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Ventura Trust

Company Details

Name: Ventura Trust
Jurisdiction: Minnesota
Legal type: Assumed Name
Status: Active / In Good Standing
Date formed: 05 Jul 2023 (2 years ago)
Company Number: aa392363-761b-ee11-9073-00155d01c440
File Number: 1398593100062
Principal Place of Business Address: 1915 Highway 36 West, Suite 151, Roseville, MN 55113, 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
VENTURA ESOP FIDUCIARY SERVICES 401(K) PLAN 2023 822898965 2024-07-23 VENTURA TRUST 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 525920
Sponsor’s telephone number 6127478671
Plan sponsor’s address 719 WEST MINNEHAHA PARKWAY, MINNEAPOLIS, MN, 55419

Signature of

Role Plan administrator
Date 2024-07-23
Name of individual signing NEIL BROZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-23
Name of individual signing NEIL BROZEN
Valid signature Filed with authorized/valid electronic signature
VENTURA ESOP FIDUCIARY SERVICES CASH BALANCE PLAN 2023 822898965 2024-09-20 VENTURA TRUST 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 525920
Sponsor’s telephone number 6127478671
Plan sponsor’s address 719 WEST MINNEHAHA PARKWAY, MINNEAPOLIS, MN, 55419

Signature of

Role Plan administrator
Date 2024-09-20
Name of individual signing NEIL BROZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-20
Name of individual signing NEIL BROZEN
Valid signature Filed with authorized/valid electronic signature
VENTURA ESOP FIDUCIARY SERVICES 401(K) PLAN 2022 822898965 2023-09-14 VENTURA TRUST 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 525920
Sponsor’s telephone number 6127478671
Plan sponsor’s address 719 WEST MINNEHAHA PARKWAY, MINNEAPOLIS, MN, 55419

Signature of

Role Plan administrator
Date 2023-09-14
Name of individual signing NEIL M. BROZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-14
Name of individual signing NEIL M. BROZEN
Valid signature Filed with authorized/valid electronic signature
VENTURA ESOP FIDUCIARY SERVICES CASH BALANCE PLAN 2022 822898965 2023-09-26 VENTURA TRUST 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 525920
Sponsor’s telephone number 6127478671
Plan sponsor’s address 719 WEST MINNEHAHA PARKWAY, MINNEAPOLIS, MN, 55419

Signature of

Role Plan administrator
Date 2023-09-26
Name of individual signing NEIL BROZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-26
Name of individual signing NEIL BROZEN
Valid signature Filed with authorized/valid electronic signature

Aplicant

Name Role Address
Ventura Trust Company Aplicant 1915 Highway 36 West, Suite 151, Roseville, MN 55113

Filing

Filing Name Filing date
Original Filing - Assumed Name (Business Name: Ventura Trust) 2023-07-05

Date of last update: 27 Sep 2024

Sources: Minnesota's Official State Website