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  5. BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC.

BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC.

Headquarter

Company Details

Name: BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 21 Jul 1983 (42 years ago)
Company Number: f723d420-b0d4-e011-a886-001ec94ffe7f
File Number: 4K-558
Registered Office Address: 1010 DALE ST N, SAINT PAUL, MN 55117–5603, USA
Principal Executive Office Address: 7900 Xerxes Avenue South, Suite 980, Bloomington, MN 55431, United States
ZIP code: 55431
County: Hennepin County
Place of Formation: Minnesota

Links between entities

Type Company Name Company Number State
Headquarter of BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC., RHODE ISLAND 001688638 RHODE ISLAND
Headquarter of BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC., ALABAMA 000-402-880 ALABAMA
Headquarter of BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC., ALABAMA 000-943-589 ALABAMA
Headquarter of BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC., NEW YORK 4127551 NEW YORK
Headquarter of BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC., KENTUCKY 0886361 KENTUCKY
Headquarter of BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC., ILLINOIS CORP_68259053 ILLINOIS

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
HRP3PFMJKJT3 2024-06-15 7900 XERXES AVE S STE 980, MINNEAPOLIS, MN, 55431, 1123, USA 7900 XERXES AVE S SUITE 980, BLOOMINGTON, MN, 55431, USA

Business Information
Congressional District 03
State/Country of Incorporation MN, USA
Activation Date 2023-06-21
Initial Registration Date 2019-08-14
Entity Start Date 1983-07-21
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 541611

Points of Contacts
Electronic Business
Title PRIMARY POC
Name CRAIG ALVAREZ
Address 7900 XERXES AVE S, STE 980, STE 980, BLOOMINGTON, MN, 55431, USA
Government Business
Title PRIMARY POC
Name CRAIG ALVAREZ
Address 7900 XERXES AVE S, STE 980, BLOOMINGTON, MN, 55431, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BWF 401K PROFIT SHARING PLAN 2023 411456835 2024-04-23 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 102
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541600
Sponsor’s telephone number 9529210111
Plan sponsor’s address 7900 XERXES AVENUE SOUTH, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2024-04-23
Name of individual signing CRAIG ALVAREZ
Valid signature Filed with authorized/valid electronic signature
BWF 401K PROFIT SHARING PLAN 2022 411456835 2023-07-13 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 77
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541600
Sponsor’s telephone number 9529210111
Plan sponsor’s address 7900 XERXES AVENUE SOUTH, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2023-07-13
Name of individual signing CRAIG ALVAREZ
Valid signature Filed with authorized/valid electronic signature
BWF 401K PROFIT SHARING PLAN 2021 411456835 2022-07-05 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541600
Sponsor’s telephone number 9529210111
Plan sponsor’s address 7900 XERXES AVENUE SOUTH, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2022-07-05
Name of individual signing CRAIG ALVAREZ
Valid signature Filed with authorized/valid electronic signature
BWF 401K PROFIT SHARING PLAN 2020 411456835 2021-06-24 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541600
Sponsor’s telephone number 6129282369
Plan sponsor’s address 7900 XERXES AVENUE SOUTH, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2021-06-24
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. CASH BALANCE PLAN 2019 411456835 2020-07-29 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 28
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 9529210111
Plan sponsor’s address 7900 XERXES AVE S, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2020-07-28
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-28
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 411456835 2020-04-11 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 67
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541600
Sponsor’s telephone number 9529210111
Plan sponsor’s address 7900 XERXES AVENUE SOUTH, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2020-04-10
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-10
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. CASH BALANCE PLAN 2019 411456835 2020-09-24 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 23
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 9529210111
Plan sponsor’s address 7900 XERXES AVE S, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2020-09-18
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-18
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 411456835 2020-08-17 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541600
Sponsor’s telephone number 9529210111
Plan sponsor’s address 7900 XERXES AVENUE SOUTH, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2020-08-17
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-17
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. CASH BALANCE PLAN 2018 411456835 2019-07-22 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 32
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 9529210111
Plan sponsor’s address 7900 XERXES AVE S, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2019-07-20
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-20
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 411456835 2019-07-09 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541600
Sponsor’s telephone number 9529210111
Plan sponsor’s address 7900 XERXES AVENUE SOUTH, SUITE 980, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2019-07-08
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-08
Name of individual signing JOSHUA BIRKHOLZ
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Joshua Birkholz Chief Executive Officer 7900 Xerxes Avenue South, Suite 980, Bloomington, MN 55431, United States

Agent

Name Role
C T Corporation System Inc. Agent

Filing

Filing Name Filing date
Amendment - Business Corporation (Domestic) 2019-08-02
Annual Reinstatement - Business Corporation (Domestic) 2008-01-23
Administrative Dissolution - Business Corporation (Domestic) 2008-01-09
Registered Office and/or Agent - Business Corporation (Domestic) 1985-07-24
Original Filing - Business Corporation (Domestic) 1983-07-21
Business Corporation (Domestic) Business Name (Business Name: BENTZ, WHALEY, FLESSNER AND ASSOCIATES, INC.) 1983-07-21

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Date of last update: 25 Sep 2024

Sources: Minnesota's Official State Website

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