K WALLENTINE FINANCIAL SERVICES LLC SAFE HARBOR 401K PLAN 2017 812915643 2018-05-25 KYLE K WALLENTINE FINANCIAL SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-10-01
Business code 523900
Sponsor’s telephone number 3202355600
Plan sponsor’s address 776 BUSINESS HWY 71 N, SUITE 4, WILLMAR, MN, 56201

Signature of

Role Plan administrator
Date 2018-05-25
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-25
Name of individual signing KYLE K WALLENTINE
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Kyle K. Wallentine Manager 776 N Creek Dr, Ste 4, Willmar, MN 56201, USA

Agent

Name Role
Kyle K. Wallentine Agent

Filing

Filing Name Filing date
Original Filing - Limited Liability Company (Domestic) (Business Name: Kyle K. Wallentine Financial Services, LLC) 2016-06-08

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website