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  5. Waterfront Financial Group, LLC

Waterfront Financial Group, LLC

Company Details

Name: Waterfront Financial Group, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 16 Sep 2010 (14 years ago)
Company Number: f0d6fe7d-96d4-e011-a886-001ec94ffe7f
File Number: 3986389-2
Registered Office Address: 8000 W 78th Street, Ste 415, Edina, MN 55439–5543, USA
Principal Executive Office Address: STE 100, 1333 NORTHLAND DR, MENDOTA HEIGHTS, MN 55120–1344, USA
ZIP code: 55439
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WATERFRONT FINANCIAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2020 273586839 2021-10-15 WATERFRONT FINANCIAL GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9522361755
Plan sponsor’s address 8000 W 78TH ST STE 415, EDINA, MN, 554392589

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing MARK HEGSTROM
Valid signature Filed with authorized/valid electronic signature
WATERFRONT FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 273586839 2020-07-14 WATERFRONT FINANCIAL GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9522361755
Plan sponsor’s address 8000 W 78TH ST STE 415, MINNEAPOLIS, MN, 554392589

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing MARK HEGSTROM
Valid signature Filed with authorized/valid electronic signature
WATERFRONT FINANCIAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2018 273586839 2019-06-19 WATERFRONT FINANCIAL GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9522361755
Plan sponsor’s address 5500 WAYZATA BLVD SUITE 1040, MINNEAPOLIS, MN, 55416

Signature of
Role Plan administrator
Date 2019-06-19
Name of individual signing MARK HEGSTROM
Valid signature Filed with authorized/valid electronic signature
WATERFRONT FINANCIAL GROUP 401(K) PLAN 2016 273586839 2017-07-28 WATERFRONT FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9522361755
Plan sponsor’s address 5500 WAYZATA BLVD, STE 1040, MINNEAPOLIS, MN, 55416

Signature of
Role Plan administrator
Date 2017-07-28
Name of individual signing MARK HEGSTROM
Valid signature Filed with authorized/valid electronic signature
WATERFRONT FINANCIAL GROUP 401(K) PLAN 2015 273586839 2016-10-12 WATERFRONT FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9522361755
Plan sponsor’s address 5500 WAYZATA BOULEVARD, SUITE 1040, MINNEAPOLIS, MN, 55416

Signature of
Role Plan administrator
Date 2016-10-12
Name of individual signing MARK HEGSTROM
Valid signature Filed with authorized/valid electronic signature
WATERFRONT FINANCIAL GROUP 401(K) PLAN 2014 273586839 2015-10-13 WATERFRONT FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9522361755
Plan sponsor’s address 5500 WAYZATA BOULEVARD, SUITE 1040, MINNEAPOLIS, MN, 55416

Signature of
Role Plan administrator
Date 2015-10-13
Name of individual signing MARK HEGSTROM
Valid signature Filed with authorized/valid electronic signature
WATERFRONT FINANCIAL GROUP 401(K) PLAN 2013 273586839 2014-07-31 WATERFRONT FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9522361755
Plan sponsor’s address 5500 WAYZATA BOULEVARD, SUITE 1040, MINNEAPOLIS, MN, 55416

Signature of
Role Plan administrator
Date 2014-07-31
Name of individual signing MARK HEGSTROM
Valid signature Filed with authorized/valid electronic signature
WATERFRONT FINANCIAL GROUP 401(K) PLAN 2012 273586839 2013-10-01 WATERFRONT FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9522361755
Plan sponsor’s address 5500 WAYZATA BOULEVARD, SUITE 1040, MINNEAPOLIS, MN, 55416

Plan administrator’s name and address
Administrator’s EIN 273586839
Plan administrator’s name WATERFRONT FINANCIAL GROUP, LLC
Plan administrator’s address 5500 WAYZATA BOULEVARD, SUITE 1040, MINNEAPOLIS, MN, 55416
Administrator’s telephone number 9522361755

Signature of
Role Plan administrator
Date 2013-10-01
Name of individual signing MARK HEGSTROM
Valid signature Filed with authorized/valid electronic signature
WATERFRONT FINANCIAL GROUP 401(K) PLAN 2011 273586839 2012-07-20 WATERFRONT FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9522361755
Plan sponsor’s address 5500 WAYZATA BOULEVARD, SUITE 1040, MINNEAPOLIS, MN, 55416

Plan administrator’s name and address
Administrator’s EIN 273586839
Plan administrator’s name WATERFRONT FINANCIAL GROUP, LLC
Plan administrator’s address 5500 WAYZATA BOULEVARD, SUITE 1040, MINNEAPOLIS, MN, 55416
Administrator’s telephone number 9522361755

Signature of
Role Plan administrator
Date 2012-07-20
Name of individual signing MARK HEGSTROM
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Jennifer Verly Manager STE 100, 1333 NORTHLAND DR, MENDOTA HEIGHTS, MN 55120–1344, USA

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2010-12-01
Original Filing - Limited Liability Company (Domestic) 2010-09-16
Limited Liability Company (Domestic) Business Name (Business Name: Waterfront Financial Group, LLC) 2010-09-16

Related by officers

Jennifer Verly

DSB Rock Island, LLC DSB Rock Island Wealth Management, LLC Business Owner Succession Strategies LLC Opimus, LLC

Related by address

STE 100, 1333 NORTHLAND DR, MENDOTA HEIGHTS, MN 55120–1344, USA

DSB Rock Island Wealth Management, LLC Waterfront Financial Holdco LLC Business Owner Succession Strategies LLC Opimus, LLC DS&B, Ltd.

Date of last update: 07 Dec 2024

Sources: Minnesota's Official State Website

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