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  5. Oak Leaf Financial Group LLC

Oak Leaf Financial Group LLC

Company Details

Name: Oak Leaf Financial Group LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 30 Nov 2017 (7 years ago)
Company Number: e9234621-0cd6-e711-818a-00155d01c6c6
File Number: 982835600020
Registered Office Address: 4640 Nicols Rd #205, Eagan, MN 55122–5512, USA
Mailing Address: 1940 Wachtler Ave, Mendota Heights, MN 55118, United States
Principal Executive Office Address: 4640 NICOLS RD STE 205, EAGAN, MN 55122–7400, United States
ZIP code: 55118
County: Dakota County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAK LEAF FINANCIAL GROUP 401(K) PLAN 2023 823630856 2024-10-11 OAK LEAF FINANCIAL GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514528050
Plan sponsor’s address 4640 NICOLS ROAD, SUITE 205, EAGAN, MN, 55122

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing BRIAN SCHAAP
Valid signature Filed with authorized/valid electronic signature
OAK LEAF FINANCIAL GROUP 401(K) PLAN 2022 823630856 2023-05-05 OAK LEAF FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514528050
Plan sponsor’s address 4640 NICOLS ROAD, SUITE 205, EAGAN, MN, 55122

Signature of
Role Plan administrator
Date 2023-05-05
Name of individual signing BRIAN W SCHAAP
Valid signature Filed with authorized/valid electronic signature
OAK LEAF FINANCIAL GROUP 401(K) PLAN 2021 823630856 2022-05-02 OAK LEAF FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514528050
Plan sponsor’s address 4640 NICOLS ROAD, SUITE 205, EAGAN, MN, 55122

Signature of
Role Plan administrator
Date 2022-05-02
Name of individual signing BRIAN W SCHAAP
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-02
Name of individual signing BRIAN W SCHAAP
Valid signature Filed with authorized/valid electronic signature
OAK LEAF FINANCIAL GROUP 401(K) PLAN 2020 823630856 2021-05-04 OAK LEAF FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514528050
Plan sponsor’s address 4640 NICOLS ROAD, SUITE 205, EAGAN, MN, 55122

Signature of
Role Plan administrator
Date 2021-05-04
Name of individual signing BRIAN W SCHAAP
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-04
Name of individual signing BRIAN W SCHAAP
Valid signature Filed with authorized/valid electronic signature
OAK LEAF FINANCIAL GROUP 401(K) PLAN 2019 823630856 2020-03-25 OAK LEAF FINANCIAL GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514528050
Plan sponsor’s address 4640 NICOLS ROAD, SUITE 205, EAGAN, MN, 55122

Signature of
Role Plan administrator
Date 2020-03-25
Name of individual signing BRIAN SCHAAP
Valid signature Filed with authorized/valid electronic signature
OAK LEAF FINANCIAL GROUP 401(K) PLAN 2018 823630856 2019-07-25 OAK LEAF FINANCIAL GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514528050
Plan sponsor’s address 4640 NICOLS ROAD, SUITE 205, EAGAN, MN, 55122

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing BRIAN SCHAAP
Valid signature Filed with authorized/valid electronic signature
OAK LEAF FINANCIAL GROUP 401(K) PLAN 2017 823630856 2018-07-31 OAK LEAF FINANCIAL GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6514528050
Plan sponsor’s address 4640 NICOLS ROAD, SUITE 205, EAGAN, MN, 55122

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing BRADLEY MOIR
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Brian W Schaap Manager 4640 NICOLS RD STE 205, EAGAN, MN 55122–7400, United States

Filing

Filing Name Filing date
Original Filing - Limited Liability Company (Domestic) (Business Name: Oak Leaf Financial Group LLC) 2017-11-30

Related by officers

Brian W Schaap

Brian Schaap L. L. C.

Related by address

4640 NICOLS RD STE 205, EAGAN, MN 55122–7400, United States

Brian Schaap L. L. C.

Date of last update: 30 Sep 2024

Sources: Minnesota's Official State Website

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