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  5. Klein Financial, Inc.

Klein Financial, Inc.

Company Details

Name: Klein Financial, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Inactive
Date formed: 02 Jan 1975 (50 years ago)
Company Number: e28194c6-a8d4-e011-a886-001ec94ffe7f
File Number: 2N-941
Registered Office Address: 1550 Audubon Road, Suite 200, Chaska, MN 55318, USA
ZIP code: 55318
County: Carver County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GROUP LIFE INSURANCE PLAN FOR KLEIN FINANCIAL, INC. 2017 411251036 2018-07-02 KLEIN FINANCIAL, INC. 359
File View Page
Three-digit plan number (PN) 502
Effective date of plan 1963-01-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON ROAD, CHASKA, MN, 55318
Plan sponsor’s address 1550 AUDUBON ROAD, CHASKA, MN, 55318

Number of participants as of the end of the plan year
Active participants 347
Retired or separated participants receiving benefits 3

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-02
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC. 2017 411251036 2018-07-02 KLEIN FINANCIAL, INC. 355
File View Page
Three-digit plan number (PN) 504
Effective date of plan 1971-01-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON ROAD, CHASKA, MN, 55318
Plan sponsor’s address 1550 AUDUBON ROAD, CHASKA, MN, 55318

Number of participants as of the end of the plan year
Active participants 347
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-02
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
VISION INSURANCE FOR KLEIN FINANCIAL, INC. 2017 411251036 2018-06-25 KLEIN FINANCIAL, INC. 177
File View Page
Three-digit plan number (PN) 507
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON RD, CHASKA, MN, 553189508
Plan sponsor’s address 1550 AUDUBON RD, CHASKA, MN, 553189508

Number of participants as of the end of the plan year
Active participants 167
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2018-06-25
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-25
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
GROUP MEDICAL DENTAL PLAN FOR KLEIN FINANCIAL, INC. 2017 411251036 2018-07-05 KLEIN FINANCIAL, INC. 318
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1963-08-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON ROAD, CHASKA, MN, 55318
Plan sponsor’s address 1550 AUDUBON ROAD, CHASKA, MN, 55318

Number of participants as of the end of the plan year
Active participants 257
Retired or separated participants receiving benefits 49

Signature of
Role Plan administrator
Date 2018-07-05
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-05
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
GROUP MEDICAL DENTAL PLAN FOR KLEIN FINANCIAL, INC. 2016 411251036 2018-07-05 KLEIN FINANCIAL, INC. 326
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1963-08-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON ROAD, CHASKA, MN, 55318
Plan sponsor’s address 1550 AUDUBON ROAD, CHASKA, MN, 55318

Number of participants as of the end of the plan year
Active participants 271
Retired or separated participants receiving benefits 54

Signature of
Role Plan administrator
Date 2018-07-05
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-05
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
VISION INSURANCE FOR KLEIN FINANCIAL, INC. 2016 411251036 2017-07-28 KLEIN FINANCIAL, INC. 152
File View Page
Three-digit plan number (PN) 507
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON RD, CHASKA, MN, 553189508
Plan sponsor’s address 1550 AUDUBON RD, CHASKA, MN, 553189508

Number of participants as of the end of the plan year
Active participants 156
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2017-07-28
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-28
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
GROUP LIFE INSURANCE PLAN FOR KLEIN FINANCIAL, INC. 2016 411251036 2017-07-17 KLEIN FINANCIAL, INC. 352
File View Page
Three-digit plan number (PN) 502
Effective date of plan 1963-01-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON RD, CHASKA, MN, 553189508
Plan sponsor’s address 1550 AUDUBON RD, CHASKA, MN, 553189508

Number of participants as of the end of the plan year
Active participants 355
Retired or separated participants receiving benefits 4

Signature of
Role Plan administrator
Date 2017-07-17
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-17
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
GROUP LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC. 2016 411251036 2017-07-25 KLEIN FINANCIAL, INC. 350
File View Page
Three-digit plan number (PN) 504
Effective date of plan 1971-01-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON RD, CHASKA, MN, 553189508
Plan sponsor’s address 1550 AUDUBON RD, CHASKA, MN, 553189508

Number of participants as of the end of the plan year
Active participants 355

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-25
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
GROUP MEDICAL DENTAL PLAN FOR KLEIN FINANCIAL 2015 411251036 2017-04-04 KLEIN FINANCIAL, INC. 367
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1963-08-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON RD, CHASKA, MN, 553189508
Plan sponsor’s address 1550 AUDUBON RD, CHASKA, MN, 553189508

Number of participants as of the end of the plan year
Active participants 249
Retired or separated participants receiving benefits 42

Signature of
Role Plan administrator
Date 2017-04-04
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-04
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
GROUP LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC. 2015 411251036 2016-08-22 KLEIN FINANCIAL, INC. 348
File View Page
Three-digit plan number (PN) 504
Effective date of plan 1971-01-01
Business code 522110
Sponsor’s telephone number 9524482484
Plan sponsor’s DBA name KLEINBANK
Plan sponsor’s mailing address 1550 AUDUBON RD, CHASKA, MN, 553189508
Plan sponsor’s address 1550 AUDUBON RD, CHASKA, MN, 553189508

Number of participants as of the end of the plan year
Active participants 350

Signature of
Role Plan administrator
Date 2016-08-22
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-22
Name of individual signing DENISE SCHULTZ
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Daniel G Klein Chief Executive Officer 1550 Audubon Road, Suite 200, Chaska, MN 55318, USA

Filing

Filing Name Filing date
Merger Non Survivor - Business Corporation (Domestic) 2018-10-31
Merger - Business Corporation (Domestic) 2002-06-27
Business Corporation (Domestic) Business Name (Business Name: Klein Financial, Inc.) 1997-08-13
Business Corporation (Domestic) Change of Shares 1994-11-10
Business Corporation (Domestic) Restated Articles 1994-11-10
Registered Office and/or Agent - Business Corporation (Domestic) 1988-09-14
Business Corporation (Domestic) Active Status Report 1981-01-28
Amendment - Business Corporation (Domestic) 1975-08-06
Original Filing - Business Corporation (Domestic) 1975-01-02
Business Corporation (Domestic) Business Name (Business Name: Klein Bancorporation, Inc.) 1975-01-02

Related by officers

Daniel G Klein

R.O.M. Financial Services, Inc. Hook and Ladder Consulting LLC Hook & Ladder Consulting Liberty Lease

Related by address

1550 Audubon Road, Suite 200, Chaska, MN 55318, USA

KLEIN J, LLC Osprey VI, LLC

Date of last update: 02 Oct 2024

Sources: Minnesota's Official State Website

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