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  5. Jeffrey Slocum & Associates, Inc.

Jeffrey Slocum & Associates, Inc.

Headquarter

Company Details

Name: Jeffrey Slocum & Associates, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Inactive
Date formed: 26 Sep 1986 (38 years ago)
Company Number: 9e285101-bad4-e011-a886-001ec94ffe7f
File Number: 5I-963
Registered Office Address: 2840 Danbury Way, Minnetonka, MN 55305, USA
ZIP code: 55305
County: Hennepin County
Place of Formation: Minnesota

Links between entities

Type Company Name Company Number State
Headquarter of Jeffrey Slocum & Associates, Inc., NEW YORK 4797092 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JEFFREY SLOCUM & ASSOCIATES, INC. CASH BALANCE PLAN 2017 411567437 2018-04-08 JEFFREY SLOCUM & ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-02-01
Business code 541110
Sponsor’s telephone number 6123387020
Plan sponsor’s address PO BOX 431377, BROOKLYN PARK, MN, 55443

Signature of
Role Plan administrator
Date 2018-04-08
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 411567437 2017-06-08 JEFFREY SLOCUM & ASSOCIATES, INC. 106
Three-digit plan number (PN) 001
Effective date of plan 1991-02-01
Business code 812990
Sponsor’s telephone number 6128670461
Plan sponsor’s mailing address P.O. BOX 431377, BROOKLYN PARK, MN, 55443
Plan sponsor’s address 43 MAIN STREET SE SUITE 148, MINNEAPOLIS, MN, 55414

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
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 2
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 2017-06-08
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 411567437 2017-06-09 JEFFREY SLOCUM & ASSOCIATES, INC. 106
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-02-01
Business code 812990
Sponsor’s telephone number 6128670461
Plan sponsor’s mailing address P.O. BOX 431377, BROOKLYN PARK, MN, 55443
Plan sponsor’s address 43 MAIN STREET SE SUITE 148, MINNEAPOLIS, MN, 55414

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
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 2
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 2017-06-09
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
JEFFREY SLOCUM & ASSOCIATES, INC. CASH BALANCE PLAN 2016 411567437 2017-10-11 JEFFREY SLOCUM & ASSOCIATES, INC. 83
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-02-01
Business code 541110
Sponsor’s telephone number 6123387020
Plan sponsor’s address PO BOX 431377, BROOKLYN PARK, MN, 55443

Signature of
Role Plan administrator
Date 2017-10-11
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
JEFFREY SLOCUM & ASSOCIATES, INC. CASH BALANCE PLAN 2015 411567437 2016-11-02 JEFFREY SLOCUM & ASSOCIATES, INC. 85
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-02-01
Business code 541110
Sponsor’s telephone number 6123387020
Plan sponsor’s address 43 MAIN STREET, SE, SUITE 148, MINNEAPOLIS, MN, 55414

Signature of
Role Plan administrator
Date 2016-11-02
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
JEFFREY SLOCUM & ASSOCIATES, INC. CASH BALANCE PLAN 2014 411567437 2015-11-11 JEFFREY SLOCUM & ASSOCIATES, INC. 78
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-02-01
Business code 541110
Sponsor’s telephone number 6123387020
Plan sponsor’s address 43 MAIN STREET, SE, SUITE 148, MINNEAPOLIS, MN, 55414

Signature of
Role Plan administrator
Date 2015-11-11
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
JEFFREY SLOCUM & ASSOCIATES, INC. CASH BALANCE PLAN 2013 411567437 2014-11-07 JEFFREY SLOCUM & ASSOCIATES, INC. 78
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-02-01
Business code 541110
Sponsor’s telephone number 6123387020
Plan sponsor’s address 43 MAIN STREET, SE, SUITE 148, MINNEAPOLIS, MN, 55414

Signature of
Role Plan administrator
Date 2014-11-07
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
JEFFREY SLOCUM & ASSOCIATES, INC. CASH BALANCE PLAN 2012 411567437 2013-11-06 JEFFREY SLOCUM & ASSOCIATES, INC. 72
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-02-01
Business code 541110
Sponsor’s telephone number 6123387020
Plan sponsor’s address 43 MAIN STREET, SE, SUITE 148, MINNEAPOLIS, MN, 55414

Signature of
Role Plan administrator
Date 2013-11-06
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-11-06
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
JEFFREY SLOCUM & ASSOCIATES, INC. CASH BALANCE PLAN 2011 411567437 2012-11-09 JEFFREY SLOCUM & ASSOCIATES, INC. 70
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-02-01
Business code 541110
Sponsor’s telephone number 6123387020
Plan sponsor’s address 43 MAIN STREET, SE, SUITE 148, MINNEAPOLIS, MN, 55414

Plan administrator’s name and address
Administrator’s EIN 411567437
Plan administrator’s name JEFFREY SLOCUM & ASSOCIATES, INC.
Plan administrator’s address 43 MAIN STREET, SE, SUITE 148, MINNEAPOLIS, MN, 55414
Administrator’s telephone number 6123387020

Signature of
Role Plan administrator
Date 2012-11-09
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-11-09
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
JEFFREY SLOCUM & ASSOCIATES, INC. CASH BALANCE PLAN 2010 411567437 2011-10-05 JEFFREY SLOCUM & ASSOCIATES, INC. 74
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-02-01
Business code 541110
Sponsor’s telephone number 6123387020
Plan sponsor’s address 43 MAIN STREET, SE, SUITE 148, MINNEAPOLIS, MN, 55414

Plan administrator’s name and address
Administrator’s EIN 411567437
Plan administrator’s name JEFFREY SLOCUM & ASSOCIATES, INC.
Plan administrator’s address 43 MAIN STREET, SE, SUITE 148, MINNEAPOLIS, MN, 55414
Administrator’s telephone number 6123387020

Signature of
Role Plan administrator
Date 2011-10-05
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-05
Name of individual signing KERRY MUMMAH
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Jeffrey Slocum Chief Executive Officer 2840 Danbury Way, Minneotonka, MN 55305, USA

Agent

Name Role
Jeffrey Slocum Agent

Filing

Filing Name Filing date
Intent to Dissolve - Business Corporation (Domestic) 2021-02-18
Annual Reinstatement - Business Corporation (Domestic) 2020-12-15
Administrative Dissolution - Business Corporation (Domestic) 2018-03-13
Business Corporation (Domestic) Restated Articles 2011-08-31
Registered Office and/or Agent - Business Corporation (Domestic) 1989-12-19
Original Filing - Business Corporation (Domestic) 1986-09-26
Business Corporation (Domestic) Business Name (Business Name: Jeffrey Slocum & Associates, Inc.) 1986-09-26

Related by officers

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Related by address

No related companies by address

Date of last update: 03 Jan 2025

Sources: Minnesota's Official State Website

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