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Fortune Financial, LLC

Company Details

Name: Fortune Financial, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 14 Oct 1997 (27 years ago)
Company Number: db75dd33-b1d4-e011-a886-001ec94ffe7f
File Number: 6217-LLC
Registered Office Address: 10261 Yellow Circle Drv, Mtka, MN 55343, USA
Principal Executive Office Address: 10261 YELLOW CIRCLE DR, MINNETONKA, MN 55343–9112, USA
ZIP code: 55343
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2023 411888998 2024-06-24 FORTUNE FINANCIAL, LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2024-06-24
Name of individual signing MR. GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2022 411888998 2023-04-27 FORTUNE FINANCIAL, LLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2023-04-27
Name of individual signing MR. GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2021 411888998 2022-03-18 FORTUNE FINANCIAL, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2022-03-18
Name of individual signing MR. GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2020 411888998 2021-06-02 FORTUNE FINANCIAL, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2021-06-02
Name of individual signing MR. GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2019 411888998 2020-04-10 FORTUNE FINANCIAL, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2020-04-10
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-10
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2018 411888998 2019-04-16 FORTUNE FINANCIAL, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2019-04-16
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-16
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2017 411888998 2018-05-18 FORTUNE FINANCIAL, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2018-05-18
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-18
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2016 411888998 2017-05-08 FORTUNE FINANCIAL, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2017-05-08
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-08
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2015 411888998 2016-05-24 FORTUNE FINANCIAL, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2016-05-24
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-24
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
FORTUNE FINANCIAL 401(K) SAVINGS PLAN 2014 411888998 2015-05-04 FORTUNE FINANCIAL, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 9529082500
Plan sponsor’s address 10261 YELLOW CIRCLE DRIVE, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2015-05-04
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-04
Name of individual signing GAYLEN HARMS
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Gaylen Harms Manager 10261 YELLOW CIRCLE DR, MINNETONKA, MN 55343–9112, USA

Agent

Name Role
Gaylen J Harms Agent

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Limited Liability Company (Domestic) Biennial Renewal 1999-06-30
Registered Office and/or Agent - Limited Liability Company (Domestic) 1999-06-30
Original Filing - Limited Liability Company (Domestic) 1997-10-14
Limited Liability Company (Domestic) Business Name (Business Name: Fortune Financial, LLC) 1997-10-14

Date of last update: 28 Dec 2024

Sources: Minnesota's Official State Website