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  5. Smith, Paulson, O'Donnell & Erickson, PLC

Smith, Paulson, O'Donnell & Erickson, PLC

Company Details

Name: Smith, Paulson, O'Donnell & Erickson, PLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 27 Dec 2000 (24 years ago)
Company Number: c888f93b-add4-e011-a886-001ec94ffe7f
File Number: 20117-LLC
Registered Office Address: 201 W 7th Str, Monticello, MN 55362, USA
Principal Executive Office Address: 201 W 7TH ST, MONTICELLO, MN 55362–8306, USA
ZIP code: 55362
County: Wright County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
401(K) PLAN OF SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 2023 411990431 2024-07-22 SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 7632952107
Plan sponsor’s address 201 WEST 7TH STREET, MONTICELLO, MN, 55362

Signature of
Role Plan administrator
Date 2024-07-22
Name of individual signing JACOB T ERICKSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-22
Name of individual signing JACOB T ERICKSON
Valid signature Filed with authorized/valid electronic signature
401(K) PLAN OF SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 2022 411990431 2023-04-10 SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 7632952107
Plan sponsor’s address 201 WEST 7TH STREET, MONTICELLO, MN, 55362

Signature of
Role Plan administrator
Date 2023-04-10
Name of individual signing JACOB ERICKSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-10
Name of individual signing JACOB ERICKSON
Valid signature Filed with authorized/valid electronic signature
401(K) PLAN OF SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 2021 411990431 2022-02-09 SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 7632952107
Plan sponsor’s address 201 WEST 7TH STREET, MONTICELLO, MN, 55362

Signature of
Role Plan administrator
Date 2022-02-09
Name of individual signing MEGAN HILSGEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-02-09
Name of individual signing MEGAN HILSGEN
Valid signature Filed with authorized/valid electronic signature
401(K) PLAN OF SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 2020 411990431 2021-02-10 SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 7632952107
Plan sponsor’s address 201 WEST 7TH STREET, MONTICELLO, MN, 55362

Signature of
Role Plan administrator
Date 2021-02-10
Name of individual signing MEGAN HILSGEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-02-10
Name of individual signing MEGAN HILSGEN
Valid signature Filed with authorized/valid electronic signature
401(K) PLAN OF SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 2019 411990431 2020-06-29 SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 7632952107
Plan sponsor’s address 201 WEST 7TH STREET, MONTICELLO, MN, 55362

Signature of
Role Plan administrator
Date 2020-06-29
Name of individual signing MEGAN HILSGEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-29
Name of individual signing MEGAN HILSGEN
Valid signature Filed with authorized/valid electronic signature
401(K) OF SMITH, PAULSON, O'DONNELL AND ERICKSON, PLC 2018 411990431 2019-06-12 SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 7632952107
Plan sponsor’s address 201 WEST 7TH STREET, MONTICELLO, MN, 55362

Signature of
Role Plan administrator
Date 2019-06-12
Name of individual signing BARBARA SCHERBING
Valid signature Filed with authorized/valid electronic signature
401(K) OF SMITH, PAULSON, O'DONNELL AND ERICKSON, PLC 2017 411990431 2018-06-14 SMITH, PAULSON, O'DONNELL & ERICKSON, PLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541110
Sponsor’s telephone number 7632952107
Plan sponsor’s address 201 WEST 7TH STREET, MONTICELLO, MN, 55362

Signature of
Role Plan administrator
Date 2018-06-14
Name of individual signing BARBARA SCHERBING
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Jacob T Erickson Manager 201 W 7TH ST, MONTICELLO, MN 55362–8306, USA

Filing

Filing Name Filing date
Amendment - Limited Liability Company (Domestic) 2022-07-14
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Amendment - Limited Liability Company (Domestic) (Business Name: Smith, Paulson, O'Donnell & Erickson, PLC) 2014-10-28
Registered Office and/or Agent - Limited Liability Company (Domestic) 2008-01-14
Original Filing - Limited Liability Company (Domestic)Professional Service - Law 2000-12-27
Limited Liability Company (Domestic) Business Name (Business Name: Smith, Paulson, O'Donnell & Associates, P.L.C.) 2000-12-27

Related by officers

Jacob T Erickson

SPO, LLC

Related by address

201 W 7th Str, Monticello, MN 55362, USA

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Date of last update: 30 Nov 2024

Sources: Minnesota's Official State Website

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